Getting started with QuoteCloud

Ramp, usage and ROI calculators in the order form

Your deal desk's spreadsheet as a block in the order form: its cells set the price lines and the total comes back for the return estimate.

QuoteCloud's Spreadsheet block, on Essentials and up, holds your ramp calculator inside the order form: seats by year, price per seat and months. Connect any cell to a price line's description and unit price, and bring the price table total back into a cell for your return estimate. Quantities stay on the lines; Zapier can write values into cells.

Last reviewed by the QuoteCloud team

An engineered isometric drawing of Plinthwork's three-year order form for Calloway Retail Group, PW-2355. At the back left, the Spreadsheet block (1) floats over a plinth with three connected cells; at the right, the order form's price lines (2). Aqua routes run from each year's cell to its price line, and a dashed aqua route brings the price table subtotal back into the sheet (4). In front, the ramp as a staircase of three year blocks (3) for 150, 220 and 300 seats. A circular detail enlarges the connected cells: $79,200, $116,160, $158,400 and the $368,260 subtotal. The drawing steps through year 1, year 2 and year 3, then the subtotal coming back. A formula bar card shows each cell's formula, such as Seats!E7 =B2*C2*D2 for the year 1 line's unit price, and ROI!B6 taking the price table subtotal. The price card lists Year 1, 150 Scale seats for 12 months at $79,200; Year 2, 220 seats at $116,160; Year 3, 300 seats at $158,400; implementation at $14,500; subtotal $368,260 plus tax.

Change the ramp and watch the order form follow

This is Plinthwork's ramp calculator for Calloway, built as a Spreadsheet block in the order form. Type a different seat count for year 2, try $46 a seat on the Rates tab or change the hourly cost on the ROI tab.

The sheet recalculates with its own formulas. The cells connected to the price table set each year line's description and unit price, the price table's subtotal comes back into Seats!E10 and ROI!B6, and the return estimate follows. Drop the total under $250,000 and the approval rule no longer applies.

  • Cells set a line's description and unit price
  • Quantity stays on the line: one per contract year
  • The subtotal comes back into the sheet
  • Estimates labelled as the vendor's own

Spreadsheet block: Essentials and up · approval workflow: Business

Approvals on large ramp deals
PlinthworkThree-year order form PW-2355 Sample · fictional business

Your pricing calculator

Plinthwork's ramp calculator, built as a Spreadsheet block in the order form template. Seats and the agreed price are typed in; the yellow cells are Plinthwork's assumptions and every return figure is an estimate.

Calloway ramp · 3 yearsSpreadsheet block
E7 =E2

Seats

RowABCDE
1 Year Seats $/seat/mo Months Subscription
2 Year 1 $44.00 12 $79,200
3 Year 2 $44.00 12 $116,160
4 Year 3 $44.00 12 $158,400
5 3 years $353,760
6 Price lines Description Unit price
7 Year 1 Year 1 · 150 Scale seats × 12 mo $79,200
8 Year 2 Year 2 · 220 Scale seats × 12 mo $116,160
9 Year 3 Year 3 · 300 Scale seats × 12 mo $158,400
10 Order subtotal $368,260

Rates

RowABC
1 Rate Value Source
2 Scale list price, per seat Price book
3 Agreed price, per seat Negotiated
4 Discount off list 10.2%
5 Implementation, fixed fee SOW PW-S-0418
6 Months per contract year

Usage

RowAB
1 Usage estimate Value
2 API calls per seat per month
3 Calls included per month (Scale)
4 Seats in year 3 300
5 Calls over the included amount 700,000
6 Overage per 10,000 calls
7 Overage estimate, year 3, per month $280.00

ROI

RowAB
1 Return estimate Value
2 Hours saved per seat per month
3 Your loaded hourly cost
4 Average seats over 3 years 223.3
5 Time saved over 3 years $1,181,880
6 Order subtotal (price table) $368,260
7 Return on the order 221%

Type in any boxed cell: the sheet recalculates, the connected lines follow and the subtotal comes back.

  • Typed in
  • Your assumption
  • Estimate
  • Connected to the price table

Your three-year order

Editor view · connected lines
ItemQtyUnit priceAmount
Subscription, by contract year$353,760
Year 1 · 150 Scale seats × 12 moInvoiced monthly in advance Description ← Seats!B7 Unit price ← Seats!E7
1 year $79,200 $79,200
Year 2 · 220 Scale seats × 12 moInvoiced monthly in advance Description ← Seats!B8 Unit price ← Seats!E8
1 year $116,160 $116,160
Year 3 · 300 Scale seats × 12 moInvoiced monthly in advance Description ← Seats!B9 Unit price ← Seats!E9
1 year $158,400 $158,400
Implementation$14,500
Implementation, fixed feeDiscovery, store data migration, SSO, training Unit price ← Rates!B5
1 fixed $14,500 $14,500
Subtotal
$368,260.00
Tax (10%)
$36,826.00
Total
$405,086.00

Total over $250,000: it waits In Review for your approvers (approval workflow, Business)

Subtotal → Seats!E10 and ROI!B6

A real spreadsheet, inside the document

The Spreadsheet block works like the sheets your deal desk already uses, so the calculator moves into the template instead of living on a laptop.

  • Formulas you know

    SUM, AVERAGE, MAX, ROUNDUP, IF and lookups. Plinthwork's overage estimate is =MAX(0,B4*B2-B3).

  • Several tabs

    Seats, Rates, Usage and ROI on separate tabs, referenced across the sheet like Rates!B3.

  • .xlsx import

    Import the workbook your deal desk built rather than rebuilding it cell by cell.

  • Connected to price lines

    Connect any cell to a price line's description and unit price. Quantities stay on the lines as usual.

  • Totals come back

    Bring the price table total back into a cell, so a return or payback estimate always uses the real figure.

  • Values from Zapier

    Zapier can write values into cells, such as a seat count from your CRM, when a document is created.

Usage overage, estimated before it happens

Calloway's Usage tab multiplies the year 3 seats by Plinthwork's estimate of API calls per seat. 300 seats would make about 2.7 million calls a month, 700,000 over the 2 million Scale includes, so the sheet estimates $280 a month in overage at $4 per 10,000 calls.

Beside it, Theo offers the API capacity pack as a line Noor can tick: $120 a month for another million calls. The estimate is Plinthwork's own and labelled so; QuoteCloud doesn't meter usage or bill overage.

  • The vendor's estimate, labelled as one
  • An optional line the customer ticks
  • Usage metered and billed by your own systems

Spreadsheet block: Essentials and up

QBR reports with expansion lines
PlinthworkThree-year order form PW-2355 Sample · fictional business

Usage tab

Calloway ramp · 3 yearsSpreadsheet block
A1

Usage

RowAB
1 Usage estimate Value
2 API calls per seat per month 9,000
3 Calls included per month (Scale) 2,000,000
4 Seats in year 3 300
5 Calls over the included amount 700,000
6 Overage per 10,000 calls $4.00
7 Overage estimate, year 3, per month $280.00
  • Typed in
  • Your assumption
  • Estimate
  • Connected to the price table

Usage options for year 3

ItemQtyRateAmount
Optional · tick to add Tick to add
12 months $120 $1,440.00
1 session $600 $600.00
Subtotal
$1,440.00
Tax (10%)
$144.00
Total
$1,584.00

Bring your deal desk's calculator into the order form

Free for 14 days, no credit card required. Send us your ramp workbook and order form and we'll convert one template during the trial.

Calloway Retail Group · PW-2355

Three years, three price lines, one figure nobody retyped

150, 220 and 300 seats at $44, plus implementation: the subtotal the sheet sends to the price table and gets back for the return estimate.

$368,260 Three-year subtotal + tax, from the sheet's cells

Move your ramp calculator into the order form

Set it up once in the template. After that the deal desk changes inputs, not documents.

  1. Import your workbook

    Add a Spreadsheet block to the order form template and import the .xlsx your deal desk uses.

  2. Mark the inputs

    Seats by year, the agreed price and the customer's hourly cost; label assumptions and estimates.

  3. Connect the cells

    Each year's description and unit price to a qty-1 line; the fixed fee to its line.

  4. Bring the total back

    Point a cell at the price table subtotal for the return estimate.

  5. Send it for approval

    Large totals wait In Review for your approvers, then a person sends it.

Ramp and usage calculator questions, answered

Can a QuoteCloud spreadsheet set prices in the order form?

Yes. The Spreadsheet block, on Essentials and up, works with formulas, several 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 as usual, so a ramp year is a qty-1 line priced by the sheet.

How do we show a three-year ramp with different seats each year?

Type each year's seats into the sheet, let a formula work out the year's subscription, and connect it to one price line per contract year. The line's description reads the seats and months from the sheet, so it always matches. The total contract value comes from the price table as usual.

Does QuoteCloud meter usage or bill overage?

No. Usage and overage figures in the sheet are your own estimates from your own assumptions, labelled as estimates. QuoteCloud shows them in the document; your systems meter usage and your billing system invoices it. You can offer a capacity pack as an optional line the customer ticks.

Can our CRM fill in the calculator?

Zapier can write values into spreadsheet cells, such as a seat count or an agreed price, so a document created from your CRM can start with them filled in. Writing cells through the API isn't something we claim. The formulas and connected lines then work as they do when you type.

Do large ramp deals still need approval?

If you set an approval rule on total value, yes. On the Business plan, an order form over your limit, such as $250,000, waits In Review until every approver agrees, and only then can a person send it. Change the sheet so the total drops under the limit and the rule no longer applies.

More questions from software vendors

More for software deal desks

The calculator prices the deal; approvals, order forms and renewals carry it to signature.

Price ramp deals from the sheet, not by retyping

Free for 14 days. No credit card required.