Getting started with QuoteCloud

Telecom quoting software, priced on every term

Quote fibre, SD-WAN, voice, mobile and managed services in one proposal: monthly and once-off charges kept apart, margins kept internal, and a client who signs and pays the deposit online.

QuoteCloud is quoting and proposal software that telcos, carrier resellers and MSPs use to price connectivity, voice, mobile and managed services in one interactive proposal. Price tables show repeating monthly charges beside once-off hardware and installation, clients can change the term, quantities and options you allow, then sign online and pay a deposit through Stripe or PayPal.

Last reviewed by the QuoteCloud team

Sample multi-site connectivity proposal from a fictional provider, Tallwire Communications, for Saltmarsh Freight Co. The client opens the proposal, switches the contract term from 24 to 36 months and adds 4G failover, so the monthly recurring charge and total contract value update, then signs online and pays a 50% deposit on the once-off charges through Stripe.

Three things every telco quote has to get right

Price it on the right term, protect the margin, and move the signed order on without retyping.

  • Every term, priced in one place

    Repeating monthly charges sit beside once-off hardware and installation. Switch between 12, 24 and 36 months and the total contract value follows.

    Multi-site connectivity proposals
  • Margins stay on your side

    Costs live in the product catalogue and in price-table columns the client never sees, so your team knows the deal margin before the quote goes out.

    Price book, catalogue & margins
  • Signed orders move on

    The client signs and pays the deposit on the same page. Zapier, Make or the API can then update the CRM and start provisioning.

    CRM, provisioning & billing

Take a tour of a multi-site connectivity proposal

Three sites, 25 mobiles and managed support for a fictional freight company. Every part is a QuoteCloud content block, and the pricing works: change the term, the seats or the options.

Lead with the solution, not a spreadsheet

A branded cover with the client, the scope and the validity date, built from your own telco template.

Telco templates
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business
A large warehouse with tall shelving

Business connectivity proposal

Multi-site network, voice & mobile

Prepared for Saltmarsh Freight Co. · 14 October · Valid 30 days

One managed network for your head office, warehouse and depot: business fibre and SD-WAN at every site, 40 hosted voice seats, 25 5G mobiles and 24/7 monitoring, on the contract term you choose.

Every site on one page

Summarise each location's services and charges before the detail, so the buyer and their finance team can follow a multi-site deal at a glance.

Price tables: Essentials and up

Multi-site connectivity proposals
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

Your sites 3 locations

SD-WAN · one managed network

  1. Head office Riverside · 40 staff
    • Fibre 1000/1000
    • SD-WAN edge
    • 40 hosted voice seats
    Monthly
    $1,564
    Once-off
    $2,950
  2. Warehouse Northgate · Loading dock
    • Fibre 500/500
    • SD-WAN edge
    • 8 managed Wi-Fi points
    Monthly
    $596
    Once-off
    $4,750
  3. Depot Lakeview · Fleet yard
    • Fibre 250/250
    • SD-WAN edge, small
    Monthly
    $338
    Once-off
    $1,750

Monthly and once-off, on the term they choose

Repeating price items carry the term and the monthly price beside one-off hardware and installation, grouped by site with subtotals. Try the term switch, the seat count and the options.

Essentials and up

Multi-site connectivity proposals
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

Your services, site by site

ItemQtyMonthlyOnce-off
Head office · Riverside$1,564$2,950
Business fibre 1000/1000FBR-1000 · 4-hour fault response
1 $449 —
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
1 $115 $1,150
Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
40 $1,000 —
Installation & configurationINS-SITE · Survey, rack and cut-over
1 — $1,800
Warehouse · Northgate$596$4,750
Business fibre 500/500FBR-500 · 4-hour fault response
1 $329 —
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
1 $115 $1,150
Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
8 $152 $2,400
Installation & configurationINS-SITE · Survey, cabling and cut-over
1 — $1,200
Depot · Lakeview$338$1,750
Business fibre 250/250FBR-250 · 4-hour fault response
1 $249 —
SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
1 $89 $850
Installation & configurationINS-SITE · Survey and cut-over
1 — $900
Mobile fleet$1,725$5,500
5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
25 $1,725 —
5G smartphoneHS-5G-A · Outright, delivered set up
25 — $5,500
Managed services$640—
24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
1 $640 —
Options Tick to add
3 $135 —
1 $240 —
1 $180 —
Monthly recurring
$4,998/mo
Once-off
$14,950
Total contract value over 36 months
$194,878
Deposit on signing (50% of once-off)
$7,475

All prices excluding tax. Monthly charges apply for the contract term.

Plans compared, and the price follows

Lay out good, better and best plans side by side as a single-choice option. Pick another plan here and the mobile fleet line in the pricing tab changes with it.

Essentials and up

Mobile fleet & plan proposals
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

Choose your fleet plan 25 users

Data per user20 GB60 GB150 GB
National calls & textsUnlimitedUnlimitedUnlimited
5G accessIncludedIncludedIncluded
Data pooled across the fleetIncludedIncludedIncluded
International roamingNot includedAdd-onIncluded
Mobile hotspotIncludedIncludedIncluded

Costs, margins and approvals stay internal

Cost and margin columns are hidden from the client. A discount past your threshold goes to the sales director and finance before the proposal can be sent.

Approval workflow: Business plan

Discount approvals & deal control
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Team view · sample data

Your services, site by site

Contract term12 mo24 mo36 mo

Your team's view: cost and margin columns are hidden from the customer

ItemQtyMonthlyOnce-offCost /moMargin
Head office · Riverside$1,564$2,950
Business fibre 1000/1000FBR-1000 · 4-hour fault response
1 $449 — $262 42%
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
1 $115 $1,150 $70 39%
Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
40 $1,000 — $560 44%
Installation & configurationINS-SITE · Survey, rack and cut-over
1 — $1,800 — —
Warehouse · Northgate$596$4,750
Business fibre 500/500FBR-500 · 4-hour fault response
1 $329 — $196 40%
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
1 $115 $1,150 $70 39%
Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
8 $152 $2,400 $88 42%
Installation & configurationINS-SITE · Survey, cabling and cut-over
1 — $1,200 — —
Depot · Lakeview$338$1,750
Business fibre 250/250FBR-250 · 4-hour fault response
1 $249 — $150 40%
SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
1 $89 $850 $52 42%
Installation & configurationINS-SITE · Survey and cut-over
1 — $900 — —
Mobile fleet$1,725$5,500
5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
25 $1,725 — $1,100 36%
5G smartphoneHS-5G-A · Outright, delivered set up
25 — $5,500 — —
Managed services$640—
24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
1 $640 — $330 48%
Options Tick to add
4G failover, every siteLTE-FAIL · Automatic backup link
3 $135 — $78 42%
Premium supportSUP-P1 · 4-hour on-site response
1 $240 — $120 50%
Guest Wi-Fi with captive portalWIFI-GUEST · Head office and warehouse
1 $180 — $70 61%
Monthly recurring
$4,998/mo
Once-off
$14,950
Total contract value over 36 months
$194,878
Deal margin hidden from customer
40.2%

All prices excluding tax. Monthly charges apply for the contract term.

Document workflow

In Review

Triggered when Discount Percentage greater than 15%

  • Mark EllisonSales directorApproved
  • Lena OrtizFinance managerWaiting

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

  1. Approval request sent by Jordan Hale
  2. Approved by Mark Ellison

Approval workflow · Business plan

The rollout, week by week

A Gantt chart from site surveys and fibre provisioning to cut-over and go-live, with pre-sales notes and the client's questions answered in the document.

Gantt charts: Business and up

Managed services & UCaaS agreements
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

Rollout plan

StageW1W2W3W4W5W6W7W8
Order signed Week 1
Site surveys Week 1 to 2
Fibre provisioning Week 2 to 6
Mobile fleet delivered Week 2 to 3
Hosted voice set-up Week 4 to 5
SD-WAN & Wi-Fi install Week 5 to 7
Voice cut-over Week 7 to 8
Go live Week 8

Solution notes

  • Each site keeps working on 4G if its fibre link drops (with the 4G failover option).
  • Voice moves to hosted seats site by site, after hours, so no trading day is lost.
  • The warehouse Wi-Fi is designed for handheld scanners on the floor and the dock.
  • One monthly bill and one service desk for every site.

Priya NairCan the warehouse Wi-Fi reach the loading dock too?

Aisha, Tallwire pre-salesYes: two of the eight access points are rated for the dock. The design is updated.

Signed, deposit paid, order on its way

The client signs on any device and pays the deposit on the once-off charges through Stripe or PayPal. Every step lands in the document's activity.

Payments: Essentials and up

Sign, order & collect upfront charges
Tallwire CommunicationsBusiness connectivity proposal TW-3108 Sample · fictional business

Accept, sign and pay

Priya Nair · Operations manager, Saltmarsh Freight Co.

Signed online · 16 Oct, 4:18 pm

Deposit on signing (50% of once-off)

$7,475

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Activity

  1. Proposal openedPriya Nair · Saltmarsh Freight
  2. 36 months + 4G failover+$135.00/mo
  3. Signed onlineCertificate of authenticity attached
  4. Deposit paidvia Stripe
  5. Order sent to provisioningZapier or the API, from Essentials

Carrier plans change. Your quotes keep up.

Keep every plan, device and service in the product catalogue as your price book: SKUs, categories, a price and a cost, and recurring costs with their billing term in months.

When a carrier changes its plans, update the products or import the new list from CSV, mark the old plan inactive, and the next quote your team builds uses the new prices.

  • SKUs, categories and subcategories for plans, hardware and services
  • Recurring costs with a billing term and duration in months
  • Profit and margin calculated on every product, never shown to the client
  • Active, draft and inactive products, and catalogue access by role

Product catalogue: Essentials and up

Price book, catalogue & margins
Product catalogueTallwire Communications Sample data
  • All
  • Connectivity
  • Voice
  • Mobile
  • Hardware

CSV import carrier-plans-october.csv · 14 products updated, 2 marked inactive

ProductPriceBillingCostMarginStatus
Business fibre 1000/1000FBR-1000 · Connectivity $449 Monthly · 36 mo $262 42% Active
Business fibre 500/500FBR-500 · Connectivity $329 Monthly · 36 mo $196 40% Active
Hosted PBX seatUC-SEAT · Voice $25 Monthly · 24 mo $14 44% Active
5G Business 60GBMOB-5G-60 · Mobile $69 Monthly · 24 mo $44 36% Active
5G Business 40GBMOB-5G-40 · Mobile $59 Monthly · 24 mo $41 31% Inactive
SD-WAN edge applianceSDW-EDGE-M · Hardware $1,150 Once-off $780 32% Active
Wi-Fi 6E access pointWIFI-AP6 · Hardware $340 Once-off $215 37% Draft

Cost and margin are for your team only: they never appear in the client's document

Send your first telco proposal this week

Free for 14 days, no credit card required. Bring a template and we'll convert one for you during the trial.

From request to signed order, in one document

Five steps for a multi-site deal, with sales, pre-sales and approvers in the same proposal.

  1. Start from the opportunity

    Open a telco template, or create the proposal from your CRM through an integration, with the client, contacts and sites already in place.

  2. Price each site from your price book

    Add fibre, SD-WAN, voice, mobile and managed services from the product catalogue, grouped by site. Monthly and once-off totals calculate as you go.

  3. Bring in pre-sales

    Engineers add solution notes and the rollout plan to the same proposal, and questions stay in comments on the document.

  4. Approve the discount, then send

    A discount past your threshold routes to the right approver first (approval workflow, Business plan). Then send one link and see when it's opened.

  5. Signed, paid and handed on

    The client picks the term and options, signs and pays the deposit. Zapier, Make or the API can pass the signed order to provisioning and billing.

Sample proposal · 36-month term

The whole deal, priced before anyone signs

Three sites, 25 mobiles and managed support: the monthly recurring charge, the once-off charges and the total contract value sit on one page, and update the moment the client changes the term.

$194,878 Total contract value of the sample proposal: $4,998 a month for 36 months plus $14,950 once-off

Rated, secure and in business since 2013

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

Everything a telco sales team sends

From the first multi-site proposal to the re-contract offer three years later.

Telco quoting questions, answered

What is QuoteCloud for telecommunications companies?

QuoteCloud is quoting and proposal software for telcos, carrier resellers, MSPs and UCaaS providers. Sales teams price connectivity, voice, mobile and managed services from a product catalogue, build branded proposals from templates, route discounts for approval and collect legally binding eSignatures, in one platform instead of spreadsheets, Word files and a separate eSign tool.

Can one quote show monthly recurring and once-off charges?

Yes. Price tables support repeating price items with Term and Monthly Price columns beside one-off rows for hardware, installation and set-up. Group lines by site or by service with subtotals, and add optional upgrades the client can tick. Price tables and the product catalogue are on Essentials and above.

Can clients change the contract term, quantities or options?

Yes, where you allow it. Price tables have Enable Term Editing and Enable Quantity Editing, and a product can let the recipient change its quantity. Optional items and single-choice groups let clients add 4G failover, choose a support level or pick a mobile plan, and the totals update on the page.

Can we keep carrier costs and margins hidden from customers?

Yes. Each product in the catalogue holds a price and a cost, with profit and margin calculated, and cost or margin columns in a price table can be hidden from the client. Your team sees the commercial position of the deal; the client sees only their price.

Can discounts need approval before a quote is sent?

Yes, on the Business plan. An approval workflow can trigger on discount percentage, total value, the creator's team or role, the template used or the customer. The document goes In Review, and approvers approve or decline it before it can be sent.

Does QuoteCloud bill monthly charges or renew contracts automatically?

No. QuoteCloud prices the deal, gets it signed and can take a deposit or upfront payment through Stripe or PayPal. Monthly charges are billed from your own billing system. Each agreement carries an expiry date, and the Expiring Soon filter shows what ends next, so you can send a new-term offer in time.

Does QuoteCloud connect to Salesforce, HubSpot or our provisioning system?

Yes. Zapier, Make and the QuoteCloud API are included from Essentials, so a signed proposal can update a deal or start a provisioning or billing task. Salesforce also has the Salesforce Sync add-on on the Business plan.

More telco questions

Your next multi-site deal, signed sooner

Free for 14 days. No credit card required.