Create a Contract Plan

The Contract Plans add-on is a QuoteCloud feature that lets you create, store, and reuse preconfigured contract plans — including terms, schedules, pricing rules and special conditions — for fast insertion into quotes and proposals. It centralises standardised contract language so your team uses consistent wording across your sales quoting software and sales proposal software outputs.

Contract Plans reduce repetitive drafting by letting you insert ready-made contract terms and pricing rules into a quote or proposal with a single click. That cuts creation time, lowers the risk of errors, and keeps legal and pricing language consistent across deals produced by your quote software and proposal software.

Contract Plans are useful for any industry that relies on repeatable contract language, including real estate, professional services, SaaS, manufacturing, and subscription businesses. QuoteCloud also provides industry-focused guidance and templates so you can tailor plans to your specific business needs.

Yes. Contract Plans are designed to work alongside QuoteCloud templates and eSignature workflows so selected contract language flows directly into branded, e-signable documents. This integration streamlines the handoff from proposal to signature and helps close deals faster.

Create a new Contract Plan from the Contract Plans section by naming the plan and adding terms, billing schedules, pricing rules, and any special conditions. Save the plan to store it centrally, edit it later from the same section, and apply it to a quote or proposal by selecting the plan for one-click insertion into your document.

Yes. Contract Plans let you define pricing rules, billing cycles, recurring charges and other contract-level rules so complex commercial terms are applied consistently in quotes and proposals. This is especially helpful when your quote software needs to reflect subscription or long-term pricing accurately.

Contract Plans are stored centrally in QuoteCloud so sales teams can reuse approved plans across multiple quotes and proposals. Reusing plans ensures consistent legal and pricing language and reduces rework; edit and update plans centrally to roll changes out across future documents.

Yes — Contract Plans are designed to integrate with typical sales quoting and proposal workflows. Whether you use QuoteCloud as your primary sales quoting software or as a component in a broader tech stack, Contract Plans speed document creation, improve accuracy, and work with templates and eSignatures to streamline the full quote-to-signature process.