Sales Quoting Software for Faster Quotes and Winning Proposals
Elevate your workflow with the leading sales quoting software for creating, managing, tracking, and eSigning all your essential documents effortlessly.
Sales Quoting Software for Quotes, Proposals, Contracts and eSignatures
Best for Sales Quote Automation, Configure Price Quote (CPQ), Interactive Proposals, Contract Management, eSignatures, Forms & Approvals
No credit card required
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.
Why do I need a product like QuoteCloud?
Most businesses create proposals and documents using a collection of disconnected tools such as Word, spreadsheets, PDFs and presentation software. QuoteCloud replaces them with one powerful document platform that combines over 18 content tools, advanced quoting, collaboration, approvals and AI, helping your team work faster, present more professionally, and win more business.
What is QuoteCloud?
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.
How does QuoteCloud help me close deals faster?
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.
Content Libraries - How do they help me?
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.
Can I have more than one user edit a document at the same time and how does this help?
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.
Can I create spreadsheets in QuoteCloud and link them to my pricing tables?
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.
Does QuoteCloud include chart, diagram and Gantt chart tools?
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.
Can I add fillable fields and forms to my proposals and documents?
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.
Can I use QuoteCloud on a tablet while working in the field?
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.
How Does Ai help in QuoteCloud?
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.
How does MCP AI work with QuoteCloud?
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.
Things You're Probably Wondering about Price Quote Tables
There is no doubt, it's simply the best available quoting application in a document editor available today, period.
Can I style the price table to match my brand?
QuoteCloud lets you adjust the pricing table layout and styling so your proposal matches your brand, sales flow, and product presentation style.
Can clients choose between quote options?
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.
Can I choose which currency my price table uses?
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.
Can I hide costs from clients?
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.
Can I include images alongside pricing?
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.
Can I create reusable price quote templates?
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.
Can I create my own pricing formulas?
QuoteCloud supports custom calculations so your pricing table can handle specific pricing rules, discounts, margins, quantities, or business logic.
Can I customise the columns in my price table?
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.
Can I apply discounts automatically?
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.
18 content applications in one document editor
More Than a Word Processor. More Than Quoting Software.
Most business documents are created using a combination of word processors, spreadsheets, presentation tools and specialised quoting software. QuoteCloud brings all of these capabilities together in a single, integrated document authoring platform.
Instead of switching between multiple applications, you can build professional, interactive documents using over 18 different content types within one editor, including rich text, spreadsheets, advanced pricing tables, images, videos, forms, diagrams, flowcharts, Gantt charts, PDFs and more.
Whether you're creating a proposal, quote, sales presentation, travel itinerary, contract or business document, QuoteCloud gives you the flexibility to combine every type of content you need into one polished, collaborative document.
Why is having multiple content types in one document important?
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.
What makes QuoteCloud different from Microsoft Word?
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.
Why use QuoteCloud instead of creating documents in Word and Excel?
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.
What types of content can I add to a QuoteCloud document?
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.
Can I build complex business documents in one editor?
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.
Does QuoteCloud replace Word, Excel and presentation software?
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.
Can spreadsheets be edited directly inside QuoteCloud?
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.
Is QuoteCloud suitable for more than just sales proposals?
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.
How does QuoteCloud improve collaboration?
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.
Why do businesses choose QuoteCloud over traditional document software?
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.
Ai Coworker makes life easy.
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.
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.
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.
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