What is QuoteCloud used for?

QuoteCloud is used to create, send and track sales documents: quotes, estimates, proposals, contracts, order forms and agreements. Clients can choose options, accept and eSign online, and pay a deposit through Stripe or PayPal. Teams also use it to generate documents from a CRM, API or Zapier, route documents for approval and keep every document in one dashboard.

Which industries use QuoteCloud?

Any business that quotes, proposes or contracts. QuoteCloud is commonly used by IT and managed service providers, trades and construction, agencies and consultancies, travel and events businesses, wholesale and manufacturing, and professional services firms. Templates, price tables and the product catalogue adapt to how each business prices its work.

Which QuoteCloud plan do I need for my use case?

Free ($0) covers 2 documents a month with eSignatures. Starter (US$14.95) adds unlimited documents and eSignatures. Essentials (US$39) adds price tables, the product catalogue, templates, tracking, APIs and Zapier. Business (US$59) adds approval workflows, the AI Co-Worker, forms, Gantt charts and CRM and accounting integrations. Enterprise adds SSO, IP filtering and implementation. Prices are per user per month.

Is there a free trial of QuoteCloud?

Yes. You can start a 14-day free trial with no credit card, or stay on the free plan for as long as you like. On the Essentials plan and above, the trial includes one of your existing templates converted for free and a complimentary 45-minute training session, so you can test your own use case with real documents.

What does QuoteCloud integrate with?

From the Essentials plan, QuoteCloud connects to Zapier, Make.com and its own APIs, so you can create and send documents from your other systems. From the Business plan, native CRM and accounting integrations include Xero, QuickBooks, Salesforce, HubSpot and Pipedrive. Online payments run through Stripe or PayPal once you connect a gateway.

Are QuoteCloud eSignatures legally binding?

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, and they are included on every plan, including Free. Signers can draw, type or upload a signature without creating an account. Every signed document gets a certificate of authenticity and an audit trail, documents are protected with 256-bit encryption on AWS, and an optional one-time passcode can verify the signer.

Can one QuoteCloud document cover the quote, the contract and the payment?

Yes. A single QuoteCloud document can hold your price table with optional items, your terms, a signature block and a payment step. The client reviews it in the browser, chooses options, signs and pays a deposit or the full amount in one visit, and the status updates in your dashboard.

QuoteCloud use cases, from first quote to final payment.

QuoteCloud is quoting, proposal and eSignature software that covers the whole deal. Businesses use it to quote and propose, get contracts signed on any device, collect deposits through Stripe or PayPal, automate documents from a CRM or API, and manage every document in one dashboard, starting on a free plan.

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No credit card required34 use cases in six stages

01Quote8 use cases
02Sign7 use cases
03Pay2 use cases
04Automate6 use cases
05Manage5 use cases
06Create6 use cases

Or browse by your team or your industry.

Browse by

Quote and propose

Win the work with quotes, estimates and proposals clients can accept online.

Agree and sign

Contracts and agreements that get signed, legally, on any device.

Get paid

Collect deposits and payments the moment a client says yes.

CRM deal Northwind renewal Stage: Proposal · $12,400

New QuoteCloud document

ClientNorthwind Ltd

Contactops@example.com

Value$12,400

Automate

Generate documents from your data, your CRM and your rules.

Manage and track

Every document in one place, with status, history and control.

Site details form

Site contactPriya Raman

Access hours7am to 3pm

Parking on siteYes

Project timeline

Design

Build

Fit-out

Handover

Create and capture

Forms, collateral, plans and itineraries that look the part.

Start free. Climb when the workflow grows.

Every plan includes legally binding eSignatures. Prices are per user per month.

Free$02 documents a month, with eSignatures.
StarterUS$14.95Unlimited documents and eSignatures, PDF export.
EssentialsUS$39Price tables, product catalogue, templates, tracking, APIs and Zapier.
BusinessUS$59Approvals, AI Co-Worker, forms, Gantt charts, CRM and accounting integrations.
EnterpriseLet's talkSSO, IP filtering, custom URL and implementation.

Start your first use case free Compare plans

Rated, secure and in business since 2013.

4.2Capterra rating
4.2Software Advice rating
2013Building QuoteCloud since

QuoteCloud use cases, from first quote to final payment.

Sales quotes

Business proposals

Estimates

Tender and RFP responses

Statements of work

Change orders and variations

Renewal and upsell quotes

Order forms

eSignatures

Contracts

Service agreements

Subscription and plan contracts

NDAs

HR documents and offer letters

Approval workflows

Online payments and deposits

Quote to cash

CPQ

Document generation

Document automation with API and Zapier

Quoting from your CRM

Bulk send and email campaigns

AI document writing

Document management

Document tracking

Sales enablement

Secure document sharing

Team collaboration

Forms and data capture

Client onboarding packs

Brochures and sales collateral

Project plans and timelines

Travel quotes and itineraries

Price lists and product catalogues