Real estate proposal software questions, answered

QuoteCloud is proposal, quoting and eSignature software that agencies use for listing and appraisal proposals, property management proposals, commercial leasing proposals and buyers' agent engagements. You build branded templates once, add comparable sales, commission options and a campaign vendors can tailor, and every vendor signs online, with the campaign deposit paid on signing.

No. The listing proposal sits alongside your agency's own agency agreement, which you prepare and have signed as usual. QuoteCloud does not provide statutory forms or check documents against your local requirements. The proposal is your pitch: the evidence, method of sale, commission options and the campaign the vendors choose.

No. Comparable sales and price guides are the agent's own content: type them into a table in the proposal, or have your CRM send them as data items through the QuoteCloud API or Zapier. QuoteCloud does not connect to property portals or sales data providers, so the evidence is always the evidence you chose.

Not in the public library. Agencies build their own from a proposal template, adding comparable sales, method of sale, commission and campaign sections, and save the parts to the content library. During the trial on Essentials, Business or Enterprise, QuoteCloud converts one of your existing templates, such as your listing kit, for free.

Yes. Set out each method of sale with how you'd run it and the campaign plan to the date, and recommend one. Many agencies keep a template per method instead, built from the same content library blocks, so the agent starts from the one that suits the property.

Yes. Add each vendor as a signer with their own signature block; they sign online with no account, and the signed proposal carries a certificate of authenticity and audit trail. With Stripe or PayPal connected (Essentials and up), the campaign deposit, as a percentage or a fixed amount, is paid on the same page after signing.

Yes. A vendor can sign on the agent's tablet or laptop in person, as well as online in their own inbox. Signing works in any modern browser, needs no account, and can require a one-time passcode sent to the signer. eSignatures are on every QuoteCloud plan, including Free.

No order is set. Each vendor has their own signature block and signs when they're ready, and the proposal shows how many have signed. If your agency agreement needs a particular signing process, keep running that agreement through your usual system.

Yes. QuoteCloud shows when a proposal is opened and how long it is read, and the document history records each recipient's activity, so you can call while it is fresh. Expiry dates and the Expiring Soon filter show which listing proposals are about to lapse. Tracking is on Essentials and above.

Yes, with bulk send on Essentials and up. One follow-up template is sent as a personalised copy to each vendor you appraised, with their name, address and price guide, and you see who opened and who accepted. Bulk send has volume-based costs. QuoteCloud does not send automatic reminders.

No. QuoteCloud sends proposals, collects signatures and can take one payment on signing through your Stripe or PayPal account. It is not a trust accounting, rent collection or security deposit system, so keep using your property management and trust software. A Zapier or Make step can add a new landlord there when they sign.

Yes. Set your management options out side by side with the services each includes, as a single choice the landlord makes before signing. Your fees are a percentage of rent under your management agreement, so they are shown as content; letting costs and optional extras go in a price table.

Yes, on the Business plan. An approval workflow holds a proposal In Review when its total value or discount passes the threshold you set, and named approvers, such as the principal, approve or decline before it can be sent. Each director of the landlord company can then sign in their own signature block.

Yes. Put the engagement fee and optional services, such as auction bidding, in a price table and set the payment on signing to the full amount through Stripe or PayPal. Both buyers sign online. The success fee stays content with worked examples, invoiced on exchange under your engagement terms.

Yes. A project marketing proposal can set out the release stages, the marketing budget in a price table and your fee as content, with a Gantt chart of the campaign on Business. An approval rule can route it to the principal before it goes, and the developer's directors each sign online.