QuoteCloud
for the Mortgage & Financial Planning

QuoteCloud is a dedicated sales quoting software and sales proposal software platform built for mortgage brokers and financial planners to create, send and e-sign professional quotes, proposals and contracts.

It combines an intuitive document builder, pre-designed templates and built-in eSignature functionality so teams can propose, execute and file client documents faster — with free and paid plans available to get started.

QuoteCloud streamlines document creation with customizable templates, an interactive document creator and smart pricing tables so you can build detailed proposals and transparent quotes in minutes.

As sales proposal software and quote software, it reduces repetitive work, enforces consistent branding and lets you embed product details, pricing and disclosures to speed approval and close deals faster.

Yes — you can embed supplier brochures, technical PDFs and mortgage disclosures directly into contracts so they appear seamlessly as part of the final document.

This ensures clients receive all supporting materials and disclosures in a single, professional package when using QuoteCloud as your proposal software.

QuoteCloud offers built-in eSignature functionality and also integrates with leading eSignature providers to make signing simple and fast for clients.

Audit trails, secure storage and time‑stamping features help meet compliance needs for loan documents and financial disclosures, while maintaining a clear record of execution.

Yes — QuoteCloud includes pre-designed templates tailored to mortgage and financial planning use cases, including loan term summaries, product disclosures and advisory proposals.

These templates help maintain a consistent, professional presentation and can be customized to reflect your services, fees and branding.

QuoteCloud integrates with accounting platforms such as QuickBooks Online so you can sync customers, generate invoices from accepted quotes and improve billing accuracy.

This connectivity reduces manual data entry and speeds up invoicing and reconciliations when using QuoteCloud as your quote software and invoicing hub.

QuoteCloud offers both free and paid plans so you can try core features without a credit card, plus options to upgrade for more advanced capabilities and higher volumes.

You can also request a demo to see how the sales quoting software and proposal software workflows would work for your team.

By combining clear, branded proposals, embedded disclosures, interactive pricing and fast eSign workflows, QuoteCloud creates a smooth buying experience that reduces back‑and‑forth and shortens sales cycles.

Using intelligent document generation and proposal software features, mortgage and financial planning professionals can present transparent options that build trust and accelerate client decisions.