Secure from the first draft to the final payment.

Follow one proposal through QuoteCloud and watch what protects it at every step.

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No credit card required4.2 on Capterra

Demo. A fictional proposal, Clinic refit proposal number 517204 from Harbour Lane Studio to Mira Castell of Fernwood Dental, moves through five stages. One: it is saved with 256-bit encryption on Amazon Web Services. Two: it is shared and the recipient enters a one-time passcode sent to her email. Three: she signs it with an eIDAS-compliant eSignature. Four: QuoteCloud adds a certificate of authenticity and an audit trail. Five: she pays a deposit by card through a payment gateway, and QuoteCloud does not store the card details. Each stage lights a layer of protection.

Pick a step, or let the proposal travel on its own.

Paid by card through the payment gateway. QuoteCloud never stores the card details.

What protects your data.

Every quote, proposal and contract is encrypted and kept in your own private cloud.

  • Hosted on Amazon Web Services.

    QuoteCloud runs on AWS, with personal information stored on servers in the USA.

  • Encrypted with 256-bit encryption.

    Your documents are encrypted and stored in your own private cloud workspace.

  • Deleted isn’t gone.

    Deleted documents go to Trash first, so you can restore them when someone slips.

  • Your data, yours to take.

    Export your document data whenever you need a report or a record of your own.

What protects every signature.

Legally binding eSignatures, a verified signer and a record you can stand behind.

  • A passcode before the pen.

    Optional recipient verification emails the signer a one-time passcode before they can sign.

  • Legally binding under eIDAS.

    Signers draw, type or upload a signature, with no account to create, and several people can sign one document.

  • Sealed with a certificate.

    Every completed document includes a certificate of authenticity, an audit trail and its own document ID.

Who can see and change what.

Roles, locked content and approvals keep every document on message and in the right hands.

  • Custom roles and teams.

    Create the roles you need, group people into teams and set who can use each content library. From Essentials.

  • Content that can’t be edited.

    Lock terms, pricing notes or any block so it stays exactly as approved. From Business.

  • Approved before it goes out.

    Route documents through an approval workflow, so the right person signs off first. From Business.

  • Every version, on record.

    Revisions and version history, with a timeline of who did what and when. From Business.

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Enterprise controls for the whole organisation.

Single sign-on, IP range filtering and your own custom URL, with advanced security controls on Enterprise.

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  • Single sign-onYour team signs in with your company’s identity provider.
  • IP range filteringLimit access to the networks you trust.
  • Custom URLDocuments delivered from an address that carries your name.

Built on standards your clients recognise.

  • eIDAS compliant eSignatureseIDAS compliantLegally binding eSignatures.
  • 256-bit encryption256-bit encryptionDocuments encrypted in your private cloud.
  • Hosted on AWSHosted on AWSAmazon Web Services infrastructure.
  • GDPR compliantGDPR compliantPrivacy requests handled by our Data Protection Officer.

Plain promises, kept quietly.

The details behind payments, privacy and every email you send.

  • Card details are never stored.

    Payments run through gateways such as Stripe and PayPal. QuoteCloud doesn’t store card details, and our staff can’t access them.

  • Told at the first chance.

    If we discover a breach involving your personal information, we advise you at the first reasonable opportunity.

  • Your information, your requests.

    Ask to access, correct or remove your personal information, and our Data Protection Officer handles it.

  • Sent from your own email.

    Connect your own email service on any plan, so documents arrive from an address your clients know.

  • Need a security questionnaire completed?

    Talk to us and we’ll work through your review with your team.

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Rated, secure and in business since 2013.

  • 4.2Capterra rating
  • 4.2Software Advice rating
  • 2013Building QuoteCloud since
  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Security questions, answered

Send your next proposal with every layer on.

Free for 14 days. No credit card required.

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