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QuoteCloud proves to be an essential asset for trade companies, simplifying the often intricate process of crafting sales proposals and quotes for services provided by trades such as electricians, plumbers, carpenters, and painters. This platform offers a user-friendly interface that empowers trade professionals to generate detailed and visually compelling sales documents efficiently. QuoteCloud allows for easy customisation of proposals, enabling tradespeople to showcase their skills, specific services, and project details effectively.
The platform's pre-designed templates ensure a consistent and professional presentation across all sales materials, reflecting the reliability and expertise of the trade company. Moreover, QuoteCloud streamlines the inclusion of essential elements such as service descriptions, material costs, and project timelines, providing clients with a comprehensive overview. By simplifying the sales proposal and quote creation process, QuoteCloud enables trade companies to focus on delivering quality services, building strong client relationships, and presenting a polished and professional image in their interactions with clients and partners.

Finding the right paper documents can be difficult, especially when you're in a rush to the job site. But accessing digital documents in the field with QuoteCloud is a breeze.


Beat the competition with winning job estimates and winning sales quotes. QuoteCloud will make it quick to create stricking documents to send to customers, giving them interactive features such as choosing from options or adjusting the quatity to order if needed.
When your customers are comfortable to approve your sales quote, they can quickly esign and even make a payment with their approval.
QuoteCloud for Trade Services is a sales quoting and proposal platform built for tradespeople — electricians, plumbers, carpenters, painters and other building & utilities professionals. It’s designed to simplify creating professional estimates, proposals and contracts so you can win jobs faster.
As sales quoting software and sales proposal software, QuoteCloud helps trade businesses produce branded, detailed documents that include service descriptions, material costs and timelines, all with easy customization for each client or job.
QuoteCloud is built for speed: pre-designed templates, an intuitive document builder and reusable line items let you assemble an estimate in minutes so you can send it from the office or the job site. The platform emphasises quick, repeatable workflows so you can respond to leads and beat the competition.
Many users find the combination of templates and interactive pricing tables dramatically reduces document creation time compared with manual quote software workflows.
Yes — customers can review and sign quotes on their phone. QuoteCloud includes contract e-signature capabilities so clients can accept estimates and sign agreements directly on mobile or desktop devices, removing friction from the approval process.
E-signatures are integrated into the document flow so once a customer signs, the quote status updates and you can move straight to invoicing or job scheduling without chasing paper signatures.
QuoteCloud supports payment collection as part of its sales workflow so you can request deposits or full payments when you send a quote or invoice. This streamlines getting paid and reduces administration time compared with separate payment processes.
For teams using QuickBooks Online, QuoteCloud can connect to accounting and payment systems to help automate invoicing and reconcile transactions (see integration options for details).
Yes — QuoteCloud offers ready-to-use sales quote and proposal templates tailored for trade services. Templates are designed to be professional and visually consistent so tradespeople can present clear scopes of work, materials lists, timelines and pricing.
Templates are fully customisable, letting you apply your branding, editable contract terms and service bundles to match how your business sells.
QuoteCloud integrates with QuickBooks Online to synchronise customers, invoices and payments, helping to automate accounting tasks and reduce manual data entry. This makes it easier to keep quotes, invoices and financial records in sync.
Integration options are part of the platform’s goal to act as both quote software and proposal software while fitting into your existing finance workflow.
QuoteCloud offers both free and paid plans so you can start without commitment. You can get started for free (no credit card required) and there are options to request a demo if you prefer a personalised walkthrough before upgrading to a paid plan.
Free and paid plans provide different feature levels, so review plan features to choose the right mix of templates, e-signatures, integrations and payment functionality for your trade business.
All of your quotes are stored centrally in QuoteCloud so you can access, edit and resend documents from any device. That centralised document storage is especially useful when you’re working in the field and need quick access to past estimates or contract details.
Mobile access, searchable records and organised templates make it simple to find the right quote, update pricing, or send a revised proposal from the job site — improving responsiveness and professionalism.
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
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