Software and SaaS quoting questions

QuoteCloud is quoting, proposal and eSignature software. B2B software vendors use it to send order forms with plan tiers and seats the customer can change, implementation SOWs, renewal quotes and QBR reports, from their own templates and price book, with discount approvals on the Business plan and signatures collected online.

Yes. Turn on quantity editing for a seat line and term editing for the price table, and the customer can change the number of seats and choose 12, 24 or 36 months in the order form. The monthly amount, total contract value and any payment on signing recalculate before they sign.

Yes. Put Starter, Growth and Scale in a single-choice group so the customer picks exactly one, add optional add-ons they can tick, and keep your list prices in the product library. Tiered or volume pricing rules that change the price automatically as seats rise aren't something we describe; price each tier as its own line.

Yes. The Spreadsheet block, on Essentials and up, works like a familiar spreadsheet with formulas, tabs and .xlsx import. Connect any cell to a price line's description and unit price, and bring a price table total back into a cell. Quantities stay on the lines, and Zapier can write values into cells.

Plans are priced in US dollars per user per month: Free at $0 for 2 documents a month, Starter at $14.95, Essentials at $39 and Business at $59, with custom Enterprise pricing. Essentials and Business start with a 14-day free trial, no card needed. Documents created through the API or Zapier carry a per-document fee.

No. Agreements don't renew by themselves in QuoteCloud. Each order form can carry an expiry date, and the Expiring Soon filter shows which agreements are close to it, so your team sends a renewal order form in time. Bulk send, on Essentials and up, sends one template as personalised copies to many customers.

Yes, as your own figures. Seats used, module adoption and API calls can go into a renewal or QBR through custom data items, Zapier or an AI assistant connected through the MCP service. QuoteCloud shows the figures in the document; it doesn't measure usage or enforce seat counts.

Yes. Build the QBR as one QuoteCloud document: usage, adoption and your recommendations, then the expansion as optional price lines such as more seats, an API capacity pack or a workshop. The customer ticks what they want and signs in the same document, without a separate quote.

With QuoteCloud's MCP service, on Essentials and up, your AI assistant can be set up to find the client, create a document from your template and add lines from your price book, using data it's allowed to read. It creates a draft for your team to review; approvals still apply and a person sends it.

No. An assistant connected through the MCP service creates drafts from your templates for a person to review, and nothing is sent without a person. In the editor, the AI Co-Worker on the Business plan helps staff, and its output stay flagged until someone accepts them.