HR & payroll proposal questions, answered

Yes. Bring the price table's monthly total back into a cell of your pricing sheet and divide it by the headcount. The figure updates as the client ticks or unticks HR modules. The Spreadsheet block is on Essentials and up; the formulas are your own.

Yes, in your own sheet. Type the employees paid at each frequency into the Spreadsheet block, work out payslips a month with your formula and look up the rate for that volume on a Rates tab. Connected cells then set the processing line's description and unit price.

No. A cell can set a price line's description and unit price, and the price table total can come back into a cell, but quantities are set on the lines as usual. Headcount-priced lines are usually a quantity of one, priced by the sheet.

Yes. Put HR modules such as the advice line or leave admin in the price table as optional lines the client ticks; the totals and your per-employee figure follow. For bigger choices, offer service tiers as packages the client compares and picks.

Yes, on Business. Approval rules trigger on a discount percentage or a total value, for example any discount over 10%. The proposal sits In Review until an approver accepts it, and only then can it be sent.

With QuoteCloud's MCP service, on Essentials and up, an AI assistant can be set up to create a draft proposal or audit report from your template and the data you allow it to read. The draft waits for a consultant to review, approval rules still apply, and nothing is sent without a person.

Only what you allow it to read. Proposals and audits need headcounts, roles and findings, not employee names or pay details, so most firms keep those out of reach. How the assistant is set up and authorised is your decision.

The AI Co-Worker, on Business, helps your staff inside the QuoteCloud editor, and its suggestions are flagged until accepted. QuoteCloud's MCP service, on Essentials and up, lets your own AI assistant work with QuoteCloud from outside, within the access you give it.

HubSpot and Zoho connect through Zapier, Pipedrive connects through Zapier or Make, and Xero and QuickBooks Online are native on Business, otherwise through Zapier. Zapier, Make and the API are on Essentials and up, with a fee per document created through the API or Zapier.

Yes. Recipient Signed, Document Payment Event and Form Submitted on Document are among QuoteCloud's Zapier triggers, so a signed proposal or a completed set-up questionnaire can create a task in your onboarding board or update the CRM.