Trade quoting questions, answered

Yes. QuoteCloud runs in the web browser, so you can open a job template, add photos, adjust labour and parts and send the quote from a phone or tablet, with nothing to install. The customer can sign on your device in person or on their own phone.

No. QuoteCloud is a cloud app, so you need mobile data or Wi-Fi to build, send and sign quotes. Where there's no signal, take photos and measurements on site, then build and send the quote from the van or the office; the customer can sign online later.

Yes. Add photos to image or gallery blocks and mark them up with arrows and text in the built-in image editor, so the customer sees the leak, the old board or where the new unit will go. Image blocks and the image editor are on Starter and above.

Yes. Open the quote's signing view and hand over your phone or tablet. The customer signs with a finger, no account needed. Signatures are legally binding and eIDAS compliant, with an audit trail and a certificate of authenticity on every signed quote, on every plan.

Yes. Send an agreement with service levels to choose from, the services and their monthly charges for a fixed term, a visit calendar, your terms and an expiry date. The customer signs online. The Expiring Soon filter shows agreements nearing their end.

Yes. Save licence numbers, insurance details, workmanship warranty and safety wording as content library blocks and add them to any quote or template. On the Business plan you can lock them so the team can't edit them. QuoteCloud doesn't verify licences or insurance.

Yes. QuoteCloud shows the moment a quote is opened and how long it was read, records each view in the document's history, and lets customers ask questions as comments on the quote. Use it to time your follow-up call. Document tracking is on Essentials and above.

Essentials (US$39 per user per month) covers price tables, the product catalogue, payments, tracking and Zapier. Business (US$59) adds approvals, content locking and native Xero and QuickBooks. Starter (US$14.95) and the Free plan include eSignatures but not price tables or payments.

Yes. Essentials and Business start with a 14-day free trial with no credit card required, and there's a free plan with two documents a month. During the trial QuoteCloud converts one of your existing templates for free on Essentials, Business and Enterprise.

Paid plans include a complimentary 45-minute training session, email support in business hours, Monday to Friday and the User Guide's step-by-step guides. Extra template conversions, training and Premium 24×7 support are paid add-ons, and integration set-up consultancy is available from sales.

Yes. Custom user roles from Essentials decide who can edit the catalogue and content library. On Business, approval workflows hold quotes with a discount over your limit until the owner approves, and content locking keeps compliance blocks fixed.