Getting started with QuoteCloud

Training proposals your clients size, sign and pay for

Put the learning outcomes, the modules, the delivery choice and a per-seat price in one proposal. Your client changes the number of seats, signs and pays the deposit.

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QuoteCloud is proposal, quoting and eSignature software for training providers, tutors, camp and excursion providers, edtech companies, student agents and facilitators. Build a training proposal with outcomes, modules and in-person, virtual or blended delivery, price it per participant, and the client changes the seats, signs and pays a deposit online.

A sample from a fictional training provider, Tallowood Learning Co.: a training room with 24 seats, twelve quoted and two more added by the client, Leila Hassan of Harrowgate Health Partners. In front, the Leadership Essentials proposal: blended delivery, six modules from Monday 1 February, tuition 14 seats at $1,380 each, setup $1,200, workbooks and catering, a total of $25,821.40 including tax, signed with a $6,455.35 deposit paid.

From needs analysis to a confirmed cohort

What happens between the first call with a client and a signed training proposal with the deposit paid.

  1. Outline

    Start from your training proposal template and add the agreed learning outcomes and modules from your content library.

  2. Choose delivery

    Offer in person, virtual or blended as one choice, each with its own price per participant.

  3. Price per seat

    Tuition with the seats as the quantity, a per-cohort fee and add-ons from your course catalogue.

  4. Send

    The client changes the number of seats, ticks add-ons and asks questions in comments.

  5. Sign & pay

    Every signer signs online and the deposit is paid by card or PayPal.

Try it: build a training proposal, then sign it as the client

Choose the delivery, the cohort size and the electives, and watch the per-seat price and the schedule follow. Then send it: change the seats as Leila would, sign and pay the deposit.

New proposal · TL-1184Demo · fictional data

1 Delivery
2 Cohort size
12 seats

Sets the quantity on every per-seat line. Leila can change each one after you send.

3 Modules

Modules come from your content library and prices from your course catalogue.

What your team sees

  1. Proposal sent to LeilaTL-1184 · email link
  2. Opened by Leila2:06 pm
  3. Seats changed 12 → 14Tuition and workbooks, by Leila
  4. Catering ticked+$1,940.40 inc tax
  5. Signed by LeilaCertificate of authenticity attached
  6. Deposit paid$6,455.35 via Stripe
  7. Cohort created in your LMSThrough Zapier, if you set it up
Tallowood Learning Co.Training program proposal TL-1184 Signed & paid

For Leila Hassan, Harrowgate Health Partners

Leadership Essentials

Blended6 modules · 25 hours · from Mon 1 Feb 2027PO HHP-PO-40817

What your leaders will be able to do

  1. Leading with claritySet direction and expectations a team can act onIn person
  2. Coaching conversationsRun a structured coaching conversation in 20 minutesLive online
  3. Feedback that landsGive and receive feedback using one shared modelIn person
  4. Planning & delegationDelegate with clear scope, authority and check-insLive online
  5. Leading through changePlan the people side of a change at workLive online
  6. Capstone: lead a change projectPresent a workplace project to your sponsorIn person

Schedule Gantt · Business

Leading with clarity Week 1
Coaching conversations Week 3
Feedback that lands Week 5
Planning & delegation Week 7
Leading through change Week 9
Capstone: lead a change project Week 11

Program fees

Tuition · Blended6 modules × $230 per participant 14 $19,320.00
Cohort setup & needs analysisPer cohort 1 $1,200.00

Add-ons · tick to add

14 $1,190.00
14 $1,764.00
Subtotal
$23,474.00
Tax 10%
$2,347.40
Total
$25,821.40
Deposit · 25% on signing
$6,455.35

Sign to accept the program and fees above

Accepted & signed by Leila Hassan

Deposit$6,455.35Paid via Stripe · demo, nothing charged

Signed Thu 22 Oct 2026, 2:18 pm · certificate attached

What Leila sees · opens in the browser, no account

A demo with a fictional training provider: nothing is sent, stored or charged. In QuoteCloud your team builds the proposal in the editor: modules from your content library, prices from your course catalogue, the seats as the quantity on each per-seat line with quantity editing switched on, so the client can change them. The schedule is a Gantt chart (Business). The deposit is a percentage or a fixed amount set on the document, paid through Stripe or PayPal (Essentials and up). QuoteCloud doesn't enrol learners or connect natively to an LMS: the LMS step shown runs through Zapier or the API if you set it up.

How training proposals work

Six documents education businesses send

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

Larkfield TutoringTutoring term agreement LF-2027-0219 Sample · fictional business

Choose a weekly package

Term charges in this agreement

10 weeks a term · shown in the agreement; we invoice Terms 2 to 4 before each term starts

  1. Term 12 Feb – 10 Apr $720 + tax Paid on signing
  2. Term 227 Apr – 3 Jul $720 + tax Invoiced before the term
  3. Term 320 Jul – 25 Sep $720 + tax Invoiced before the term
  4. Term 412 Oct – 18 Dec $720 + tax Invoiced before the term

The year, as agreed$2,880 + tax

Repeating charges shown for the year. Larkfield invoices each later term; nothing is charged automatically.

A young woman helps a teenager with her reading at a table by a window

A tutoring agreement for the year, paid a term at a time

Three weekly packages as one choice, then the four terms shown as repeating charges in the agreement. The parent signs and pays Term 1; the tutoring business invoices each later term itself.

  • Packages as a single choice
  • Term charges shown, not billed
  • Term 1 paid on signing
Tutoring & coaching term packages
Gullyfern Outdoor EducationCamp quote GO-Q-0730 Sample · fictional business

Camp fees

ItemQtyRateAmount
Program$33,180
First-year camp · 3 days, 2 nightsPer student · meals, accommodation, instructors
84 students $395 $33,180.00
Supervising staff1 per 12 students, no charge
7 staff $0 $0.00
Options Tick to add
 1 trip $2,860 $2,860.00
84 students $28 $2,352.00
Subtotal
$36,040.00
Tax (10%)
$3,604.00
Total
$39,644.00
Deposit to hold the dates, paid on signing (20%)
$7,928.80

Accept, sign and pay the deposit

2 of 2 signed

  • Karen HoltBusiness manager SignedThu 22 Oct
  • Dr Anika RowePrincipal SignedFri 23 Oct

Deposit to hold the dates, paid on signing (20%)

$7,928.80

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Young campers with backpacks walk across a field towards their tents

A first-year camp quote two people sign

84 students at a per-student price, supervising staff at no charge, coach transport and a high ropes session as options. The business manager and the principal each signed, then the deposit was paid.

  • Per-student pricing
  • Several signers
  • A deposit to hold the dates

Price tables and payments: Essentials and up

Excursion & camp quotes
Gullyfern Outdoor EducationCamp consent form GO-C-0730-27 Sample · fictional business

Consent & medical details

Forms block · Business

Forms block · completed by the parent

Student
Mia Lorenzo · 7B
Parent or guardian
Daniel Lorenzo
Emergency contact
Rosa Lorenzo · 555 0100
Dietary needs
NoneVegetarianGluten freeOther
Medical notes for our first-aid officer
Mild asthma: puffer in her bag.
Canoeing and high ropes
YesNo
Photos in the school newsletter
YesNo

Answers stay in this signed document. Your camp process decides who sees them.

Sign the consent

2 of 2 signed

  • Daniel LorenzoParent or guardian SignedFri 23 Oct
  • Mia LorenzoStudent SignedFri 23 Oct

Certificate of authenticity and audit trail attached

A group paddles canoes along a reedy river

Parent consent, inside the document

One consent document per student, sent from a template with each student's name as a data item. The parent answers the questions in a Forms block and both parent and student sign.

  • Forms block inside the document
  • Parent and student sign
  • Answers kept with the signature

Forms block: Business

Consent for excursions & camps
Fernway ReadingSchool licence quote FR-L-2207 Sample · fictional business

2027 licence

ItemQtyRateAmount
Seats · 1 Feb 2027 to 31 Jan 2028$4,364
Student seatsPer student per year · you can change the number
412 seats $9.50 $3,914.00
Teacher seatsIncluded with student seats
26 seats $0 $0.00
Onboarding session90 minutes online for your staff
1 session $450 $450.00
Options Tick to add
 1 workshop $950 $950.00
Subtotal
$4,364.00
Tax (10%)
$436.40
Total
$4,800.40

Licence term

StartsMon 1 Feb 2027
ExpiresMon 31 Jan 2028
  1. SeatsAdd students during the year on a new quote at the same per-seat price.
  2. ExpiryThe licence ends on 31 January 2028. We send next year's quote in Term 4; nothing renews by itself.
  3. PaymentInvoiced against your school purchase order, payable in 30 days.
A young student in a striped jumper taps a tablet at a table

An edtech licence quote with an expiry date

Student seats priced per year, teacher seats included, an onboarding session and an optional workshop. The licence term runs to 31 January 2028; next year's quote is a new document, sent in Term 4.

  • Seats as the quantity
  • Licence term and expiry
  • Nothing renews by itself
School licence quotes for edtech
Tallowood Learning Co.Course registration TL-R-3051 Sample · fictional business

Participant details

Forms block · Business

Forms block · completed by Jordan

Participant 1
Jordan Pike · Operations coordinator
Participant 2
Amira Saleh · Customer service lead
Dietary needs
Participant 2: gluten free
Access needs
None
How did you hear about us?
A colleagueSearchLinkedInOther

Participant details stay in this signed document.

Registration

ItemQtyRateAmount
Course$990
Business writing essentialsPer participant · materials and lunch included
2 seats $495 $990.00
Add-on Tick to add
 2 seats $120 $240.00
Subtotal
$1,230.00
Tax (10%)
$123.00
Total
$1,353.00
Paid in full on signing (100%)
$1,353.00
An adult learner raises a hand as the trainer asks a question

A course registration with the details in a form

Two seats on a one-day public course, the participants' details collected in a Forms block, an optional coaching session per participant, and the fee paid in full on signing.

  • Seats the client can change
  • Participant details in the document
  • Paid in full on signing

Forms block: Business

Short courses & registration forms
Mara Ellison FacilitationKeynote & workshop proposal ME-0412 Sample · fictional business

Choose the session

Fees

ItemQtyRateAmount
Session
Keynote + workshopThu 18 March 2027, Lakeview
1 event $7,900 $7,900.00
TravelReturn flights from Riverside, one night
1 trip $680 $680.00
Options Tick to add
 120 cards $6 $720.00
Subtotal
$9,300.00
Tax (10%)
$930.00
Total
$10,230.00
Deposit to hold the date, paid on signing (50%)
$5,115.00
Adults laughing and listening together during a workshop session

A keynote and workshop with the date held

A keynote, a keynote with a workshop, or a half-day program as one choice. Travel is a line, take-home cards an option, and half is paid on signing to hold the date.

  • Session options as one choice
  • Travel and materials as lines
  • 50% to hold the date
Workshop & keynote proposals

Send your next training proposal from QuoteCloud

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

Start free 14-day trial Book a demo

One training proposal, page by page

Leadership Essentials as Leila and her finance manager read it. Every part is a QuoteCloud content block from Tallowood's proposal template.

  1. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business
    A facilitator writes on a whiteboard at the end of a long table of participants with laptops

    Training program proposal

    Leadership Essentials for Harrowgate Health Partners

    Prepared for Leila Hassan, Harrowgate Health Partners · Prepared Mon 19 Oct 2026 · Valid until Fri 20 Nov 2026

    A six-module program for 14 new and emerging team leaders, delivered blended from Monday 1 February: three workshops at your Northgate site and three live online sessions, ending with a capstone your sponsors attend.

    Purchase order
    HHP-PO-40817
    Cohort
    14 team leaders, Northgate and Riverside
    Program start
    Mon 1 Feb 2027

    Data items, filled in when the document is created

    The program

    Open on the program and the PO

    A cover from the template, then the purchase-order number, the cohort and the start date as data items your team fills in when the proposal is created.

  2. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business

    What your leaders will be able to do

    Learning outcomes agreed in the needs analysis call on Tue 13 Oct

    1. Set direction and expectations a team can act on
    2. Run a structured coaching conversation in 20 minutes
    3. Give and receive feedback using one shared model
    4. Delegate with clear scope, authority and check-ins
    5. Plan the people side of a change at work
    6. Present a workplace project to your sponsor

    Outcomes are Tallowood's program design. Participants receive a certificate of completion from Tallowood; this program is not an accredited qualification.

    Program modules

    6 modules · 25 hours · blended
    ModuleDeliveryHours
    1Leading with clarity In person 6 h
    2Coaching conversations Live online 4 h
    3Feedback that lands In person 6 h
    4Planning & delegation Live online 3 h
    5Leading through change Elective Live online 3 h
    6Capstone: lead a change project In person 3 h

    Outcomes

    Outcomes first, then the modules

    The learning outcomes agreed in the needs analysis, then each module with its delivery and hours. Your content, reused from the content library.

    Corporate training proposals
  3. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business

    Program schedule

    StageW1W2W3W4W5W6W7W8W9W10W11W12
    1 · Leading with clarity Week 1 to 1
    2 · Coaching conversations Week 3 to 3
    3 · Feedback that lands Week 5 to 5
    4 · Planning & delegation Week 7 to 7
    5 · Leading through change Week 9 to 9
    Workplace project Week 7 to 11
    Capstone presentations Week 12

    Schedule

    The schedule as a Gantt chart

    Five modules a fortnight apart, the workplace project alongside, and the capstone as a milestone. Gantt charts are on the Business plan.

  4. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business

    Choose how it's delivered

    Program fees

    ItemQtyRateAmount
    Tuition
    Leadership Essentials · BlendedPer participant · 6 modules · you can change the number of seats
    		14 seats $1,380 $19,320.00
    Cohort setup & needs analysisPer cohort · interviews with 3 sponsors, program tailored
    		1 cohort $1,200 $1,200.00
    Add-ons Tick to add
    		 14 seats $85 $1,190.00
    		14 seats $126 $1,764.00
    Subtotal
    $23,474.00
    Tax (10%)
    $2,347.40
    Total
    $25,821.40
    Deposit to confirm the dates, paid on signing (25%)
    $6,455.35

    Fees

    Delivery as a choice, seats as the quantity

    In person, blended or virtual as one choice; the tuition line follows it at 14 seats. Workbooks and catering are add-ons per participant.

    Per-seat & cohort pricing
  5. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business

    Before we start

    • Your purchase order HHP-PO-40817 is quoted on this proposal and on our invoice for the balance.
    • Dates are held for 14 days; the deposit confirms them.
    • Participant names can be sent any time before the first session.
    • Cancellation and rescheduling terms are in the attached training services agreement.

    Leila HassanCould the capstone move to the Friday of week 12 so our executive team can attend?

    Bec, TallowoodYes. The capstone is now Fri 23 April and the schedule above is updated.

    Questions

    A question answered in the proposal

    Leila asked to move the capstone in a comment, and Tallowood's coordinator replied in the same thread.

  6. Tallowood Learning Co.Training program proposal TL-1184 Sample · fictional business

    Accept, sign and pay the deposit

    2 of 2 signed

    • Leila HassanPeople & Capability Lead SignedThu 22 Oct
    • Tom WhitakerFinance manager SignedThu 22 Oct

    Deposit to confirm the dates, paid on signing (25%)

    $6,455.35

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

    Activity

    1. Proposal openedLeila Hassan
    2. Seats changed 12 → 14Tuition and workbooks, by Leila
    3. Catering ticked+$1,940.40 inc tax
    4. Signed by both signersCertificate of authenticity attached
    5. Deposit paid$6,455.35 via Stripe
    6. Cohort created in your LMSThrough Zapier, if you set it up

    Signed

    Two signers, then the deposit

    Leila and her finance manager each signed online, and 25% was paid through Stripe. The team's activity log shows every step.

    Deposits, purchase orders & payment

Next term's offer, to every family at once

Larkfield Tutoring sends one Term 1 offer to every 2026 family with bulk send. Each family gets its own copy with the student's name, year, subject and tutor filled in as data items, and the team sees who has opened and accepted.

  • One template, personalised copies
  • Opened and accepted, per family
  • Each copy signed and paid on its own

Bulk send: Essentials and up, volume-based costs

Term offers sent in bulk
Bulk sendLarkfield Tutoring Sample · fictional business
Term 1 2027 tutoring offerPersonalised with each student's name, year, subject and tutor 5 personalised copiesFamilies · 2026 students
  • Sofia Castellanosofia.castellano@example.com AcceptedNoah · Maths · Steady
  • Ben Achterbergben.achterberg@example.com AcceptedLily · English · Exam ready
  • Priya Ramanpriya.raman@example.com OpenedArjun · Year 6 maths
  • Hugo Martelhugo.martel@example.com OpenedChloe · English
  • Grace Tanakagrace.tanaka@example.com SentKai · Maths
Sent
5
Opened
4
Accepted
2

Rated, secure and in business since 2013

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

Built for the way each education business wins work

The same proposals, choices, forms and signatures, set up around how you sell and enrol.

  • Corporate training providers

    Programs with outcomes, modules, a delivery choice and per-seat fees.

    Training proposals

  • Short-course providers

    Registrations with participant details in a form and the fee paid on signing.

    Short courses

  • Tutoring & coaching

    Weekly packages and the year's term charges in one agreement.

    Tutoring packages

  • Education consultants

    Scoped reviews and programs for schools, with stages and a schedule.

    Consulting proposals

  • Excursion & camp providers

    Per-student quotes for schools and consent forms for parents.

    Camp quotes

  • International student agents

    Study plans and service agreements the student and a parent sign.

    Student agents

  • Edtech selling to schools

    Licence quotes per seat, per year, with an expiry and a re-quote.

    School licences

  • Workshop & keynote facilitators

    Session options, travel and a deposit to hold the date.

    Keynote proposals

A school licence, from Term 3 to expiry

Schools set next year's budgets early. Here is how an edtech team can use QuoteCloud to have next year's quote signed before the licence ends.

  1. Term 3

    Budget conversation

    Ask the business manager about next year's student numbers and options.

    Comments on last year's quote
  2. Term 4

    Send next year's quote

    Duplicate the template with the new seat count and an expiry date before the school breaks up.

    Template + data items
  3. 30 days

    Follow up

    The Expiring Soon filter lists every licence quote that still needs a signature.

    Expiring Soon filter
  4. Signed

    Accepted against the PO

    The business manager signs; the PO number is already in the quote as a data item.

    eSignature
  5. 31 Jan

    Licence year ends

    The old licence expires as agreed. Nothing renews by itself.

    Expiry in the terms

This is the team's own process, drawn by us. QuoteCloud sends, tracks and records the documents; it doesn't renew licences or invoice schools.

Connected to your LMS, CRM and accounts

LMS, booking and student systems connect through Zapier, Make or the QuoteCloud API from the Essentials plan, where they have a connector or an API. Xero and QuickBooks Online connect through Zapier or Make from the Essentials plan; Pipedrive through Zapier or Make.

How education providers connect QuoteCloud All integrations

Education templates, ready to make your own

Real QuoteCloud templates for training course proposals, training services agreements and registration forms. Open one, add your modules, prices and terms, and send.

All education templates Templates for education & training

Everything an education business sends

From the first proposal to a signed registration, for training providers, tutors, camp providers, edtech teams, student agents and facilitators.

Education and training quote questions, answered

What is QuoteCloud for education and training?

QuoteCloud is proposal, quoting and eSignature software for corporate training providers, short-course providers, tutors and coaches, education consultants, excursion and camp providers, international student agents, edtech companies selling to schools, and workshop and keynote facilitators. You send proposals, registrations and agreements from your own templates, and clients choose options, sign and pay a deposit online.

Can we price a training program per participant?

Yes. Put the tuition on a price-table line with the number of seats as the quantity and the price per participant as the rate, beside per-cohort fees such as setup. With quantity editing switched on for a line, the client can change the number of seats and the totals and deposit recalculate. Price tables are on Essentials and above.

Can clients choose in-person, virtual or blended delivery?

Yes. Offer the delivery modes as a single-choice group in the price table, each with its own price per participant. The client picks one and the total follows. Add materials, catering or follow-up coaching as optional lines the client ticks.

Can a registration or consent form sit inside the document?

Yes, on the Business plan. The Forms block collects answers such as participant details, dietary needs or a parent's consent inside the same document as the price and the eSignature. QuoteCloud keeps the answers in the signed document; it isn't a student records system.

Can parents and students both sign?

Yes. A document can have several signers, each with their own signature block, so a parent and a student, or a school's business manager and principal, can each sign the same document online on any device. eSignatures are included on every plan, including Free.

Can we take a deposit or the full fee when a client signs?

Yes, from the Essentials plan. Set a deposit as a percentage or a fixed amount, or ask for full payment, and the client pays through Stripe or PayPal straight after signing. QuoteCloud doesn't run instalment plans, recurring billing or payment reminders, so later terms or balances are invoiced by you.

Can we show tutoring fees for every term?

Yes. Show the year's term charges as repeating charges in the agreement and take the first term on signing. QuoteCloud shows those charges; it doesn't bill them, so you invoice each later term yourself or through your accounting software.

Does QuoteCloud integrate with our LMS?

There is no native LMS integration. From the Essentials plan you can connect an LMS, booking or CRM system through Zapier, Make or the QuoteCloud API, where it has a connector or an API, for example to create a record when a proposal is signed. Documents created through the API or Zapier carry a per-document fee.

Is QuoteCloud suitable for accredited training providers?

QuoteCloud sends your proposals, registrations and agreements and collects signatures and payments. It doesn't manage accreditation, compliance reporting or student records, so those stay in your own systems. Your wording about accreditation goes in your templates as your own content.

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 education providers

Your next cohort, signed and confirmed

Free for 14 days. No credit card required.

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