Introduction to the Contract Plans add-on

The Contract Plans add-on is a QuoteCloud feature that lets you create, store, and reuse preconfigured contract plans (terms, schedules, and pricing rules) for fast insertion into quotes and proposals. It helps sales teams manage standardised contract language across documents when using sales quoting software and sales proposal software.

Contract Plans reduce repetitive work by letting you insert ready-made contract terms and pricing rules into a quote or proposal with one click. That cuts drafting time, reduces errors, and ensures consistency across deals—so your quote software and proposal software outputs are faster and more accurate.

Contract Plans are useful across many industries that rely on repeatable contract language—real estate, professional services, SaaS, manufacturing, and more. QuoteCloud includes industry-focused guidance and templates so you can tailor contract plans to your business needs.

Yes. Contract Plans are designed to work alongside QuoteCloud templates and eSignature workflows so the contract language you add flows directly into branded proposals and e-signable documents. This makes closing deals easier and keeps your legal language consistent throughout the sales process.

Create a new Contract Plan in the Contract Plans section of QuoteCloud by naming the plan, adding terms, schedules, and any pricing or special conditions. Save the plan, then select it when building a quote or proposal to insert the stored contract content. You can edit saved plans later to update language across future documents.

Yes. While Contract Plans provide standardised baseline language, you can override or customise fields when applying a plan to a specific quote or proposal. This gives you the speed of reusable content with the flexibility to tailor terms for particular customers or negotiations.

Contract Plans integrate with QuoteCloud’s product library and interactive pricing tables so pricing rules, discounts, and formulas can align with contract terms. That tight integration ensures the quote software calculates totals correctly and that the proposal software presents accurate contractual pricing.

See the QuoteCloud Guide sections labelled "Templates" and "Getting Started" for prebuilt contract plan examples, step‑by‑step setup, and industry-specific guidance. Those resources are designed to help you configure contract plans quickly and begin inserting them into quotes and proposals right away.