Create your First Document

Get started in minutes: click New Document, choose either a blank document or a layout from the Template Gallery, add a document title and recipients, then build or edit content in the document editor.

QuoteCloud is designed to speed up your workflow as sales quoting software — use the editor to add sections, pricing tables and proposal content, then preview and send when ready.

Yes. When you create a new document you can select a blank document or browse the Template Gallery to choose a pre-designed layout.

After selecting a template you can fully customise text, sections and elements to suit your quote or proposal — making it fast to produce professional, on-brand proposals with QuoteCloud’s proposal software.

Yes — QuoteCloud automatically saves your document as you work to prevent data loss.

If you prefer to save manually, you can disable autosave in Company Settings > Preferences > Document Editor Options.

New documents inherit your company details and logo automatically if you configure branding first.

To ensure consistent branding across quotes and proposals, set your company name, colours and logo before creating documents under Settings > Details & Branding.

Add recipients directly in the document editor by entering a recipient’s name and email address and assigning a role (approver, signer or viewer).

You can add multiple contacts as needed and invite recipients to review or sign the document according to the role you choose.

You can delete single documents or select multiple documents to delete in bulk from the Documents dashboard or document list.

Use caution when deleting files and confirm any prompts; your organisation’s permissions determine who can permanently remove documents.

Yes — QuoteCloud integrates with QuickBooks Online to streamline accounting and invoicing. You can sync customers and transactions, generate invoices from QuoteCloud and push them to QuickBooks Online.

QuoteCloud also supports other integrations to keep your CRM, accounting and workflow tools aligned with your quote and proposal software.

QuoteCloud combines branded templates, an intuitive document builder, AI-assisted content, interactive elements (videos, spreadsheets, GIFs) and smart pricing tables to shorten proposal cycles and reduce negotiation time.

As sales quoting software and proposal software, it also offers integrations (e.g., QuickBooks), autosave, recipient roles and mobile-friendly delivery — all designed to help you create professional quotes and proposals faster.