Sales Documents for Real Estate Agents

QuoteCloud is an all-in-one sales document platform built to help real estate agents create, customise, send, and e-sign sales quotes, proposals, and contracts quickly. It replaces manual paperwork with branded templates and an intuitive document builder so you can spend less time on admin and more time closing deals.

By automating repetitive tasks and presenting professional, consistent documents, QuoteCloud improves client experience and helps agents win more listings and sales.

You can create a full range of real estate sales documents including listing proposals, buyer proposals, property brochures, pricing summaries, contracts, and invoices. Pre-designed templates tailor content and layout to common real estate needs so documents look professional every time.

Yes — QuoteCloud lets you customise templates with your branding, colours, logos, and custom sections for property descriptions, pricing structures, terms, and disclosure language. Templates ensure consistency while allowing the flexibility to highlight property-specific features and offer multiple pricing options.

Yes. QuoteCloud includes contract e-signature features so clients can review, sign, and return documents electronically. This accelerates closing timelines, reduces paper handling, and provides a secure audit trail for executed agreements.

QuoteCloud centralises document versions and makes it easy to apply edits, track changes, and resend updated proposals. Built-in collaboration tools reduce back-and-forth emails and ensure all stakeholders view the latest terms, speeding up approval and closing processes.

QuoteCloud integrates with common business tools to simplify workflows — for example, seamless QuickBooks Online integration can sync invoices and transactions for streamlined accounting. It also syncs with related QuoteCloud products like TravelDocs when relevant, and supports other integrations to keep CRM, accounting, and document workflows connected.

QuoteCloud offers free and paid plans. You can get started for free with no credit card required, and paid tiers unlock advanced features such as high-volume document production, additional integrations, and advanced branding. Requesting a demo is also available if you want a guided walkthrough.

To get started, sign up for a free account on QuoteCloud or request a demo through the site. The platform provides templates and setup guidance so teams can create their first documents within minutes. For larger organisations, QuoteCloud offers onboarding support to configure templates, integrations, and user permissions.

QuoteCloud is designed to replace insecure manual processes by securely generating, storing, and transmitting sensitive documents. Built-in security features include encrypted document delivery and secure e-signatures, helping real estate teams manage confidential information in a compliant, paperless workflow.