QuoteCloud for architects and engineers: questions answered

Yes. A report is a QuoteCloud document built from content blocks: text, tables for condition ratings and asset registers, images marked up in the built-in image editor, a contents block, and a price table for recommended works. The client can accept it with a legally binding eSignature, and you can export it as a PDF.

No. The QuoteCloud template library has no stock audit, inspection or condition report template. Build yours once from content blocks and save it as a template, or send us your existing report: one template conversion is free during the trial on the Essentials, Business and Enterprise plans.

Yes. Add site photos in image and gallery blocks and mark them up in the built-in image editor: crop, rotate, add text, shapes, arrows, highlights and freehand drawing, so the defect is circled and numbered beside the finding. Image blocks and the image editor are on the Starter plan and above.

Yes. Use table blocks for a condition rating table, with the element, location, rating, risk, action and budget, or an asset register with tags, condition and remaining life. Save the table to the content library with your columns and rating scale, and every report starts with the same structure.

Yes. Price the recommended works in a price table, with the first priority included and later priorities as optional rows. The client ticks the works they want, the total updates, and they accept the report with a legally binding eSignature. You see what they ticked and when in the activity.

Yes. Export any QuoteCloud document as a PDF, from the Starter plan and above, for an owners' association's records, a council submission or your own project files. Content can be hidden from the recipient and from the PDF, and a Table of Contents block lists each section.

Yes, as images or PDF pages. Export drawings, sections or schedules from your design software and add them to the report with image or PDF blocks, then mark up an image in the image editor where needed. QuoteCloud doesn't connect to BIM or CAD software, so the files are added, not linked.

Yes. A table block holds the schedule: code, generic description, finish, location and status, such as approved, for review or sample requested. Add sample photos in an image or gallery block beside it, and save your schedule layout to the content library so every project starts with the same columns.

Yes. Clients and your team can leave comments on a QuoteCloud document, reply to them and @mention colleagues, so a question about a floor finish is answered in the schedule rather than in an email chain. Document tracking also shows you when the schedule was opened.

Yes. Add an eSignature block with a short summary of what's being approved, such as four of six finishes approved and two samples to follow. The client signs online or in person on your device, and the signed document carries a certificate of authenticity and an audit trail.

Yes. Save clauses and generic descriptions as Company content in the content library, filed in folders by element or trade. Select several and insert them into a schedule together, in order. The content library is on the Essentials plan and above; locking approved clauses is on Business.

Yes. Revise Last Version creates a new version from the one you sent, and the Document History records what happened to each document. On the Business plan, version history keeps earlier versions. Note the revision in the schedule itself, such as Issue C replacing Issue B, for the client's benefit.

Yes. Save limitations, terms of engagement, insurances and specification clauses as Company content in the content library, organised in folders, from the Essentials plan. On Business, lock blocks so they can be used in every document but not edited, and set library access by role.

Only admins and roles with the right permissions can unlock a block, and they do it in the content library, not in a document. Locked blocks can still be dragged into any document. Editing a library block doesn't always update documents that already use it, so check drafts in progress after a change.

Yes. Create a team for each studio or discipline and use Template Restrictions to assign the templates each team should see, such as fee proposals for the architecture studio and report templates for the surveyors. Custom user roles and unlimited teams are on the Essentials plan and above.

Yes. Upload your logo, add your fonts to the Font Book, set default typography and add PDF headers and footers with your logo and legal text. Custom branding is on the Business plan. A custom domain and fully white-labelled delivery are a paid add-on for five users or more.

Yes. One existing template, such as your fee proposal or condition report, is converted free during the trial on the Essentials, Business and Enterprise plans. Further conversions are a paid add-on, billed per template. Any QuoteCloud document can also be saved as a template by your own team.

Native CRM and accounting integrations, including Xero, QuickBooks Online, HubSpot, Salesforce and Pipedrive, are on the Business plan. From Essentials, the same systems and thousands of other apps connect through Zapier or Make, and the QuoteCloud API is available. Zapier and API document creation has per-document fees.

Yes, through Zapier or Make, from the Essentials plan. A trigger such as a recipient signing a fee proposal can create or update an item on your monday.com board with the client, the reference, the stages and the fee. Each Zap passes the event on in one direction.

Yes. When the client signs, an integration can create the invoice in Xero or QuickBooks Online with the same lines, quantities and tax, under the matching contact. Native integrations are on Business, and Zapier or Make work from Essentials. Later stage invoices are raised in your accounting system.

Yes, through Zapier from the Essentials plan. When a client accepts a report, a Zap can file the signed copy in the project's Microsoft OneDrive folder and add a row to a Google Sheets register with the client, reference and value. Make can do the same with a scenario.

Yes. The QuoteCloud API, on the Essentials plan and above, lets your own systems create documents from a template's data items and act when they're viewed or signed. API and Zapier document creation has per-document fees. Consultancy and integration set-up for custom APIs is available from the QuoteCloud team.

Plans are priced in US dollars per user per month: Free ($0, one user and two documents a month), Starter ($14.95), Essentials ($39), Business ($59) and Enterprise (custom pricing). eSignatures are on every plan, price tables and the content library start on Essentials, and approvals and content locking are on Business.

Essentials covers fee proposals and reports with price tables, templates, the content library, custom roles, retainers on signing, and Zapier, Make and the API. Choose Business for approval workflows, content locking, Gantt programmes, percentage and formula pricing, version history, custom branding and native CRM and accounting integrations.

Yes. Essentials and Business start with a 14-day free trial, with no credit card required, and there is a free plan for one user. During the trial we convert one of your existing templates, such as a fee proposal or report, for free on the Essentials, Business and Enterprise plans.

Paid plans include a 45-minute training session. Onboarding services, professional services such as more template conversions, extra training and integration set-up, and premium 24×7 support are available; ask us for prices. Enterprise includes implementation support and a dedicated account manager. The user guide has hundreds of step-by-step articles.