Bulk send quotes and email campaigns
One template, many recipients: personalised quotes and campaigns that go out together and are tracked one by one.
Bulk sending means sending one document or email, personalised for each recipient, to many people at once. In QuoteCloud you prepare a template with data items, choose your recipients, and send sales quotes in bulk or run an email marketing campaign through your own connected email service. Bulk send and campaigns are available from Essentials, with volume-based sending costs.
No credit card requiredFree plan available
Illustration of a document sent to many recipients at once in QuoteCloud: “2027 service plan renewal” from Clearwater Pool Care for 148 residential customers. It lists Hollis family, 42,000 L pool · fortnightly, Signed; Ngata residence, 28,000 L pool · fortnightly, Viewed; Brightwater Strata, Body corporate pool · weekly, Signed; Leung family, Spa and pool · fortnightly, Sent; Corrigan residence, 35,000 L pool · monthly, Viewed. Total $2,115.00. Status: Sent.
How to bulk send personalised quotes and email campaigns with QuoteCloud
4 steps, start to signature.
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Step 1: Prepare a personalised template
Build the quote or email once and add data items, such as name, company or plan, where each recipient's details should appear.
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Step 2: Connect your email service
Connect Gmail, Outlook 365 or an SMTP server and set it as the default for documents and campaigns.
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Step 3: Choose your recipients
Select the contacts or audience who should receive the quote or campaign. Sending at volume uses email sending credits.
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Step 4: Send and track responses
Send to everyone at once, then see who has opened, viewed and signed, and follow up with those who have not.
Bulk send and email campaigns before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: Copying the same quote dozens of times by hand
With QuoteCloud: One template personalised for every recipient automatically
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Before: Campaigns in one tool, quotes and signatures in another
With QuoteCloud: Campaigns and bulk quotes sent from QuoteCloud
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Before: No idea which of 100 customers opened it
With QuoteCloud: Each recipient's document is tracked from sent to signed
QuoteCloud features for bulk send and email campaigns
Each tile shows the plan it starts on. See QuoteCloud pricing.
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Bulk send sales quotes
Send a sales quote to many recipients at once, each personalised with their own details. Volume-based costs apply.
Plan: Essentials+
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Email marketing campaigns
Run email campaigns from QuoteCloud with unlimited audience data. Campaigns need email sending credits for volume.
Plan: Essentials+
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Send from your own email
Connect Gmail, Outlook 365 or SMTP and choose which service is the default for documents and for campaigns.
Plan: Every plan
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Data items for personalisation
Global and template-specific data items merge each recipient's details into the document and email.
Plan: Essentials+
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Tracking and notifications
See when each recipient opens and views their document, and get notified so you know who to follow up.
Plan: Essentials+
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Customer reminders
Automatic reminders nudge recipients who have not signed yet, so you do not chase each one by hand.
Plan: Business+
Who uses QuoteCloud for bulk send and email campaigns?
Send personalised quotes and campaigns to many recipients at once.
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Service and maintenance businesses
Send each customer a personalised renewal quote for next season in one go, then follow up on the unsigned.
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Subscription and SaaS sellers
Send price change or plan upgrade offers to an account list, each with that customer's own details.
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Marketing teams
Run email campaigns from the same platform as quotes, using your own connected email service.
Templates you can make for bulk send and email campaigns
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Renewal quote
- Price increase notice
- Seasonal service offer
- Plan upgrade offer
- Event invitation
- Customer newsletter
- Annual service agreement
Industries that use QuoteCloud for bulk send and email campaigns
A few of the industries it suits.
- Pool and home services
- HVAC and maintenance
- Telecommunications
- Software and SaaS
- Insurance brokers
- Events
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