Enable Stripe payments within QuoteCloud
Easily collect online payments and request eSignatures directly from critical documents, accessible from any device.
No credit card required
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Accelerate payment processing
Easily request payments and configure automated reminders with a simple click.
Automatically create invoices
Incorporate a Stripe editable payment block to define payee details and payment terms and conditions. The payment amount is automatically filled with the pricing total from the pricing table within your QuoteCloud document. Customize the percentage or establish a fixed fee.
Solicit advance payments effortlessly
Specify the percentage of the total amount to be paid upon document signing. If customers have the option to select from additional items or adjust quantities, the Stripe payment amount is automatically calculated for the chosen/adjusted items.
Ensured payment security
Stripe holds PCI Level 1 certification, the highest level attainable for payment processors. As a Stripe Verified Partner, QuoteCloud adheres to the rigorous standards outlined in the Stripe Integration Security Guide.
Create documents with predefined payment configurations
Utilize custom templates to generate documents with pre-established payment settings, including payment details and payment calculation methods for each new document derived from the template
Monitor payment statuses seamlessly
Track payment statuses directly from your QuoteCloud dashboard. Upon receiving payment, the document status transitions to Paid automatically.
Streamline your payment collection process effortlessly
Through our Stripe integration, your customers will automatically receive a payment request upon signing your proposal, quote, or contract within QuoteCloud.
Facilitate convenient payment options for customers
Offer a range of secure payment methods, allowing customers to utilize their preferred online payment method, including debit cards and credit cards, within QuoteCloud.
Frequently Asked Questions
What does the Stripe integration in QuoteCloud do?
QuoteCloud's Stripe integration lets you collect online payments and request eSignatures directly from quotes, proposals, and contracts accessible from any device. It streamlines payment requests, accelerates processing, and links payment amounts to your document pricing so customers can pay securely at signing.
How do I enable Stripe payments within QuoteCloud?
You enable Stripe payments by connecting your Stripe account inside QuoteCloud and adding the Stripe payment block to your document templates or individual documents. The editable payment block pulls the pricing total from your pricing table so payments are calculated automatically.
If you’re evaluating the platform, QuoteCloud offers a free 14-day trial (no credit card required) and the option to request a demo to see Stripe-enabled workflows in action.
Can QuoteCloud automatically calculate payment amounts from my pricing table?
Yes. The Stripe payment block automatically fills the payment amount using the pricing total from the document’s pricing table. If customers select optional items or change quantities, the payment amount recalculates in real time.
You can also configure the payment as a percentage of the total or set a fixed fee, which is useful for deposits or advance payments within sales quoting software and sales proposal software workflows.
Can I collect advance payments or deposits through QuoteCloud?
Yes. QuoteCloud enables you to specify a percentage or fixed amount to be collected when the document is signed. That advance payment is calculated automatically based on the chosen items and quantities, making it easy to collect deposits before work begins.
How are invoices and payment statuses handled with the Stripe integration?
QuoteCloud can automatically create invoices using the Stripe payment block and your document pricing. Payment statuses are tracked directly from your QuoteCloud dashboard, and when a payment is received the document status updates to “Paid” automatically.
Is payment processing secure when using Stripe with QuoteCloud?
Yes. Stripe is PCI Level 1 certified—the highest level for payment processors—and QuoteCloud is a Stripe Verified Partner. QuoteCloud follows the Stripe Integration Security Guide to meet rigorous security standards for handling payments in quote software and proposal software.
What payment methods can my customers use?
Through the Stripe integration, customers receive a secure payment request at signing and can pay using common online payment methods supported by Stripe, including debit and credit cards. This provides flexible and convenient payment options for clients accepting your quote or proposal.
Can I create documents with predefined payment settings using templates?
Yes. Use custom templates in QuoteCloud to create documents that include pre-established payment configurations—such as payee details, payment terms, and calculation methods—so every new document generated from the template has the correct payment setup built in. This saves time and enforces consistency across quotes and proposals.
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