Add contract plan to your document

A Contract Plan in QuoteCloud is a reusable set of pricing, products and billing rules that you can attach to a sales document (quote or proposal). When added, the plan automatically applies predefined line items, pricing formulas and recurring billing schedules so your team delivers consistent offers every time.

Using Contract Plans inside sales quoting software and sales proposal software helps standardize proposals, reduce manual entry, and speed up deal cycles.

Open the quote or proposal you want to update in QuoteCloud, choose the option to add a Contract Plan from the document actions or components menu, select the desired plan from your list of saved plans, and confirm. The plan’s products, pricing and billing rules will be inserted into the document automatically.

If you use templates, you can also add a Contract Plan to a template so new documents inherit the plan automatically.

Contract Plans can be added to sales documents created in QuoteCloud, including quotes, proposals and contract documents. This makes them compatible with both quote software and proposal software workflows—so recurring services and bundled offers are consistent across all document types.

When you add a Contract Plan QuoteCloud will insert the plan’s configured product line items, pricing rules (including custom formulas), taxes/discounts where defined, and billing schedules for recurring charges. It can also populate fields used by your eSign and approval workflows so the document is ready for review and signature.

Yes. After a Contract Plan is added you can adjust individual line items, one-off discounts, or billing dates directly on the sales document to handle exceptions. However, to keep standardization, we recommend updating the original Contract Plan (or your template) if you want the change to apply consistently to future quotes or proposals.

Contract Plans are designed to integrate with QuoteCloud templates and your product library. Templates can include placeholders or default plans so new documents preload the correct plan. The product library supplies the individual SKUs and pricing elements the plan references, ensuring items are accurate and up-to-date across all documents.

Adding Contract Plans streamlines how you prepare quotes and proposals by automating pricing, reducing manual errors, and enforcing consistent billing rules. This helps sales teams close faster, improves forecasting accuracy, and reduces approval friction—key advantages of modern sales quoting software and sales proposal software.

If a plan doesn’t apply as expected, first confirm the plan exists in your account and that you have permission to use it. Refresh the document and try re-adding the plan. Check the product library for missing SKUs or pricing overrides, and verify the template (if used) isn’t overriding fields. If the issue persists, contact QuoteCloud support with the document ID for help.