Automotive quoting questions, answered

QuoteCloud is quoting, proposal and eSignature software for mechanical workshops, smash repairers, tyre shops, auto electricians and 4WD fit-out specialists, detailers, caravan service centres, fleet maintenance providers and dealer service departments. You send quotes from your own templates, with parts and labour, inspection photos and optional items that customers tick, sign and pay a deposit on online.

Yes. Price tables have section headings with group subtotals, so the scheduled service and each repair can show labour and parts as separate lines or groups. Labour is priced per hour and parts per unit from your product catalogue, with tax and the total calculated as the customer ticks. Price tables are on Essentials and above.

Yes. Put findings in urgent, recommended and can-wait groups as optional rows. Tick the urgent items as defaults in your template; the customer ticks or unticks the rest on their phone, and the total and deposit update as they do. The signed quote records exactly what was approved.

From your own product catalogue: parts, service kits and labour rates with a SKU, category, price and cost, imported from a CSV and kept up to date by your team. Advisors pick lines into the quote, and the cost and margin stay hidden from the customer. Product catalogue: Essentials and above.

Yes. Each quote can carry an expiry date, and the Expiring Soon filter on your documents list shows the quotes that run out next, so the service desk can call customers before the prices lapse. Nothing is sent to the customer automatically when a quote is about to expire.

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, and every signed document carries a certificate of authenticity and an audit trail. The customer doesn't need an account to sign, and an optional one-time passcode by email can confirm who is signing. eSignatures are on every plan.

Yes. A customer can sign in person on your device, such as a tablet at the service desk, as well as online from their own phone or computer. Several signers can each sign their own signature block, for example both owners of a car.

Yes, from the Essentials plan. Set a deposit as a percentage of the total or a fixed amount on the document, or ask for full payment, and the customer pays through Stripe or PayPal straight after signing. A Stripe or PayPal account is required. The document is then marked Paid.

QuoteCloud takes payment when a document is signed: a deposit or the full amount. It doesn't send a later bill for the balance, run instalments or send payment reminders. Collect the balance at pickup through your workshop system or point of sale as you do today.

Yes. Document tracking notifies you when a customer opens their quote, and the document.s activity shows when they signed and paid. Use it to call at the right moment instead of leaving voicemails. Tracking and notifications are on Essentials and above.

Yes. Put each vehicle class on a repeating price item, such as a van service plan per month, with the number of vehicles as the quantity. The agreement shows each class, the monthly total, the term, your terms and the expiry date, and the fleet manager signs online.

Give each agreement an expiry date and use the Expiring Soon filter to see which fleets end next. Send a new agreement from your fleet template in good time; document tracking shows whether it has been opened. Nothing renews or reminds by itself, so the follow-up is your team's.

Bulk send sends one template to a list of customers as personalised copies, such as a pre-summer car check with add-ons to tick. You see who each copy was sent to, who opened it and who accepted. It's on Essentials and above, with volume-based costs, and it isn't an automatic reminder system.

Most workshops start on Essentials (US$39 per user a month): price tables, the product catalogue, templates, payments, bulk send and Zapier, Make and the API. Business (US$59) adds approval workflow, content locking, version history, the Forms block and native Xero and QuickBooks. eSignatures are on every plan, including Free.

Yes. The template library has a Car Service & Repair Quote, a Fleet Servicing Proposal and a Car Sale Agreement, plus a Car Wash Business Plan for your own planning and general estimates. Most workshops then build their own quote template for each kind of job in the QuoteCloud editor.

Yes. During the trial of Essentials, Business or Enterprise, QuoteCloud converts one of your existing templates for free, and paid plans include a 45-minute training session. Onboarding services, professional services for integrations and premium support are also available for larger workshops and dealer groups.

Yes. QuoteCloud has a free plan with two documents a month and eSignatures, and a 14-day free trial of Essentials or Business with no credit card required. You can load your price book and send your first live quotes to customers during the trial.