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Sales quotes made easy!

Sales Quotes + Sales Proposals + Contracts  

 

  • Instant set-up 
  • Simply create your first sales quote, save as a template and use your template to make more sales quotes even faster!
  • Built-in e-signature, payments and workflow control
  • Your sales quotes are safely stored encrypted in your private cloud storage
  • Global access to your sales quotes, anytime, anywhere!
  • Complete sales quote automation

Sales quotes made easy!

Sales Quotes + Sales Proposals + Contracts

 

  • Instant set-up 
  • Simply create your first sales quote, save as a template and use your template to make more sales quotes even faster!
  • Built-in e-signature, payments and workflow control
  • Your sales quotes are safely stored encrypted in your private cloud storage
  • Global access to your sales quotes, anytime, anywhere!
  • Complete sales quote automation
 

Sales deals around the world 
are made using QuoteCloud everyday.

Create quotes fast, win more deals

QuoteCloud will make a huge difference to your sales performance:

  • access anytime, anywhere!
  • sales quotes safely encrypted & stored in your private cloud storage
  • speed up time to create & send sales quotes
  • increase your sales conversion
  • create impressive & accurate quotes
  • know when customers are reading your sales quotes
  • live chat with clients while they read your sales quote
  • automate sales forecasting
  • give customers an easy way to e-sign sales quotes
  • get paid faster with easy online acceptance and payments
  • seamless integration to your CRM and accounting packages
  • keep a full version history of sales quotes sent to a client
  • automatically expire sales quotes past their "time to live"
  • ensure legal terms are correctly applied to sales quotes
  • text, video, spreadsheet, image and PDF content libraries for your sales people to drag and drop into sales quotes
  • build a library of sales quote templates to perfect your sales pitch in target markets
  • stop messy sales quotes 
  • record customer contact history against each sales quote
  • optional manager approval of sales quotes
  • customer address book -- to save time when creating sales quotes
  • profit margin display - know the profit on a sales quote before you send it out

 

Create, send, sign, and track amazing sales quotes using the #1 and best value sales quote software app. Register for a free trial of QuoteCloud today!

Trusted by global brands and start-ups in every continent.

Request a Sample Sales Quote

Sales Quote & Proposal Software - #1 Sales Quote Software

If you would like to give us your website address, we may be able to use text and images from your website to create your sample sales quote.

Software Features

Sales Quote Editor

  • unlimited sales quote templates
  • unlimited sales quotes
  • built-in e-signatures available
  • easy to use sales quote editor built to be intuative for any user skill level
  • advanced content design tools available for expert graphic designers
  • content libraries (text blocks, images, video, PDF files, spreadsheets) for on the fly drag and drop of content into sales quotes
  • content locking - to prevent sales people changing sections in a sales quote, such as legal infiormation
  • insert adhoc images and PDF files
  • PDF document embedding option (make a PDF part of your document instead of click to open)
  • insert spreadsheets
  • drag & drop interface
  • send proposals directly by email, viewed as HTML and automatically converted to PDF format for printing and e-signing
  • use predefined ([ClientFirstName], [clientCompanyName], [proposalExpireDate], etc.) or your own custom tokens
  • and last but not least, a truely easy-to-use application, not like other solutions that are clunky and difficult to set-up.

Workflow & Smart Alerts

  • setup automatic reminders if customers do not open your sales quote
  • setup automatic reminders if customers have read but not approved sales quotes
  • automatic notifications, push and email notifications when proposals are opened, read, bounced back, opened when expired
  • manager approval workflow 
  • automatic sales quote expiration settings
  • alerts when a customer opens an expired sales quote
  • easy for customers to approve quotes (including the option to e-sign documents)
  • track reason for lost sales - update status of proposal to lost and give a reason for later trend analysis

Intelligent Tools

  • sales Analytics, easy to use charts showing performance of sales teams, e.g. number of proposals sent, proposals accepted, and analysis of lost opportunities.
  • client side text labels can be translated to another language or just customised to your needs
  • GEO-Coded customer address - if you record a customer address on a proposal, this is automatically geocoded for analysis on google maps, giving you a geographical view of proposal sent over a period of time.
  • CSV proposal data export for easy import to other tools such as MS Excel
  • mobile App for Sales consultants (with Live Chat option for customers to discuss real time while they read your proposal)

Integration

  • QuoteCloud plays well with other SaaS products
  • integration with 100's of CRMs and accounting packages
  • integration to hundreds of other Software as a Services (SaaS) applications
  • easily plug your favorite apps into QuoteCloud - out of the box:
    • SalesForce
    • Zoho
    • Microsoft Dynamics
    • Sage
    • Xero
    • Quickbooks
    • and so many more...

Smart Price Tables

  • unlimited Pricing tables and product catalogue items
  • split your pricing tables into different groups (e.g. Implementation, SEO, Marketing etc.). If you use groups in your quotes you can also enable subtotals so that your clients can easily see the costs of each group.
  • repeating price feature (add line items that are weekly, monthly, quarterly, annual prices
  • automatic Margin or Markup calculations can be applied to the entire sales quote, or line by line.  
  • summarise line items to sub-headings and sub-total (hides the detail lines items from your customer)
  • smart Discounts - You can use a relative (%) or absolute (amount of money) discount for the whole quote and/or set different discounts for each quote item.
  • set-up price line options, allowing customers to choose price options, both single choice and multiple choice available
  • optionally allow customers to choose the quantity they want to order.
  • built-in customer address book, sync to other applications to get your customer data, saving time when creating proposals for existing customers.
  • add product images to sales quote lines items
  • stop time consuming typing... use drag & drop from your product catalogue to auto-populate sales quote

Sales Teams

  • unlimited sales teams
  • setup content libraries personalised for each sales team (text, images, video, spreadsheets, pdf libraries)
  • do you have resellers? set-up your resellers as sales teams to give them the ultimate sales quote tool. Content libraries. cover pages, sales quote templates and product pricing can all be configured uniquely for each sales team.
  • scalable solution - set-up sales teams, and then assign specific sales quote templates and content libraries to each sales team... regionalise your set-up, or focus teams on industry verticals... and so much more!

Security

  • SSL Encryption of all documents transmitted over the Internet
  • sales sales quotes and customer data is encrypted in your private cloud storage

Sales Quote Style Guide

  • automated table formatting to keep proposals looking good
  • custom branding
  • sales quote cover page design tool
  • predefine font settings for headings, body text and PDF header & footer content, to keep sales quotes looking great

Sales Quote Templates

  • unlimited sales quote templates
  • we have created a Sample sales quote template library - to help get you started
  • quickest start possible when creating new sales quotes - set-up preloaded content in sales quote templates
  • Save time - standardise your pricing and quotation details - make sure your sales team spend less time creating sales quotes... more time selling
  • create sales quote templates for each industry your customers operate
  • design your own sales quote cover page tool

Content Libraries

  • build your own content libraries to provide the latest and most professional content for sales consultants to drag and drop into sales quotes
    • Product/Service Catalogue
    • Image Library
    • Video Library
    • Spreadsheet Library
    • PDF library
    • Text block library

Opt-in Extensions

  • don't pay for features you will not use, simply opt-in to extra features you need:
  • e-signatures
  • sales quote approval workflow
  • online payments
  • contracts and plans (perfect for the telecommunications industry, and ISP's)
  • travel itineraries
  • live chat
  • and more...

CRM Features

  • record customer contact history against each sales quote
  • customer contact address book
  • quick and easy sales forecast tool for management reporting
  • track deals lost and reasons why
  • and more...

Service Contracts & Plans

  • Product bundling - bulk add a package of products to a sales quote in one simple action
  • Define Service Plans and automatic monthly prices set based on the length of contract term in a sales quote
  • automatic add-on products when a Service Plan is used in a sales quote, e.g. aditional 5gb data allowance on a mobile phone plan
  • assign optional add-on products when a Service Plan is used in a sales quote, e.g. mobile phone insurance if a service plan is a phone contract
  • automatic insert of service plan terms & conditions when a service plan or product is used in a sales quote.
  • set start and end dates when a service plan can be used by your sales team, to keep your sales team in line with marketing & advertising.

e-signatures

  • Add legally binding e-signatures to your  sales quotes, contracts, and proposals.
  • Assign multiple people to e-sign a sales quote
  • add multiple points in your sales quote for a person to sign.
  • a digital e-signature ceritifcate is automatically appended to the sales quote on completion of the esigning process.
  • a one-time single use security code is emailed to the recipient e-signing, to ensure the right person signs
  • sales consultants can decide to allow either (or all) options to draw, type or upload a signature.
  • Electronic signatures are completed faster than handwritten signature requests, which are often done by email.

Take Customer Payments

  • Assign defaults in a sales quote template for online payment settings, e.g. take a 25% deposit on order approval.
  • User defined payment request message displayed to customers when asking for a payment on order approval
  • Set a specific currency amount or a percentage of the sales quote, as the amount to be paid by a customer when approving a sales quote
  • payment receipt generated and emailed to your customer on completed payment processing
  • set an automatic email of payment receipts to be sent to your finance department
  • QuoteCloud uses the Stripe Payment System for payment processing

Email Campaigns

  • forget about using mailchimp or other email campaign systems, QuoteCloud has it builtin
  • Create unlimited Audiences & Segmentation
  • Unlimited subscribers (email addresses) in an Audience
  • Unlimited Email Campaigns
  • Email campaign templates to quick-start your email campaign
  • no monthly charges, simply purchase credits to send emails
  • and the best feature.... create a sales quote to attach to your email campaign:
    • On customer approval, QuoteCloud automatically creates approved sales quotes and alerts your sales consultants by email.
    • use the optional price line item feature in sales quote setup to allow customers to choose products to buy
    • optionally allow customers set the quantity to order
    • ... turn QuoteCloud into your instant email campaign & ecommerce engine

Request a Demo

One of our awesome support team members will be in touch to give you a one-on-one run through on how to use QuoteCloud for your sales quotes.

Pricing

Take a 14 day free trial before you buy. No Credit Card required. No lock-in contract, cancel when you want. 
 

Free Tier
$0 USD
/ monthly
  • 500MB Storage
  • 1 user
  • see plan comparison below
Need More?
$14.50 USD per user / monthly
Starter Plan
$43.50 USD
/ monthly
  • 1GB Storage
  • 3 users
  • see plan comparison below
Need More?
$14.50 USD per user / monthly
Need More?
$14.50 USD
per user / monthly
  • You can upgrade or downgrade your subscription plan from within your account at any time.
Costs are charged monthly (prices shown exclude GST, VAT or Sales Tax applicable to your country). Please read our terms of use HERE Customers outside Europe, Australia and UK are charged in US Dollars.

Compare the plans

 

 

Top QuoteCloud features

Free

Business

unlimited sales quotes

5 quotes per month

unlimited

unlimited users

1 user

YES

e-signatures

$ opt-in

$ opt-in

Payments

$ opt-in

$ opt in

Content libraries (image, text, PDF, spreadsheets, video)

X

YES

Public and custom templates

X

YES

Drag and drop rich document editor

YES

YES

Content locking

X

YES

Approval workflow

$ opt-in

$ opt-in

Integration to 1000's of App's via Zapier

YES

YES

Unlimited sales teams

X

YES

Single Sign-on (SSO)

X

YES

Custom user roles

YES

YES

Email Marketing Campaigns & Bulk Send sales quotes

YES $ for volume

YES $ for volume

Contracts and Service Plans

$ opt-in

$ opt-in

Sales Quote Revisions and Version History

X

YES

Customer Reminders

$ opt-in

$ opt-in

Embed Spreadsheets for calculations

YES

YES

Design my own cover pages

Standard format only

YES

Live chat with customers while reading sales quotes

YES $ 3rd party

YES $ 3rd party

Price Tables

  • one-off costs
  • repeating costs
  • tax calculations
  • additional fees column
  • technical/information notes
  • allow customers to adjust Quantity to Order
  • make line items optional
  • sub-headings / grouping of line items
  • add discounts & margins
  • show/hide columns
  • add image to line item
  • drag from product catalogue
  • quantity break discounts

YES

YES

key:
$ opt-in: To keep your costs as low as possible, and to avoid cluttering the user experience of QuoteCloud with unwatend features, we provide a library of software extensions.  These extensions enhance the software funcationality available, which you choose to activate only if you want them.  These software extensions include generic solutions such as esignatures, payments, live chat, workflow, however we also provide industry specific software extensions for example, contracts & plans for telecommuncations and ISP's, or travel itinerary software for travel agents.
$ for volume: there are volume bases costs, for example email marketing campaigns require email sending credits.

 

Change Log

Feburary 2020 

Sales Quote Editor updates

  • New feature in price table settings to allow the sales consultant to group repeating charges in a sales proposal price table (or not).  Currently, repeating price line items are grouped seperately to one-off price lines, this does not suit all QuoteCloud users, so we plan to build the option to choose grouping or not.
  • Update to the sales proposal price table settings feature, these settings will now appear in a new popup window. There will also be a new feature to set your preference for grouping repeating costs (e.g. monthly, quartery, annual costs) or not.  Currently QuoteCloud will always group repeating cost line items below one-off price line items.  This new feature will let you decide if you want repeating cost price line items below one-off price line items, or left mixed with one-off line items.

Janurary 2020

Sales Proposal Editor updates

  • Sales Proposal Editor - price tables can now handle prices with up to 4 decimal places, this feature is useful for organisations that need to have pricing below 1 cent/pence, etc for example if you sold 1000 minutes of talk time on a phone plan for 0.0067cents.
  • Sales Proposal Editor - Row and Columns feature in the sales proposal editor - split a row into columns for easy organisation of content blocks e.g. text, images, videos.

  • Sales Proposal Editor - new settings feature for content blocks (as well rows and columns) set - padding, margins, border, border radius, background colour, background images and more...

  • Sales Proposal Editor - add an image to general price row - currently price line images are available when adding products/services from the product catalogue in QuoteCloud, now you have the option to add images for adhoc price lines.

  • Sales Proposal Editor - Ability to optionally allow your customers to adjust the quantity to order in sales proposals before they accept and sales proposal.

  • Sales Proposal Editor - Ability to set price lines as options - let your customer choose which option they want to purchase.  Price options can be set to multiple or single choice within a sub heading (group)

  • Sales Proposal Editor - new price table settings feature that configures a sales proposal price table to not show price line items in a sales proposal if the quantity of the line item is zero.  This will allow sales proposal template administrators to create a sales proposal price table template with many price line items preloaded.  When a sales consultant creates a sales proposal using this sales proposal template, sales consultants need only set a quantity for the price line item to appear in the sales proposal that is sent to a customer.  This feature will save time by avoiding the task of manually removing unwanted line items.  This suits businesses that prefer to create a standard price table of products/service line items in a sales proposal template.

  • Sales Proposal Editor - If your QuoteCloud account is configured to not allow Discounts, you will no longer see the Discount button in the price table editor, as no discounts can be assigned, previously the button displayed an empty drop down.

  • Sales Proposal Viewer - there is a new column for "Total Recurring Price", this column appears when a repeating charge is applied to a price line item, for example a monthly charge.  This new column shows the total price i.e. Quantity x Price.

  • Sales Proposal Editor - a new option has been added to the Edit User Profile option in the Configuration menu. This switch will allow each user to decide when editing or creating new sales proposals, if they prefer the sales proposal editor opened in a new browser tab, or use the same tab as the sales proposal dashboard.

  • Sales Proposal Editor - The presentation of content blocks have been made "What You See Is What You Get (WYSIWYG)" to represent as closely as possible to the PDF and HTML view as the customer will see your sales proposal content.  This mainly applies to the page width (which is set to A4 for PDF, and the equivalent in Pixels for the HTML view).

Sales Proposal Cover Pages

  • Sales Proposal Editor / Sales Proposal Templates - customise your cover page layout with the new custom cover page editor.  This great new tool lets you move away from the standard layout of information on sales proposal cover pages. You can now completely control the design of your own cover page content.
  • A new library of cover page background images is available with a new option to add these to your Cover Page Library.

Contact Address Book

  • Contact Address Book - usability improvement - the footer menu bar now sticks to the bottom of the page instead of scrolling off page when the number of contact displayed falls below the page fold.  This is now standard across all content libraries - products, images, spreadsheets, pdf;s, text blocks, telco libraries - phones, devices, addons.

Sales Forecast Tool

  • Sales Forecast Tool - If your account is set-up to manage other sales consultants in QuoteCloud, you can now view and adjust the sales forecast data for all sales proposals within your team.  There is a new column filter for "Sales Team" and "Sales Consultant".  This feature will only appear if your user account is set-up to manage other Sales Consultants.

PDF Content library

  • PDF Library - the ability to add sub-folders in the PDF library has been introduced, this will cater for those organisations that have very large PDF libraries for example those customers using the PDF library for product brochures/specification sheets, or safety information for products.  The QuoteCloud PDF library is very popular for embedding complex content layouts into sales proposals, especially for product specification pages

Sales Proposal Dashboard

  • New left toolbar added to the left hand side of the sales proposal dashboard, this toolbar will contain quick access to the major components of the QuoteCloud system, such as Sales Proposal Dashboard, Inbox, Contacts, Integration, software extensions, help centre, etc
  • Inbox - a new feature, it is designed to make viewing messages very easy to access in one place. Messages in your inbox are comments from customers when reading sales proposals, as well as system notifications.  For ease of use, this new message Inbox is styled just like an email inbox, such as Outlook or Gmail, etc.

Miscellaneous updates

  • Data storage analysis tool - this utility gives you an instant view of your storage usage versus your subscription plan. This tool now shows storage used for the Contracts & Plans (Telco) plugin software libraries (Mobile phones, phone system products, addons)

Workflow Plugin Updates

  • Discounted Sales Proposals - This plugin now gives the option for manager approval to be only triggered if a discount is applied to the sales proposal.
  • Automatic Follow-up emails to customers - A new feature has been added to this plugin that allows the sales consultant or system administrator to configure sales proposal reminders to be automatically sent to customers.  This feature is designed to increase sales conversion by automatically sending a reminder email if a customer has not opened a sales proposal after a defined number of days.  The reminders can also be sent after a defined number of days since the sales proposal was sent, and if the customer has not opened it recently.
  • CC Email Alerts - It is now possible to set email addresses for the Approval Even and Payment Event email alerts to be copied to other people, such as your finance/accounts department, so they are alerted when a sales proposal is approved or a customer makes a payment on a sales proposal (using the QuoteCloud Payments plugin)

PDF Page Header and Footer

  • the User Interface to configure the PDF Page Header and Footer for sales proposals, is due to be enhanced with new features two bring the editing more inline with how desktop tools like Word and Google Docs manager headers and footers.

November 2019

Updates

  • Update for sales proposal price table - the sales proposal price table was not showing the TOTAL COST column even though the hide/show switch was set to show the column.
  • Update to the sales proposal Notes function, to allow for a sales consultant to delete a note if required.
  • Improved the auto save function to work in more situations.

October 2019

Updates

  • Updated layout of e-signature certificate in sales proposals.
  • Fixed issue with embedded PDF's not rendering in the sales proposal viewer
  • Fixed profit calculation to account for discounts/margins and markups in sales proposals
  • Allow consultants to delete sales proposal notes
  • Add sales proposal PDF file URL for Zapier supported Apps
  • More descriptive client information is provided in the sales proposal discussion email.
  • Issue causing content libraries not to render when corrupted data is detected is now patched.
  • Activation button in registration email now easier to click on touch devices.
  • Fixed sales proposal pricing table issue where the summary row would be wider than the pricing table.
  • Content library font reduced to allow more content to be viewed on screen without scrolling.
  • UI enhancements - Content libraries now have fixed footer and allow internal scrolling.
  • Fixed issue with Plans and Contracts (Telco) plugin not saving data.
  • Fixed alignment of content in sales proposal cover pages (affected since last version only)
  • Changed layout of Plans and Contracts (Telco) plugin content libraries. Allowing more information to be viewed while editing.
  • Adding more vertical space to preview inside the PDF library.
  • Reduced height of toolbars inside the video editor and content libraries.
  • Updated Sales Proposal Notes area to a tabbed view to filter information.
  • Upgraded Froala Editor to version 3.0
  • Minor UI/UX changes throughout the software application.
  • Add French and English support to CAD currency within sales proposals. 
  • URL for the sales proposal PDF version has been added to Zapier for integration to 3rd party systems
  • prevent unwated empty pages when embedding multiple PDF files in to a sales proposals
  • update to controller software that creates the sales proposals in PDF format - to stop characters being cut in half when a text block runs over two pages.
  • Fix for view mode of sales proposals (HTML/web version) not showing embedded PDF files (caused by the bulk PDF file uploader for the PDF library, not correctly creating the page image to display in the web version of sales proposals.  Now the software has a safeguard to check for page images that do not exist from a bulk PDF file upload.
     

New Features

  • Added support for selected Google Fonts and Asian fonts (can be seen Edit Style and Edit Templates function).
  • New Profit Margin and cost calculator within the Sales Proposal Editor: calculating the cost vs price of products including discounts.
  • New Total Monthly Costs column can now be added to the pricing table (Plans and Contracts -Telco plugin).
  • Added full screen mode when editing a spreadsheet.

 

August 15, 2019 update

Feature Updates

  • India Rupee currency display; the display of the Indian Rupee has been updated to the correct format.
  • Release of the Contracts and Plans plugin is now available.  This new plugin contains special features for any organisation that sells service contract plans and products based on different monthly repayment plans.  This plugin is the perfect solution if you sell IT solutions, business phone systems, or mobile phone plans,etc.

 

May 2019 update

QuoteCloud User Interface Upgrade

  • a new improved sales proposal editor User Interface.  This update contains many updates to the user interface to improve speed and efficiency for Sales Consultants.  This update covers the following areas:

a) new design for accessing the content libraries

b) compacted the price table editor to allow more visual space when editing pricing data

c) the cover pages section (first section in a sales proposal) now provides a full preview of the cover page with settings avaiable through options on the right hand tool bar.

Feature Updates

  • Chinese, Japanese and Korean fonts now work in PDF's for QuoteCloud sales proposals.  Previously these characters only worked in the web view of a sales proposal.  Happy selling to our Chinese, Japanese and Korean fields :)
  • It is now possible to set the currency for a sales proposal -- in sales proposals and sales proposal templates. Previously the currency was set for for your entire QuoteCloud account and was single currency.  The default will be the currency set by your account, this can be overridden in a single sales proposal or set in the a sales proposal templates.  This feature will not be available if you have activated the QuoteCloud Payments plugin (we are working with the team at the Stripe Payment Gateway to upgrade our implementation of Stripe payments to allow for multi-Currency.  Stay tuned for updates on this Stripe upgrade!
  • Phone number has been added to the create sales proposal wizard.  this will allow you to record the customer's contact phone number for each sales proposal you create
  • the User interface for managing your content libraries (text, images, videos, spreadsheets, PDF's) has been completely overhauled to make it quicker and easier to manage your libraries.
  • The options that are available in the Edit Styles function (in the Configuration Menu of the user dashboard) are now available when creating Sales Proposal Templates.  This is useful if you want to vary a template from the system default settings in the Edit Styles function.

Software release notes were first published on this website May 2019.

Road Map (features coming soon)

Pricing Plan Update

  • We are making QuoteCloud a free of charge service for individuals that create five (5) or less sales proposals a month

Sales Forecast Tool

  • The Sales Forecast tool now has a new type of "view", the "bucket view", this new user interface will show five buckets of confidence being "Very Doubtful", "Not Confident" "50/50", "Confident", "Verbal Approval", by default a new sales proposal will start in the 50/50 bucket.  The sales consultant simply needs to drag each sales proposal to the bucket that represents their confidence in winning that sales deal. They can also set the Forecast month when they think a win/loss result would be known.

System Config

  • Sales Proposal Labels and messages - minor UI update, category of labels (tabs) switched to be vertical 
  • Sales Proposal Labels and messages - Google language translation has been implemented to this feature to automatically convert the English language based labels and messages to any supported language conversion by Google, pretty much every language in the world.
  • Sales Proposal Editor - youtube (video links) break the PDF if they have parameters on the link for example &rel=...
  • Edit Styles - the "Heading 4" font settings has been added to this area, because the sales proposal editor allows for Heading 4 but does not let you set the formatting for it.
  • Override Sales Proposal page style settings for a specific sales proposal.  Currently default font settings and colour schemes, etc can be set at company (account level), sales proposal template level.  Now you can set them for an individual sales proposal to overide the defaults from the company or sales proposal template.
  • two new tab navigation styles available for sales proposals, a defautl tab style can be set at company level, or within a sales propsal template, or set for an individual sales proposal

Live Chat

  • LIVE CHAT plugin - we have implemented two popular live chat services, these can be activated from the "Extensions" area in QuoteCloud. 

Sales Proposal Viewer

  • A new left column navigation bar has been implemented to allow for new features when customer view your sales proposals

a) Comments, with a timeline style for commentary between customers and sales consultants

b) Recipients, Lists tof he Recipients (Name and Email Address))

c) Forward - customer can forward the sales proposal to another person.

d) View as PDF

  • BUG FIX - the esignature certificate does not render correctly (PDF Format) when the sales proposal is in landscape orientation

Sales Proposal Dashboard

  • Top menu: add shortcuts feature - to add user defined menu options (and optional drop down menu).  This will allow the system adminsitrator to add menu options to the top menu to open other web applications. Easy access right from your QuoteCloud dashboard.
  • Select multiple sales proposals for a bulk delete action. There is now a check-box column on the far left of the sales proposal dashboard, this checkbox will allow sales consultants to select multiple sales proposals.  This same multi-select checkbox option is also available in the trash-bin feature, allowing the sales consultant to choose more than one sales proposal to restore from the trashbin in one go.

Create Sales Proposal Controller

  • The create sales proposal wizard has been updated:
  1. added easy access to public sales proposal templates, options are now: blank sales proposal; choose from the company templates; choose from the public library of sales proposal templates
  2. new user interface design for the create sales proposal process

Sales Proposal Editor

  • Drag and drop now available for all content blocks when creating and editing sales quote content, i.e. text, image, PDF, price tables, spreadsheets, videos, rows - click on the tab for any type of content block and drag it to another position.

  • Duplicate row feature now available in the sales proposal editor to allow users to quickly copy content in a row

  • New "Copy Row" feature will allow users to copy the entire contents of a content row and paste to another existing row, new row, another sales proposal or another sales proposal section.

  • New plugin for building online forms in the sales proposal editor.  
  • New feature to the sales proposal approval process to allow the set-up of an online form on approval to capture additional information at the point of customers approving a sales proposal.
  • Password protect a sales proposal, so that when a recipient opens a sales proposal, they must use a password that you give to them.  This is an optional extra security layer that you can add to your highly sensitve sales proposals.
  • BUG FIX - when using "design my own cover page" the customer can copy the data item names from a public sales proposal template, however these data item names are not compatible and do not show on a sales proposals, this has now been fixed.
  • New page view statistics, learn the amount of time a recipient spends reading each page in your sales proposal
  • New side menu bar in the sales proposal viewer for improved navigation to features in the viewer.
  • New "...more" option added to the right menu column, this feature provides quick access to the following features:
    1.  View as PDF - view the sales proposal in PDF format
    2. Show Recipients - adjust the recipients for a sales proposal
    3. Page Settings - adjust the colour scheme, background page colour, show/hide section titles, show/hide tab navigation, show/hide table of contents, page orientation, headings and fonts, content margins and padding settings, tab navigation style setting, table formatting setting.
      settings specific to this sales proposal, this will override defaults from the sales proposal template, or company defaults
    4. Document Settings - show/hide the discussion and order now features
    5. Cover Settings - quick access to the sales proposal cover page settings; select the cover page image, adjust the sales proposal title and subtitle
    6. Cover Page-  for quick access to cover page options

Travel Itinerary plugin

  • The travel itinerary plugins will provide integration to the Tramada mid-office system to allow QuoteCloud to be used to create sales proposals with travel itineraries automatically generated from Tramada.

New plugin - Email Marketing (Bulk Emailing):

  • Think mailchimp... creating email marketing campaigns to send to customers and prospects - same features as Mailchimp but cheaper... and have the extra functionality of QuoteCloud as part of an email campaign.
  • create standard sales orders - builk send to customers, and let customers choose the qty to order e-sign / approve / even make payment...
  • sales orders received are created as accepted sales proposals on the sales proposal dashboard. 
  • Use the email plugin with QuoteCloud features or just as a stand alone email marketing tool... everything in one place.

 

 

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