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  • Solutions in your industry
    • Construction
    • Architects and Engineers
    • Trade Services
    • Sales Quotes for IT Services
    • Telecommunications and Hosted Services
    • Web Developers
    • Marketing Services
    • Real Estate Industry
    • Education Services
    • Travel
    • Accounting
    • Events
    • HVAC
    • Recruitment Services
    • See all industries >>
  • Sales Quote Templates
    • Basic Sales Quotes
    • General Purpose
    • Construction & Engineering
    • Trade Services
    • Business Services
    • Cleaning Services
    • Accounting and Tax
    • IT & Technology
    • Events
    • Marketing Services
    • Web Developers
    • Government & Health Services
    • Real Estate
    • Recruitment
    • Travel Agencies
    • Education & Training
    • See all sales quote templates >>
  • Pricing
  • User Guide
    • Getting Started
      • How To Login To QuoteCloud
      • Forgot Your Password?
      • Creating Your First Proposal
      • Rows and Column in the Sales Quote Editor
    • Set-up and Configuration
      • Sales Quote Styling
        • Design your own Cover Page Layout
        • Public Cover Page Library
        • Updating Your Cover Pages
        • Setting the Default Table Style
        • Uploading Your Company Logo
        • Changing the Tab Style in Sales Quotes
        • Fonts and Colour Schemes
      • Font Settings
        • System Default Font Settings
        • Font Settings for Sales Quote Templates
      • Default Price Table Settings
        • Introduction to Price Table Settings
        • Styling Price Table Subheadings
        • Styling the Price Table Totals Section
        • Styling the Price Table Grand Total
        • Style Settings for the Price Line Item Notes Feature
        • Changing your Price Table Column Labels
        • Changing/Removing Price Table Column Icons
        • Changing the Price Table Footnote
        • Adding an 'Additional Fee' to Price Line Items
        • Changing the Table Border Line Styles
      • Sales Quote Templates
        • Adjusting Fonts and Colours in a Template or Sales Quote
        • Creating Sales Quote Templates
        • Sales Quote Template Style Settings
        • Edit Existing Sales Quote Templates
      • Content Libraries
        • Deleting PDF documents from your PDF Content Library
        • Content Libraries
        • Text Library
        • PDF Library
        • Video Library
        • Spreadsheet Library
        • Image Library
      • Product Catalogue
        • What is a Product Catalogue?
        • Add a Product to your Product Catalogue
        • Bulk Import Product Data
      • Discounts, Markups & Margins
        • What Are Profit Margins & Discounts Used For?
        • Creating Profit Margin Rules
        • Disabling Discounting in Sales Quotes
        • Creating Automatic Sales Quote Discounts
        • Order Quantity Price Discounting
      • Sales Teams
        • What is a Sales Team Used For?
        • Allow Any Team Member To Edit Any Sales Quote
        • Assigning/Restricting Sales Quote Templates to Teams
        • Assigning/Restricting Image Library Categories to Teams
        • Assigning/Restricting Text Library Categories to Teams
        • Assigning/Restricting PDF Library Categories to Teams
        • Assigning/Restricting Video Library Categories to Teams
        • Assigning/Restricting Spreadsheet Library Categories to Teams
        • Assigning/Restricting Product Categories to Teams
        • Assigning/Restricting Cover Pages to Sales Teams
      • Adding Custom Fields to Sales Quotes and Price Tables
        • Adding Custom Fields to your Price Tables
        • What Are Custom Fields Used For?
        • How Do I Create Custom Fields?
      • Security Settings
        • Managing User Profiles
        • Changing a Sales Consultants Email Address
        • Creating Sales Team Managers
        • Managing Sales Teams
        • Managing User Role Settings
      • Tax Settings
        • Price Table Settings - Removing Tax from a Price Table
        • Adding VAT, GST, Sales Tax, etc to sales quotes
      • Sales Quote Approval Process
        • Configuring the Order Now Button
        • Remove the ORDER NOW button in sales quotes
    • Setup Quote Dashboard
      • Bulk update Sales Quote Status to Lost
      • Bulk Delete Sales Quotes
      • Revising a sent Sales Quote
      • Customer Address Book
      • Filtering Proposals On The Sales Quote Dashboard
      • Exporting Sales Quote Data
      • Using the Sales Forecast Tool
      • Recording Customer Contact History & Notes
      • Deleting Sales Quotes
      • Manually Update the Status of a Sales Quote to Approved
      • Update the Status of a Sales Quote to Lost
      • Viewing Version History
    • Setup Quote Editor
      • Editor Basic Features
        • Inserting Text Blocks
        • Inserting Spreadsheets into a Sales Quote
        • Inserting Data Items Into Text Blocks
        • Inserting Ad-Hoc Images
        • Inserting/Embedding Ad-hoc PDF Files
        • Moving Content Blocks (Drag & Drop)
        • Pricing Tables
        • Content Libraries
        • Rows and Column in the Sales Quote Editor
        • Hide Content on a Sales Quote
      • Editor Advanced Features
        • Margins, Padding and Borders for content blocks
        • Add background images to Rows and Columns
        • Add background solid colour to Rows and Columns
      • Price Table (Basic Features)
        • Sorting Line Items in a Price Table
        • Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
        • Change the Order of Columns in a Price Table
        • Set the Column Alignment in a Price Table
        • Adding Sections in a Price Table
        • Add a Line Item to a Sales Quote Price Table
        • Adding Notes (Additional Formatted Content) to a Price Line Item
        • Adding Products to a Price Table
        • Add a Discount to a Price Table
        • Add thumbnail image to adhoc price line items
        • Inserting Spreadsheets into a Sales Quote
      • Price Table (Advanced Features)
        • Price Table Settings - Hide Qty 0 (Zero) Price Line items
        • Grouping Price Line Items and Summarising (Hiding) up to a Subheading
        • Adding a Subtotal to a Price Table
        • Getting Values from a Spreadsheet to use as a Price in a Price Table
        • Using Values from a Spreadsheet for a Price Line Item Description in a Price Table
        • Making Price Lines Optional in a Sales Quote
        • Allowing Recipients to Choose Price Options
        • Allowing a Customer to Change the Quantity to Order
        • Setting a Repeating Cost in a Sales Quote Price Table
      • Formatting Content for PDF
        • Page Breaks in PDF format of Sales Quotes
        • PDF Page Header & Footer Settings
      • Sending Sales Quotes
        • Previewing & Sending Sales Quotes
        • Setting the Default Email Message when Sending Sales Quotes
        • Resending or Forwarding a Sales Quote
      • Document Security
        • Password Protect a Sales Quote
    • Software Extensions
      • How to Remove a Plugin (Software Extension)
      • How to Install a Plugin (Software Extension)
      • Customer Payments
        • Customer Payments Setup
      • E-signatures
        • QuoteCloud e-Signatures
      • Form Builder
        • Adding a Form to a Sales Quote
        • Inserting a Data Field onto a Form
        • Making a Data Item Mandatory (*)
        • Splitting a Row in a Form into Multiple Columns
        • Allowing Multiple Data-Set Submissions for a Group of Input Fields
        • Adding Content Blocks to a Form
        • Sorting Data Items in a Form
        • Configuring a Form to allow Multiple Submissions
        • Styling a Form
      • Service Contracts & Plans, Product Bundling
        • Create Business Phone System Plans / Product Bundling
        • Managing your Product Catalogue of Phone System Hardware & Licenses
        • Create a Sales Quote for a Mobile Device
        • Managing and Assigning Add-ons for Plans
        • Creating a Sales Quote for Business Phone Systems
        • Setting a Start and/or End Date for Service Plans
        • Critical Information Summaries
        • Create and Manage Mobile Phone (Contract) Plans
        • Create and Manage Mobile Device Pricing
        • Create and Manage Add-On's
      • Workflow
        • Set-up Sales Quote Approvals Process
        • Configure Workflow Approval Only When a Sales Quote is Discounted
        • Setup Customer Reminders
        • Installing the QuoteCloud Workflow Plugin
      • Email Campaings (Bulk send Sales Quotes)
        • Edit a Contact in an Audience
        • Creating Tags for Contacts
        • Email Marketing - Import Contacts to an Audience
        • Email Marketing - Manually Unsubscribe a Contact from an Audience
        • Email Marketing - Create an Audience
      • Integration To Other Systems
        • Zapier Integration
  • TRY IT FREE
  • LOGIN
  • Solutions in your industry
    • 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

    • Trade Services

      Create estimates, quotes, work orders, and invoices for your customers

    • Sales Quotes for IT Services

      Take your IT business to a new level with interactive smart sales proposals

    • Telecommunications and Hosted Services

      Automate telco service contracts with fast product bundling, automatic attachment of critical information summaries and more...

    • Web Developers

      Improve your process, streamline your business development. Create beautiful proposals, estimate work faster than ever before

    • 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

    • Travel

      Plan, sell, and manage travel bookings more efficiently, create beautiful enhanced itineraries direct from your GDS or Mid-office system

    • 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

    • Recruitment Services

      Pitch the big corporates to provide your recruitment services, accelerate your chance to seal the deal

    • See all industries >>
  • Sales Quote Templates
    • Basic Sales Quotes
    • General Purpose
    • Construction & Engineering
    • Trade Services
    • Business Services
    • Cleaning Services
    • Accounting and Tax
    • IT & Technology
    • Events
    • Marketing Services
    • Web Developers
    • Government & Health Services
    • Real Estate
    • Recruitment
    • Travel Agencies
    • Education & Training
    • See all sales quote templates >>

      View our library of professional sales quotes, proposals and contracts

  • Pricing
  • User Guide
    • Getting Started
      • How To Login To QuoteCloud
      • Forgot Your Password?
      • Creating Your First Proposal
      • Rows and Column in the Sales Quote Editor
    • Set-up and Configuration
      • Sales Quote Styling
        • Design your own Cover Page Layout
        • Public Cover Page Library
        • Updating Your Cover Pages
        • Setting the Default Table Style
        • Uploading Your Company Logo
        • Changing the Tab Style in Sales Quotes
        • Fonts and Colour Schemes
      • Font Settings
        • System Default Font Settings
        • Font Settings for Sales Quote Templates
      • Default Price Table Settings
        • Introduction to Price Table Settings
        • Styling Price Table Subheadings
        • Styling the Price Table Totals Section
        • Styling the Price Table Grand Total
        • Style Settings for the Price Line Item Notes Feature
        • Changing your Price Table Column Labels
        • Changing/Removing Price Table Column Icons
        • Changing the Price Table Footnote
        • Adding an 'Additional Fee' to Price Line Items
        • Changing the Table Border Line Styles
      • Sales Quote Templates
        • Adjusting Fonts and Colours in a Template or Sales Quote
        • Creating Sales Quote Templates
        • Sales Quote Template Style Settings
        • Edit Existing Sales Quote Templates
      • Content Libraries
        • Deleting PDF documents from your PDF Content Library
        • Content Libraries
        • Text Library
        • PDF Library
        • Video Library
        • Spreadsheet Library
        • Image Library
      • Product Catalogue
        • What is a Product Catalogue?
        • Add a Product to your Product Catalogue
        • Bulk Import Product Data
      • Discounts, Markups & Margins
        • What Are Profit Margins & Discounts Used For?
        • Creating Profit Margin Rules
        • Disabling Discounting in Sales Quotes
        • Creating Automatic Sales Quote Discounts
        • Order Quantity Price Discounting
      • Sales Teams
        • What is a Sales Team Used For?
        • Allow Any Team Member To Edit Any Sales Quote
        • Assigning/Restricting Sales Quote Templates to Teams
        • Assigning/Restricting Image Library Categories to Teams
        • Assigning/Restricting Text Library Categories to Teams
        • Assigning/Restricting PDF Library Categories to Teams
        • Assigning/Restricting Video Library Categories to Teams
        • Assigning/Restricting Spreadsheet Library Categories to Teams
        • Assigning/Restricting Product Categories to Teams
        • Assigning/Restricting Cover Pages to Sales Teams
      • Adding Custom Fields to Sales Quotes and Price Tables
        • Adding Custom Fields to your Price Tables
        • What Are Custom Fields Used For?
        • How Do I Create Custom Fields?
      • Security Settings
        • Managing User Profiles
        • Changing a Sales Consultants Email Address
        • Creating Sales Team Managers
        • Managing Sales Teams
        • Managing User Role Settings
      • Tax Settings
        • Price Table Settings - Removing Tax from a Price Table
        • Adding VAT, GST, Sales Tax, etc to sales quotes
      • Sales Quote Approval Process
        • Configuring the Order Now Button
        • Remove the ORDER NOW button in sales quotes
    • Setup Quote Dashboard
      • Bulk update Sales Quote Status to Lost
      • Bulk Delete Sales Quotes
      • Revising a sent Sales Quote
      • Customer Address Book
      • Filtering Proposals On The Sales Quote Dashboard
      • Exporting Sales Quote Data
      • Using the Sales Forecast Tool
      • Recording Customer Contact History & Notes
      • Deleting Sales Quotes
      • Manually Update the Status of a Sales Quote to Approved
      • Update the Status of a Sales Quote to Lost
      • Viewing Version History
    • Setup Quote Editor
      • Editor Basic Features
        • Inserting Text Blocks
        • Inserting Spreadsheets into a Sales Quote
        • Inserting Data Items Into Text Blocks
        • Inserting Ad-Hoc Images
        • Inserting/Embedding Ad-hoc PDF Files
        • Moving Content Blocks (Drag & Drop)
        • Pricing Tables
        • Content Libraries
        • Rows and Column in the Sales Quote Editor
        • Hide Content on a Sales Quote
      • Editor Advanced Features
        • Margins, Padding and Borders for content blocks
        • Add background images to Rows and Columns
        • Add background solid colour to Rows and Columns
      • Price Table (Basic Features)
        • Sorting Line Items in a Price Table
        • Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
        • Change the Order of Columns in a Price Table
        • Set the Column Alignment in a Price Table
        • Adding Sections in a Price Table
        • Add a Line Item to a Sales Quote Price Table
        • Adding Notes (Additional Formatted Content) to a Price Line Item
        • Adding Products to a Price Table
        • Add a Discount to a Price Table
        • Add thumbnail image to adhoc price line items
        • Inserting Spreadsheets into a Sales Quote
      • Price Table (Advanced Features)
        • Price Table Settings - Hide Qty 0 (Zero) Price Line items
        • Grouping Price Line Items and Summarising (Hiding) up to a Subheading
        • Adding a Subtotal to a Price Table
        • Getting Values from a Spreadsheet to use as a Price in a Price Table
        • Using Values from a Spreadsheet for a Price Line Item Description in a Price Table
        • Making Price Lines Optional in a Sales Quote
        • Allowing Recipients to Choose Price Options
        • Allowing a Customer to Change the Quantity to Order
        • Setting a Repeating Cost in a Sales Quote Price Table
      • Formatting Content for PDF
        • Page Breaks in PDF format of Sales Quotes
        • PDF Page Header & Footer Settings
      • Sending Sales Quotes
        • Previewing & Sending Sales Quotes
        • Setting the Default Email Message when Sending Sales Quotes
        • Resending or Forwarding a Sales Quote
      • Document Security
        • Password Protect a Sales Quote
    • Software Extensions
      • How to Remove a Plugin (Software Extension)
      • How to Install a Plugin (Software Extension)
      • Customer Payments
        • Customer Payments Setup
      • E-signatures
        • QuoteCloud e-Signatures
      • Form Builder
        • Adding a Form to a Sales Quote
        • Inserting a Data Field onto a Form
        • Making a Data Item Mandatory (*)
        • Splitting a Row in a Form into Multiple Columns
        • Allowing Multiple Data-Set Submissions for a Group of Input Fields
        • Adding Content Blocks to a Form
        • Sorting Data Items in a Form
        • Configuring a Form to allow Multiple Submissions
        • Styling a Form
      • Service Contracts & Plans, Product Bundling
        • Create Business Phone System Plans / Product Bundling
        • Managing your Product Catalogue of Phone System Hardware & Licenses
        • Create a Sales Quote for a Mobile Device
        • Managing and Assigning Add-ons for Plans
        • Creating a Sales Quote for Business Phone Systems
        • Setting a Start and/or End Date for Service Plans
        • Critical Information Summaries
        • Create and Manage Mobile Phone (Contract) Plans
        • Create and Manage Mobile Device Pricing
        • Create and Manage Add-On's
      • Workflow
        • Set-up Sales Quote Approvals Process
        • Configure Workflow Approval Only When a Sales Quote is Discounted
        • Setup Customer Reminders
        • Installing the QuoteCloud Workflow Plugin
      • Email Campaings (Bulk send Sales Quotes)
        • Edit a Contact in an Audience
        • Creating Tags for Contacts
        • Email Marketing - Import Contacts to an Audience
        • Email Marketing - Manually Unsubscribe a Contact from an Audience
        • Email Marketing - Create an Audience
      • Integration To Other Systems
        • Zapier Integration
  • TRY IT FREE
  • LOGIN

For your industry

Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for Recruitment & Staffing
Sales Quotes for Architects & Engineers
Sales Quotes for Real Estate
Sales Quotes for IT Services
See all industries >>

Information

User Guide
Pricing
Contact Us
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Templates

Business Services
Cleaning Services
Construction & Engineering
Events
Accounting and Tax
General
IT & Technology
Marketing Services
Recruitment
Trade Services
Travel Agencies
Web Developers
Government & Health Services
Education
Service Proposals
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