IT services and MSP quoting questions, answered

QuoteCloud is quoting, proposal and eSignature software for managed service providers, IT support companies, Microsoft 365 partners, network integrators and security consultancies. You build managed services agreements, statements of work, assessment proposals and licence and hardware quotes from templates and a product catalogue, and clients choose options, sign online and can pay on signing.

Yes. Price tables support repeating price items with Term and Monthly columns beside one-off rows. Put your support tier on a per-user line, devices, servers and sites on their own lines, and offer the tiers as a single-choice group. Turn on quantity and term editing so clients can change users or pick 12, 24 or 36 months. Price tables are on Essentials and above.

Yes. Offer your tiers, such as Essentials, Standard and Complete, as a single-choice group, and switch on term editing so the client picks 12, 24 or 36 months. Optional rows, such as managed detection and response or after-hours support, can be ticked. The monthly total, once-off total and total contract value recalculate on the page as they choose.

Yes. Repeating and one-off charges are totalled separately, so the client sees the monthly fee, the once-off onboarding and hardware, and the value over the term they choose. Change the term or a quantity and the totals recalculate on the page. Prices on repeating rows are shown ex tax in our samples; set tax columns to suit your region.

Yes. Add several signers, each with their own signature block. Each signs in their own browser with no QuoteCloud account, and the signed document carries a certificate of authenticity and an audit trail. eSignatures are included on every plan, including Free, and you can also have a client sign in person on your device.

Yes. Each product in the catalogue holds its SKU, category, price and cost, and recurring products hold a billing term and duration in months. QuoteCloud calculates profit and margin for your team, and costs and margins stay hidden from the client. Update prices from a distributor list by CSV import with column mapping.

Yes. Licences go on repeating rows with a monthly price and term, and laptops, docks and network gear go on one-off rows beside them in the same price table. The client sees a monthly total and a once-off total, and can pay the hardware, or a share of it, when they sign.

Export the distributor's price list or your own price book as a CSV and import it into the product catalogue, mapping each column to a field such as SKU, price or cost. QuoteCloud validates the rows before importing. Mark superseded models Inactive so they drop out of new quotes. QuoteCloud doesn't connect to live distributor price feeds.

Custom user roles decide who can manage the product catalogue, and categories can be assigned to teams, so a projects team quotes from its own products. Costs and margins show in your team's view of a price table and never in the client's copy. Custom roles and the catalogue are on Essentials and up.

Yes, on the Business plan. An approval workflow puts a document In Review when it meets a condition such as a discount percentage or a total value, and it can't be sent until the approvers approve it. Other conditions include the creator's team or role, the template, a product folder and the customer.

No. Margin is not an approval condition in QuoteCloud. Set your rules on discount percentage and total value instead. The approver can open the team view of the price table, where cost, margin and the deal margin show beside every row, before approving or declining.

Yes, on the Business plan. Save the service-level schedule and the terms as company blocks in the content library and lock them. Reps can add locked blocks to an agreement but can't edit their wording. Library permissions by role decide who can add or edit blocks at all.

Yes. Template Restrictions in a team's settings assigns specific templates to that team, so projects see statements of work and milestone sign-offs while sales see managed services agreements. Unlimited teams and custom user roles are on Essentials and up, so each team only sees what it sends.

QuoteCloud is hosted on Amazon Web Services with 256-bit encryption, and personal information is stored on servers in the USA. QuoteCloud is GDPR compliant, never stores card details (payments go through Stripe or PayPal), and every signed document carries a unique ID, a certificate of authenticity and an audit trail.

Single sign-on and IP range filtering are part of the Enterprise plan, along with a custom URL, implementation support and a dedicated account manager. On every paid plan you can set custom user roles and teams, and Business adds content locking, approvals and version history.

Essentials, US$39 per user per month, covers per-user and per-device price tables, the product catalogue with hidden costs, templates, payments on signing, bulk send and Zapier, Make and the API. Business, US$59, adds approvals, content locking, Gantt charts, version history and native CRM and accounting integrations. Enterprise is custom priced.

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.