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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

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
 

1,000's of people
make sales quotes with 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

Software Features

Sales Quote Creation

  • unlimited sales quote templates
  • unlimited sales quotes
  • easy to use sales quote editor built to be intuative for any user skill level
  • 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

  • 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
  • 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)
  • 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...

Sales Quote Tools

  • 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.
  • 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)
  • set-up your resellers as sales teams to give them the ultimate sales quote tool, setup content libraries. cover pages and product pricing specific to each reseller.

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 layout 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 quote looking great

Sales Quote Templates

  • unlimited sales quote templates
  • we have created a Sample sales quote template library - to help get you started
  • assign sales quote templates to sales teams
  • set-up default content in sales quote templates - giving a sales consultant the quickest start possible when creating new sales quote
  • standardise your pricing and quotation details - save time - make sure your sales team spend less time creating sales quotes... more time selling.
  • create sales quote templates for each industry your customers operate

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...

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. 
 

Starter Plan
$43.50 AUD
/ monthly
  • 1GB Storage
  • 3 users
Need More?
$14.50 AUD per user / monthly
Need More?
$14.50 AUD
per user / monthly
  • For companies with a large sales force or reseller network
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.

Change Log

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 quotes.  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 quote) 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 quotes.  Previously these characters only worked in the web view of a sales quote.  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 quote wizard.  this will allow you to record the customer's contact phone number for each sales quote 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

  • Sales Proposal Editor - Row and Columns feature in 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 - 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.

  • 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.

  • 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)

  • Customer 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 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.

Workflow Plugin Updates

  • This plugin now gives the option for manager approval to be only triggered if a discount is applied to the sales proposal.
  • 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 increase sales conversion by automatically sending a reminder email if a customer has not opened a sales proposal after a define number of days.  The reminders can also be sent after a define number of days since the sales proposal was sent, and if the customer has not opened it recently.

 

New plugin - Email Marketing:

  • 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 quotes on the sales quote 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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