How to Save a Document as a Template
QuoteCloud lets you save documents as templates for reuse. This guide shows how to convert an existing document into a template to save time and maintain consistency.
- Telecommunications and Hosted Services
Automate telco service contracts with fast product bundling, automatic attachment of critical information summaries and more...
- Sales Quotes for IT Services
Take your IT business to a new level with interactive smart sales proposals
- Travel
Plan, sell, and manage travel bookings more efficiently, create beautiful enhanced itineraries direct from your GDS or Mid-office system
- Trade Services
Create estimates, quotes, work orders, and invoices for your customers
- Web Developers
Improve your process, streamline your business development. Create beautiful proposals, estimate work faster than ever before
- Recruitment Services
Pitch the big corporates to provide your recruitment services, accelerate your chance to seal the deal
- Construction
Speed up the sale quotation process and stay on top of project management with built-in integration to project management tools
- Architects and Engineers
Deliver engaging documents for better project planning and management
- Marketing Services
Streamline the quote process and keep projects flowing in
- Real Estate Industry
Create beautiful campaign documents, streamline your real estate transactions with forms and e-sign
- Education Services
Streamline the way you create, deliver and e-sign documents. Give yourself the tools to excel in your industry
- Accounting
Grow your accounting practice with ease
- Events
Create beautiful proposals that provide a greater customer experience. Seal the deal with contracts and forms for a perfect workflow
- HVAC
Align your sales, operations, marketing and legal departments with standardised documents
- QuoteCloud Login (New Edge Edition)
Use this login if your company subscribed to QuoteCloud after October 1 2024.
- QuoteCloud Login (Java Edition)
Use this login link if your company is using the legacy Java Edition version of QuoteCloud (subscribed prior to October 1, 2024). For assistance with migrating to the latest QuoteCloud release, please contact support.
