Education and training questions, answered

Yes. Put tuition on a price-table line with the seats as the quantity, and switch on quantity editing for that line so the client can change the number of seats before signing. Add a per-cohort setup fee and per-participant add-ons, and the totals and the deposit follow. Price tables are on Essentials and up.

Yes. Offer the delivery modes as a single-choice group, each with its own price per participant. The client picks one in the proposal, and the tuition line in the price table follows the choice at the number of seats quoted.

Yes. Add them as content blocks, saved in the content library so every proposal uses the same wording. A table can show each module's delivery and hours, and on the Business plan a Gantt chart can show the program schedule with milestones.

Yes. Give the quote an expiry date, and the Expiring Soon filter lists the quotes that are close to it. The licence term goes in the quote's terms. Nothing renews by itself: next year's licence is a new quote that you send.

Yes. Bulk send sends one template to many recipients, each copy personalised with data items such as a student's name and subject. Each recipient chooses, signs and pays in their own copy, and you see who has opened and accepted. Bulk send is on Essentials and up, with volume-based costs.

Yes. Connect Stripe or PayPal and set the payment on signing as a percentage, a fixed amount or the full fee. The client pays straight after signing, and the document is marked Paid. Payments are on the Essentials plan and up.

Yes. Show each term's dates and fee in the agreement as repeating charges, so the family agrees the year. Only Term 1 is paid in QuoteCloud, on signing. You invoice the later terms yourself; QuoteCloud doesn't bill them and has no instalments or reminders.

Into the document as a data item. Your team types it in, or your own system sends it through the API or Zapier when the document is created. It stays in the signed copy for your finance team. QuoteCloud doesn't create purchase orders or invoices.

No. QuoteCloud takes one payment on signing. The balance is invoiced from your accounting software. Xero and QuickBooks Online are native integrations on Business, otherwise they connect through Zapier, which can start a step when a Document Payment Event fires, if you set it up.

Yes. Essentials and Business start with a 14-day free trial, with no credit card. One template conversion is free during the trial. The Free plan stays free for one user, with two documents a month and eSignatures. Paid plans also include a 45-minute training session for your team.

Essentials ($39 per user a month, USD) covers price tables, the product catalogue, templates, payments, bulk send, tracking, Zapier, Make and the API. Business ($59) adds the Forms block, Gantt charts, approval workflows, content locking, version history and native CRM and accounting integrations.

Yes. Documents created through the API or Zapier cost US$2.00 each for up to 1,000 a month, US$1.80 for 1,001 to 5,000 and US$1.60 above that. No per-document fee is stated for Make. Zapier, Make and the API are on Essentials and up.

Not by itself. On the Business plan, the AI Co-Worker helps your staff draft and edit inside the editor, and anything it writes is flagged until someone accepts it. Your proposals are built from your own templates, content library and catalogue.