Seat-based order forms customers can adjust
Seats and term the customer changes on the price lines, add-ons to tick, and the totals following before anyone signs.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
With QuoteCloud, a software vendor's order form is a price table with repeating seat lines. Turn on quantity and term editing, and the customer changes the seat count and picks 12, 24 or 36 months; optional add-ons can be ticked. The monthly amount, total contract value and any deposit recalculate before they sign online.
Last reviewed by the QuoteCloud team
An engineered isometric drawing of Plinthwork's order form for Tidemark Property Services, PW-2340, lying on a plinth. Its plan line, Growth seats (1), is lifted out of the table with a seat stepper on it (2); above it a term switch with 12, 24 and 36 month keys (3), the chosen key in aqua; the totals bar sits at the foot (4). Beside the form, a stack of seat blocks, ten seats each (5), grows as the customer adds seats, and a strip along the front fills to the chosen term. A circular detail enlarges the stepper showing 60 seats. The drawing steps through 50 seats for 12 months, 60 seats for 24 months and 75 seats for 36 months. A card shows what Theo sees: the order form opened, then the seats and term changed by the customer on the price lines. The totals card shows 60 Growth seats at $1,920.00 a month plus single sign-on at $250.00: $2,170.00 a month over 24 months, $66,580.00 total contract value and a $7,250.00 + tax deposit on signing.
Tidemark's order form: try it as Lena would
Plinthwork's order form puts the plan, the seats and the term on the price lines. Lena picks the plan, changes the number of seats and switches the term; the monthly amount, the total contract value and the implementation deposit follow before she signs.
Change the seats, pick another plan, tick an add-on or switch to 36 months. Theo sees each change in the document's activity, and Marcus signs as the second signer when he's ready.
- Plan as a single choice: Starter, Growth or Scale
- Seats editable on the line (quantity editing)
- 12, 24 or 36 months (term editing)
- Half the implementation fee paid on signing
Price tables and payments: Essentials and up
Plan tiers and add-onsYour subscription
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Plan Choose one | |||
| seats | $1,080 | — | |
| seats | $1,920 | — | |
| seats | $2,940 | — | |
| Platform | |||
Single sign-on & audit logPW-SSO · Per account
|
1 | $250 | — |
| Add-ons Tick to add | |||
| seats | $360 | — | |
| 1 | $450 | — | |
| Once-off | |||
Implementation, fixed feePW-ONB · As set out in SOW PW-S-0412
|
1 | — | $14,500 |
- Monthly
- $2,170.00/mo
- Once-off
- $14,500.00
- Total contract value over 24 months
- $66,580.00
- Implementation deposit on signing (50%)
- $7,250.00 + tax
Prices ex tax. Plinthwork invoices the subscription monthly in advance and the rest of the implementation fee at go-live; QuoteCloud shows the repeating charges for agreement and takes only the deposit on signing.
Accept the order and pay the deposit
1 of 2 signed
- Lena AlbrightChief operating officer, Tidemark Property Services Signed5 Nov, 4:12 pm
- Marcus OyelaranFinance director, Tidemark Property Services Awaiting signature
Agreement summary
- Plan
- Growth · 60 seats
- Monthly
- $2,170.00 + tax
- Term
- 24 months
- On signing
- $7,250.00 + tax
Certificate of authenticity and audit trail attached
One adjustable order form instead of three PDFs
Where a software deal's last week goes today, and what changes when the order form is a QuoteCloud document.
What your customer can change, and what stays yours
You decide which lines are editable when you build the template. Everything else reads as you wrote it.
Seats
Turn on quantity editing for a seat line and the customer sets the number of seats. The line and every total follow.
Term
With term editing, repeating lines show 12, 24 or 36 months. The total contract value follows the term they pick.
Plan and add-ons
A single-choice group for the plan, optional lines for add-ons. Plans and tiers shows the plan comparison.
Not the price
Prices come from your price book and the discount column you set. Customers change quantities and choices, never your rates.
Not your terms
Subscription terms and data protection sit in locked blocks (content locking, Business).
Not your billing
QuoteCloud shows the repeating charges for agreement and takes the deposit on signing. Your billing system invoices the subscription.
Send your next order form from QuoteCloud
Free for 14 days, no credit card required. Send us your current order form and we'll convert one template for you during the trial.
Every line comes from your price book
Plinthwork keeps its plans, add-ons and services in QuoteCloud's product catalogue, with a SKU, a billing term and a cost for each. Theo adds lines from it; the cost and margin stay on the team's side and never show to the customer.
When the price book changes each year, the deal desk imports a CSV, maps the columns and marks last year's prices inactive, so new order forms use the new prices.
- SKUs, categories and billing terms
- Costs and margins hidden from customers
- CSV import with column mapping
Product library: Essentials and up
Product catalogueCSV import plinthwork-price-book-2027.csv · 14 products updated, 2 marked inactive
| Product | Price | Billing | Cost | Margin | Status |
|---|---|---|---|---|---|
| Starter seatPW-STR · Plans | $18 | Monthly · per seat | $3 | 83% | Active |
| Growth seatPW-GRW · Plans | $32 | Monthly · per seat | $4 | 86% | Active |
| Scale seatPW-SCL · Plans | $49 | Monthly · per seat | $6 | 87% | Active |
| Analytics add-onPW-ANL · Add-ons | $6 | Monthly · per seat | $1 | 82% | Active |
| Single sign-on & audit logPW-SSO · Add-ons | $250 | Monthly | $38 | 85% | Active |
| Implementation, fixed feePW-ONB · Services | $14,500 | Once-off | $8,900 | 39% | Active |
| Growth seat (2024 price)PW-GRW-24 · Plans | $29 | Monthly · per seat | $4 | 85% | Inactive |
Cost and margin are for your team only: they never appear in the client's document
Set up a seat-based order form template
Build it once for each motion (new business, expansion, renewal) and every account executive sends the same form.
Import your price book
Plans, add-ons and services from a CSV, with SKUs, billing terms and costs.
Build the price table
The plan as a single-choice group, seat lines with quantity editing and term editing for 12, 24 or 36 months.
Add options and the deposit
Add-ons as optional lines, and a share of the implementation fee paid on signing.
Send it
With an expiry date, to one or more signers. Opens and changes show in the activity.
Hand it over
The signed version goes to finance and your CRM; your billing system invoices the subscription.
Order form questions, answered
Can customers change the number of seats in a QuoteCloud order form?
Yes. Turn on quantity editing for a line and the customer changes the number of seats in the document before signing. The line amount, the monthly total, the total contract value and any payment on signing update as they do. Which lines are editable is up to you when you build the template.
Can the customer choose a 12, 24 or 36-month term?
Yes. With term editing on a repeating line, the customer switches between the terms you offer, such as 12, 24 or 36 months, and the total contract value follows. Prices stay as you set them; QuoteCloud shows repeating charges for agreement and doesn't bill them.
Does QuoteCloud bill the subscription after the order form is signed?
No. QuoteCloud takes a deposit or full payment on signing through Stripe or PayPal if you ask for one, such as half the implementation fee. Your billing system invoices the subscription. QuoteCloud doesn't provision accounts, prorate, true up or renew agreements by itself.
Can the customer change our prices?
No. Customers change quantities, the term and their choices on the lines you make editable. Prices come from your price book and the discount you set on the line. If a discount goes over your limit, the approval workflow (Business) holds the document In Review until it's approved.
How do two people sign the same order form?
Add both as signers. Each signs online without needing a QuoteCloud account, with an optional one-time passcode by email, and the signed document carries a certificate of authenticity and an audit trail. Each signer signs when they're ready, and you see who has signed in the document's activity.
From the order form to the renewal
The same price book and price lines run through every document a software vendor sends.
-
Plan tiers & add-onsStarter, Growth or Scale as a single choice in the order form, with add-ons the customer ticks.Explore
-
Implementation statements of workDiscovery, migration, set-up and training as milestones, a plan on a Gantt chart and a deposit on signing.Explore
-
Renewal quotes from usage dataSeats used against seats licensed, turned into a renewal order form before the agreement's expiry date.Explore
- Ramp, usage & ROI calculatorsSeats × tier price × term, ramped by year, in a spreadsheet block whose cells set the price lines.
- QBR reports with expansion quotesUsage, adoption and recommendations in one report, with the expansion lines the customer can tick and sign.
- Renewals & QBRs drafted by your AI assistantAn assistant connected through QuoteCloud's MCP service drafts from your CRM and usage data; your account executive reviews and sends.
- Discount approvals & deal deskDiscounts over your limit and large deals wait In Review for the right approver before the customer sees them.
- Security reviews & DPAsYour security answers, data processing terms and policies as locked blocks and attachments in the agreement.
- CRM, billing & data integrationsHubSpot, Salesforce, Pipedrive, Xero, QuickBooks and your own systems, connected the way each one really connects.
- Software & SaaS templatesReal QuoteCloud templates for SaaS proposals, software quotes, SLAs and acceptance forms.
- QuoteCloud implementation for software vendorsYour price book, order form and renewal templates, approval rules and integrations set up with your team.
- FAQAnswers to the questions software vendors, account executives and customer success teams ask most.
Send order forms your customers can adjust
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