QuoteCloudSales Quotes made easy!

Screenshot of QuoteClouds proposal preview.

See why QuoteCloud makes a difference

Video Presentation

Sales Quotations made easy

A perfect solution for your direct sales force & resellers

Business Proposals from anywhere

The Internet is everywhere, right? If you have an internet connection you can make and send a proposal using your tablet, laptop, or desktop computer

Works on PC, Mac and tablets

QuoteCloud is designed by sales people for sales people, it makes sense.

To make sure our software is focused on the sales person and their customers, we work with professional sellers in many industries to scope and build the most optimal software functionality.

Proposals made easy

It's all about you and your customers.

Designed by sales people for sales people.

Software Features

Document Creation


Unlimited templates

Unlimited docs

Document builder and editor, with drag & drop and WYSIWYG interface

Content library (text blocks, images, video, PDF files, spreadsheets)

Content locking

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.

Security


SSL Encryption of all documents transmitted

Sales proposals and Customer Data is encrypted on the server

Intelligent Tools


Document 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)

Style Guide


Automated Table layout formatting to keep proposals looking good

Custom branding

Sales Quote Tools


Pricing tables and product catalogs

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.

Summarise line items to sub-headings and sub-total (hides the detail lines items from the 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.

Customer Data module, sync to other applications to get your customer data, saving time when creating proposals for existing customers.

Customer Service


Email & Phone support

Workflow & Smart Alerts


Automatic notifications, push and email notifications when proposals are opened, read, bounced back, opened when expired

Manager approval workflow (coming soon)

Automatic proposal expiration settings

Auto reminders - set up sending custom emails automatically to you or your clients for example 3 days after a proposal was sent or viewed (coming soon)

Approve Now option for customer to easily approve and e-sign documents

Proposal Reason Lost tracking - update status of proposal to lost and give a reason for later trend analysis

Integration


Integrations with CRMs and other tools

Integration to hundreds of other SaaS application such as SalesForce, Zoho, Microsoft Dynamics, Sage, Xero, MYOB, Quickbooks and so many more

Available on Zapier Integration platform

Available on Cloud Elements Integration Platform

Available on Maestrano Integration Platform

Document Templates


Unlimited templates

Sample proposal template library to help get you started

Sales Teams


Multiple sales teams

Custom roles and granular permissions

Setup content libraries (text, images, video, pdf docs) specific for each sales team

Receive a sample proposal from QuoteCloud

 

  Subscribe to hear about product updates

A QuoteCloud team member will create a sample proposal which will be e-mailed to you. Please note: Our offices are open Monday-Friday (Business Hours: 8:30AM - 5:30PM) in London and Sydney.