Getting started with QuoteCloud

QuoteCloud implementation for MSPs and IT teams

Run it like a client go-live: your agreement converted, price book imported, SLA locked, approvals and the PSA hand-off in place, then a pilot and training.

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A QuoteCloud implementation for an MSP covers the agreement and SOW templates (one converted free during the trial), the price book imported by CSV with column mapping, SLA and terms saved as locked blocks on Business, roles, teams and approvals, the CRM, accounting and PSA hand-off through native integrations or Zapier, and training for the team.

A sample go-live runbook for a fictional MSP, Quillfield IT, rolling out QuoteCloud. Nine tasks tick off in order, each with an owner: kick-off together in week 1; the agreement template converted by QuoteCloud, free during the trial; the 264-product price book imported by CSV; SLA and terms saved as locked blocks; roles, teams and template restrictions; an approval for agreements over $200,000; the CRM connected and the PSA hand-off Zap tested; the 45-minute training session from QuoteCloud; and a pilot with two reps. It ends live in week 5. Sample planning, not a promised timeline.

Five phases, run like any client go-live

You run implementations for clients every week. Here is QuoteCloud's, in the same shape: a sample plan for a 12-person MSP, with what you bring, what you get and how you know each phase is done.

  1. Phase 1, Week 1

    Discover

    You bring
    Your current agreement, SOW and assessment documents, the price list, who approves what, and the systems a signed deal must reach.
    QuoteCloud gives you
    A 14-day trial of Essentials or Business with no credit card, and one of your templates converted free during the trial.
    Done when
    Owners are named, the first template is with QuoteCloud for conversion and the go-live date is set.

  2. Phase 2, Weeks 1–3

    Build

    You bring
    The price book as a CSV with part number, sell, buy, billing and term columns, plus your SLA and terms wording.
    QuoteCloud gives you
    CSV import with column mapping and validation, a company content library, content locking on Business, custom roles and unlimited teams.
    Done when
    Products are imported, the SLA and terms are locked blocks, and each team sees only its templates.

    Content locking and approvals: Business plan

    IT services templates

  3. Phase 3, Weeks 3–4

    Connect

    You bring
    Your CRM, accounting software and PSA, and what each needs to know when an agreement is signed.
    QuoteCloud gives you
    Native CRM and accounting integrations on Business; Zapier, Make and the API from Essentials; consultancy and integration set-up if you want help.
    Done when
    A test agreement signed in the trial updates the CRM and creates a record in the PSA.
    PSA, CRM & accounting integrations

  4. Phase 4, Week 4

    Pilot and train

    You bring
    Two reps, real deals and the managing director as approver.
    QuoteCloud gives you
    The 45-minute training session included on paid plans; extra 60-minute sessions as a paid add-on.
    Done when
    Pilot agreements have been sent, approved where the rules say so, and signed.

  5. Phase 5, Week 5 on

    Go live and hypercare

    You bring
    The whole sales team, and one person who owns QuoteCloud questions for the first few weeks.
    QuoteCloud gives you
    Email support on Essentials and Business, or premium 24×7 support with guaranteed SLAs as an add-on.
    Done when
    Every new agreement goes out from QuoteCloud and the old Word template is retired.

Sample planning for a fictional MSP. Your timing depends on your templates, price book and integrations.

Your price book in, column by column

Export the price list you already keep in your PSA or a spreadsheet, map each column to a catalogue field and import it. QuoteCloud checks the rows first, so the three with no cost are fixed before anyone quotes them.

Managed services, Microsoft 365 licences and hardware arrive with their SKU, category, price, cost and billing term. When a distributor's prices change, the same file updates them.

  • Column mapping: part number to SKU, buy price to cost, term to duration in months
  • Validation before anything is imported
  • Cost and margin stay in your team's view

Product catalogue: Essentials and up

Microsoft 365, licensing & hardware resale
Import productsQuillfield IT Sample data
quillfield-price-book.csv264 products · services, licences and hardware Map columns
Column in your fileCatalogue fieldFirst row
part_noSKUMS-STD-U
descriptionNameManaged IT · Standard
familyCategoryManaged services
sell_ex_gstPrice85.00
buy_ex_gstCost49.00
billingBilling termMonthly
termDuration (months)36

261 rows ready to import3 rows to check: missing cost

Cost and margin stay in your team's view

Roles, teams and approvals before the first live deal

Set it up the way your business already works. Sales, projects and security are teams, each with the templates it sends. Roles decide who can change the price book and the content library.

Then write your approval policy once: agreements over $200,000 go to the managing director and finance, deep discounts to the managing director. A document In Review can't be sent until it is approved.

  • Custom user roles and unlimited teams (Essentials and up)
  • Template Restrictions per team
  • Approval triggers on discount percentage and total value (Business)

Approval workflow: Business plan

Approvals, discounts & margin control
Quillfield ITManaged services agreement QF-4108 Approver view · sample data

Document workflow

In Review

Triggered when Total value greater than $200,000

  • Simon AchariManaging directorApproved
  • Elise MoreauFinance managerWaiting

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

  1. Approval request sent by Nina Castell
  2. Approved by Simon Achari

Approval workflow · Business plan

Start the trial, send us your agreement

Free for 14 days, no credit card required. Your first template conversion is on us during the trial.

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Help from the QuoteCloud team when you want it

Plenty of MSPs set QuoteCloud up themselves. When your rollout needs more hands, this is what to ask for.

  • Free template conversion

    One existing template converted during the trial on Essentials, Business and Enterprise. More are a paid add-on, per template.

  • Team training

    A 45-minute session is included on paid plans. Extra 60-minute sessions for new starters are a paid add-on.

  • Onboarding services

    Packages to get your first agreements out with the right templates and settings.

    Onboarding services

  • Professional services

    More conversions, training, and consultancy and integration set-up for Zapier, the API and other platforms.

    Professional services

  • Premium support

    Premium 24×7 support with guaranteed SLAs as a paid add-on. Enterprise adds a dedicated account manager.

    Premium support

  • Enterprise implementation

    Implementation support, single sign-on and IP range filtering on the Enterprise plan. Ask us for pricing.

    Talk to sales

What changes once you're live

The value of the rollout, job by job, for sales, service delivery and finance.

The jobTodayWith QuoteCloud
Pricing an agreement A Word table and a spreadsheet of costs, retyped for every client. Rows from one price book, with cost and margin in the team view.
Service levels Copied from the last agreement, sometimes edited on the way. One locked SLA block in every agreement template.
Discounts and big deals Approved by email, if anyone remembers to ask. In Review until approved, by the rules you set.
Handing over to service The signed PDF retyped into the PSA and a message in chat. A Zap or the API creates the PSA record and posts to Teams.
Renewals A spreadsheet of end dates someone has to check. Expiry dates on every agreement and the Expiring Soon filter.
New sales hires Weeks of shadowing to learn which document to send. Their team's templates only, with the risky parts locked.

What each plan includes for a rollout

Essentials and Business both start with a 14-day free trial and no credit card. What you can set up depends on the plan (US$ per user per month, from the pricing page).

  • Essentials ($39): price tables, the product catalogue with CSV import, templates and the content library, custom roles and unlimited teams, payments on signing, Zapier, Make and the API, one free template conversion during the trial and a 45-minute training session.
  • Business ($59): everything in Essentials plus the approval workflow, content locking, Gantt charts, version history and native CRM and accounting integrations.
  • Enterprise (custom pricing): implementation support, a dedicated account manager, premium 24×7 support, single sign-on and IP range filtering.
  • Add-ons on paid plans: extra template conversions, extra 60-minute training sessions and premium support. Ask us for prices.

Implementation questions from MSPs

How long does a QuoteCloud implementation take for an MSP?

It depends on your templates, price book and integrations, so QuoteCloud doesn't promise a timeline. Our sample plan for a 12-person MSP runs about five weeks: discover, build, connect, pilot and train, then go live. Much of it fits inside the 14-day trial, including the free conversion of one of your templates.

Can I import my price book from my PSA or a spreadsheet?

Yes. Export the price list as a CSV and import it into the product catalogue, mapping each column to a field such as SKU, name, category, price, cost, billing term and duration. QuoteCloud validates the rows before importing them. Re-import the same file when prices change. The catalogue is on Essentials and up.

What does the free template conversion include?

On Essentials, Business and Enterprise, QuoteCloud converts one of your existing document templates free during the 14-day trial, such as your managed services agreement. Additional conversions are a paid add-on, billed per template. Prices for add-ons aren't published, so ask the QuoteCloud team.

What training is included?

Paid plans include a complimentary 45-minute virtual training and Q&A session. Extra 60-minute sessions are available as a paid add-on, which suits MSPs onboarding new sales hires later. Between sessions, the user guide at support.quote.cloud has step-by-step guides for every feature, from the catalogue to approvals.

Can QuoteCloud set up the integration with my PSA for us?

Consultancy and integration set-up for Zapier, custom APIs and other platforms is available from QuoteCloud's professional services; contact sales for a quote. There is no native PSA integration, so the hand-off is built with Zapier or Make where your PSA has a connector, or with the QuoteCloud API.

Do we get a dedicated implementation manager?

Implementation support and a dedicated account manager are part of the Enterprise plan. On Essentials and Business you get the free template conversion, the 45-minute training session and email support during business hours, Monday to Friday, with onboarding services, professional services and premium support available as paid add-ons.

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