Getting started with QuoteCloud

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.

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.

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
  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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.

TE-Q-2417 · RFQ 0918Demo · fictional data

Demo · your estimator's view in QuoteCloud

Material
Finish
Quantity to quote

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

  1. Quote sent to Quenda RoboticsTE-Q-2417 · email link to both signers
  2. Opened by SofiaEngineering
  3. First article inspection report ticked+$462.00 inc tax
  4. PO number enteredQR-PO-4471
  5. Signed by EngineeringSofia Lindqvist
  6. Signed by ProcurementMarcus Oyelaran
  7. Tooling paid on signing$2,343.00 via Stripe
  8. Sales order raised in your ERPThrough Zapier or the API, if you set it up
Tessmore EngineeringRFQ response · Quote TE-Q-2417 Demo · fictional data

Prepared for Quenda Robotics · RFQ 0918

QR-220 sensor housing, Rev B

Valid until Fri 20 Nov 2026

QR-220 · drawing Rev B6061-T6 aluminium · Black anodise 500 pcs × $20.31$10,155.00

Lead time 5 weeks after PO and first-article sign-off

Quantity breaks · unit price
QuantityUnit priceLead time
100+ Quoted$27.204 wks
250+ Quoted$23.264 wks
500+ Quoted$20.315 wks
1,000+ Quoted$18.106 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 · 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
Tooling paid on signingFixed amount on this quote: one-off lines + tax $2,343.00 Paid via Stripe · demo, nothing charged

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.

How PO acceptance and tooling payments work

Send your next RFQ response from QuoteCloud

Free for 14 days, no credit card required. Send us your current quote and we'll convert one template for you during the trial.

Five ways manufacturers quote

Each from its own template, each with the blocks that kind of work needs. Sample documents from fictional businesses.

Pellbrook PlasticsQuote · tooling and parts PP-Q-1192 Sample · fictional business

Price breaks, per 1,000 parts

Price breaks, per 1,000 parts
QuantityUnit price per 1,000Lead time
5,000$610.003 weeks
20,000 Quoted$420.004 weeks
50,000$365.006 weeks
100,000$338.008 weeks

Quantity breaks are our pricing, typed into the quote. Lead times run from T1 sample approval.

Tooling and parts

ItemQtyRateAmount
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
Moulded plastic caps in many colours

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
Quantity breaks, tooling & NRE
Wexcombe Machine WorksEquipment proposal WM-Q-0388 Sample · fictional business

Machine, options and services

ItemQtyRateAmount
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
30% on signing, to order long-lead parts (30%)
$37,570.50

Document workflow

In Review

Triggered when Total value greater than $100,000

  • Lucia BrandtDirectorWaiting

Must be approved by all approvers

  1. Approval request sent by Owen Hartley
  2. Waiting for Lucia Brandt

Approval workflow · Business plan

Roller conveyors curving through a large warehouse

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 quotes
Fernvale Print & PackPrint & packaging quote FP-Q-3051 Sample · fictional business

Price breaks, per 1,000 cartons

Price breaks, per 1,000 cartons
QuantityUnit price per 1,000Lead time
10,000$248.0010 working days
25,000 Quoted$186.0012 working days
50,000$152.0015 working days

Lead times run from your signed proof.

Your cartons

ItemQtyRateAmount
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
30% on signing, to order the board (30%)
$1,993.20
The ink rollers of an industrial printing press

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
Quantity breaks, tooling & NRE
Saltwick Co-PackingCo-packing quote SC-Q-0715 Sample · fictional business

Your run

ItemQtyRateAmount
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
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.
Rows of glass bottles moving along a filling line

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
RFQ responses & part quotes
Brennick Industrial SupplyQuote · configured equipment BI-Q-5520 Sample · fictional business

Choose the motor

Your pump sets

ItemQtyRateAmount
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
Close-up of dark metal gears and a shaft

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
Distributor & reseller quotes

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.

  1. 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.

    Tessmore EngineeringRFQ response · Quote TE-Q-2417 Sample · fictional business
    A cutter machining a round aluminium part on a milling machine

    RFQ 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.

  2. 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 images

    QR-220 sensor housing · drawing Rev B PDF page

    1. Bore Ø32 H7, mask before anodise
    2. 4 × M5 threaded holes, 10 deep
    3. Pocket 2.0 deep, Ra 1.6
    4. Break all sharp edges 0.3
    5. Engrave 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.

  3. 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 & NRE

    Your quote · QR-220, Rev B

    QR-220 sensor housingDrawing QR-220 · Rev B · 6061-T6 aluminium · Black anodise 500 pcs × $20.31$10,155.00

    Lead time 5 weeks after PO and first-article sign-off

    Quantity breaks · unit price
    QuantityUnit priceLead time
    100+$27.204 wks
    250+$23.264 wks
    500+ Quoted$20.315 wks
    1,000+$18.106 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
  4. 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
    1. Quantities may vary by ±2% per batch; you pay for parts delivered.
    2. Tooling and fixtures stay with us for repeat orders and are kept for 2 years.
    3. Changes to the drawing after acceptance are quoted as a revised quote.
  5. 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.

    Sofia LindqvistCan you hold H7 on the bore after anodising, or should we open it up?

    Callum, TessmoreWe mask the bore before anodising, so H7 holds. Noted in the assumptions.

  6. 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 deposits

    Accept against your PO

    Your PO number QR-PO-4471 Forms block field · Business

    2 of 2 signed

    • Sofia LindqvistEngineering SignedWed 28 Oct, 9:12 am
    • 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 Stripe

    Each 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 agreements
Tessmore EngineeringAnnual supply agreement TE-SA-2027 Sample · fictional business

Scheduled releases, per month

ServiceReleasePer month
QR-220 sensor housing, 400 pcs at $18.10Monthly$7,240.00
QR-310 mounting bracket, 250 pcs at $6.40Monthly$1,600.00
Packing and metro deliveryPer release$210.00
Monthly
$9,050.00
Term
12 months · $108,600
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Agreement terms

Starts1 Jan 2027
Expires31 Dec 2027
  1. ReleasesMonthly releases to your schedule; changes inside 4 weeks by agreement.
  2. PricingHeld for 2027 unless aluminium bar moves more than 8%, by a signed variation.
  3. InvoicingEach release invoiced on dispatch by Tessmore, 30-day terms.
  4. 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

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Where an RFQ usually stalls

Pricing the part is the easy bit. Here is what moves into one QuoteCloud quote.

The jobTodayWith QuoteCloud
Quantity breaks A spreadsheet tab per quantity, pasted into a PDF. Every break in one table, the quoted one marked, with lead times: breaks and tooling.
Tooling and NRE Buried in the unit price, then argued about on the repeat order. One-off lines the buyer can see, noted as kept for repeat orders.
Engineering vs procurement One signs the drawing, the other emails a PO a week later. Both sign the same quote, with the PO number in it: PO acceptance.
Paying for tooling Fixtures ordered on trust, chased after the first delivery. The tooling paid by card or PayPal straight after signing.
Quotes that linger Last year's material price honoured because nobody checked the date. An expiry date on every quote and the Expiring Soon filter for follow-up.
Into the ERP The accepted quote retyped as a sales order. A signed quote can raise the order through Zapier or the API.

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.

How manufacturers connect QuoteCloud All integrations

Everything a manufacturer sends

From the RFQ to the supply agreement, for job shops, equipment builders, packaging and print firms, co-packers and distributors.

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.

More questions from manufacturers

Your next RFQ, accepted on a PO

Free for 14 days. No credit card required.