Online Quoting Software Features

Start your free trial here, or learn more about QuoteCloud with a personalised tour.

No credit card required

Sales Quotes + Sales Proposals + Contracts

Sales Quote Editor

 

  • unlimited sales quote templates
  • unlimited sales quotes
  • built-in e-signatures available
  • easy to use sales quote editor built to be intuitive 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 information
  • 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 truly 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 sales quotes sent, 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 sales quotes, this is automatically geocoded for analysis on google maps, giving you a geographical view of sales quotes sent over a period of time.
  • CSV sales quote 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 sales quotes and proposals)

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...

Intelligent Price Table

 

  • unlimited Pricing tables and product catalogue items
  • split your pricing tables into different price groups (e.g. Implementation, SEO, Marketing etc.). If you group price lines in your sales quotes you can then also show a subtotal, or make price lines in a group optional (single choice or multiple choice)
  • 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 subheadings 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 sales 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 a sales quote price table

Sales Teams & Resellers

 

  • 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
  • data is encrypted in your private cloud storage

Sales Quote Automatic Style Guide

 

  • automated table formatting to keep sales quote and proposals looking good
  • custom branding
  • sales quote cover page design tool
  • preconfigure 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
    • Forms Library

Opt-in Software Extensions

 

  • don't pay for features you will not use, simply opt-in to extra features you need:
  • e-signatures
  • form builder
  • 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 & Telco/VOIP Sales Quotes

 

  • 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. additional 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.

Electronic 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 certifcate is automatically appended to the sales quote on completion of the esignature 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
  • Stripe & Paypal Payment Systems ready to go!

Email Campaigns (Bulk send Sales Quotes)

 

  • 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

Add Forms to your Sales Quotes

 

  • Add forms to your sales quotes to collect important information from customers
  • Add forms on an adhoc basis and configure on the fly when making sales quotes
  • Create a library of commonly used forms that can be add to sales quotes when needed
  • Add forms to your sales quote templates
  • Incorporating forms into your documents adds real value to your sales order processing.
  • Easy to use drag and drop operation to add input fields to a sales quote.
  • view demo here

Online Quoting 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 intuitive 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 information
  • 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 truly easy-to-use application, not like other solutions that are clunky and difficult to set-up.

No credit card required

 
 

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 sales quotes sent, 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 sales quotes, this is automatically geocoded for analysis on google maps, giving you a geographical view of sales quotes sent over a period of time.
  • CSV sales quote 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 sales quotes and proposals)
 
 

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...

Intelligent Price Tables

  • unlimited Pricing tables and product catalogue items
  • split your pricing tables into different price groups (e.g. Implementation, SEO, Marketing etc.). If you group price lines in your sales quotes you can then also show a subtotal, or make price lines in a group optional (single choice or multiple choice)
  • 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 subheadings 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 sales 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 a sales quote price table
 
 

Sales Teams & Resellers

  • 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!

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
    • Forms Library

Opt-in Software Extensions

  • don't pay for features you will not use, simply opt-in to extra features you need:
  • e-signatures
  • form builder
  • 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 & Telco/VOIP Sales Quotes

  • 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. additional 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.
 
 

Electronic 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 certifcate is automatically appended to the sales quote on completion of the esignature 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
  • Stripe & Paypal Payment Systems ready to go!
 
 

Email Campaigns (Bulk send Sales Quotes)

  • 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

Add Forms to your Sales Quotes

  • Add forms to your sales quotes to collect important information from customers
  • Add forms on an adhoc basis and configure on the fly when making sales quotes
  • Create a library of commonly used forms that can be add to sales quotes when needed
  • Add forms to your sales quote templates
  • Incorporating forms into your documents adds real value to your sales order processing.
  • Easy to use drag and drop operation to add input fields to a sales quote.
  • view demo here
 
 

Sales Quote Automatic Style Guide 

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

Security

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

New Features Coming Soon

  • Taskman - when the sales deal is won, this new QuoteCloud extensions provides job management features to manage the delivery of your new sale
  • TimeTracker - used in conjunction with Taskman this new QuoteCloud extension provides timesheet tracking for people working to deliver services to your customers
  • MoneyChimp - manage automated invoicing from one easy place in QuoteCloud
  • Email Harvest - build a database of contacts for your email campaigns with this new intelligent robot that scans the internet based on a Google Search to find published email addresses on websites.

Ready to try QuoteCloud?

Ready to try QuoteCloud?

Start your free trial here, or learn more about QuoteCloud with a personalised tour.

No credit card required

Sales Quotes + Sales Proposals + Contracts

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