Question 1

What is QuoteCloud?

Accepted Answer

QuoteCloud is more than quoting software. It's a complete business document platform that replaces the need for multiple disconnected applications by bringing together word processing, spreadsheets, pricing, forms, diagrams, videos, AI, approvals and eSignatures in one powerful editor. The result is faster document creation, a better customer experience, and more successful sales outcomes.

Question 2

How does QuoteCloud help me close deals faster?

Accepted Answer

QuoteCloud accelerates your sales process by enabling your team to create impressive proposals in minutes instead of hours. Customers can review interactive pricing, select options, complete forms, sign electronically and pay online—all from a single document. With fewer delays, less back-and-forth and a smoother buying experience, you can turn opportunities into revenue faster.

Question 3

Content Libraries - How do they help me?

Accepted Answer

Content Libraries help your team create documents faster while maintaining consistency and accuracy. Store approved text, images, videos, pricing tables, product information and other reusable content in one central location, then insert it into any document with a click. This saves time, reduces repetitive work, ensures branding and messaging stay consistent, and helps every team member produce high-quality documents with confidence.

Question 4

Can I have more than one user edit a document at the same time and how does this help?

Accepted Answer

Yes. QuoteCloud allows multiple users to edit the same document at the same time, making teamwork faster and more efficient. Team members can collaborate in real time, with changes appearing instantly for everyone, eliminating the need to email document versions back and forth. Whether it's sales, technical specialists, marketing or management contributing to the same proposal, everyone can work together simultaneously, reducing delays, improving accuracy, and helping you deliver polished documents to customers much faster.

Question 5

Can I create spreadsheets in QuoteCloud and link them to my pricing tables?

Accepted Answer

Yes. QuoteCloud includes a powerful spreadsheet tool that lets you create calculations directly within your documents. Cell values can be linked to QuoteCloud price tables, allowing information and calculated totals to flow between them. This helps you build advanced pricing models, perform complex calculations, reduce manual data entry and ensure your spreadsheets and customer pricing remain accurate and consistent.

Question 6

Does QuoteCloud include chart, diagram and Gantt chart tools?

Accepted Answer

Yes. QuoteCloud includes built-in tools for creating charts, diagrams and Gantt charts directly within your documents. Whether you're illustrating business processes, project timelines, organisational structures, workflows or technical solutions, you can create and edit visual content without using separate software. Keeping diagrams and project plans in the same document as your proposals, contracts or reports improves clarity, saves time and delivers a more professional experience for your customers.

Question 7

Can I add fillable fields and forms to my proposals and documents?

Accepted Answer

Yes. QuoteCloud includes a powerful form builder that lets you add interactive forms and input fields directly into your documents. Collect text, numbers, dates, checkboxes, dropdown lists, file uploads, digital signatures and more—all within the same proposal, contract or business document. Customers can complete forms online, allowing you to gather information, approvals and supporting documents without using separate form applications. This streamlines your workflow, reduces manual data entry and creates a smoother customer experience.

Question 8

Can I use QuoteCloud on a tablet while working in the field?

Accepted Answer

Yes. QuoteCloud is fully optimised for tablets, making it ideal for field sales and service teams. Create proposals, quotes, reports and other business documents while visiting customers, access product information, capture signatures, collect payments, complete forms and collaborate with your team in real time. With a touch-friendly interface and cloud-based access, your team has everything they need to work professionally and close business from anywhere.

Question 9

Can I turn an existing PDF into an interactive document?

Accepted Answer

Yes. QuoteCloud lets you upload an existing PDF and turn it into an interactive document without having to recreate it from scratch.You can split your PDF into individual pages and then overlay QuoteCloud content directly onto the original PDF pages, or insert entirely new pages and content between them.You can overlay content such as text, images, shapes, image galleries, form fields, e-signatures, initials and other interactive QuoteCloud elements.This means you can take an existing brochure, proposal, contract or other PDF and transform it into a professional, interactive and signable document while retaining the original PDF design.

Question 10

How Does Ai help in QuoteCloud?

Accepted Answer

QuoteCloud's AI Co-worker helps you create professional documents faster by generating content, rewriting text, improving grammar, changing tone, summarising information, translating content, and assisting with product descriptions, proposals and customer communications. AI works directly within the document editor, helping you overcome writer's block, maintain consistent messaging, and produce high-quality documents in a fraction of the time.

Question 11

How does MCP AI work with QuoteCloud?

Accepted Answer

QuoteCloud's support for the Model Context Protocol (MCP) allows AI assistants to securely interact with your QuoteCloud account using live business data. Instead of generating generic responses, AI can search your product catalogue, retrieve customer information, create and update proposals, analyse documents, automate repetitive tasks and help build complex business documents using your own data. By connecting QuoteCloud to MCP-enabled AI platforms, you can dramatically reduce manual work, improve accuracy, and complete sales and document tasks in minutes instead of hours.

Question 12

Does QuoteCloud include a built-in image editor like Canva or Photoshop?

Accepted Answer

Yes. QuoteCloud includes a built-in image editor, so you can edit and enhance images without needing to switch to external tools such as Photoshop or Canva.The editor lets you crop and resize images, apply filters and effects, add text and shapes, adjust opacity, and work with multiple layers. Individual elements can be positioned, reordered and managed independently.Once you've finished editing, simply save the image and continue working on your QuoteCloud document. You can also apply quick effects such as drop shadows, outer glows and strokes directly within your document.This makes it easy to create polished, professional graphics without leaving QuoteCloud.

Question 13

Why is having multiple content types in one document important?

Accepted Answer

Modern business documents need more than text. They often include pricing, calculations, schedules, videos, diagrams, forms and supporting documents. QuoteCloud lets you create these rich, interactive documents in one place, improving productivity and delivering a better customer experience.

Question 14

What makes QuoteCloud different from Microsoft Word?

Accepted Answer

Microsoft Word is designed primarily for creating text documents. QuoteCloud is a business document authoring platform that combines over 18 content types—including pricing tables, spreadsheets, forms, diagrams, Gantt charts, videos, PDFs and interactive content—within a single document. This allows businesses to create professional, commercially focused documents without switching between multiple applications.

Question 15

Why use QuoteCloud instead of creating documents in Word and Excel?

Accepted Answer

With traditional tools, users often move content between Word, Excel, PowerPoint and PDF software. QuoteCloud brings everything together in one editor, allowing text, calculations, pricing, charts, images, videos and other business content to work seamlessly within a single document.

Question 16

What types of content can I add to a QuoteCloud document?

Accepted Answer

QuoteCloud supports more than 18 content types, including rich text, spreadsheets, advanced pricing tables, forms, images, videos, PDFs, diagrams, flowcharts, Gantt charts, QR codes, maps, notes, digital signatures and much more.

Question 17

Can I build complex business documents in one editor?

Accepted Answer

Yes. QuoteCloud is designed specifically for business documents. Whether you're creating a proposal, quotation, contract, travel itinerary, project plan, report or presentation, you can combine multiple content types into a single professional document.

Question 18

Does QuoteCloud replace Word, Excel and presentation software?

Accepted Answer

For many business processes, yes. QuoteCloud combines the strengths of document editing, spreadsheets, quoting software and presentation tools into one platform, reducing the need to constantly switch between different applications.

Question 19

Can spreadsheets be edited directly inside QuoteCloud?

Accepted Answer

Yes. QuoteCloud includes an integrated spreadsheet editor, allowing users to create calculations, budgets, comparisons and financial models directly within a document without embedding separate Excel files.

Question 20

Is QuoteCloud suitable for more than just sales proposals?

Accepted Answer

Absolutely. Businesses use QuoteCloud to create proposals, quotations, contracts, project plans, travel itineraries, reports, capability statements, onboarding documents, operational manuals, presentations and many other document types.

Question 21

How does QuoteCloud improve collaboration?

Accepted Answer

Because every content type lives inside one document, teams can collaborate without exchanging multiple files. Users can review, comment, edit, approve and manage document versions from a single platform, ensuring everyone works from the latest version.

Question 22

Why do businesses choose QuoteCloud over traditional document software?

Accepted Answer

Businesses choose QuoteCloud because it combines document creation, advanced quoting, interactive content, collaboration, approvals, electronic signatures and workflow automation into one integrated platform. Instead of relying on multiple disconnected applications, teams can create richer documents faster while maintaining consistency, accuracy and complete control.

Question 23

Can I style the price table to match my brand?

Accepted Answer

QuoteCloud lets you adjust the pricing table layout and styling so your proposal matches your brand, sales flow, and product presentation style.

Question 24

Can clients choose between quote options?

Accepted Answer

With QuoteCloud, you can add optional line items directly into the pricing table. Clients can select the items they want, adjust quantities where allowed, and see the total update instantly. It gives them flexibility to tailor the quote, while your team stays in control of the available options and pricing.

Question 25

Can I choose which currency my price table uses?

Accepted Answer

QuoteCloud lets you set the currency used in your pricing table, so your quote can be presented in the format that suits your client or market. Whether you are quoting in dollars, euros, pounds, or another currency, the pricing table can display the right currency symbol and totals clearly.

Question 26

Can I hide costs from clients?

Accepted Answer

QuoteCloud lets you control which pricing details are visible to your client. You can show the final price clearly, while keeping internal costs, margins, or supplier pricing hidden.

Question 27

Can I include images alongside pricing?

Accepted Answer

QuoteCloud lets you combine pricing with visual content, so your quote can show more than just numbers. You can include images, product visuals, project examples, or supporting content alongside the pricing table, helping clients understand what they are buying at a glance.

Question 28

Can I create reusable price quote templates?

Accepted Answer

QuoteCloud lets you create reusable quote templates, so your team does not need to start from scratch each time. You can save common pricing structures, layouts, content sections, and terms, then reuse them for future quotes. This helps your team quote faster while keeping every proposal consistent and professional.

Question 29

Can I create my own pricing formulas?

Accepted Answer

QuoteCloud supports custom calculations so your pricing table can handle specific pricing rules, discounts, margins, quantities, or business logic.

Question 30

Can I customise the columns in my price table?

Accepted Answer

QuoteCloud gives you control over which columns appear in your pricing table, so the quote can match the way your business presents pricing. You can show details like product names, descriptions, quantities, unit prices, discounts, totals, or optional items, while keeping internal information hidden from the customer. This helps your pricing stay clear, relevant, and easy for clients to understand.

Question 31

Can I apply discounts automatically?

Accepted Answer

You can apply discounts directly in your pricing table by adding a discount column. Use percentage-based or fixed-value discounts across the table, and set default values where needed. This helps keep pricing accurate, consistent, and easy for clients to understand.

Item	Qty	Price
Discovery & design	1	$4,800
Implementation	1	$12,500
Training & support Optional	1	$2,600
Total (USD)		$19,900

Sales Quoting Software for Faster Quotes and Winning Proposals

Just click, quote, and close.

Click

Quote

Close

Structured when you need it. Freeform when you don't.

18 content blocks. One document editor.

Price Table

Text

eSignature

Forms

Gantt Chart

Diagram

Spreadsheet

PDF

Video

Image

Gallery

Button

QR Code

Barcode

Shapes

Table of Contents

Itinerary

Empty Space / Divider

Everything between "hello" and "paid".

CPQ price tables that sell

Real-time collaboration

AI Co-worker + MCP

Workflow & approvals

Know when they're reading

eSign & get paid in the same document

Content libraries & templates

1000's of tools ready to use.

Enterprise-grade security, built in.

One platform, tailored to how you sell

Automate telco and hosted-service contracts with fast product bundling

Interactive, smart sales proposals for IT services

Enhanced itineraries direct from your GDS or mid-office

Estimates, quotes, work orders and invoices for trade services

Speed up construction quoting with project-management integration

Keep marketing projects flowing in with proposals that look the part

Pitch the big corporates and seal the recruitment deal

Campaign documents, forms and e-sign for real estate

Super affordable pricing.

Free

Starter

Essentials

Business

Enterprise

Questions, answered.

Homepage questions

What is QuoteCloud?+

How does QuoteCloud help me close deals faster?+

Can clients choose between quote options?+

Can I hide costs from clients?+

Can more than one person edit a document at the same time?+

Can I turn an existing PDF into an interactive document?+

How does MCP AI work with QuoteCloud?+

Do I need a credit card to try it?+

Create quotes fast, win more deals.