Getting started with QuoteCloud

Set up QuoteCloud for your landscaping business

Five steps from sign-up to your first sent garden quote, and help from the QuoteCloud team whenever you want it.

Start free 14-day trial Book a demo

To get started, sign up for the 14-day free trial with no credit card, have QuoteCloud convert one of your existing templates for free, import your plants, materials and labour into the product catalogue from a CSV file, invite your team and send your first quote as a link your client can sign and pay.

Last reviewed by the QuoteCloud team

Sample first quote from a fictional business, Larkspur Garden Co., after it was sent: the activity feed shows the proposal opened by Ava Marsh, garden lighting added, signed online and the deposit paid via Stripe, and below it the planting notes with Ava asking whether the lights can run along the new path and Noah from Larkspur replying yes.

From sign-up to your first sent quote

The order most landscaping businesses set up in. Skip ahead whenever you like.

  1. Start the free trial

    Sign up for a 14-day trial of Essentials or Business. No credit card. Add your logo, colours and business details.

  2. Pick or convert a template

    Start from a lawn care, arborist or landscaping contract template, or have QuoteCloud convert one of yours for free.

  3. Import your catalogue

    Upload plants, pavers, turf and labour rates from a CSV file and map the columns. Price tables pull from it.

  4. Invite your team

    Add your estimators and office staff, put them in teams and give each role the access it needs.

  5. Send your first quote

    Send a link, not a PDF. See when it's opened, answer comments, and get it signed with the deposit paid.

Your price list, once, then on every quote

Most landscapers already keep rates in a spreadsheet. Import it as a CSV, map the columns to name, SKU, category and price, and every price table can pull from it.

Price by the square metre for paving, the lineal metre for edging and walls, or each for plants. Tax and totals calculate as you build.

  • CSV import with column mapping
  • Categories for hardscape, softscape, irrigation and labour
  • Optional extras the client can tick

Product catalogue and price tables: Essentials and up

Pricing & products
Larkspur Garden Co.Garden design & build proposal LG-2417 Sample · fictional business

Your garden, itemised

ItemQtyRateAmount
Hardscape$14,590
Sandstone pavingLaid on a compacted base
38 m² $125 $4,750.00
Spotted gum deckHardwood, oiled
18 m² $360 $6,480.00
Sleeper retaining wallSteel posts, 600 mm high
12 lm $280 $3,360.00
Softscape$3,660
Japanese maple45 L, advanced
2 ea $240 $480.00
Lilly pilly hedge200 mm pots
30 ea $29 $870.00
Buffalo turfLaid and rolled
70 m² $26 $1,820.00
Mulch, forest blend75 mm deep
5 m³ $98 $490.00
Irrigation & labour$3,830
Drip irrigation, 3 zonesWith a Wi-Fi controller
1 ea $2,180 $2,180.00
Site preparationClearing and green waste removal
1 ea $1,650 $1,650.00
Optional extras Tick to add
 1 ea $1,720 $1,720.00
1 ea $2,400 $2,400.00
Monthly $210 $210.00/mo
Subtotal
$23,800.00
Tax (10%)
$2,380.00
Total
$26,180.00
Deposit on signing (20%)
$5,236.00

Help from people who set this up every week

Included with your plan, or available when you want more hands on deck.

  • Free template conversion

    During your trial of Essentials or Business, and on Enterprise, QuoteCloud converts one of your existing templates for free. More are a paid add-on.

  • A 45-minute training session

    Paid plans include a complimentary 45-minute virtual Q&A to set up your account the way your business works.

  • Onboarding services

    Packages that take you from sign-up to launch, with a plan for your templates, catalogue and team.

    Onboarding services

  • Professional services

    Template design and conversion, admin and team training, and help setting up Zapier or the API.

    Professional services

  • User guide

    Step-by-step guides for templates, price tables, payments and integrations, searchable any time.

    QuoteCloud user guide

  • A demo with our team

    Want to see it with landscaping examples first? Book a walkthrough and bring your questions.

    Book a demo

Your first garden quote could go out today

Free for 14 days, no credit card required.

Start free 14-day trial Book a demo

Send it, then watch it happen

Your first quote goes out as a link. You're notified when the client opens it, their questions come back as comments on the proposal, and the signature and deposit land on the same page.

  • Tracking and notifications from Essentials
  • eSignatures on every plan, including Free
  • Deposits through Stripe or PayPal from Essentials
Sign, approve & get paid
Larkspur Garden Co.Garden design & build proposal LG-2417 Sample · fictional business

Accept, sign and pay

Ava Marsh · Client

Signed online · 14 Oct, 7:42 pm

Deposit on signing (20%)

$5,236.00

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Set-up help

Set up with help, not homework

Paid plans include a 45-minute training session, and one template conversion is free during the trial on Essentials, Business and Enterprise.

45min Training session included with every paid plan

Which plan should a landscaping business start on?

Essentials (US$39 per user per month) covers what most landscapers need to quote: price tables, the product catalogue, templates, the content library, tracking and notifications, Stripe or PayPal deposits, and Zapier for ServiceM8, simPRO or Google Calendar.

Business (US$59 per user per month) adds native Xero and QuickBooks Online, Gantt-chart build schedules, approval workflow, customer reminders and version history. Both start with a 14-day free trial, and you can compare every plan on the pricing page.

Getting started questions

How do I get started with QuoteCloud for my landscaping business?

Sign up for the 14-day free trial of Essentials or Business with no credit card. Add your branding, start from a landscaping template or have QuoteCloud convert one of yours, import your catalogue from a CSV file, invite your team and send your first quote as a link.

Can I import my plant and materials price list?

Yes. The product catalogue imports products from a CSV file, with column mapping so your spreadsheet's columns land in the right fields. Each product can have a price, SKU, category, note and images, and price tables pull items straight from the catalogue. The catalogue is on Essentials and above.

Is training included?

Yes. Paid plans (Essentials, Business and Enterprise) include a complimentary 45-minute virtual training and Q&A session. Additional 60-minute sessions are available as a paid add-on, and the user guide has step-by-step guides you can follow any time.

What are QuoteCloud's onboarding and professional services?

Onboarding services are packages that take your team from sign-up to launch. Professional services cover template design and conversion, admin and team training and help with integrations such as Zapier or the API. Prices aren't published: book a demo or contact the team for a quote.

Do I need a credit card to try QuoteCloud?

No. The 14-day free trial of Essentials or Business needs no credit card. There is also a Free plan with eSignatures for 2 documents a month and 1 user, if you want to keep using QuoteCloud at no cost.

More landscaping questions

More for landscaping businesses

Every part of QuoteCloud for landscapers, gardeners and arborists.

Sign up now, send your first quote today

Free for 14 days. No credit card required.

Start free 14-day trial Book a demo

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