Real estate proposal software that wins the listing
Send listing proposals with your comparable sales, method of sale, commission options and a marketing campaign vendors can tailor, then see when they open it and get every vendor's signature with the campaign deposit paid.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud is proposal and eSignature software for real estate agencies. Agents build listing and appraisal proposals from the agency's templates: comparable sales and commission options typed in as content, campaign packages and optional upgrades in a price table that totals the vendor-paid advertising. Every vendor signs online, the campaign deposit is paid on signing, and the agent sees when each vendor opens it.
A sample listing proposal from a fictional agency, Fernleigh & Sloane Property, for 14 Linden Crescent, Marlowe Heights: a price guide of $1.25M to $1.35M, sale by auction, and the Signature campaign with a drone upgrade at $8,140.00 inc tax. Beside it the agent's notifications arrive one by one: proposal sent to Claire and Tom Whitaker, opened by Claire, drone video added, opened by Tom, Claire signs, Tom signs, and the 50% campaign deposit of $4,070.00 is paid via Stripe.
Where a listing kit usually leaks time
The appraisal goes well. Then the proposal is a PDF, the campaign is a spreadsheet and the signatures are chased by email. Here is what moves into one document.
Try it: build a listing proposal, then sign it as the vendors
Choose the property and the method of sale as the agent, send it, then switch sides: pick a campaign, add upgrades, and sign as each vendor.
What the agent seesDocument activity
- Proposal sentTo Claire Whitaker and Tom Whitaker
- Opened by Claire Whitaker7:42 pm
- Opened by Tom Whitaker7:55 pm
- Drone photography & aerial video added+$1,045.00 inc tax
- Signed by Claire Whitaker1 of 2 signatures
- Signed by Tom Whitaker2 of 2 signatures
- Campaign deposit paid$4,070.00 via Stripe
- Listing added to your CRMYour Zapier automation
Listing proposal · Auction
14 Linden Crescent, Marlowe Heights
Recent comparable sales Typed in by Nina Castellan
| Address | Sold | Price | Bed · bath · car | Compared with yours |
|---|---|---|---|---|
| 22 Linden Crescent | Aug 2026 | $1,315,000 | 4 · 2 · 2 | Same street, north-facing |
| 9 Tallow Street | Sep 2026 | $1,268,000 | 4 · 2 · 2 | Renovated, smaller yard |
| 31 Larkspur Way | Jun 2026 | $1,342,000 | 4 · 3 · 2 | Pool, larger block |
Price guide$1.25M – $1.35M
Method of sale Auction
- Week 1Photography, video and copy approved by you
- Weeks 1–4Online launch, open houses, buyer feedback each Monday
- Week 4Auction on site, Saturday
Our commission Paid at settlement, not through this proposal
Option AFlat rate2.0% + tax of the sale price
Option BIncentive1.6% + tax up to the target price, plus 10% + tax of any amount above it. Target price $1,300,000.
| If it sells for | Option A | Option B |
|---|---|---|
| $1,250,000 | $27,500 | $22,000 |
| $1,300,000 | $28,600 | $22,880 |
| $1,350,000 | $29,700 | $28,380 |
Choose your marketing campaign Vendor-paid, + tax
Vendor-paid advertising
| Item | Amount |
|---|---|
Signature campaignYour chosen package | $6,450.00 |
| Upgrades Tick to add | |
| $950.00 | |
| $1,450.00 | |
| $480.00 | |
| $1,890.00 | |
| $640.00 |
- Subtotal
- $7,400.00
- Tax (10%)
- $740.00
- Total campaign
- $8,140.00
- Campaign deposit on signing (50%)
- $4,070.00
Accept, sign and pay the campaign deposit
This proposal sits alongside our agency agreement, which we prepare and sign with you separately.
- Claire WhitakerVendor SignedAwaiting signature
- Tom WhitakerVendor SignedAwaiting signature
Demo: nothing is sent, signed or charged. Signed documents carry a certificate and audit trail.
A demo with a fictional agency and properties: nothing is sent, signed or charged. The comparable sales, price guide and commission options are typed in by the agent (or sent by your CRM through the API or Zapier); QuoteCloud does not pull sales or portal data. Commission is set out as content and paid at settlement under your agency agreement; only the campaign is in the price table. Price tables, payments and tracking: Essentials and up. eSignatures: every plan.
One agency, four kinds of proposal
Sales, property management, commercial leasing and buyers' agents each win work with a different document. Four samples, each from its own template.
Listing proposal
14 Linden Crescent, Marlowe Heights
Thank you both for showing me through on Thursday. Below are the sales I'd compare your home with, how I'd take it to market, what we'd charge, and the campaign I'd recommend, with the upgrades you can add yourselves.
Recent comparable sales Selected and typed in by Nina Castellan
Your home4 · 2 · 2640 m²
| Address | Sold | Price | Bed · bath · car | Land | Compared with yours |
|---|---|---|---|---|---|
| 22 Linden Crescent | Aug 2026 | $1,315,000 | 4 · 2 · 2 | 655 m² | Same street, north-facing |
| 9 Tallow Street | Sep 2026 | $1,268,000 | 4 · 2 · 2 | 602 m² | Renovated kitchen, smaller yard |
| 31 Larkspur Way | Jun 2026 | $1,342,000 | 4 · 3 · 2 | 710 m² | Pool, larger block |
| 5 Corella Close | Jul 2026 | $1,190,000 | 3 · 2 · 1 | 590 m² | One fewer bedroom |
Price guide$1.25M – $1.35M
Comparable sales are chosen and entered by your agent from their own research. Bed · bath · car.
Method of sale Auction
- AuctionA 4-week campaign to a fixed date, with buyers competing on the day.Recommended
- Private treatyAn asking price and offers by negotiation over 6 weeks.
- Expressions of interestWritten offers by a closing date, for buyers who need time.
- Week 1Photography, video and copy approved by you
- Weeks 1–4Online launch, open houses, buyer feedback each Monday
- Week 4Auction on site, Saturday 12 December
Why auction: three recent sales in the street drew several bidders, and a date gives buyers a reason to act.
The pitch, the evidence and the plan
Four comparable sales chosen by the agent, a price guide drawn against them, and why auction suits this home, with the four-week plan to the auction date.
- Comparables typed in, never pulled from a feed
- Method of sale and campaign plan as content
- Sits alongside your own agency agreement
Property management proposal
3/41 Juniper Street, Marlowe Heights
Thanks for asking us to look after your apartment. Similar two-bedroom apartments nearby are leasing at $700 to $740 a week; we'd advertise at $720. Below are our three management options, what each includes, and the one-off costs of finding your first tenant.
Management options Fees as a percentage of rent collected, inc tax
| Rent collection and monthly statements | Included | Included | Included |
|---|---|---|---|
| Routine inspections with photos | 1 a year | 2 a year | 3 a year |
| Repairs and maintenance arranged | Included | Included | Included |
| Lease renewals and rent reviews | Not included | Included | Included |
| Tribunal attendance | Not included | Included | Included |
| End-of-year statement for your accountant | Included | Included | Included |
| Annual market appraisal | Not included | Not included | Included |
Locked once signed: Anjali Rao chose Full service
At $720 a week rent, Full service is about$55.44a week
Our fees are deducted from rent under the management agreement. QuoteCloud sends this proposal; it does not collect rent.
Accept and sign
Anjali Rao · Landlord
Signed online · 19 Nov, 10:14 am
What you've chosen
- Management
- Full service · 7.7% inc tax
- At $720 a week
- About $55.44 a week
- Letting costs
- $1,155.00 inc tax
Certificate of authenticity and audit trail attached
Three management options, one signature
Fees as a percentage of rent, what each option includes and the weekly cost at the advertised rent. The landlord picks one and signs.
- Options side by side with the services included
- Letting costs in a price table
- Signed online by the landlord
Price tables: Essentials and up
Property management proposals
Commercial leasing proposal
Ground floor, 120 Harrow Street
420 m² of open floor with 4.2 m ceilings, a street frontage and six car spaces. Below is the leasing evidence we'd rely on, the rent we'd recommend asking, our fee options and the marketing plan.
Leasing evidence Selected and typed in by Grace Mbeki
Your space420 m²$520 /m² net (recommended)
| Address | Leased | Net /m² | Area | Term | Compared with yours |
|---|---|---|---|---|---|
| Level 1, 88 Harrow Street | Sep 2026 | $545 | 380 m² | 5 + 5 years | Fitted out, 6 months incentive |
| Ground, 15 Quay Lane | Aug 2026 | $505 | 460 m² | 3 + 3 years | Warm shell |
| Ground, 201 Station Street | Jun 2026 | $520 | 410 m² | 5 years | Street frontage, 4 car spaces |
Recommended asking rent$500 – $540/m²
Leasing evidence is chosen and entered by your agent. Rents are net, per m² per year.
Our leasing fee Choose one. Charged when the lease is signed.
Option AFee + marketing12% + tax of the first year's net rent; marketing paid separately (below)
Option BAll-inclusive14% + tax of the first year's net rent; marketing included
| Net rent per m² | Option A | Option B |
|---|---|---|
| $500 | $27,720.00 | $32,340.00 |
| $520 | $28,828.80 | $33,633.60 |
| $540 | $29,937.60 | $34,927.20 |
The leasing fee is invoiced by us when the lease is signed, under our leasing authority. It is not charged through this proposal.
A vacancy, the evidence and the fee
Leasing evidence per square metre, the asking rent you recommend, and two fee options with worked examples for a 420 m² floor.
- Leasing evidence as a table you edit
- Fee options as content, with examples
- Both directors sign; approval first on Business
Buyer's agent engagement proposal
Finding your family home
A four-bedroom family home in Marlowe Heights or Kellyvale, walking distance to a primary school, with a yard for the dog, up to $1,450,000. Here is how we'd search, assess and negotiate for you, and what it costs.
Your brief
- 4 bedrooms, 2 bathrooms, a yard and off-street parking
- Marlowe Heights or Kellyvale, within 1 km of a primary school
- Budget up to $1,450,000; settlement from March 2027
- On and off-market homes; you inspect our shortlist only
Rosa FerreiraWould you bid for us if we're overseas on the auction day?
Sam DelaneyYes, that's included in the auction bidding option.
Your engagement
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Engagement | $3,000 | ||
Engagement fee · full serviceSearch, appraisal of each shortlisted home and negotiation
|
1 lot | $3,000 | $3,000.00 |
| Optional Tick to add | |||
| 1 auction | $990 | $990.00 | |
| 1 lot | $250 | $250.00 | |
- Subtotal
- $3,990.00
- Tax (10%)
- $399.00
- Total
- $4,389.00
- Plus, monthly
- $0.00/mo
- Engagement fee paid on signing (100%)
- $4,389.00
The brief, the service, the fee on signing
The buyers' brief in their words, the engagement fee and auction bidding as a line they can tick, and the success fee set out separately.
- Both buyers sign in their own browser
- Engagement fee paid on signing via PayPal
- Success fee shown as content
Payments: Essentials and up
Buyers' agent engagement proposalsSend your next listing proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your current listing kit and we'll convert one template for you during the trial.
Sample listing proposal · FS-1427
Both vendors sign. The campaign is paid for.
Claire and Tom each sign in their own inbox, on any device, with no account. The 50% campaign deposit is paid through Stripe on the same page, and the proposal is marked Paid.
Every vendor signs, campaign deposit paidAccept, sign and pay the campaign deposit
2 of 2 signed
- Claire WhitakerVendor Signed14 Nov, 7:58 pm
- Tom WhitakerVendor Signed14 Nov, 8:06 pm
Campaign deposit paid on signing (50%)
$4,070.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Every recent appraisal, followed up in one send
Send one follow-up template to the vendors you appraised in the last three months. Each gets their own copy with their name, their address and the price guide you typed in.
Then see who opened it, who read on and who asked to list, and call those first.
- One template, a personalised copy for each vendor
- Sent, opened and accepted for every recipient
- Expiry dates and the Expiring Soon filter for live proposals
Bulk send and tracking: Essentials and up · bulk send has volume-based costs
Proposal tracking & appraisal follow-up- Megan Dohertymegan.doherty@example.com AcceptedAsked to list in February
- Arjun & Leela Nairarjun.nair@example.com OpenedOpened on Tuesday
- Peter Szabopeter.szabo@example.com OpenedLeft a comment
- Hannah & Joe Pricehannah.price@example.com Sent
- Wei Linwei.lin@example.com Opened
- Bridget Moloneybridget.moloney@example.com Sent
- Sent
- 6
- Opened
- 4
- Accepted
- 1
From appraisal to signed listing in five steps
What happens between leaving the vendors' kitchen table and the photographer arriving.
Start from your template
Pick the agency's listing template for the property type and method of sale, with your brand, campaign packages and terms already in it.
Add your evidence
Type in the comparable sales and price guide, or let your CRM send them through the API or Zapier.
Set out the money
Commission options as content with worked examples; the campaign in a price table with optional upgrades.
Send and watch
Send a branded link to both vendors and see when each one opens it, so you call at the right moment.
Signed and paid
Each vendor signs online and the campaign deposit is paid on signing. Your agency agreement is signed alongside, as usual.
Built for every part of an agency
The same proposals, signatures and deposits, set up around how each team wins its work.
Residential sales agents
Listing and appraisal proposals with comparables, method of sale, commission and a campaign vendors tailor.
Listing proposalsProperty managers
Management options with the services each includes, letting costs and the landlord's signature.
Property management proposalsCommercial leasing agents
Leasing evidence, the marketing plan and fee options for a landlord's vacancy, approved before it goes.
Commercial leasing proposalsBuyers' agents
The brief, service options and the engagement fee paid on signing.
Buyers' agent engagementsProject marketing agencies
Off-the-plan and land release campaigns pitched to developers, by stage, with a marketing budget.
Project marketing proposalsPrincipals
One branded template set, campaign price lists everyone uses, and approvals on discounted commission.
Rolling out QuoteCloud
Connected to your CRM and accounts
Appraisals in from your CRM through the QuoteCloud API, Zapier or Make from the Essentials plan; signed listings and payments out to HubSpot or Zoho through Zapier, or to Pipedrive, Xero or QuickBooks through Zapier or Make.
- API QuoteCloud APIYour CRM or website
- Za ZapierAppraisals in, listings out
- Mk Make.comScenarios with routing
-
HubSpotCRM · via Zapier
- Zo Zoho CRMCRM · via Zapier
- Pd PipedriveCRM · via Zapier or Make
- SF SalesforceCRM · Zapier or Sync add-on
-
XeroAccounting · via Zapier or Make
-
QuickBooks OnlineAccounting · via Zapier or Make
-
StripeCampaign deposits
-
PayPalCampaign deposits
-
Google CalendarPhoto shoots · Zapier
Real estate templates, ready to make your own
Real QuoteCloud templates for property management, property services and leases. Open one, add your logo and terms, and send.
- Agreement template Property Management Agreement Template A property management agreement to brand, reuse and send for signature. View template
- Sales contract template Property Services Template Scope of services, pricing and service contract particulars for property services businesses. View template
- Agreement template House Rental Lease Agreement A sample lease agreement for residential properties. View template
- Agreement template Month to Month Room Rental Agreement Template Rent, due dates, bond, house rules and notice for a month-to-month room rental. View template
Everything an agency sends
From the appraisal to the signed listing, and the management, leasing and buyers' agent work around it.
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Listing & appraisal proposalsThe property, comparable sales, price guide, method of sale, commission and campaign in one proposal the vendors sign.Explore
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Marketing campaigns & vendor-paid advertisingCampaign packages with optional photography, video, drone, portal upgrades, signboards and print, totalled as vendors choose.Explore
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Every vendor signs, campaign deposit paidTwo or more vendors sign online, each in their own inbox, and the campaign deposit is paid on signing.Explore
- Commission options & method of saleAuction, private treaty or expressions of interest, with flat and incentive commission options set out as worked examples.
- Proposal tracking & appraisal follow-upKnow when vendors open the proposal, and bulk-send personalised follow-ups to every recent appraisal.
- Property management proposalsManagement fee options, the services each includes and letting costs, signed by the landlord.
- Commercial leasing proposalsLeasing evidence, the marketing plan and fee options for a landlord's vacancy, approved before it goes out.
- Buyers' agent engagement proposalsThe buyers' brief, service options and fees, with the engagement fee paid on signing.
- Project marketing proposalsPitch an off-the-plan or land release campaign to a developer, with stages, a marketing budget and approvals.
- CRM & integrations for agenciesAppraisals in from your CRM through Zapier or the API, signed listings and payments back out.
- Real estate templatesReal QuoteCloud templates for property management, leases and property services, ready for your brand.
- QuoteCloud implementation for agenciesYour listing kit converted, campaign price lists loaded, roles and training for sales and property management.
- FAQAnswers to the questions agents, principals and property managers ask most.
Real estate proposal questions, answered
What is QuoteCloud for real estate agencies?
QuoteCloud is proposal, quoting and eSignature software that agencies use for listing and appraisal proposals, property management proposals, commercial leasing proposals and buyers' agent engagements. You build branded templates once, add comparable sales, commission options and a marketing campaign vendors can tailor, and every vendor signs online, with the campaign deposit paid on signing.
Does QuoteCloud pull comparable sales or portal data?
No. Comparable sales, leasing evidence and price guides are the agent's own content: type them into a table in the proposal, or have your CRM or another system send them as data items through the QuoteCloud API or Zapier. QuoteCloud does not connect to property portals or sales data providers.
Is the listing proposal our agency agreement?
No. The proposal is your pitch: the evidence, method of sale, commission options and campaign the vendors choose and sign. It sits alongside your agency's own agency agreement, which you prepare and have signed through your usual process. QuoteCloud does not provide statutory forms or check that a document meets your local requirements.
Can vendors choose their own marketing campaign?
Yes. Put campaign packages in a price table as a single choice and upgrades such as drone, video, virtual styling, portal upgrades or a letterbox drop as optional items. The vendor picks and ticks, and the vendor-paid advertising subtotal, tax and total recalculate as they go. Price tables are on Essentials and above.
How is commission shown?
As content. Set out your flat or incentive options with worked examples at the prices you choose, in text or a table block. Commission is paid at settlement under your agency agreement, so keep it out of the price table: the price table carries the campaign, and the deposit is a percentage or fixed amount of that.
Can both vendors sign, and can they pay the campaign deposit?
Yes. Add each vendor as a signer with their own signature block; they sign online with no account, and the signed proposal carries a certificate of authenticity and audit trail. With Stripe or PayPal connected (Essentials and up), the campaign deposit, as a percentage or a fixed amount, is paid on the same page after signing.
Will I know when the vendors open the proposal?
Yes. QuoteCloud shows when a proposal is opened and how long it is read, and the document history records each recipient's activity, so you can call while it is fresh. Expiry dates and the Expiring Soon filter show which listing proposals are about to lapse. Tracking is on Essentials and above.
Does QuoteCloud connect to our real estate CRM?
Through Zapier, Make or the QuoteCloud API, from the Essentials plan: your CRM can create a proposal from a template with data items and price rows, and triggers such as Recipient Signed Document or Document Payment Event can update the listing. Xero and QuickBooks connect through Zapier or Make from the Essentials plan, and Pipedrive connects through Zapier or Make. No named real estate CRM integration is built in.
Does QuoteCloud handle trust accounting or collect rent?
No. QuoteCloud sends proposals, collects signatures and can take one payment on signing through your Stripe or PayPal account. It is not a trust accounting or rent collection system, so keep using your property management and trust software, and decide with your accountant how campaign funds are received.
Is there a free trial?
Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates for free on the Essentials, Business and Enterprise plans, and paid plans include a 45-minute training session.
Your next listing, signed by every vendor
Free for 14 days. No credit card required.