Create and send sales quotes, easier & faster
Elevate your workflow with the leading sales quoting software for creating, managing, tracking, and eSigning all your essential documents effortlessly.
No credit card required
Best for Sales Quoting + Sales Proposals + Contracts + eSignatures + Interactive Forms + Sales Quote Automation + Configure Price Quote Software
Quote movement globe
A looping visualisation of quote documents moving between curated routes around an abstract point-cloud globe.
Craft proposals that leave lasting impressions.
Just click, quote, and close with QuoteCloud. QuoteCloud's CPQ software empowers sales teams to create fast, accurate quotes that build buyer confidence and help close deals in record time.
Pricing tables that power smarter selling
Create interactive pricing tables with advanced custom formulas, and instantly add items from your product library.
Create
Create professional price tables with ease using flexible layouts and intuitive tools designed to save time and reduce errors.
Interactive
Give yourself more than one shot at winning the deal with interactive price tables that let customers choose quantities and optional add-ons in real time.
Advanced
Advanced pricing features including custom price table formulas, multi-currency support, tiered pricing, and quantity-based discounts.
Products
Manage your product catalog with categories, bundles, and customizable pricing options.
Ai
Coworker
Coworker
QuoteCloud empowers your team to generate compelling, customized content for sales quotes and proposals with ease. By leveraging advanced AI technology, AI Coworker assists in crafting persuasive and professional text, ensuring your sales documents stand out and resonate with potential clients. Save time and boost your proposal success rate with AI-powered insights tailored to your business needs.
20%
average increase in win rates.
25%
boost in quote conversion rates.
30%
reduction in quote approval time.
15%
rise in customer retention rates attributed to delivering exceptional sales experiences.
Why QuoteCloud
Modern sales teams need more than static documents. QuoteCloud brings together content, pricing, collaboration, and approvals into a single, powerful platform.
- Create professional, consistent documents at scale
- Collaborate in real time with your team
- Automate pricing, workflows, and approvals
- Deliver interactive, client-ready proposals
- Gain visibility across your entire sales pipeline
Powerful Document Creation
Build rich, dynamic documents using a flexible block-based editor.
With over 14 content block types, you can create engaging, interactive proposals that go far beyond traditional documents:
- Text & images
- Embedded PDFs and video content
- Diagram builder and form builder
- Add Spreadsheets
- Gantt charts and project timelines
- Form Builder
- Industry specific content blocks such as travel itinerary builder
- Shapes and layout tools
Save time by storing content in your personal or shared library and reuse it across documents with consistency.
Advanced Pricing & Quoting
Take control of your pricing with powerful, flexible tools designed for complex sales environments.
- Advanced price table configuration with tariffs and margin controls
- Integrated product catalogue for structured quoting
- Dynamic pricing models tailored to your business
- Sales forecasting tools to track pipeline and revenue
Real-Time Collaboration
Work together without friction.
- Multiple users can edit the same document simultaneously
- Add notes, comments, and annotations
- Collaborate internally or directly with customers
- Keep everyone aligned throughout the sales process
Workflow & Approvals
Ensure every document follows the right process before it reaches your customer.
- Fully configurable workflow engine
- Multi-step approval processes
- Control over who can review, approve, and send documents
- Reduce errors and maintain governance
Version Control & Tracking
Stay in control of every revision.
- Full document version history
- Easily update and resend documents to customers
- Track changes and maintain a clear audit trail
- Ensure customers always see the latest version
eSignatures & Delivery
Close deals faster with seamless document execution.
- Built-in eSignatures
- Send, track, and manage documents in one place
- Deliver a smooth, professional customer experience
Data-Driven Documents
Automate content with structured data.
- Create and manage custom data fields
- Auto-populate documents with dynamic information
- Reduce manual entry and improve accuracy
- Build smarter, scalable document workflows
Integrations & API
Connect QuoteCloud to your existing systems.
- API access for full flexibility
- Integrates with 3000+ cloud applications
- Connect CRM, accounting, ERP, and job management systems
- Keep your data in sync across your business
Complete Visibility
Manage your entire document pipeline from a single dashboard.
- Track document status and activity
- Monitor team performance
- Gain insight into sales progress and forecasting
- Stay in control from creation to close
Know when your customer is reading your sales quote.
Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote.
Built for Teams That Need More
QuoteCloud is designed for organisations that require precision, flexibility, and control in their sales process.
Whether you're managing complex pricing, collaborating across teams, or delivering high-value proposals, QuoteCloud gives you the tools to do it properly.
20%
average increase in win rates.
25%
boost in quote conversion rates.
30%
reduction in quote approval time.
15%
rise in customer retention rates attributed to delivering exceptional sales experiences.
Why Businesses Choose QuoteCloud
QuoteCloud helps businesses streamline the entire proposal and sales process from one central workspace. From building customised presentations to managing approvals and pricing, teams can work faster and deliver a more engaging customer experience.
- Build tailored quotes and proposals with branded layouts
- Keep sales, marketing, and management teams aligned in one platform
- Reduce manual tasks with smart automation and approval flows
- Share dynamic digital documents designed to impress clients
- Track opportunities, activity, and performance across the sales cycle
Advanced Proposal & Document Builder
Create modern digital proposals with QuoteCloud’s advanced drag-and-drop content editor. Designed for flexibility, the platform allows teams to combine multimedia, layouts, and data-driven content into a single professional presentation.
Choose from a wide range of interactive content components to design proposals that are informative, visually engaging, and easy for clients to navigate:
- Rich formatted text, image galleries, and branded visuals
- Integrated video players and downloadable document embeds
- Interactive forms and custom workflow diagrams
- Advanced pricing grids and editable data tables
- Project schedules, milestones, and timeline views
- Dynamic travel schedules and itinerary presentation tools
- Flexible design controls with layout and positioning elements
Improve efficiency by saving approved content into shared libraries, making it easy for teams to maintain brand consistency and quickly assemble future proposals.
Smart Pricing & Revenue Management
Simplify complex quoting processes with intelligent pricing and revenue management features built for modern sales teams.
- Configure detailed pricing structures with automated mark-ups, discounts, and profitability controls
- Manage products and services through a centralised catalogue for faster quote creation
- Support customised pricing strategies based on customer type, project scope, or business rules
- Monitor sales performance with forecasting and pipeline visibility tools
Collaborative Proposal Workspaces
Improve teamwork and communication with collaborative document tools built for fast-moving sales and project teams.
- Enable real-time co-authoring so multiple team members can work on proposals together
- Share feedback instantly using inline comments and review notes
- Involve clients and stakeholders directly within the document workflow
- Maintain visibility and accountability across every stage of the approval process
Automated Review & Approval Processes
Maintain consistency, compliance, and quality control with automated approval workflows designed to support structured sales and document management processes.
- Design custom workflow rules that match your organisation’s internal processes
- Route documents through staged reviews and approval checkpoints
- Define user permissions for editing, authorisation, and document distribution
- Minimise mistakes while improving accountability and operational oversight
Document History & Activity Tracking
Stay in control of every revision.
- Full document version history
- Easily update and resend documents to customers
- Track changes and maintain a clear audit trail
- Ensure customers always see the latest version
Digital Signing & Document Distribution
Accelerate the final stage of the sales process with integrated digital signing and document delivery tools.
- Capture legally binding electronic signatures directly within your proposals and agreements
- Manage document distribution, status updates, and customer responses from a central dashboard
- Create a streamlined signing experience that helps improve customer confidence and response times
Dynamic Content & Smart Data Automation
Improve efficiency and consistency by using intelligent data-driven document automation across your sales and proposal workflows.
- Configure reusable data variables tailored to your business requirements
- Insert live customer, pricing, and project information automatically into documents
- Eliminate repetitive manual updates while reducing the risk of errors
- Support scalable processes with automated and standardised document generation
Business Integrations & Connected Systems
Integrate QuoteCloud with the platforms your business already relies on to create a connected and efficient workflow environment.
- Use flexible API capabilities to support custom integrations and advanced business processes
- Connect with thousands of popular cloud-based applications and services
- Link sales, finance, operations, and project management systems into one ecosystem
- Maintain consistent and accurate information across departments and software platforms
Sales Insights & Pipeline Visibility
Gain complete visibility over your sales documents and proposal activity with centralised reporting and management tools.
- View real-time updates on document engagement, approvals, and delivery progress
- Measure productivity and activity levels across your sales and operations teams
- Analyse pipeline performance with reporting and revenue forecasting insights
- Oversee the full document lifecycle from initial draft through to signed approval
Real-Time Proposal Engagement Alerts
Receive instant notifications when prospects view your proposal, helping your sales team follow up at the right moment and improve engagement opportunities.
Built for Teams That Need More
QuoteCloud is designed for organisations that require precision, flexibility, and control in their sales process.
Whether you're managing complex pricing, collaborating across teams, or delivering high-value proposals, QuoteCloud gives you the tools to do it properly.
Industry Specific Software Addons
Explore a library of software extensions that make the difference in your industry. Built by experts just for you!
Dedicated software for creating Travel Itineraries, manually or directly from your Mid-office or GDS software
Dedicated software for contracts and plans - perfect for selling mobile plans, hosted solutions & business phone systems
Importers & Exporters
Realtime currency exchange rates for companies that need to easily convert from their local currency.
Events Planning & Hospitality
Event Planning, can benefit significantly from integrating customer payment options for deposits in a sales quote solution. This feature streamlines the payment process, enhances commitment, and mitigates financial risks for both service providers and customers.
Legal Services
In the Legal Sector, QuoteCloud offers a seamless experience with its Form Builder add-on and built-in eSignature solution, simplifying document creation and approval processes for efficient legal document management.
Transport
QuoteCloud streamlines proposal creation for the Transport sector, automatically incorporating environmental levies, ensuring accurate and transparent cost representation for environmentally conscious decision-making.
Easy customer eSignatures
Add e-signatures to make it super easy for your customers to sign legally binding documents.
Electronic signatures are completed faster than handwritten signature requests. Customers can draw, type or upload an image of their signature.
Safe & secure
QuoteCloud keeps your business safe with enterprise-grade security at every step. Electronic signatures are encrypted and legally binding, while access controls, Single Sign-On (SSO), and granular permission settings ensure only the right people see the right content. Our robust API and infrastructure are designed with privacy, integrity, and reliability in mind—so you can work with confidence.
Streamline document workflow
With our approval workflows, automate internal approvals and send reminders to customers if they have not opened or approved your sales quotes.
Integrated with the apps you love
1000's of tools ready to use
Integrate QuoteCloud with the tools you use everyday so your sales team can focus on the important things they need to get done.
Sales Quoting Software Implemention Insights
This resource provides practical insights, best practices, and implementation guidance to help businesses streamline their quoting and proposal processes. From workflow design and template management to integrations, automation, and user adoption, the knowledge base is designed to support successful deployment and ongoing optimisation of modern sales proposal solutions.
FAQs