Manufacturing quotes that come back with a PO number
Answer the RFQ part by part, with quantity breaks, tooling and lead times, and get it accepted against the buyer's PO by engineering and procurement.
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- Building QuoteCloud since 2013
QuoteCloud is quoting, proposal and eSignature software for job shops, contract manufacturers, equipment builders, packaging and print firms, co-packers and distributors. Answer an RFQ from your own template and price book, show quantity breaks and one-off tooling, set lead times and an expiry date, and the buyer adds their PO number, both signers sign and the tooling is paid online.
A sample RFQ response from a fictional job shop, Tessmore Engineering: the customer's drawing of the QR-220 sensor housing, Rev B, with five numbered callouts, and in front the quote card. Quantity breaks for 6061-T6 aluminium with black anodise: 100+ at $27.20, 250+ at $23.26, 500+ at $20.31 (quoted) and 1,000+ at $18.10, tooling and NRE $2,130.00 one-off, a quote total of $13,975.50 including tax, then accepted on PO QR-PO-4471, signed by Engineering and Procurement, with $2,343.00 tooling paid.
Quenda Robotics · RFQ 0918 · drawing QR-220 · Rev B
QR-220 sensor housing
6061-T6 · Black anodise
- 100+$27.204 wks
- 250+$23.264 wks
- 500+$20.315 wks
- 1,000+$18.106 wks
Tooling & NRE, one-off$2,130.00
Quote total, inc tax$13,975.50
Accepted on PO QR-PO-4471 · Engineering and Procurement signed · tooling $2,343.00 paid
One RFQ, routed like a job through your shop
Every quote passes the same operations. Here is where each one happens in QuoteCloud, and the plan it needs.
Quote traveller
- Document
- TE-Q-2417
- Part
- QR-220 sensor housing, Rev B
- Customer
- Quenda Robotics
- Quantity
- 500 pcs
-
Op 10
RFQ and drawing in
The customer's drawing goes into the quote as a PDF page or an image you mark up. QuoteCloud doesn't read CAD files.
PDF and image blocksImage editor: Starter and up
-
Op 20
Price it from your price book
Machining, finishes, materials and one-off tooling come from your product catalogue, with your own costing behind each figure.
Product catalogueEssentials and up
-
Op 30
Breaks, tooling and lead time
Quantity breaks as a table or alternative rows, tooling and NRE as one-off lines, the lead time and Incoterms as content.
Price tablesEssentials and up
-
Op 40
Check the margin, then approve
Cost and margin stay in your team's view. A big discount or total value goes to a manager first.
Approval workflowBusiness
-
Op 50
Send with an expiry date
The buyer reads it in the browser, asks questions in the comments and ticks options; you see when it's opened.
Tracking and expiry datesEssentials and up
-
Op 60
Accepted on the PO
The PO number goes in, engineering and procurement each sign, and the tooling is paid on signing.
eSignatures and paymentseSignatures on every plan
-
Op 70
Into your ERP
A signed quote can raise the order in your ERP or MRP through Zapier, Make or the API. QuoteCloud doesn't create the PO or the invoice.
Zapier, Make, APIEssentials and up
Try it: an RFQ, quoted and accepted
Choose the material, finish and quantity as your estimator would, check the margin, send it, then accept it as Quenda Robotics: PO number, two signers, tooling paid.
{"ref":"TE-Q-2417","part":"QR-220 sensor housing","part_no":"QR-220","drawing":"QR-220 · Rev B","rfq":"RFQ 0918","client":"Quenda Robotics","gst":0.1,"gateway":"Stripe","valid":"Valid until Fri 20 Nov 2026","incoterms":"FCA our dock, Northgate · freight quoted on request","lead_from":"after PO and first-article sign-off","materials":[{"id":"al6061","name":"6061-T6 aluminium","short":"6061-T6","base":24.6,"cost":15.2,"fixture":1450,"fixture_cost":900},{"id":"al7075","name":"7075-T6 aluminium","short":"7075-T6","base":29.8,"cost":19.1,"fixture":1450,"fixture_cost":900},{"id":"ss304","name":"304 stainless steel","short":"304 SS","base":38.4,"cost":25.6,"fixture":1850,"fixture_cost":1150}],"finishes":[{"id":"clear","name":"Clear anodise","add":2.1,"cost":1.3,"for":["al6061","al7075"]},{"id":"black","name":"Black anodise","add":2.6,"cost":1.6,"for":["al6061","al7075"]},{"id":"powder","name":"Black powder coat","add":3.4,"cost":2.2,"for":["al6061","al7075","ss304"]},{"id":"passivate","name":"Passivate","add":1.2,"cost":0.7,"for":["ss304"]}],"tiers":[{"qty":100,"factor":1,"cost_factor":1,"weeks":3},{"qty":250,"factor":0.84,"cost_factor":0.9,"weeks":3},{"qty":500,"factor":0.72,"cost_factor":0.82,"weeks":4},{"qty":1000,"factor":0.63,"cost_factor":0.76,"weeks":5}],"finish_weeks":1,"cam":{"item":"CAM programming & setup","note":"One-off · includes first-off approval","rate":680,"cost":380},"fixture_item":"Fixtures & soft jaws","fixture_note":"One-off · kept for repeat orders","options":[{"id":"fai","item":"First article inspection report","note":"Dimensional report on 5 parts, material certificates","rate":420,"cost":210,"weeks":0},{"id":"exp","item":"Expedited production","note":"Ships one week sooner","rate":1150,"cost":600,"weeks":-1}],"defaults":{"material":"al6061","finish":"black","tier":500},"final_options":["fai"],"po":"QR-PO-4471","signers":[{"id":"eng","name":"Sofia Lindqvist","first":"Sofia","role":"Engineering · Lead mechanical engineer","short":"Engineering"},{"id":"proc","name":"Marcus Oyelaran","first":"Marcus","role":"Procurement · Procurement officer","short":"Procurement"}],"signed":"Wed 28 Oct 2026","approval":{"limit":15000,"trigger":"Total value greater than $15,000","approver":"Gareth Lyle","role":"General manager"}}
TE-Q-2417 · RFQ 0918Demo · fictional data
Demo · your estimator's view in QuoteCloud
Team view · never in the buyer's quote
- Unit cost
- $14.06
- Cost
- $8,520.00
- Margin
- 32.9%
Within your approval limits: ready to send
Approval on a quote's total value or discount is the Business plan's approval workflow.
Activity
- Quote sent to Quenda RoboticsTE-Q-2417 · email link to both signers
- Opened by SofiaEngineering
- First article inspection report ticked+$462.00 inc tax
- PO number enteredQR-PO-4471
- Signed by EngineeringSofia Lindqvist
- Signed by ProcurementMarcus Oyelaran
- Tooling paid on signing$2,343.00 via Stripe
- Sales order raised in your ERPThrough Zapier or the API, if you set it up
Prepared for Quenda Robotics · RFQ 0918
QR-220 sensor housing, Rev B
Valid until Fri 20 Nov 2026
Lead time 5 weeks after PO and first-article sign-off
| Quantity | Unit price | Lead time |
|---|---|---|
| 100+ Quoted | $27.20 | 4 wks |
| 250+ Quoted | $23.26 | 4 wks |
| 500+ Quoted | $20.31 | 5 wks |
| 1,000+ Quoted | $18.10 | 6 wks |
| One-off · tooling & NRE | |
|---|---|
| Fixtures & soft jawsOne-off · kept for repeat orders | $1,450.00 |
| CAM programming & setupOne-off · includes first-off approval | $680.00 |
| Options · the buyer ticks | |
| $420.00 | |
| $1,150.00 | |
- Subtotal
- $12,705.00
- Tax 10%
- $1,270.50
- Total
- $13,975.50
FCA our dock, Northgate · freight quoted on request
Accept against your PO
- Sofia LindqvistEngineering · Lead mechanical engineer
- Marcus OyelaranProcurement · Procurement officer
Signed Wed 28 Oct 2026 · certificate of authenticity attached
What Quenda's engineer and buyer see · in the browser, no account
A demo with a fictional job shop: nothing is sent, stored or charged, and this page does the sums. In QuoteCloud your estimator adds the lines from your own price book and costing; quantity breaks are your pricing, typed into the quote as a table or as alternative rows. The PO number field is a Forms block field (Business); approval on total value or discount is the approval workflow (Business); the tooling payment is a fixed amount you set on the document, paid through Stripe or PayPal (Essentials and up). QuoteCloud doesn't read CAD files, cost from drawings, check stock or create the purchase order; the ERP step runs through Zapier or the API if you set it up.
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Five ways manufacturers quote
Each from its own template, each with the blocks that kind of work needs. Sample documents from fictional businesses.
Price breaks, per 1,000 parts
| Quantity | Unit price per 1,000 | Lead time |
|---|---|---|
| 5,000 | $610.00 | 3 weeks |
| 20,000 Quoted | $420.00 | 4 weeks |
| 50,000 | $365.00 | 6 weeks |
| 100,000 | $338.00 | 8 weeks |
Quantity breaks are our pricing, typed into the quote. Lead times run from T1 sample approval.
Tooling and parts
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Tooling · one-off | $15,450 | ||
2-cavity injection mould, P20 steelYour property on payment · kept and maintained by us
|
1 tool | $14,600 | $14,600.00 |
T1 samples & dimensional report50 shots for your approval
|
1 lot | $850 | $850.00 |
| Parts | $8,400 | ||
CC-14 cable clip, natural PP20,000 parts, priced per 1,000
|
20 × 1,000 | $420 | $8,400.00 |
| Options Tick to add | |||
| 1 lot | $1,200 | $1,200.00 | |
- Subtotal
- $23,850.00
- Tax (10%)
- $2,385.00
- Total
- $26,235.00
- Plus, monthly
- $0.00/mo
A mould tool and the parts it makes
The 2-cavity mould as a one-off line, T1 samples, then the parts priced per 1,000 with every price break shown. Half the tool can be paid on signing as a fixed amount set on the quote.
- Breaks per 1,000 as a table
- Tooling on its own line
- Texture as an option to tick
Machine, options and services
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Machine | $86,500 | ||
Case-packing conveyor module, 9 mMild steel frame, painted · 2 lanes · guarding to your layout
|
1 ea | $86,500 | $86,500.00 |
| Options · tick what you need Tick to add | |||
| 1 ea | $14,200 | $14,200.00 | |
| 1 ea | $9,800 | $9,800.00 | |
| 1 ea | $3,600 | $3,600.00 | |
| Spares and services | $13,150 | ||
Spares kitBelts, sensors, bearings · you can change the quantity
|
1 kit | $2,450 | $2,450.00 |
Factory acceptance testAt our works, with your product
|
1 test | $2,900 | $2,900.00 |
Installation & commissioningOn site, 4 days, 2 engineers
|
1 job | $7,800 | $7,800.00 |
- Subtotal
- $113,850.00
- Tax (10%)
- $11,385.00
- Total
- $125,235.00
- Plus, monthly
- $0.00/mo
- 30% on signing, to order long-lead parts (30%)
- $37,570.50
Document workflow
In ReviewTriggered when Total value greater than $100,000
- LBLucia BrandtDirectorWaiting
Must be approved by all approvers
- Approval request sent by Owen Hartley
- Waiting for Lucia Brandt
Approval workflow · Business plan
A custom machine with options to choose
The conveyor module with frame and drive options as optional items, spares, testing and installation. Over $100,000, so it went to the director for approval before it was sent.
- Options as optional items
- Build schedule as a Gantt (Business)
- 30% on signing for long-lead parts
Approval workflow: Business
Configured product & equipment quotesPrice breaks, per 1,000 cartons
| Quantity | Unit price per 1,000 | Lead time |
|---|---|---|
| 10,000 | $248.00 | 10 working days |
| 25,000 Quoted | $186.00 | 12 working days |
| 50,000 | $152.00 | 15 working days |
Lead times run from your signed proof.
Your cartons
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Cartons | $4,650 | ||
Folding carton, 100 g tea, 4 colours350 gsm board · die-cut, glued, packed flat
|
25 × 1,000 | $186 | $4,650.00 |
| One-off · kept for reprints | $1,270 | ||
Printing platesCMYK
|
4 plates | $145 | $580.00 |
Cutting formeTo your dieline TC-100
|
1 ea | $690 | $690.00 |
| Options Tick to add | |||
| 1 ea | $120 | $120.00 | |
| 1 lot | $380 | $380.00 | |
- Subtotal
- $6,040.00
- Tax (10%)
- $604.00
- Total
- $6,644.00
- Plus, monthly
- $0.00/mo
- 30% on signing, to order the board (30%)
- $1,993.20
Cartons with plates and the cutting forme
Printed cartons per 1,000 at three runs, plates and the cutting forme as one-off lines kept for reprints, a hard proof to tick and 30% to order the board.
- Run lengths as price breaks
- Plates and formes one-off
- Expiry date for board prices
Your run
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Filling & packing | $13,550 | ||
Fill, seam, date-code and pack in 24s330 ml cans · priced per 1,000 cans
|
60 × 1,000 | $210 | $12,600.00 |
Line changeover & CIPOne-off for this run
|
1 run | $950 | $950.00 |
| Options Tick to add | |||
| 60 × 1,000 | $38 | $2,280.00 | |
| 1 lot | $600 | $600.00 | |
- Subtotal
- $15,830.00
- Tax (10%)
- $1,583.00
- Total
- $17,413.00
- Plus, monthly
- $0.00/mo
- 20% on signing, to book the line (20%)
- $3,482.60
What you supply
- Liquid at our dock by 13 November, to our intake specification.
- 60,600 cans and ends (1% allowance), and labels if sleeved.
- Your product specification and any certification you need on the batch record.
A canning run, booked with a deposit
Filling and packing per 1,000 cans, the changeover as a one-off, pasteurising and storage as options, and what the brand supplies written into the quote. 20% books the line.
- Per-unit and one-off lines
- Client-supplied items as content
- Line slot held to the expiry date
Choose the motor
Your pump sets
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Pump sets · duty and standby | |||
7.5 kW, IE3Pump, motor, baseplate and coupling, configured
|
2 sets | $6,840 | $13,680.00 |
| Options Tick to add | |||
| 2 ea | $1,960 | $3,920.00 | |
| 2 ea | $780 | $1,560.00 | |
| 1 day | $1,200 | $1,200.00 | |
| Delivery | $380 | ||
Delivery to siteTail-lift truck, metro
|
1 trip | $380 | $380.00 |
- Subtotal
- $19,180.00
- Tax (10%)
- $1,918.00
- Total
- $21,098.00
- Plus, monthly
- $0.00/mo
A distributor's configured pump set
Two motor options as a single choice, drives and commissioning to tick, delivery as a line, accepted on the customer's account with their PO in the summary.
- Single-choice motor options
- Options the buyer ticks
- Account customers: no payment on signing
One RFQ response, part by part
Quenda Robotics' QR-220 quote as their engineer and buyer read it. Every part is a QuoteCloud block from Tessmore's RFQ template.
-
01 Estimator edits
Open on the part
A cover from your RFQ template: the part, the customer's RFQ reference, the date and the expiry date of the quote.
TE Tessmore EngineeringRFQ response · Quote TE-Q-2417 Sample · fictional businessRFQ response · Quote
QR-220 sensor housing, Rev B
Prepared for Quenda Robotics · Prepared Wed 21 Oct 2026 · Valid until Fri 20 Nov 2026
Our response to RFQ 0918 for the QR-220 housing to your drawing, Rev B. The 500-piece price is below, with the other quantity breaks, the one-off tooling and the lead time. Tick the first article report if you need it, add your PO number, and we start on signing.
-
02
Their drawing, in the quote
The customer's drawing placed as a PDF page, its callouts listed. Nothing reads the CAD file or prices from it: your estimator does.
Drawings, specifications & marked-up imagesQR-220 sensor housing · drawing Rev B PDF page
- 1Bore Ø32 H7, mask before anodise
- 24 × M5 threaded holes, 10 deep
- 3Pocket 2.0 deep, Ra 1.6
- 4Break all sharp edges 0.3
- 5Engrave part number, 3 high
The customer's drawing, placed in the quote as a PDF page. QuoteCloud doesn't read CAD files or work out a price from a drawing.
-
03 Buyer chooses
The price, the breaks and the one-offs
500 pieces at the quoted break, every other break shown as content, tooling and CAM as one-off lines, and the options the buyer ticks.
Price tables: Essentials and up
Quantity breaks, tooling & NREYour quote · QR-220, Rev B
QR-220 sensor housingDrawing QR-220 · Rev B · 6061-T6 aluminium · Black anodise 500 pcs × $20.31$10,155.00Lead time 5 weeks after PO and first-article sign-off
Quantity breaks · unit price Quantity Unit price Lead time 100+ $27.20 4 wks 250+ $23.26 4 wks 500+ Quoted $20.31 5 wks 1,000+ $18.10 6 wks One-off charges and options One-off · tooling & NRE Fixtures & soft jawsOne-off · kept for repeat orders $1,450.00 CAM programming & setupOne-off · includes first-off approval $680.00 Options · tick to add $420.00 $1,150.00 - Subtotal
- $12,705.00
- Tax 10%
- $1,270.50
- Total
- $13,975.50
- Tooling paid on signing Fixed amount: one-off lines + tax
- $2,343.00
-
04 Locked block
Lead time, Incoterms, validity
Your standard commercial terms as a locked company block, so every estimator sends the same wording.
Content locking: Business
Lead time, delivery and terms
- Lead time5 weeksAfter your PO and first-article sign-off
- DeliveryFCA our dock, NorthgateIncoterms 2020 · freight quoted on request
- Quote validUntil Fri 20 Nov 2026Material prices held to this date
- PaymentTooling on signingParts on 30-day account, invoiced on dispatch
- Quantities may vary by ±2% per batch; you pay for parts delivered.
- Tooling and fixtures stay with us for repeat orders and are kept for 2 years.
- Changes to the drawing after acceptance are quoted as a revised quote.
-
05
Questions answered in the quote
Quenda's engineer asked about the bore tolerance in a comment, and the estimator answered in the same thread.
Assumptions and exceptions
- Quoted to drawing QR-220 Rev B. A new revision is quoted as a revised quote.
- Material certificates supplied with every batch.
- The bore is masked before anodising so it stays to H7.
- Packed 25 to a carton with dividers; pallets wrapped.
SLSofia LindqvistCan you hold H7 on the bore after anodising, or should we open it up?
TECallum, TessmoreWe mask the bore before anodising, so H7 holds. Noted in the assumptions.
-
06 Buyer signs
Accepted on the PO, by both
The buyer's PO number, Engineering and Procurement each signing, and the tooling paid on signing as a fixed amount.
PO acceptance, two signers & tooling depositsAccept against your PO
Your PO number QR-PO-4471 Forms block field · Business2 of 2 signed
- SL Sofia LindqvistEngineering SignedWed 28 Oct, 9:12 am
- MO Marcus OyelaranProcurement SignedWed 28 Oct, 2:40 pm
Tooling paid on signingFixtures and CAM programming, plus tax: a fixed amount set on this quote $2,343.00 Paid via StripeEach signer signs online · Certificate of authenticity and audit trail
Then a supply agreement for the year
When the part goes into production, put the year's pricing, the monthly releases and the terms in one supply agreement both sides sign once.
Releases show as repeating charges in the agreement; you invoice each one from your own system. The agreement has an expiry date and the Expiring Soon filter finds it before the year ends.
- Monthly releases as repeating charges
- Pricing held for the term, in the terms
- Expiry date; nothing renews by itself
Expiry dates and Expiring Soon: Essentials and up
Blanket & annual supply agreementsScheduled releases, per month
| Service | Release | Per month |
|---|---|---|
| QR-220 sensor housing, 400 pcs at $18.10 | Monthly | $7,240.00 |
| QR-310 mounting bracket, 250 pcs at $6.40 | Monthly | $1,600.00 |
| Packing and metro delivery | Per release | $210.00 |
- Monthly
- $9,050.00
- Term
- 12 months · $108,600
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Agreement terms
- ReleasesMonthly releases to your schedule; changes inside 4 weeks by agreement.
- PricingHeld for 2027 unless aluminium bar moves more than 8%, by a signed variation.
- InvoicingEach release invoiced on dispatch by Tessmore, 30-day terms.
- ExpiryEnds 31 December 2027. We send a new offer for 2028; nothing renews by itself.
Sign the 2027 agreement
Marcus Oyelaran · Procurement officer
Signed online · Wed 9 Dec, 11:20 am
Agreement summary
- Releases
- $9,050.00 a month + tax
- Term
- 12 months, 1 Jan to 31 Dec 2027
- Expires
- 31 Dec 2027
Certificate of authenticity and audit trail attached
Where an RFQ usually stalls
Pricing the part is the easy bit. Here is what moves into one QuoteCloud quote.
From RFQ to accepted quote in five steps
What happens between an RFQ arriving and your team seeing a signed quote with the tooling paid.
- 1
Start from your RFQ template
Your letterhead, commercial terms and assumptions are already in it; place the customer's drawing.
- 2
Price it
Add lines from your price book, the quantity breaks, tooling and lead time.
- 3
Check and approve
Your team sees cost and margin; a large discount or total goes for approval (Business).
- 4
Send
Set the expiry date and send it to the engineer and the buyer; you see when it's opened.
- 5
Accept & pay
They add the PO number, both sign, and the tooling is paid on signing.
Connected to your ERP, CRM and accounts
ERP and MRP systems connect through Zapier, Make or the QuoteCloud API from the Essentials plan, where they have a connector or an API; there is no native ERP integration. Microsoft Dynamics 365 and HubSpot connect through Zapier, Salesforce with the Sync add-on or Zapier, Xero and QuickBooks Online natively on Business or through Zapier.
- API QuoteCloud APIYour ERP or MRP
- Za ZapierAccepted quotes to your other apps
- Mk Make.comScenarios for your workflow
- ERP Your ERP or MRPThrough Zapier, Make or the API
-
Microsoft Dynamics 365CRM · through Zapier
-
SalesforceCRM · Sync add-on or Zapier
-
HubSpotCRM · through Zapier
-
XeroAccounting · Business or Zapier
-
QuickBooks OnlineAccounting · Business or Zapier
-
Microsoft ExcelOrder register · through Zapier
-
StripeTooling paid on signing
-
PayPalPayPal payment on signing
Manufacturing templates, ready to make your own
Real QuoteCloud templates for manufacturing proposals, services agreements, work orders and QA plans. Open one, add your price book and terms, and send.
-
Proposal template
Manufacturing Services Proposal
Scope of work, manufacturing approach, quality assurance plan, lead times, pricing breakdown and commercial terms.
View template
-
Agreement template
Manufacturing Services Agreement
Specifications, pricing and payment, delivery, quality standards, intellectual property, warranty and termination.
View template
-
Work order template
Production Work Order
Product specifications, production instructions, scheduling, resources and sign-off.
View template
-
QA plan template
Manufacturing Quality Assurance Plan
Inspection processes, quality control steps and responsibilities, ready to attach to a quote.
View template
Everything a manufacturer sends
From the RFQ to the supply agreement, for job shops, equipment builders, packaging and print firms, co-packers and distributors.
-
RFQ responses & part quotesAnswer the RFQ part by part: material and finish, quantity, unit price, lead time, freight terms and an expiry date on the quote.Explore
-
Quantity breaks, tooling & NREPrice breaks shown as a table or as alternative rows the buyer picks, with tooling, fixtures and programming as one-off lines.Explore
-
PO acceptance, two signers & tooling depositsThe buyer's PO number in the accepted quote, engineering and procurement both signing, and the tooling paid on signing.Explore
- Configured product & equipment quotesMachines and equipment with options and add-ons as optional items, spares the buyer sets the quantity of, and a build schedule.
- Drawings, specifications & marked-up imagesThe customer's drawing attached as a PDF or placed as an image and marked up, with your assumptions and exceptions beside it.
- Distributor & reseller quotesConfigured product quotes for distributors, reseller price offers bulk-sent from one template, and dealer terms in the agreement.
- Blanket & annual supply agreementsAnnual pricing, scheduled releases shown as repeating charges, terms and an expiry date, signed once for the year.
- Discount approvals & hidden marginsQuotes over a discount or a total value go to a manager first, and cost and margin stay in your team's view only.
- Price book, SKUs & CSV importParts, materials, finishes and services in one product catalogue with SKUs, costs and margins, loaded from a CSV export.
- ERP, MRP, CRM & accounting connectionsAccepted quotes to your ERP or MRP through Zapier, Make or the API, your CRM and your accounting software.
- Manufacturing templatesReal QuoteCloud templates for manufacturing proposals, services agreements, work orders, QA plans and price quotes.
- QuoteCloud implementation for manufacturersYour price book imported, RFQ and agreement templates converted, approvals and payments set up, estimators trained.
- FAQAnswers to the questions job shops, equipment builders, packaging and print firms, co-packers and distributors ask most.
Manufacturing quote questions, answered
What is QuoteCloud for manufacturers?
QuoteCloud is quoting, proposal and eSignature software for job shops and contract manufacturers, custom equipment builders, packaging and print manufacturers, food and beverage co-packers, distributors and B2B manufacturers. You answer RFQs from your own templates and price book, with quantity breaks, tooling and lead times, and buyers accept, sign and pay online.
Can a quote show quantity price breaks?
Yes, in two ways. Show the breaks as a table in the quote, with the quoted quantity marked, or put each quantity in as an alternative row in a single-choice group so the buyer picks one and the total follows. The break prices are your own pricing: QuoteCloud doesn't calculate breaks by rule. Price tables are on Essentials and above.
How do we show tooling, NRE and setup charges?
As one-off lines in their own section of the price table, separate from the per-part price, with a note such as 'kept for repeat orders'. You can take the tooling as a payment on signing: a fixed amount or a percentage you set on the document, paid through Stripe or PayPal on Essentials and above.
Can the buyer's PO number go on the accepted quote?
Yes. Put a text field for the PO number in the acceptance section with the Forms block (Business plan) so the buyer types it as they sign, or, when the PO arrives first, your team adds it to the quote before sending. QuoteCloud doesn't create purchase orders or invoices.
Can engineering and procurement both sign?
Yes. Add each person as a signer and each signs online with their own legally binding eSignature; the document shows who has signed and who hasn't. A completed document has a certificate and an audit trail. eSignatures are on every plan, including Free.
Can we attach drawings and specifications?
Yes. Place the customer's drawing as a PDF page or an image, and mark up photos or sketches in the built-in image editor (Starter and above). QuoteCloud doesn't open or read CAD files, and it doesn't work out a price from a drawing: your estimator prices it.
Does QuoteCloud check stock or calculate costs automatically?
No. QuoteCloud doesn't check inventory or availability and doesn't cost parts from drawings or machine times. Prices and costs come from your own product catalogue, which you can import from a CSV export, and your team sees cost and margin while the customer never does.
Does QuoteCloud integrate with our ERP or MRP?
Through Zapier, Make or the QuoteCloud API, from the Essentials plan, where your ERP or MRP has a connector or an API. There is no native ERP or MRP integration. Documents created through the API or Zapier carry a per-document fee. Xero and QuickBooks Online are native on Business, or connect through Zapier.
Can we send annual or blanket supply agreements?
Yes. Put the year's pricing, monthly releases as repeating charges and your terms in one agreement both parties sign, with an expiry date and the Expiring Soon filter to follow up. QuoteCloud doesn't bill the releases or renew the agreement by itself; you invoice from your own system.
Is there a free trial?
Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates for free on the Essentials, Business and Enterprise plans, and paid plans include a 45-minute training session.
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