Subscription contracts with recurring pricing, signed online
Pick a plan, choose the term, show monthly and once-off charges side by side, and let the customer accept, sign and pay in one go.
Subscription and plan contracts, defined
A subscription contract commits a customer to a plan with recurring charges over a set term. In QuoteCloud you keep plans in a Contract Plans library with price, term, products and attachments, add them to a quote with monthly and once-off totals kept apart, and the customer chooses options and eSigns online.
No credit card requiredFree plan available
Illustration of an interactive quote in QuoteCloud: “Business fibre and voice plan” from Kestrel Networks for Halden Dental Group. It lists Business fibre 500 Mbps, 3 sites · monthly, $987.00 / mo; Hosted PBX seat, 22 seats · monthly, $550.00 / mo; 4G failover, Optional · monthly, $135.00 / mo; Installation and setup, Once-off, $1,800.00. Total $1,537.00 / mo + $1,800.00 once-off. Status: Signed.
ItemAmount
Business fibre 500 Mbps3 sites · monthly$987.00 / mo
Hosted PBX seat22 seats · monthly$550.00 / mo
4G failoverOptional · monthly$135.00 / mo
Installation and setupOnce-off$1,800.00
Total$1,537.00 / mo + $1,800.00 once-off
Accept and sign
Halden Dental Group opened your quote
Signed24-month term · certificate attached
How to send a subscription contract customers can sign online
5 steps, start to signature.
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1
Step 1: Create your contract plans
In Libraries, Contract Plans, click Create Plan and enter the plan name, description, price, term in months, availability dates and any attachments.
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Step 2: Assign products to each plan
On the Assign Products tab, add the devices and services that belong to the plan, then save it to your library.
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Step 3: Add the plan to a quote
Drop the plan into a price table. Repeating and one-off costs total separately, and optional items let customers add upgrades.
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Step 4: Let the customer choose and sign
The customer opens one link, picks options, sees the totals update and accepts with a legally binding eSignature.
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Step 5: Collect the once-off charges
Customers can pay setup or hardware charges online through Stripe or PayPal from the signed document.
Subscription and plan contracts before and after QuoteCloud
Less retyping, less chasing, no printing.
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Before: Plan prices and terms copied from a spreadsheet
With QuoteCloud: Plans kept in one Contract Plans library with price and term
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Before: Monthly and once-off charges blurred into one total
With QuoteCloud: Monthly and once-off totals shown separately on every term
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Before: Required plan documents forgotten on the contract
With QuoteCloud: Attachments set on the plan travel with it into the quote
QuoteCloud features for subscription and plan contracts
Each tile shows the plan it starts on. See QuoteCloud pricing.
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01
Contract Plans library
Plans with price, term in months, availability dates, assigned products and attachments, organised in categories.
Plan: Add-on
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02
Repeating and one-off costs
Price tables show monthly and once-off charges side by side, with tax and totals for each.
Plan: Essentials+
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03
Product bundling
Bundle devices, services and installation from your product catalogue into one quotable package.
Plan: Business+
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04
Discount approvals
Discounts or deal values past your threshold go to a manager before the contract is sent.
Plan: Business+
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05
eSignature and certificate
Legally binding, eIDAS-compliant signing with a certificate of authenticity and audit trail.
Plan: Every plan
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06
Online payments
Take once-off charges through Stripe or PayPal when the customer accepts (payment gateway required).
Plan: Essentials+
Who uses QuoteCloud for subscription and plan contracts?
Plans, recurring charges and terms, accepted and signed in one go.
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01
Telcos and ISPs
Quote connectivity, voice and mobile plans with devices on 12, 24 or 36-month terms.
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Hosted and managed services
Price per-seat monthly services alongside setup fees, with each plan's documents attached.
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03
Accounting and advisory firms
Package compliance and advisory into fixed monthly fees, with a once-off onboarding charge paid online.
Templates you can make for subscription and plan contracts
Save each as a template once; reuse it for every client. Browse ready-made templates.
- Mobile phone plan
- Mobile and internet bundle
- Network installation
- Hosted PBX agreement
- Managed services agreement
- Monthly accounting package
- Software subscription agreement
- Support plan contract
Industries that use QuoteCloud for subscription and plan contracts
A few of the industries it suits.
- Telecommunications
- Internet service providers
- Hosted and cloud services
- Managed IT services
- Accounting and advisory
- Software and SaaS
Related use cases
- Quote and proposeRenewal and upsell quotesRenewals and upgrades sent on time, signed in a click.
- Quote and proposeOrder formsOrder forms with live totals that customers sign and pay.
- Agree and signService agreementsService and maintenance agreements with terms that can't drift.
- AutomateCPQConfigure, price and quote with rules, formulas and approvals.
Rated, secure and in business since 2013.
- 4.2Capterra rating
- 4.2Software Advice rating
- 2013Building QuoteCloud since
Subscription and plan contracts: questions, answered
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