Getting started with QuoteCloud

School licence quotes, per seat and per year

Student and teacher seats, a licence term with an expiry date, the school's PO in the quote, and next year's re-quote before it lapses.

Edtech companies use QuoteCloud to quote schools per student seat per year, with teacher seats, onboarding and professional learning as lines, the licence term and expiry in the document, and the school's purchase-order number as a data item. Next year's quote is a new document, followed up with the Expiring Soon filter.

A fictional primary school's enrolments by year group, Kindergarten to Grade 6 / Year 6, adding up to 412 students, which become the student-seat line of Fernway Reading's 2027 licence quote: 412 seats at $9.50, teacher seats included, an onboarding session, $4,800.40 including tax, for a licence from 1 February 2027 to 31 January 2028 that ends without renewing by itself.

Next year's licence, signed before this one ends

An edtech team's own plan for re-quoting every school in Term 4, with the QuoteCloud feature each step uses.

  1. Census

    Get the numbers

    Ask each business manager for next year's student numbers and any extra options.

    Comments on this year's quote
  2. Week 2, T4

    Send every re-quote

    Bulk-send next year's licence quote from one template, each copy with the school's name and PO.

    Bulk send Essentials and up
  3. 30 days

    Follow up

    The Expiring Soon filter shows every quote not yet accepted. Call or email those schools yourself.

    Expiring Soon filter
  4. Accepted

    Signed against the PO

    The business manager sets the seats, signs and the PO is already in the quote.

    eSignature
  5. 31 Jan

    The old licence ends

    This year's licence expires as agreed; the new year starts on 1 February.

    Expiry in the terms

The team's own process, drawn by us. QuoteCloud sends, tracks and records the quotes. It doesn't renew licences, invoice schools or set up accounts on your platform.

A licence quote a business manager can approve

Student seats at a price per student per year, with quantity editing on, so the school sets the number it's enrolling. Teacher seats are included at no charge, onboarding is a line and professional learning is an option to tick.

The licence year, its end date and the PO are in the quote, and the terms say plainly that nothing renews by itself. The school pays your invoice against its PO, so this quote takes no payment.

  • Seats the school can change
  • Licence year and expiry date in the terms
  • The school's PO as a data item

Price tables: Essentials and up

Pricing tables
Fernway ReadingSchool licence quote FR-L-2207 Sample · fictional business
A young student in a striped jumper taps a tablet at a table

School licence quote

2027 licence for Hollowmere Primary School

Prepared for Ruth Abara, Business manager, Hollowmere Primary School · Prepared Mon 26 Oct 2026 · Valid until Fri 11 Dec 2026

A licence for every student from Kindergarten to Grade 6 / Year 6, and every teacher, for the 2027 school year.

School PO
HPS-2027-118
Licence year
1 Feb 2027 – 31 Jan 2028
Students
412

Data items, filled in when the document is created

2027 licence

ItemQtyRateAmount
Seats · 1 Feb 2027 to 31 Jan 2028$4,364
Student seatsPer student per year · you can change the number
412seats $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

Quantity editing is on for the lines with − and +: the client changes each one.

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.

Accept the licence quote

Ruth Abara · Business manager

Signed online · Wed 4 Nov

Licence summary

Student seats
412
Licence year
1 Feb 2027 – 31 Jan 2028
Total
$4,800.40 inc tax
PO
HPS-2027-118

Certificate of authenticity and audit trail attached

Every school's re-quote in one send

Fernway sends the 2028 licence quote to every school from one template. Each copy carries the school's name, business manager and PO as data items, and each school enters its own student seats.

The team sees which schools have opened and accepted, and follows up the rest.

  • One template, a copy per school
  • Opened and accepted, school by school
  • Each copy signed on its own

Bulk send: Essentials and up, volume-based costs

Bulk send
Bulk sendFernway Reading Team view · sample data
2028 licence quotePersonalised with each school's name, business manager and PO 5 personalised copiesSchools · 2027 licences
  • Ruth Abararuth.abara@example.com AcceptedHollowmere Primary · 418 seats
  • Tom Okonkwotom.okonkwo@example.com AcceptedKurrawong Public · 640 seats
  • Ellen Marshellen.marsh@example.com OpenedSt Bede's Primary
  • Rahul Iyerrahul.iyer@example.com OpenedWesterly Grammar Junior
  • Joanne Pikejoanne.pike@example.com SentBanksia Hill Primary
Sent
5
Opened
4
Accepted
2

Quote next year's schools from QuoteCloud

Free for 14 days, no credit card required. We'll convert your licence quote template for you during the trial.

Quotes created from your CRM, seat count included

If your school records live in a CRM, an integration can create each quote from your licence template: the school, contact, PO and licence year as data items, and the seat line with the student count as its quantity.

Connect through the QuoteCloud API, Zapier or Make. Options such as professional learning stay for the school to tick.

  • Data items and price rows set at creation
  • Through the API, Zapier or Make
  • No rostering or student-data integration

API, Zapier and Make: Essentials and up; API and Zapier documents have a per-document fee

LMS, CRM & accounting integrations
Created by integrationFernway Reading Illustrative · sample data
QuoteCloud APIYour CRM · school record HPS-0041 Created from templateSchool licence quote 2027

Data items filled

School
Hollowmere Primary School
Business manager
Ruth Abara
School PO
HPS-2027-118
Licence year
1 Feb 2027 – 31 Jan 2028
Students
412

Price-table rows added

LabelQtyPrice
Student seats412$9.50
Teacher seats26$0
Onboarding session1$450

Illustrative: what an integration could send when it creates the quote. It doesn't tick options or choose blocks; the professional learning workshop stays an option the school ticks.

School licence quote questions, answered

How do edtech companies quote schools per seat?

Put student seats on a price-table line with the number of students as the quantity and the annual price per student as the rate, with teacher seats, onboarding and professional learning as further lines. Switch on quantity editing for the seat line so the school can set its own numbers.

Can the licence term and expiry be in the quote?

Yes. Show the licence year with its start and end dates in a terms block, and give the quote itself an expiry date. QuoteCloud doesn't renew anything automatically: next year's quote is a new document you send.

How do we re-quote all our schools at once?

Use bulk send, from the Essentials plan, to send one licence quote template as a personalised copy to each school, with the school's name and PO as data items. You see who has opened and accepted, and follow up the rest yourself. Bulk send has volume-based costs.

Can quotes be created from our CRM?

Yes, from the Essentials plan, through the QuoteCloud API, Zapier or Make. An integration can create a quote from a template, fill data items and add price rows with quantities. It can't tick options or choose content blocks. API and Zapier documents carry a per-document fee.

Does QuoteCloud provision licences or connect to student data?

No. QuoteCloud sends, tracks and records your quotes and signatures. It doesn't set up accounts on your platform, roster students or invoice schools.

Do schools have to pay when they accept?

No. You can take a deposit or full payment on signing from the Essentials plan, but schools usually pay your invoice against a purchase order, so the quote can simply be accepted and signed.

More questions from education providers

More for education and training providers

Every page of the QuoteCloud education microsite.

Every school's licence, quoted before it lapses

Free for 14 days. No credit card required.