Cybersecurity services FAQ

No. QuoteCloud makes and sends the documents: reports, quotes, proposals and agreements. Scanning, testing and monitoring are done by your own tools and team. The findings and their severity ratings are yours, and QuoteCloud presents them, prices the fix and collects the signature and payment.

No. A gap audit sent from QuoteCloud is your firm's assessment against the framework your client chose, in your own report template. QuoteCloud doesn't certify, audit or verify compliance with any framework or standard, and it doesn't issue certificates of compliance.

Three ways: your analyst enters it, a Zapier or Make step brings it in where your tool has a connector, or your own systems create the document through the QuoteCloud API. With the MCP service, your AI assistant can also be set up to draft the report from your template for review.

Yes. Clients can comment in the document and your team can reply, so a question about one finding is answered next to it, and the thread stays with the report.

It lets an AI assistant work with QuoteCloud. Your assistant can be set up to find a client, create a document from a template, add catalogue lines and write a section, all as drafts for a person to review. MCP is on Essentials and up.

No. A section the assistant writes is flagged until someone accepts or rewrites it, documents are created as drafts, and nothing is sent without a person. Approval rules on discount or total value still apply before sending (approvals are on Business).

Ask the QuoteCloud team. Which assistants connect, and how the connection is authorised, depend on your setup, and consultancy and integration setup are available from the QuoteCloud team. Whatever the assistant, it works on drafts for a person to review.

Give it the minimum each workflow needs: which clients, which templates and which actions. A reporting assistant may need read access and nothing more, and a drafting assistant can create drafts without being able to send them.

Put your calculator in a Spreadsheet block in the quote template: findings by severity, hours each and your rate. Any cell can set a price line's description and unit price, and the price table total can come back into a cell. Quantities are set on the lines as usual.

Yes. Zapier can write values into a document's spreadsheet cells, for example the counts by severity from a step that reads your scanner's export. The sheet then sets the line prices, and your analyst checks the counts before the quote is sent.

Yes. Put the retest, the low-severity clean-up or a phishing campaign in an optional group. The client ticks what they want and the totals and the deposit update. No automation ticks options for the client.

Yes. Price tables can carry a cost for each line, and costs and margins are shown to your team only, never to the client. Price tables and the Product Library are on Essentials and up.

QuoteCloud eSignatures are legally binding, on every plan. Each signature is recorded in an audit trail, and the signed document carries a certificate of authenticity. Signers don't need a QuoteCloud account.

Yes. Ask for a deposit as a percentage or a fixed amount, or the full amount, and the client pays through Stripe or PayPal as they sign. Payments are on Essentials and up. Balances and monthly fees are invoiced by your firm.

No. QuoteCloud takes the payment on signing. It doesn't send payment reminders, split payments into instalments, or bill monthly fees. Your firm invoices those as it does today.

No. Each agreement has an expiry date, and the Expiring Soon filter shows the ones ending soon so your team can send a renewal. The client signs the renewal as a new or revised document.