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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
IT services
Take your IT business to a new level with interactive smart sales proposals
Telco & hosted solutions
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
Create beautiful campaign documents, streamline your real estate transactions with forms and e-sign
Education
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 Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Default Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories 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
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
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
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote 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
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
Developer
TRY IT FREE
LOGIN
Menu
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
IT services
Take your IT business to a new level with interactive smart sales proposals
Telco & hosted solutions
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
Create beautiful campaign documents, streamline your real estate transactions with forms and e-sign
Education
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 Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Default Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories 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
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
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
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote 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
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
Developer
TRY IT FREE
LOGIN
Menu
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
IT services
Take your IT business to a new level with interactive smart sales proposals
Telco & hosted solutions
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
Create beautiful campaign documents, streamline your real estate transactions with forms and e-sign
Education
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 Sales Quote
Introducing The Sales Quote Editor
Rows and Columns in the Sales Quote Editor
Preview and Sending Sales Quotes
Set-up and Configuration
Sales Quote Styling
Sales Quote Cover Pages
Get Sample Cover Pages
Design your own Cover Page Layout
Fonts and Colour Schemes
Setting the Default Table Style
Uploading Your Company Logo
Changing the Section Tab Style in Quotes
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Default Price Table Settings
Introduction to Price Table Settings
Changing the Price Table Footnote
Changing your Price Table Column Labels
Changing the Price Table Border Line Styles
Style Settings for Price Line Item Notes
Changing/Removing Price Table Column Icons
Styling Price Table Sub-headings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Sales Quote Templates
Creating Sales Quote Templates
Edit Existing Sales Quote Templates
Sales Quote Template Style Settings
Content Libraries
Using Content Libraries in Sales Quotes
Text Library
PDF Library
Deleting PDF documents from your PDF Library
Video Library
Spreadsheet Library
Image Library
Sales Quote Cover Pages
Product Catalogue
What is a Product Catalogue?
Add a Product to your Product Catalogue
Bulk Import Product Data
Discounts & Margins
What Are Profit Margins & Discounts Used For?
Creating Profit Margin Rules
Disable Discounting in Sales Quotes
Creating Automatic Discount Rules
Product Quantity Price Discount Breaks
Sales Teams
What is a Sales Team Used For?
Assigning/Restricting Sales Quote Templates to Teams
Assigning/Restricting Cover Pages to Sales Teams
Assigning/Restricting Product Categories 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
Allow Any Team Member To Edit Any Sales Quote
Custom Fields for Sales Quotes
What Are Custom Fields Used For?
How Do I Create Custom Fields?
Adding Custom Fields to your Price Tables
Security Settings
Managing Sales Teams
Managing User Profiles
Managing User Role Settings
Creating Sales Team Managers
Changing a Sales Consultants Email Address
Tax Settings
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
Sales Quote Dashboard
Filtering Sales Quotes On The Sales Quote Dashboard
Exporting Sales Quote Data
Using the Sales Forecast Tool
Recording Customer Contact History & Notes
Manually Update the Status of a Sales Quote to APPROVED
Update the Status of a Sales Quote to
Bulk update Sales Quote Status to
Revising a Sent Sales Quote
Deleting Sales Quotes
Bulk Delete Sales Quotes
Viewing Version History
Customer Address Book
Sales Quote Editor
Editor Basic Features
Creating Sections
Adjusting Fonts and Colours in a Template or Sales Quote
Rows and Columns in the Sales Quote Editor
Add background colour to Rows and Columns
Margins, Padding and Borders for content blocks
Add background images to Rows and Columns
Inserting Text Blocks
Moving Content Blocks (Drag & Drop)
Inserting/Embedding Ad-hoc PDF Files
Inserting Ad-Hoc Images
Inserting Spreadsheets into a Sales Quote
Inserting Data Items Into Text Blocks
Hide Content on a Sales Quote
Price Tables (Basic Features)
Inserting Pricing Tables
Add a Price Line Item into a Sales Quote Price Table
Adding Line Items to a Price Table from the Product Catalogue
Adding Notes (Additional Formatted Content) to a Price Line Item
Sorting Line Items in a Price Table
Change the Order of Columns in a Price Table
Set the Column Alignment in a Price Table
Add a Thumbnail Image to Adhoc Price Line Items
Adding Sections in a Price Table
Sorting Sections (Sub-Headings & Grouped Price Lines) in a Price Table
Add a Discount to a Price Table
Price Tables (Advanced Features)
Grouping Price Line Items and Summarising up to a Sub-Heading
Adding a Subtotal to a Price Table
Allowing Recipients to Change the Quantity to Order
Making Price Lines Optional in a Sales Quote
Allowing Recipients to Choose Price Options
Setting a Repeating Cost in a Sales Quote 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
Price Table Settings - Hide Qty 0 (Zero) Price Line items
Price Table Settings
Change the Currency of a Sales Quote
Removing Tax from a Sales Quote Price Table
Group Repeating Cost Line Items
Switch off the Repeating Costs Feature
Hiding Columns in a Sales Quote Price Table
Show/Hide Price Table Totals
Hide Discount Percentage Saving and Original Price in a Price Table
Adding an 'Additional Fee' to Price Line Items
Formatting Content for PDF
PDF Page Header & Footer Settings
Page Breaks in PDF format of Sales Quotes
Sending Sales Quotes
Preview and Sending Sales Quotes
Resending or Forwarding a Sales Quote
Setting the Default Email Message when Sending Sales Quotes
Document Security
Password Protect a Sales Quote
How to get Email Support
Billing and Payment Details
QuoteCloud Extensions
How to Install a Plugin (Software Extension)
How to Remove a Plugin (Software Extension)
Payments
e-Signatures
Form Builder
Adding a Form to a Sales Quote
Stying a Form
Inserting a Data Field onto a Form
Sorting Data Items in a Form
Making a Data Item Mandatory (*)
Splitting a Row in a Form into Multiple Columns
Adding Text Content Blocks to a Form
Allowing Multiple Data-Set Submissions for a Group of Input Fields
Configuring a Form to allow Multiple Submissions
Telco Plugin (Contracts and Plans)
Create & Manage Mobile Device Pricing
Create & Manage Mobile Phone Service Plans
Create a Sales Quote for a Mobile Device
Managing Phone System Hardware & Licenses
Create Business Phone System Service Plans
Create a Sales Quote for Business Phone Systems
Managing and Assigning Add-ons for Service Plans
Setting a Start and/or End Date for Service Plans
Critical Information Summaries
Workflow Plugin
Installing the QuoteCloud Workflow Plugin
Set-up Sales Quote Approvals Process
Configure Workflow Approval Only When a Sales Quote is Discounted
Setup Customer Reminders
Email Campaigns
Create an Audience & add Subscribers
Edit a Contact in an Audience
Creating Tags for Contacts
Email Campaigns - Plugin - Manually Unsubscribe a Contact from an Audience
Email Marketing - Import Contacts into an Audience
Permanently Delete a Contact from an Audience
Travel Itineraries Plugin
Travel Itinerary Arrival Guides
Integration
Integration Using Zapier
Zapier University
Integration Using API
Developer
TRY IT FREE
LOGIN
QuoteCloud Site Map
About QuoteCloud
Our Blog
Pricing
User Guide
Contact Us
Change Log
Try it Free
Login to your Account
Solutions
Sales Quotes for Accounting
Sales Quotes for Construction Companies
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes For HVAC
Sales Quotes for IT Services
Sales Quotes for Marketing Services
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Web Developers
Load More
Sales Quote Templates
Basic Quote Invoices
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
Developer
Developer Portal
SDK & Docs
QuoteCloud User Guide
Getting Started
Rows and Column in the Sales Quote Editor
Billing and Payment Details
Creating Your First Proposal
Previewing & Sending Sales Quotes
Get Email Support
Forgot Your Password?
How To Login To QuoteCloud
Introducing The Sales Quote Editor
Load More
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
Load More
Font Settings
System Default Font Settings
Font Settings for Sales Quote Templates
Load More
Default Price Table Settings
Changing the Price Table Footnote
Adding an 'Additional Fee' to Price Line Items
Styling Price Table Subheadings
Styling the Price Table Totals Section
Styling the Price Table Grand Total
Changing/Removing Price Table Column Icons
Style Settings for the Price Line Item Notes Feature
Changing the Table Border Line Styles
Introduction to Price Table Settings
Changing your Price Table Column Labels
Load More
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
Load More
Content Libraries
Deleting PDF documents from your PDF Content Library
Content Libraries
Text Library
PDF Library
Video Library
Spreadsheet Library
Image Library
Load More
Product Catalogue
Add a Product to your Product Catalogue
What is a Product Catalogue?
Bulk Import Product Data
Load More
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
Load More
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
Load More
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?
Load More
Security Settings
Managing User Profiles
Changing a Sales Consultants Email Address
Creating Sales Team Managers
Managing Sales Teams
Managing User Role Settings
Load More
Tax Settings
Price Table Settings - Removing Tax from a Price Table
Adding VAT, GST, Sales Tax, etc to sales quotes
Load More
Sales Quote Approval Process
Configuring the Order Now Button
Remove the ORDER NOW button in sales quotes
Load More
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
Load More
Editor 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
Rows and Column in the Sales Quote Editor
Pricing Tables
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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
Rows and Column in the Sales Quote Editor
Pricing Tables
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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
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Formatting Content for PDF
Page Breaks in PDF format of Sales Quotes
PDF Page Header & Footer Settings
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Sending Sales Quotes
Previewing & Sending Sales Quotes
Setting the Default Email Message when Sending Sales Quotes
Resending or Forwarding a Sales Quote
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Document Security
Password Protect a Sales Quote
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QuoteCloud Software Extensions (Opt-in Features)
Password Protect a Sales Quote
How to Remove a Plugin (Software Extension)
How to Install a Plugin (Software Extension)
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Available Software Extensions (Opt-in Features)
Customer Payments
Customer Payments
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E-signatures
QuoteCloud e-Signatures
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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
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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
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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
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Email Campaigns (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
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