Getting started with QuoteCloud

Fit-out proposals that read like a tender response

Price by trade package, show the programme, keep the insurances and safety wording locked, and get the big ones approved before they go out.

Commercial builders use QuoteCloud to send fit-out proposals and tender responses: a price table by trade package with preliminaries and options, a Gantt programme, licences, insurances and safety content kept locked in the content library, an approval step for large bids on Business, several signers and a PDF export for tender portals.

A sample fit-out proposal from a fictional builder, Corbel Building Co., for a dental surgery fit-out (CB-C-0412): the cover, and in front its contents ticking off one by one: company profile and methodology from the content library, the price by trade package, a 10-week programme, locked licences, insurances, safety and quality, and two signers. Last comes the approval status: In Review because the total value is over $250,000, approved by the construction manager and waiting for the director.

Priced by trade package, options kept apart

Preliminaries, strip-out, partitions and ceilings, joinery, services and finishes each get a section with its own subtotal, priced from your cost book. After-hours works and the acoustic upgrade sit apart as options the client ticks.

Your costs and margins stay in your team's view of the table, never the client's.

  • Section headings with group subtotals and a note on every line
  • Optional rows and single- or multiple-choice groups
  • A 5% mobilisation payment on signing via Stripe

Price tables and product catalogue: Essentials and up

Cost book, rates & margin control
Corbel Building Co.Fit-out proposal CB-C-0412 Sample · fictional business

Fit-out price, by trade package

ItemQtyRateAmount
Preliminaries$36,300
Site management & supervisionFull-time site manager
10 wk $2,950 $29,500.00
Hoarding, protection & cleaningLift, lobby and common areas
1 lot $6,800 $6,800.00
Strip-out$11,400
Demolition & make-safeExisting office fit-out removed
1 lot $11,400 $11,400.00
Partitions & ceilings$57,340
Stud partitionsSet and painted, to ceiling
86 lm $410 $35,260.00
Suspended ceilingsWith access panels
240 m² $92 $22,080.00
Joinery$48,600
Reception counter & surgery joineryFour surgeries, sterilisation room
1 lot $48,600 $48,600.00
Services (subcontract)$138,400
Electrical, data & lightingIncluding surgery circuits
1 lot $52,800 $52,800.00
Mechanical servicesAir-conditioning and exhaust
1 lot $46,900 $46,900.00
HydraulicsWater and waste to each surgery
1 lot $38,700 $38,700.00
Finishes$28,520
Vinyl & carpetSheet vinyl to clinical areas
240 m² $78 $18,720.00
PaintingWalls, doors and frames
1 lot $9,800 $9,800.00
Options Tick to add
1 lot $8,600 $8,600.00
86 lm $65 $5,590.00
Subtotal
$329,160.00
Tax (10%)
$32,916.00
Total
$362,076.00
Mobilisation payment on signing (5%)
$18,103.80

Every bid built from approved content

Methodology, safety, quality and insurances are written once, approved and saved in your content library. Estimators drop them into each response instead of copying last month's Word file.

Content libraryCommercial · Corbel Building Co.Sample data

  • Company profileText and photos
  • Fit-out methodologyStaging, after-hours works, protection
  • Work health & safetySafety plan and method statements Locked
  • Quality planInspection & test plan, hold points Locked
  • Licences & insurancesCompany block Locked
  • Recent fit-outCase study with photos

Dental surgery fit-out, Level 1Fit-out proposal · CB-C-0412

  1. 1CoverFernmoor Dental · valid 45 days
  2. 2About Corbel From library
  3. 3Methodology From library
  4. 4Price by trade packagePrice table with options
  5. 5Fit-out programmeGantt chart, 10 weeks
  6. 6Safety Locked block
  7. 7Quality Locked block
  8. 8Licences & insurances Locked block
  9. 9Recent work From library
  10. 10Assumptions & signaturesTwo directors sign
  • Write it once

    Save methodology, safety and quality wording as content library blocks that every estimator reuses.

    Content library: Essentials and up

  • Lock what must not change

    Lock the insurance, safety and quality blocks so they go out exactly as approved, in every bid.

    Content locking: Business

  • Export for the portal

    Export the finished response as a PDF and upload it to the tender portal yourself.

    PDF export: Starter and up

Sample fit-out · CB-C-0412

A bid over your threshold waits for sign-off

With the after-hours option, the Fernmoor Dental fit-out comes to $329,160 + tax. Corbel's approval rule is a total value over $250,000, so the proposal goes In Review until the construction manager and a director approve it.

$329,160 Fit-out price ex tax, with the after-hours option (sample figures)

Build your tender kit in the trial

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

Two sign-offs: yours, then the client's

Inside Corbel, the construction manager and a director approve the proposal before it can be sent. At Fernmoor Dental, both directors sign the same document, each in their own signature block, and the 5% mobilisation payment is taken on signing.

  • Approval rules on total value or discount percentage
  • Several signers on one document, no account needed
  • Mobilisation payment by card via Stripe or PayPal (Essentials and up)

Approval workflow: Business plan

How the approval workflow works
Corbel Building Co.Fit-out proposal CB-C-0412 Sample · fictional business

Document workflow

In Review

Triggered when Total value greater than $250,000

  • Tessa GrayConstruction managerApproved
  • Ruth HammondDirectorWaiting

Must be approved by all approvers before it can be sent.

  1. Approval request sent by Dan Okafor
  2. Approved by Tessa Gray

Approval workflow · Business plan

Accept, sign and pay

1 of 2 signed

  • Dr Anika ShahDirector Signed22 Apr, 4:10 pm
  • Dr Sam IbrahimDirector Awaiting signature

Mobilisation payment on signing (5%)

$18,103.80

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

A tender response in five steps

How an estimator puts a fit-out response together, from template to signature.

  1. Start from your template

    Open your commercial template with the cover, company profile and terms already in place.

  2. Drop in library blocks

    Add the methodology, safety, quality and case study blocks; the insurances arrive locked.

  3. Price the packages

    Build the price table by trade package from your cost book, with options the client chooses.

  4. Get it approved

    Over your total-value threshold, it waits In Review for the construction manager and a director (Business).

  5. Send or export

    Send the client one link to review and sign, or export a PDF for the tender portal.

Fit-out and tender questions

Can QuoteCloud be used for commercial fit-out proposals?

Yes. Commercial builders send fit-out proposals and tender responses from QuoteCloud: a price table by trade package with preliminaries and options, a Gantt programme on the Business plan, methodology, safety and insurance content from the content library, several signers, and a payment on signing if you take one.

Does QuoteCloud connect to tender portals?

No. Export the finished response as a PDF, on Starter and above, and upload it to the portal yourself. Or send the client a link to the live document, where they can review it, choose options and sign.

Can we stop estimators editing insurance and safety wording?

Yes, on the Business plan. Content locking lets you lock blocks such as licences, insurances and safety wording so they go out as approved. Keep the approved versions in the content library, on Essentials and above, so every proposal starts from current content.

Can large bids need approval before they are sent?

Yes, on the Business plan. Set an approval rule on total value, for example over $250,000, or on discount percentage. The proposal goes In Review, and the named approvers approve or decline it before it can be sent.

Can we import a bill of quantities?

Not as a bill of quantities. You can import your rates and items into the product catalogue from a CSV file, with column mapping and validation, and build the price table from the catalogue. QuoteCloud does not import bills of quantities or take quantities off plans.

Can two directors sign the same proposal?

Yes. Add each director as a signer: each gets their own signature block, no account is needed, and the document shows who has signed. The signed document carries a certificate of authenticity and an audit trail. eSignatures are included on every plan.

More construction questions

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