Questions web studios ask about QuoteCloud

QuoteCloud is proposal software. Web studios, developers and SEO specialists use it to send website, app and SEO proposals, care plans and milestone sign-offs that clients open in a browser, choose options in, sign and, where you take money on signing, pay through Stripe or PayPal.

Yes. Put each phase (discovery, design, build, launch) as a section of the price table with its own subtotal, and use pages, page templates or hours as the quantity on a line. Change the quantity and the totals, tax and deposit update. Price tables are on Essentials and up.

Yes. Make features such as an online shop or bookings, and add-ons such as copywriting, optional items. The client ticks what they want before signing and the total follows. Single-choice groups suit tiers, such as care plan levels.

Yes. Put hours by role as the quantity at your hourly rate and label the total as an estimate. Your terms explain how you invoice actual hours. QuoteCloud doesn't track time.

Yes, on the Business plan. A Gantt chart in the proposal shows phases and milestones, such as discovery, design, build and launch over 14 weeks, so the client signs the plan with the price.

Yes, on Essentials and up, with your own Stripe or PayPal account. Set the payment on signing as a percentage, such as 40%, or a fixed amount, or ask for the full amount. The money goes to your account.

No. Write the milestones into the proposal, such as 30% at design sign-off and 30% at launch, and invoice them from your accounting system. QuoteCloud takes the payment on signing only: no instalments, automatic billing or reminders.

Yes. Add several signers, such as both business owners, each with their own signature. No account is needed to sign, and the signed document carries a certificate of authenticity and audit trail.

Put your scope and revision rounds in the proposal, locked on Business. When the client asks for more, use Revise Last Version to create a new version with the change and its price, and the client signs it before you start. Version history is on the Business plan.

Yes. Send a sign-off document for each milestone, for example from the Project Customer Acceptance Form template, listing what was delivered. The client signs it online and you invoice the milestone from your own accounts.

Your team and the client can leave comments and replies on a document. Real-time co-editing isn't a QuoteCloud feature, so agree who edits a proposal at a time.

Yes. Show them as repeating charges with a term, monthly or annual, in the agreement, apart from any one-off fee. QuoteCloud shows the charges and can take a first payment on signing; your studio invoices the rest.

No. Each agreement has an expiry date and the Expiring Soon filter lists those ending soon. Send each client a new agreement, one at a time or with bulk send on Essentials and up, and it continues when they sign.

No. QuoteCloud doesn't connect to analytics or Search Console and doesn't track rankings. Any result in an SEO proposal is your studio's own estimate, labelled as such, and you report results with your own tools.

Jira, Asana, monday.com and Trello connect through Zapier or the QuoteCloud API on Essentials and up, so a signed proposal can create a project or a card. There is no GitHub or code-repository integration.

Xero, QuickBooks and Pipedrive are native on the Business plan; on other plans Xero and QuickBooks connect through Zapier. HubSpot and Zoho connect through Zapier.

Yes. Documents created through the API or Zapier cost US$2.00 each for 1 to 1,000 a month, US$1.80 for 1,001 to 5,000 and US$1.60 above 5,000. No fee is stated for Make.