# QuoteCloud FAQ — every question and answer

> QuoteCloud is quoting, proposal and eSignature software with interactive price tables, a product catalogue, approval workflows, online payments through Stripe and PayPal, AI content writing and integrations with CRM and accounting tools. Plans: Free ($0), Starter US$14.95, Essentials US$39, Business US$59 per user per month, Enterprise custom. 14-day free trial, no credit card.

Facts checked 2026-10-15. Source of truth: https://www.quote.cloud/faq

## Getting started

Page: https://www.quote.cloud/faq/getting-started

### What is QuoteCloud?

QuoteCloud is quoting, proposal and eSignature software. You build a quote or proposal from templates and content blocks, price it with price tables and your product catalogue, and send it from your own email service. Your client reads it, chooses options, comments, signs and pays inside the same interactive document, and you can see when it is opened. QuoteCloud is provided by Corporate Interactive Technology Pty Limited in Sydney, Australia, and has been in business since 2013.
- QuoteCloud product overview: https://www.quote.cloud/product-overview

Link: https://www.quote.cloud/faq/getting-started#what-is-quotecloud

### What is QuoteCloud used for?

QuoteCloud is used to create, send and track sales documents: quotes, estimates, proposals, contracts, order forms and agreements. Clients can choose optional items, accept and eSign online, and pay through Stripe or PayPal from the same document. Teams also use it to generate documents from a CRM, the QuoteCloud API or Zapier, route documents for approval, and manage every document from one dashboard. Which of these you get depends on your plan.
- Compare QuoteCloud plans: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/getting-started#what-is-quotecloud-used-for

### Who is QuoteCloud for?

QuoteCloud is built for businesses that send quotes, proposals and contracts. Its industry solutions cover construction, trade services and HVAC, IT services, telecommunications and hosted services, travel, accounting, events, marketing services, recruitment, real estate, education, architects and engineers, and web developers. Plans run from a Free plan for one user to Enterprise, which adds implementation support, single sign-on and a dedicated account manager for larger companies.
- QuoteCloud solutions by industry: https://www.quote.cloud/solutions-by-industry

Link: https://www.quote.cloud/faq/getting-started#who-uses-quotecloud

### How is QuoteCloud different from using Word, Excel and a separate eSignature tool?

QuoteCloud keeps the whole deal in one interactive document instead of a Word file, an Excel price sheet, an email chain and a separate signing app. Its editor has 20 content blocks, including price tables, spreadsheets, forms, diagrams, Gantt charts, video and eSignatures. Totals recalculate as you build, clients select options and sign online, and payment can be taken in the same document. Some blocks, such as price tables, forms and Gantt charts, depend on your plan.
- See how a quote moves through QuoteCloud: https://www.quote.cloud/product-overview

Link: https://www.quote.cloud/faq/getting-started#how-is-quotecloud-different-from-word-documents

### How does QuoteCloud compare with other proposal and quoting software?

QuoteCloud's comparison pages check it against one tool at a time across the same 33 features in six groups: create and design, quote and price, sign and get paid, track and approve, integrations, and pricing and support. QuoteCloud offers all 33, two of them (travel itineraries and service plans) as opt-in add-ons. eSignatures are included on every plan, including Free, and paid plans have no lock-in contract. Each comparison lists the other tool's published prices so you can compare like for like.
- QuoteCloud comparisons: https://www.quote.cloud/compare

Link: https://www.quote.cloud/faq/getting-started#how-does-quotecloud-compare

### Is there a free trial of QuoteCloud?

Yes. The Essentials and Business plans start with a 14-day free trial, with no credit card required and no lock-in contract. During the trial QuoteCloud converts one of your existing document templates free of charge, and paid plans include a complimentary 45-minute training session, so you can test your own use case with real documents. If you only need simple signed documents, the Free plan is free forever for one user.
- Start a free trial from the pricing page: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/getting-started#is-there-a-free-trial

### Do I need a credit card to try QuoteCloud?

No. You can sign up for the 14-day free trial of Essentials or Business without a credit card, and the Free plan also needs no card. Payment details are only asked for when you choose to activate a paid subscription, using the Subscribe Now button in your dashboard. Card payments for subscriptions are processed through Stripe, and QuoteCloud does not store the card details itself.
- QuoteCloud pricing and trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/getting-started#do-i-need-a-credit-card-to-try

### Can I use QuoteCloud for free?

Yes. The Free plan costs nothing, has no time limit and covers one user. It includes eSignatures and text and image content blocks for up to two documents sent per month, sent through your own email service. PDF export, APIs, AI and price tables are not included. When you need more, Starter adds unlimited documents and eSignatures, and Essentials adds price tables, templates and tracking.
- Free plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/getting-started#can-i-use-quotecloud-for-free

### Can I book a demo of QuoteCloud?

Yes. You can book a live demo from the QuoteCloud demo page to see the product with your own use case, such as a CRM or accounting workflow, before or during your trial. If you already have an account, click the question mark icon at the top right of QuoteCloud and choose Book a Demo. Enterprise buyers can also talk to the sales team about implementation, security and pricing.
- Request a QuoteCloud demo: https://www.quote.cloud/quotecloud-demo
- Book a demo from inside QuoteCloud: https://support.quote.cloud/user-guide/general/help-and-support/book-a-demo

Link: https://www.quote.cloud/faq/getting-started#can-i-book-a-demo

### Which QuoteCloud plan should I start with?

Free ($0) covers two documents a month with eSignatures. Starter (US$14.95) adds unlimited documents, eSignatures and PDF export. Essentials (US$39), the most popular plan, adds price tables, the product catalogue, templates, tracking, payments, APIs and Zapier. Business (US$59) adds approval workflows, the AI Co-Worker, forms, Gantt charts and CRM and accounting integrations. Enterprise adds SSO, IP range filtering and implementation support. Prices are in US dollars per user per month.
- Full plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/getting-started#which-plan-should-i-start-with

### How do I sign up for QuoteCloud?

On the QuoteCloud login page click REGISTER HERE, enter your email address and a password, and choose Register with Password. Fill in your name, company name, mobile number, country and company size, then invite team members or skip that step for later. You are logged in to the dashboard straight away, but you need to click Activate Account in the verification email to unlock all features of your trial account.
- Register a new company account: https://support.quote.cloud/user-guide/user-access-and-support/registering-a-new-user-account

Link: https://www.quote.cloud/faq/getting-started#how-do-i-sign-up

### How long does it take to get started with QuoteCloud?

Usually days. You can register and create a document the same day, without a credit card. On Essentials, Business and Enterprise, QuoteCloud converts one of your existing templates during the trial and runs a complimentary 45-minute training session, so your first quotes look like yours. There is no implementation project or professional services contract unless you want one; Enterprise adds implementation support for larger rollouts.
- Onboarding services: https://www.quote.cloud/resources/onboarding-services

Link: https://www.quote.cloud/faq/getting-started#how-long-does-it-take-to-get-started

### How do I create my first quote or proposal in QuoteCloud?

From the dashboard, click Create Document and choose Blank Document to start from scratch or From a Template to use a ready-made layout. With a template, pick a category in the Template Gallery, select a template, optionally add a document title and enter the recipient's name, email, company and phone, then click Continue and Create Document. The document opens in the editor in a new browser tab, ready to customise and send.
- Create your first document: https://support.quote.cloud/user-guide/document-dashboard/create-your-first-document

Link: https://www.quote.cloud/faq/getting-started#how-do-i-create-my-first-document

### Can QuoteCloud convert my existing quote template?

Yes. Send the document you use today and the QuoteCloud team rebuilds it as a QuoteCloud template, ready in your template library. On Essentials, Business and Enterprise, one existing template is converted free during your trial. Additional template conversions are a paid add-on, billed per template. To arrange it, start your trial and contact the team through the support contact page.
- Professional services: https://www.quote.cloud/resources/professional-services
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/getting-started#can-you-convert-my-existing-template

### What should I set up first in a new QuoteCloud account?

Start in Settings. Under Details & Branding, upload your company logo and choose whether to hide QuoteCloud logos from the document viewer and client emails. Under Language & Region, set your country, language, time zone, date format and currency formatting, which apply to newly created documents. Connect your own email service so documents arrive from your address, then invite colleagues and assign them a team and role under Users & Roles.
- Set language, country, time zone and date format: https://support.quote.cloud/user-guide/company-settings/set-language-country-time-zone-and-date-format
- Add your logo and white-label QuoteCloud: https://support.quote.cloud/user-guide/company-settings/how-to-whitelabel-quotecloud-remove-quoteqloud-branding-and-use-your-own-logo-branding

Link: https://www.quote.cloud/faq/getting-started#what-should-i-set-up-first

### Can I quote in my own currency and language?

Yes. In Company Settings under Language & Region you choose the company country, language, time zone and date format, plus the currency, thousand separator and decimal symbol used in price tables. These defaults apply to newly created documents, and the document currency can be changed for an individual document. This setting controls how prices appear in your quotes; it is separate from the currency your QuoteCloud subscription is billed in.
- Language and region settings: https://support.quote.cloud/user-guide/company-settings/set-language-country-time-zone-and-date-format

Link: https://www.quote.cloud/faq/getting-started#can-i-quote-in-my-own-currency-and-language

### What happens after I send my first quote?

The quote is sent from your connected email service. On Essentials and above, real-time tracking and notifications show when the client opens and reads it. The client can select optional items, adjust quantities where you allow it, accept with an eSignature and, if you have connected a payment gateway such as Stripe or PayPal, pay online from the same document. Every completed signed document includes a certificate of authenticity and an audit trail.
- Send documents for eSignature: https://www.quote.cloud/features/signature-request

Link: https://www.quote.cloud/faq/getting-started#how-does-sending-a-quote-work

### Does QuoteCloud run in a web browser?

Yes. QuoteCloud is cloud software: you sign in through the web, your documents are stored in your private cloud workspace, and the document editor opens in a new browser tab when you create a document. You can sign in with your email and password, a Magic Link or 6-digit code sent by email, or a passkey on a registered device, which makes it straightforward to work from different locations and computers.
- Signing in to QuoteCloud: https://support.quote.cloud/user-guide/user-access-and-support/logging-in-with-existing-account-credentials

Link: https://www.quote.cloud/faq/getting-started#does-quotecloud-work-in-a-browser

### Can my clients view and sign quotes on a phone or tablet?

Yes. Recipients open the document from the email or link you send and read, sign and pay in their web browser on a phone, tablet or computer. They do not need a QuoteCloud account or any software to sign, and they can draw, type or upload their signature. You can add several signers to one document, and optional passcode verification sends the signer a one-time code by email before they sign.
- Free eSignature software: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/getting-started#can-clients-view-and-sign-on-a-phone

### Is there a QuoteCloud mobile app?

QuoteCloud's published mobile app is TravelDocs, a free app for iOS and Android. Travel businesses build itineraries in QuoteCloud and travellers see them in TravelDocs with flights, accommodation and attached documents, available offline. For quotes and proposals, your team works in QuoteCloud through the web, and clients do not need an app at all: they view, sign and pay in the browser on their phone, tablet or computer.
- TravelDocs mobile app: https://www.quote.cloud/traveldocs-mobile-app

Link: https://www.quote.cloud/faq/getting-started#is-there-a-mobile-app

### Where can I learn how to use QuoteCloud?

The QuoteCloud User Guide at support.quote.cloud has hundreds of step-by-step guides, each with an FAQ section, organised by area such as the dashboard, document editor, price tables, templates, product catalogue, company settings and users and roles. There is also a Getting Started video, ready-made templates for a quick start, QuoteCloud Insights articles and the Change Log, which shows what is new in the product.
- QuoteCloud User Guide: https://support.quote.cloud/

Link: https://www.quote.cloud/faq/getting-started#where-can-i-learn-quotecloud

### How do I get help while I am trying QuoteCloud?

Contact the QuoteCloud team through the support contact page to arrange your free template conversion and training session or to ask a question. Inside the app, the question mark icon at the top right opens the Help menu with the Help Center, Book a Demo and System Status, and the message icon opens the support panel, where you can create a support request and follow its progress in your ticket history.
- Contact QuoteCloud support: https://www.quote.cloud/quotecloud-demo
- Submit a support request: https://support.quote.cloud/user-guide/general/help-and-support/submit-a-support-request

Link: https://www.quote.cloud/faq/getting-started#how-do-i-get-help-during-my-trial

## Pricing and plans

Page: https://www.quote.cloud/faq/pricing-plans

### How much does QuoteCloud cost?

QuoteCloud has a Free plan at $0 for one user. Paid plans are priced per user per month: Starter US$14.95, Essentials US$39 and Business US$59. In Australia, Essentials is AU$64.95 and Business AU$94.95 per user per month. Enterprise is priced per seat or per document after a conversation with sales. Prices exclude applicable taxes, and there is no lock-in contract.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#how-much-does-quotecloud-cost

### Which features are included in each QuoteCloud plan?

Free covers text, images and eSignatures for two documents a month, sent through your own email service. Starter adds unlimited documents and eSignatures, galleries, the image editor and PDF export. Essentials adds price tables, the product catalogue, templates, the content library, tracking, payments and API access. Business adds the AI Co-Worker, MCP AI Service, advanced pricing, approval workflows, CRM and accounting integrations. Enterprise adds SSO, IP range filtering, implementation support and premium support.
- Compare every feature by plan: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#which-features-are-in-each-plan

### What does the Starter plan include?

Starter costs US$14.95 per user per month. It includes unlimited documents and eSignatures, text, image and gallery content blocks, the built-in image editor, PDF export and connection to your own email service. Price tables, templates, the content library, APIs, payments and AI are not included in Starter; they start on Essentials and Business. Starter does not include a free trial or email support.
- Starter plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-does-starter-include

### What does the Essentials plan include?

Essentials costs US$39 per user per month (AU$64.95 in Australia) and is the most popular plan. It includes everything in Starter plus price tables and the product catalogue, unlimited templates and content libraries, document tracking and notifications, accepting payments, APIs, Zapier and Make.com, the cover page design tool, stock images, barcodes and QR codes, the contact address book, unlimited sales teams and custom user roles. It also includes free template conversion, initial training and basic email support.
- Essentials plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-does-essentials-include

### What does the Business plan include?

Business costs US$59 per user per month (AU$94.95 in Australia). It includes everything in Essentials plus custom branding and the form builder, the AI Co-Worker and MCP AI Service, approval workflow, advanced pricing with custom fields, levy and tax calculations, embedded spreadsheets and product bundling, CRM and accounting integrations, revisions and version history, customer reminders, Gantt charts, flowcharts and diagrams, and content locking. Quantity-break discounts are listed as coming soon.
- Business plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-does-business-include

### Are eSignatures included on every QuoteCloud plan?

Yes. eSignatures are built into every QuoteCloud plan, so you do not need a separate signing app. The Free plan includes eSignatures on up to two documents sent per month, and Starter and every higher plan include unlimited documents and eSignatures. Signatures are eIDAS compliant and legally binding, and every completed document includes a certificate of authenticity and an audit trail.
- Free eSignature software: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/pricing-plans#is-esignature-included-on-every-plan

### Which QuoteCloud plan lets clients pay online?

Accepting online payments is included on Essentials, Business and Enterprise, and is not part of the Free or Starter plans. Payments need a connected third-party payment gateway, such as Stripe or PayPal. Gateway availability and transaction fees vary by region and provider and are charged by the gateway. You can try payments during the 14-day free trial by connecting your own gateway.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/pricing-plans#which-plan-includes-payments

### Which QuoteCloud plan includes CRM, accounting and Zapier integrations?

Zapier, Make.com and the QuoteCloud APIs for direct integration are included from Essentials. Native CRM and accounting integrations, such as Salesforce, HubSpot, Pipedrive, Xero and QuickBooks Online, are included from Business. Documents created through the API or Zapier carry a per-document fee on top of the subscription. Consultancy and integration setup is available from the QuoteCloud team if you want help connecting systems.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/pricing-plans#which-plan-includes-integrations

### Is there a free QuoteCloud plan?

Yes. The Free plan is free forever for one user and needs no credit card. It includes eSignatures and text and image content blocks, with a limit of two documents sent per month using your own email service. PDF export, APIs, AI, price tables, templates and payments are not included. Upgrade to Starter for unlimited documents, or to Essentials for priced quotes, templates and tracking.
- Free plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#is-there-a-free-plan

### Is there a free trial, and which plans does it cover?

Yes. Essentials and Business both start with a 14-day free trial, with no credit card required and no lock-in contract. During the trial, QuoteCloud converts one of your existing document templates free of charge, and paid plans include a complimentary 45-minute training session. Enterprise is arranged through sales, Starter has no trial listed, and the Free plan can be used for as long as you like.
- Start a 14-day free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#is-there-a-free-trial

### Do I need a credit card for the free trial?

No. The 14-day free trial of Essentials or Business does not need a credit card, so you can try QuoteCloud with your own documents before you buy. When you decide to subscribe, click Subscribe Now in the dashboard, select a plan and add a payment method in Billing Settings. Card payments for your subscription are processed through Stripe and are not stored by QuoteCloud.
- Activate your subscription: https://support.quote.cloud/user-guide/billing-and-payments/activate-your-subscription

Link: https://www.quote.cloud/faq/pricing-plans#do-i-need-a-credit-card-for-the-trial

### How do I subscribe to a paid QuoteCloud plan?

Click Subscribe Now in the top-right corner of the dashboard or in the left sidebar. Review your current plan, use Swap Plans to compare options, and click Select Plan under Essentials, Business or Enterprise. Any add-ons or integrations you enable appear in the Summary panel. Click Add Payment Method, complete your company billing details, enter your credit or debit card and click Save to activate the subscription.
- Activate your QuoteCloud subscription: https://support.quote.cloud/user-guide/billing-and-payments/activate-your-subscription

Link: https://www.quote.cloud/faq/pricing-plans#how-do-i-activate-a-subscription

### Can I change or upgrade my QuoteCloud plan later?

Yes. The subscription page shows your current plan and selected products, and the Swap Plans option lets you compare features side by side and switch between Essentials, Business and Enterprise. Any enabled integrations or add-ons update in the Summary panel. Billing Settings is where you update your payment method, billing address and company details, and turn automatic renewal on or off.
- Manage your subscription: https://support.quote.cloud/user-guide/billing-and-payments/activate-your-subscription

Link: https://www.quote.cloud/faq/pricing-plans#can-i-change-plans

### Is QuoteCloud priced per user?

Yes. Starter, Essentials and Business are priced per user per month, so you pay for each team member who creates or manages documents. The Free plan is limited to one user, and Enterprise offers flexible per-seat or per-document pricing. Your clients and other signers do not need a QuoteCloud account or licence to view, sign or pay for a document.
- Plan pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#is-pricing-per-user

### What currency will I be charged in?

Customers outside Europe, Australia and the UK are charged in US dollars. If you are in Europe, Australia or the UK, local-currency prices apply. The pricing page shows Australian prices for Essentials (AU$64.95) and Business (AU$94.95) per user per month. All prices exclude applicable taxes. The currency you are billed in is separate from the currency you quote your own clients in, which you set in Company Settings.
- Pricing details and footnotes: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-currency-am-i-charged-in

### How much does QuoteCloud cost in Australian dollars?

In Australia, Essentials costs AU$64.95 and Business costs AU$94.95 per user per month. These prices exclude applicable taxes such as GST. The pricing page shows Australian pricing for Essentials and Business only; Starter is listed at US$14.95, the Free plan is $0, and Enterprise is priced with the sales team. QuoteCloud is provided by Corporate Interactive Technology Pty Limited in Sydney.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#how-much-is-quotecloud-in-australia

### Do QuoteCloud prices include GST or VAT?

No. QuoteCloud prices exclude applicable taxes, so GST, VAT or other sales taxes are added where they apply. This applies to the US dollar prices and to local-currency prices for Europe, Australia and the UK. Usage-based charges, such as additional storage and API or Zapier document fees, are also listed before tax on the pricing page.
- Pricing details and footnotes: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#do-prices-include-tax

### Can I cancel QuoteCloud at any time?

Yes. QuoteCloud has no lock-in contract, so you can cancel whenever you want. The free trial needs no credit card, so there is nothing to cancel if you decide not to subscribe, and the Free plan can be kept forever. For a paid subscription, Billing Settings lets you turn automatic renewal on or off; contact the QuoteCloud team through the support contact page if you need help with your account.
- Contact QuoteCloud: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/pricing-plans#can-i-cancel-anytime

### Does my QuoteCloud subscription renew automatically?

You choose. In Billing Settings you can enable or disable automatic renewal, as well as update your payment method, billing address and company details. When you pay by credit card, the card details are encrypted and held by a third-party payment gateway so the subscription can be billed on a recurring basis; they are not stored by QuoteCloud and cannot be accessed by QuoteCloud staff.
- Billing settings and renewals: https://support.quote.cloud/user-guide/billing-and-payments/activate-your-subscription

Link: https://www.quote.cloud/faq/pricing-plans#does-my-subscription-renew-automatically

### Are there any costs on top of the per-user price?

The per-user price covers the plan's features and 500 MB of storage per user. Extra costs apply only if you use them: additional storage (US$9 per 5 GB), documents created through the API or Zapier (from US$2.00 each), volume-based email campaigns and bulk sending, opt-in extensions such as contracts and service plans or travel itineraries, paid services such as extra training or template conversions, and the transaction fees your payment gateway charges.
- Pricing details and footnotes: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#are-there-extra-costs

### How much storage is included with QuoteCloud?

Each paid user includes 500 MB of storage, so a team's included storage grows with the number of users. If you need more, additional storage is available at US$9 per 5 GB. Prices exclude applicable taxes.
- Storage pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#how-much-storage-is-included

### How much does it cost to create documents through the API or Zapier?

Documents created through the QuoteCloud API or Zapier are charged per document each month: US$2.00 each for 1 to 1,000 documents, US$1.80 each for 1,001 to 5,000, and US$1.60 each for 5,001 or more. These fees are on top of an Essentials, Business or Enterprise subscription, which is where API, Zapier and Make.com access starts. Contact sales for higher-volume pricing.
- API and Zapier fees: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#api-and-zapier-document-fees

### What are the "$ opt-in" extensions on the QuoteCloud pricing page?

Opt-in extensions are optional software extensions you activate only if you want them, which keeps costs low and the interface uncluttered. They include industry extensions such as contracts and service plans for telcos, ISPs and hosted service providers, and the travel itineraries widget with GDS and mid-office integration for travel agents, both available from Essentials. Custom itineraries can also be created on commission. Prices are not published; ask the sales team.
- Opt-in extensions on the pricing page: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-are-opt-in-extensions

### What does "$ for volume" mean for email campaigns and bulk sending?

Email marketing campaigns and bulk sending of sales quotes are available from Essentials and are charged by volume rather than included in the per-user price. For example, campaigns need email sending credits. Email marketing audience data is unlimited on Essentials, Business and Enterprise. Contact the QuoteCloud team for the current volume pricing for your sending needs.
- Sending and marketing by plan: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-do-volume-costs-mean

### How does custom branding work on QuoteCloud plans?

Custom branding is included from the Business plan. For fully white-labelled document delivery, the Custom Branding paid add-on applies your own logo, colours and custom domain, and requires a minimum of five users; its price is not published, so ask the sales team. On every plan you can connect your own email service so documents are sent from your address, and a custom URL is part of Enterprise.
- Custom branding and themes: https://www.quote.cloud/features/custom-branding-themes
- Professional services: https://www.quote.cloud/resources/professional-services

Link: https://www.quote.cloud/faq/pricing-plans#custom-branding-add-on

### How much does Premium support cost?

Premium 24×7 support with guaranteed SLAs is available as a paid add-on, and premium 24×7 support is included on Enterprise. Its price is not published: the sales team puts together the right option for your plan and team size, or explains how Enterprise compares. Without the add-on, Essentials and Business include basic email support in AEST business hours, with a standard response within 48 hours.
- Premium support: https://www.quote.cloud/resources/premium-support

Link: https://www.quote.cloud/faq/pricing-plans#premium-support-cost

### How much do training, template conversions and other services cost?

Essentials, Business and Enterprise include one template converted free during your trial and a complimentary 45-minute training session. Additional template conversions (billed per template), additional 60-minute training sessions, Custom Branding, and consultancy and integration setup for Zapier, custom APIs and other platforms are paid add-ons. Prices are not published; the QuoteCloud team quotes them for your needs.
- Professional services: https://www.quote.cloud/resources/professional-services

Link: https://www.quote.cloud/faq/pricing-plans#professional-services-cost

### What is included with QuoteCloud Enterprise?

Enterprise includes everything in Business plus single sign-on (SSO), custom user reports, a custom URL, IP range filtering and other advanced security controls, implementation support, and a dedicated account manager with premium 24×7 support, priority channels, quarterly strategy reviews and a guaranteed 4-hour response SLA. Travel businesses can add the TravelDocs Duty of Care add-on. It is designed for larger companies that need extra implementation, training and support.
- Enterprise on the pricing page: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/pricing-plans#what-does-enterprise-include

### How is QuoteCloud Enterprise priced?

Enterprise has flexible pricing, either per seat or per document, so it can suit a large sales team or a high-volume document workflow. There is no published list price: contact the QuoteCloud sales team to talk through your users, document volumes, templates, integrations and security requirements. You can also start a free 14-day trial of Essentials or Business while you evaluate.
- Request a demo or talk to sales: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/pricing-plans#how-is-enterprise-priced

## Quotes and price tables

Page: https://www.quote.cloud/faq/quotes-price-tables

### What is a QuoteCloud price table?

A price table is the content block in a quote or proposal that holds the line items and calculates the totals. You add products from the product catalogue or type ad hoc lines, group them under section headings, and the table works out quantities, discounts, tax, subtotals and the overall total as you build. Clients see a clean, interactive table in the browser where they can tick permitted options, change permitted quantities, then accept and sign. Price tables are included from the Essentials plan.
- Interactive pricing tables: https://www.quote.cloud/features/pricing-table
- QuoteCloud quoting software: https://www.quote.cloud/quoting-software

Link: https://www.quote.cloud/faq/quotes-price-tables#what-is-a-price-table

### Which QuoteCloud plan includes price tables?

Price tables and the product catalogue are included on Essentials (US$39 per user per month, AU$64.95 in Australia), Business and Enterprise. The Free and Starter plans include text and image blocks but no price tables. Business (US$59, AU$94.95) adds advanced pricing and custom formulas, product bundling, optional custom fields with additional levy or tax calculations, and embedded spreadsheets for calculations. Essentials and Business start with a 14-day free trial, with no credit card required.
- QuoteCloud plans and pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/quotes-price-tables#which-plan-price-tables

### Can I group line items into sections with subtotals?

Yes. Add section headings to a price table and place line items beneath them, for example labour, materials and subcontractors. Right-click a heading and open Section Header Options to choose Show Group Subtotal, which displays the section total while keeping every line visible, or Show Group Summarised, which shows the section total and hides the individual lines. Sections and lines can be reordered by dragging or from the menu, so long quotes stay easy to scan.
- Grouping and summarising price line items: https://support.quote.cloud/user-guide/price-table-customisation-layout/grouping-price-line-items-and-summarising-hiding-up-to-a-subheading

Link: https://www.quote.cloud/faq/quotes-price-tables#sections-and-subtotals

### Can I add or customise columns in a price table?

Yes. Right-click a column, choose Table Options and Insert Column to the Right, or use the + icon at the edge of the table. Custom column types are Text, Currency, Number, Percentage, Date, Optional, Dropdown and Formula, alongside standard columns such as Discount, Tax and Cost. You can reorder and align columns, rename column and total labels, show or hide columns, and style the header, line items, notes and totals with your own fonts, colours and spacing.
- Adding columns to a price table: https://support.quote.cloud/user-guide/price-table-setup-and-configuration/adding-additional-columns-to-a-price-table-quotecloud-guide

Link: https://www.quote.cloud/faq/quotes-price-tables#custom-columns

### Can one quote include monthly and one-off costs?

Yes. Right-click a line, open Row Options and choose Make Price Item Repeating. The table adds repeating columns such as Term and Monthly Price, and the total recalculates when you change the term. Lines that are not recurring stay as one-off rows, and you can switch several rows to one-off at once by Shift-selecting them. Term column settings control the default value, period labels, one-off labels, decimals and how the term is entered. This suits subscriptions, retainers, support plans and service contracts.
- Setting a repeating price: https://support.quote.cloud/user-guide/price-table-setup-and-configuration/setting-a-repeating-price-in-a-sales-quote-price-table

Link: https://www.quote.cloud/faq/quotes-price-tables#recurring-and-one-off

### Can I add notes and images to line items?

Yes. Each line item can have a note that appears beneath its label, which is useful for inclusions, specifications or delivery details. Ad hoc lines can carry a thumbnail image, and products added from the catalogue bring their images into the price table. QuoteCloud's plan comparison lists notes and line-item images as part of the price table on Essentials and above, so clients can see what they are buying without a separate brochure.
- Price table features: https://www.quote.cloud/features/pricing-table

Link: https://www.quote.cloud/faq/quotes-price-tables#notes-and-images-on-lines

### Can I split or merge price tables?

Yes. A price table can be split in two at a line or at a section heading, either into a new table or onto a new page, for example to separate hardware from services. Two tables can also be merged back into one, and lasso select lets you pick the tables to merge. Splitting and merging keep the line items and their settings, so you can restructure a long quote without retyping it.
- Splitting a price table in two: https://support.quote.cloud/user-guide/price-table-integration-and-advanced-usage/split-price-table-in-two

Link: https://www.quote.cloud/faq/quotes-price-tables#split-and-merge-tables

### Can I reuse a price table across quotes?

Yes. Once a table is set up the way you like, select it, right-click and add it to the content library as personal or company content. It keeps its behaviour, such as repeating price items and section headings, and can be dragged into future quotes, proposals and templates. QuoteCloud's template library also includes ready-made price table styles, and pairing saved tables with the product catalogue keeps prices consistent across documents.
- Saving price tables as reusable blocks: https://support.quote.cloud/user-guide/content-libraries-using-content-library-blocks/adding-pricing-tables-or-interactive-components-as-reusable-blocks

Link: https://www.quote.cloud/faq/quotes-price-tables#reuse-price-tables

### Can clients choose optional items in a quote?

Yes. Right-click a line and choose Enable Optional Row, or enable Group Optional Rows on a section heading. Multiple Choice Rows show optional lines as checkboxes so clients can tick several extras. Section headings can be optional too, as Single Choice Heading Groups, where the client picks one, or Multiple Choice Heading Groups. Tick an item in the editor to make it selected by default; clients can still change it. Subtotal, tax and total recalculate on the page as they choose.
- Letting recipients choose price options: https://support.quote.cloud/user-guide/price-table-interactivity-and-user-control/allowing-recipients-to-choose-price-options

Link: https://www.quote.cloud/faq/quotes-price-tables#clients-choose-optional-items

### Can clients change quantities in a quote?

Yes, on the lines you choose. Right-click a line item and select Enable Quantity Editing, and the client sees an input field for that line when they open the quote. For catalogue products, turn on Recipient Can Change Quantity and set a default quantity, and restrict entries to preset values if you only sell in certain amounts. Line totals, discounts, tax and the overall total recalculate straight away, while lines you have not enabled stay fixed.
- Allowing a recipient to change the quantity: https://support.quote.cloud/user-guide/price-table-interactivity-and-user-control/allowing-a-recipient-to-change-the-quantity-to-order

Link: https://www.quote.cloud/faq/quotes-price-tables#clients-change-quantities

### Can customers choose a 12, 24 or 36-month term in the quote?

Yes. On a repeating price line, right-click and choose Enable Term Editing as well as, or instead of, Enable Quantity Editing. The customer can then change the term value when they view the quote, and the totals recalculate. Term column settings let you set the default term and the period labels. For plan-based selling, the Contract Plans add-on stores each plan's term in months, which suits telco, IT and other service contracts.
- Quotes for telco and hosted services: https://www.quote.cloud/sales-quotes-for-telco

Link: https://www.quote.cloud/faq/quotes-price-tables#clients-choose-term

### How do I offer good, better and best packages in one quote?

Put each package under its own section heading in the price table, then make the headings optional as a Single Choice Heading Group. The client picks one package and the total updates to match, with no need to send three separate quotes. Mark the package you recommend as selected by default. Add multiple-choice optional rows below for extras such as an extended warranty or a support plan, so clients can upgrade within their chosen package.
- Letting recipients choose price options: https://support.quote.cloud/user-guide/price-table-interactivity-and-user-control/allowing-recipients-to-choose-price-options

Link: https://www.quote.cloud/faq/quotes-price-tables#good-better-best-packages

### Can clients sign and pay directly from the quote?

Yes. Quotes are interactive documents with built-in, legally binding eSignatures, which are included on every plan. From Essentials, clients can also pay online in the same document, by card through Stripe or through PayPal, once you connect a payment gateway. You can ask for a deposit or the full amount. You are notified when a quote is opened, commented on, accepted and paid. Gateway availability and transaction fees depend on your region and provider.
- How QuoteCloud quotes get signed and paid: https://www.quote.cloud/quoting-software

Link: https://www.quote.cloud/faq/quotes-price-tables#sign-and-pay-from-quote

### How do discounts work in a QuoteCloud quote?

Add a Discount column to the price table, then right-click it and open Column Settings. Set the column label, the default value, the value type (a percentage or a fixed amount) and whether the discount applies before or after tax. New lines pick up the default, and you can change the discount on any single line. Line totals, subtotals and the overall total update automatically. On Business, approval workflows can send quotes above a discount threshold to a manager before they go out.
- Adding a discount column: https://support.quote.cloud/user-guide/price-table-setup-and-configuration/adding-a-discount-to-a-price-table

Link: https://www.quote.cloud/faq/quotes-price-tables#discounts

### How is tax or GST handled in a price table?

Tax appears as its own column in the price table, labelled Tax or GST depending on your setup. You can hide it, choose whether it shows in the total or the overall total, or remove it entirely by right-clicking the column header and choosing Delete Column, after which the totals recalculate without tax. On Business, optional custom fields and additional levy or tax calculations are available for quotes that need more than one tax or charge.
- Removing tax from a price table: https://support.quote.cloud/user-guide/price-table-customisation-layout/removing-tax-from-a-price-table

Link: https://www.quote.cloud/faq/quotes-price-tables#tax-and-gst

### Can I quote in a different currency?

Yes. In Company Settings you choose the default currency, the thousand separator and the decimal symbol, and these apply to new documents and price tables. You can set the currency on an individual quote, so the correct symbol is used across line items, subtotals and totals. QuoteCloud's sources describe setting the document currency; they do not describe automatic exchange-rate conversion, so enter prices in the currency you are quoting.
- Setting language, region and currency format: https://support.quote.cloud/user-guide/company-settings/set-language-country-time-zone-and-date-format

Link: https://www.quote.cloud/faq/quotes-price-tables#quote-currency

### Can I hide my costs and margins from the client?

Yes. You control which pricing information appears in the customer-facing quote. Enter an item's cost in the catalogue, or add a Cost column for ad hoc lines, and QuoteCloud works out the profit and margin against the selling price. Those internal columns can be hidden from the client, who sees a clean selling price, while your team sees the margin before the quote is sent.
- Assigning a cost to an ad hoc line: https://support.quote.cloud/user-guide/price-table-setup-and-configuration/assigning-a-cost-purchase-price-to-an-adhoc-line-item-quotecloud-guide

Link: https://www.quote.cloud/faq/quotes-price-tables#hide-costs-and-margins

### What is the QuoteCloud product catalogue?

The product catalogue is one central library for every product and service you sell. Each product has an internal name, the price line label and note that appear on the quote, a SKU, a selling price and a cost (QuoteCloud calculates profit and margin), images, quantity rules and a default quantity. Products sit in a category with up to two subcategory levels. When building a quote you open the catalogue from the price table, search, filter by category and add several products in one action.
- Product catalogue: https://www.quote.cloud/features/product-catalogue
- Setting product attributes: https://support.quote.cloud/user-guide/product-catalogue-setup-and-configuration/setting-product-attributes-sku-description-pricing-and-more

Link: https://www.quote.cloud/faq/quotes-price-tables#what-is-the-product-catalogue

### How do I import my products into QuoteCloud?

Use the CSV import in the product catalogue. Your file needs at least Category, Product Name, Price Line Label and Price columns, and a sample CSV shows the format. Upload or drag in the file, click Parse CSV, map QuoteCloud's fields to your columns and click Validate Rows. Fix any errors or skip invalid rows, then watch the progress bar show imported, skipped and failed rows. An optional setting deletes existing products before the import, which you confirm by typing DELETE.
- Importing products from CSV: https://support.quote.cloud/user-guide/product-catalogue-setup-and-configuration/importing-products-from-external-sources-csv

Link: https://www.quote.cloud/faq/quotes-price-tables#import-products-csv

### Can catalogue products have subscription or recurring pricing?

Yes. When you set up a product, enable recurring costs and configure the billing term and the duration in months, so subscriptions, licences, support plans and retainers sit in the catalogue alongside one-off items. When the product is added to a quote, it appears as a repeating price line with its term. With the Contract Plans add-on you can also package products into plans that carry their own term, start date and expiry date.
- Setting product attributes: https://support.quote.cloud/user-guide/product-catalogue-setup-and-configuration/setting-product-attributes-sku-description-pricing-and-more

Link: https://www.quote.cloud/faq/quotes-price-tables#recurring-products

### How do I stop old or seasonal products from being quoted?

Change the product's status instead of deleting it. Each product is Active, Draft or Inactive. Inactive products are marked with a padlock and cannot be added to new quotes, but they stay in the catalogue, and documents that already include them are not changed. Change the status from the product's dropdown menu in the Products Library or from the Status field in the product editor, and set it back to Active when the product returns.
- Setting a product to active or inactive: https://support.quote.cloud/user-guide/product-catalogue-organising-products/setting-a-product-status-to-active-or-inactive

Link: https://www.quote.cloud/faq/quotes-price-tables#inactive-products

### Can I control who edits the catalogue and what each team can quote?

Yes. Role permissions decide who can create, change and delete catalogue items, so prices are managed by the people responsible for them. To limit what a team can quote, open the team, go to Product Catalog Restrictions, turn on Assign categories to this team and add the categories they should use. Team members then see and add only products from those categories, which keeps each team quoting approved products and prices.
- Assigning product categories to a team: https://support.quote.cloud/user-guide/team-based-product-catalogue-permissions/assign-product-categories-to-a-team

Link: https://www.quote.cloud/faq/quotes-price-tables#catalogue-permissions-by-team

### How do I add catalogue products to a quote?

Click Add Product in the price table to open the catalogue, search by name or filter by category, tick the products you need and click Add to Pricing Table. Several products can be added in one action, with their labels, notes, prices and images. Once a product is in the table you can edit its details, such as the price, directly in the quote if your role allows it, and the totals recalculate automatically. Some fields may stay locked depending on the product's settings.
- Editing product details from the quote: https://support.quote.cloud/user-guide/product-catalogue-using-the-product-catalogue-in-quotes/editing-product-details-directly-from-the-quote

Link: https://www.quote.cloud/faq/quotes-price-tables#add-products-to-quote

### Is QuoteCloud CPQ software?

Yes. QuoteCloud is web-based CPQ (configure, price, quote) software. Reps build quotes from a central product catalogue, price tables apply discounts, tax, margins and formulas, and approval workflows route deals that cross your thresholds. The finished quote is sent as an interactive document the customer can adjust, eSign and pay. Price tables and the catalogue start on Essentials; advanced pricing, custom formulas, product bundling and approval workflows are on Business. QuoteCloud says most teams set up their catalogue and pricing in days, with no coding.
- QuoteCloud CPQ software: https://www.quote.cloud/cpq-software

Link: https://www.quote.cloud/faq/quotes-price-tables#is-quotecloud-cpq

### Can I use formulas in a price table?

Yes. Formula is one of the custom column types you can add to a price table, so values such as markups, rates or derived totals are calculated from other columns instead of typed by hand. QuoteCloud's plan comparison lists advanced pricing and custom formulas on Business (US$59 per user per month) and Enterprise. Test a sample quote after adding a formula column to check the totals behave as you expect before sending it to a client.
- Using formulas in price table columns: https://support.quote.cloud/user-guide/price-table-integration-and-advanced-usage/using-formulas-or-calculations-within-price-table-columns-quotecloud-guide

Link: https://www.quote.cloud/faq/quotes-price-tables#pricing-formulas

### Can quotes need approval above a certain discount or value?

Yes. Approval workflows, included on Business and Enterprise, route a quote to the right approver before it can be sent. Trigger conditions include Discount Percentage, Total Value, Creator Team, Creator Role, Creator Email, Product Folder, Customer Company and Customer Account, with operators such as greater than, less than or equals. Combine conditions with AND or OR, and use switch nodes to send different deals down different approval paths, for example sending discounts above 15% to a manager.
- Requesting approval before sending: https://support.quote.cloud/user-guide/workflow/request-approval-before-sending-a-document

Link: https://www.quote.cloud/faq/quotes-price-tables#approval-above-discount

### What are Contract Plans in QuoteCloud?

Contract Plans is an opt-in extension for plan-based selling, built for telcos, ISPs and hosted service providers and available on Essentials, Business and Enterprise. Each plan has a category, name, line item description, price, term in months, start and expiry dates, attachments and assigned products. Reps quote a plan instead of rebuilding its contents each time, and the plan's term and price carry into the quote.
- Quotes for telco and hosted services: https://www.quote.cloud/sales-quotes-for-telco

Link: https://www.quote.cloud/faq/quotes-price-tables#contract-plans

### Can I embed a spreadsheet in a quote for calculations?

Yes. Embedding spreadsheets for calculations is included on Business and Enterprise. Add a Spreadsheet content block to the document, enter data and formulas, format cells and merge them as needed. You can also import an existing Excel file: click the Import icon on the spreadsheet toolbar and choose a .xlsx file, which is the only format the import supports. It suits sizing tables, rate calculations and schedules that sit beside the price table.
- Importing a spreadsheet into a document: https://support.quote.cloud/user-guide/spreadsheets-document-integration/importing-a-spreadsheet-xlsx-into-a-spreadsheet-block

Link: https://www.quote.cloud/faq/quotes-price-tables#spreadsheet-calculations

### What is the difference between an estimate and a quote?

An estimate is an approximate price based on what you know before the work starts, while a quote is usually a fixed price for a defined scope. In QuoteCloud both are built the same way, with a price table, terms and an eSignature block, so you can title the document an estimate and state in its terms how firm the figures are and how long they are valid. Optional rows let clients add extras either way.
- QuoteCloud quoting software: https://www.quote.cloud/quoting-software

Link: https://www.quote.cloud/faq/quotes-price-tables#estimate-vs-quote

### How do I update a quote that has already been sent?

Open the document's actions menu and choose Revise Last Version. QuoteCloud creates a new editable revision marked Revised and keeps the original in the document history, so you can change prices or scope and resend. Revisions and version history are included on Business and Enterprise. Once a quote has been signed and work has started, a separate change order, signed by the client, is usually clearer than revising the original.
- QuoteCloud plans: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/quotes-price-tables#update-a-sent-quote

### Can I send a quote to many customers at once?

Yes. Bulk sending of sales quotes is available on Essentials, Business and Enterprise. One quote template goes to many recipients, and each copy is personalised through data items such as the name, company and pricing details. Bulk send carries volume-based costs, so check the pricing page before a large send. It suits renewal quotes and price updates, while one-off quotes are better created individually from a template.
- Bulk send and plan details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/quotes-price-tables#bulk-send-quotes

### Can a quote expire automatically?

Yes. QuoteCloud can auto-expire quotes that pass their time to live, so a client cannot accept old pricing. Set the expiry date when you prepare the quote and state the validity period in its terms. On the dashboard, the Expiring Soon smart filter lists documents that are about to expire or already have, so you can follow up, or revise and resend them, before the deal goes cold.
- The QuoteCloud document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/quotes-price-tables#quote-expiry

### Can I create quotes on QuoteCloud's free plan?

QuoteCloud's Free plan lets one user send up to 2 documents a month with eSignatures and text and image blocks, through your own email service. It does not include price tables, PDF export, APIs or AI. Itemised quotes with price tables, the product catalogue and online payments start on Essentials at US$39 per user per month, which has a 14-day free trial with no credit card required. Starter, at US$14.95, adds unlimited documents and PDF export but still no price tables.
- Compare QuoteCloud plans: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/quotes-price-tables#free-quoting-software

## Proposals, templates and content

Page: https://www.quote.cloud/faq/proposals-templates

### What is QuoteCloud proposal software?

QuoteCloud is sales proposal software that lets you create, send, track and eSign client proposals and quotes in one place. You build each proposal in a drag-and-drop editor from templates, a shared content library and content blocks such as text, price tables, Gantt charts, diagrams and eSignatures. The client opens it in a browser on any device, chooses permitted options, comments, signs and can pay, and you are notified when it is opened. eSignatures are included on every plan.
- QuoteCloud proposal software: https://www.quote.cloud/proposal-software

Link: https://www.quote.cloud/faq/proposals-templates#what-is-proposal-software

### Can I use QuoteCloud to respond to RFPs and tenders?

Yes. Keep approved answers, case studies, policies and team bios in the company content library, start each response from a template, add a price table for the pricing schedule and route it through an approval workflow before submission. QuoteCloud does not connect to tender portals or find tenders for you, so when a buyer requires an upload, export the finished response as a PDF (included from Starter) and upload it yourself.
- Proposal software: https://www.quote.cloud/proposal-software

Link: https://www.quote.cloud/faq/proposals-templates#rfp-responses

### How do I add a Gantt chart to a proposal?

Add the Gantt Chart content block in the editor. It starts with a default structure of task rows, a time axis, duration bars and milestone markers. Enter your tasks with start and end dates or durations, then right-click a task, choose Edit Task and use the Predecessors and Successors tabs to link dependent tasks, so related tasks move together when dates change. Task groups can be expanded or collapsed. Gantt charts are included on Business and Enterprise.
- Creating task dependencies in a Gantt chart: https://support.quote.cloud/user-guide/document-editor-gantt-chart/creating-task-dependencies

Link: https://www.quote.cloud/faq/proposals-templates#gantt-chart-in-proposal

### Can I add a flowchart or diagram to a proposal?

Yes. The Diagram content block lets you build flowcharts, decision trees and org charts inside a QuoteCloud document from shapes such as rectangles, ovals and diamonds, joined with arrows and lines. You can move and resize shapes and edit their text, colours, fonts and line styles. The diagram appears when the document is shared, exported as a PDF or printed. Flowcharts and diagrams are included on Business and Enterprise.
- What is the flowchart diagram block: https://support.quote.cloud/user-guide/document-editor-diagram-content-block-introduction-and-setup/what-is-the-flowchart-diagram-content-block

Link: https://www.quote.cloud/faq/proposals-templates#flowcharts-and-diagrams

### Can a form sit inside a proposal or contract?

Yes. Forms is one of the 20 content blocks, so a form can sit alongside text, price tables, PDFs and an eSignature block in the same document. A contract can collect the client's details and signature together, and a quote can ask for site information before it is accepted. Common uses are intake and onboarding forms, project briefs, service requests, consent forms and site surveys. The form builder is included on Business and Enterprise.
- Plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/proposals-templates#forms-in-documents

### Does QuoteCloud have ready-made proposal and quote templates?

Yes. When you click Create Template, QuoteCloud shows a gallery of ready-made templates organised into industry categories, along with ready-made price table styles. Pick one and it is added to your Templates dashboard, ready to edit with your content, branding and pricing. You can also browse public templates on the QuoteCloud website before you sign up. Public and custom document templates are included on Essentials and above.
- Browse QuoteCloud templates: https://www.quote.cloud/templates
- Quote templates: https://www.quote.cloud/quote-templates

Link: https://www.quote.cloud/faq/proposals-templates#ready-made-templates

### How do I create a template in QuoteCloud?

Open Templates from the left navigation menu and click Create Template. Start from a blank template or choose a ready-made one from the gallery, which adds it to your Templates dashboard. Open the template card and edit the content, layout, branding, price tables, data items and document settings. Templates can be Draft or Published; choose Publish Template from a draft's three-dot menu to make it available when your team creates new documents.
- Creating and using document templates: https://support.quote.cloud/user-guide/document-template/creating-and-using-document-templates

Link: https://www.quote.cloud/faq/proposals-templates#create-a-template

### Can QuoteCloud convert my existing Word or PDF template?

Yes. Send the document you use today, such as a Word file or a PDF, and the QuoteCloud team rebuilds it as a QuoteCloud template ready in your template library. One existing template is converted free during your trial on Essentials, Business and Enterprise, together with a complimentary 45-minute training session. Additional conversions are a paid add-on billed per template. You can also rebuild documents yourself from drag-and-drop blocks, public templates and your content library.
- Template conversion and training details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/proposals-templates#convert-existing-template

### How do I edit, duplicate or delete a template?

In the Templates dashboard, open the three-dot menu on a template card. Rename & Move updates the template's title, category and description; Duplicate Template creates a copy you can turn into a variant; Publish Template makes a draft available for new documents; and Delete Template removes it after you confirm. To change a template's content, open its card and edit it in the document editor.
- Edit, duplicate and delete templates: https://support.quote.cloud/user-guide/document-templates/edit-duplicate-delete-existing-document-templates

Link: https://www.quote.cloud/faq/proposals-templates#manage-templates

### How do I fill templates with client and deal details automatically?

Use data items, QuoteCloud's merge fields. Global custom data items are created in Settings under Custom Data Items for Document, Contact or Product, as Text, Number, Dropdown or Date fields with an optional default and a required setting. You can also create data items that exist only in one template or document. Insert them into text blocks from the Data Items menu, and when someone creates a document from the template, the Data Items step asks for the values to fill in.
- Adding global custom data items: https://support.quote.cloud/user-guide/settings-custom-data-item-global-data-items/add-a-global-custom-data-items

Link: https://www.quote.cloud/faq/proposals-templates#personalise-with-data-items

### Can each sales team use its own templates?

Yes. In a team's settings, turn on Template Restrictions and assign the templates that team should use, so each team works from the layouts meant for its market. You can also assign product categories to a team, so reps only quote relevant products. Role permissions control who can access, add to or edit the content library. Unlimited sales teams and custom user roles are included on Essentials, Business and Enterprise.
- Assigning product categories to a team: https://support.quote.cloud/user-guide/team-based-product-catalogue-permissions/assign-product-categories-to-a-team

Link: https://www.quote.cloud/faq/proposals-templates#templates-per-team

### What is the QuoteCloud content library?

The content library is one place for the content your team reuses in proposals and quotes: approved text, company introductions, terms, case studies, price tables, images and PDFs. Each item is a content block you drag into any document, so nobody rewrites sections or copies them from old proposals. Content is either personal (My Content) or shared company-wide (Company), organised in folders. Content libraries are included on Essentials, Business and Enterprise.
- Content library: https://www.quote.cloud/features/content-library

Link: https://www.quote.cloud/faq/proposals-templates#what-is-content-library

### How do I add content to the library?

In the document editor, select a block or a group of blocks, right-click and choose Add selected to content library. Choose Personal or Company, pick or create a folder, give it a name and an optional description, and save. Price tables and other interactive blocks keep their behaviour when saved. You can also click Upload Content in the Content Library to upload images and PDFs straight into a chosen folder.
- Adding a block to the content library: https://support.quote.cloud/user-guide/content-libraries/creating-and-managing-content/adding-a-content-block-to-the-content-library-from-the-document-editor

Link: https://www.quote.cloud/faq/proposals-templates#add-to-content-library

### How do I insert library content into a document?

Open the Content Library panel in the editor, find the block and drag it onto the page; a highlighted drop zone shows where it will land. To add several at once, tick each block's selection circle and drag them in together, and they keep their order. Pin the blocks you use most so they sit in a Pinned section at the top of the panel. Inserted blocks keep their formatting and interactive features, such as price table options.
- Dragging library content into a document: https://support.quote.cloud/user-guide/content-libraries/using-content-library-blocks/drag-and-drop-content-from-the-library-into-a-document

Link: https://www.quote.cloud/faq/proposals-templates#insert-library-content

### How do I organise and find content in the library?

Organise content into folders you can create, rename, delete and import files into. On the Content Libraries page, search, filter by folder or by table columns, sort by columns and clear filters when done. You can configure the table layout to show, hide and reorder columns, and change records per page. Bulk actions let you select several blocks and move them to a folder, move them between Company and My Content, or delete them.
- Content library: https://www.quote.cloud/features/content-library

Link: https://www.quote.cloud/faq/proposals-templates#organise-content-library

### Can I control who can use or edit the content library?

Yes. In Users, Teams & Roles you assign roles to each user, and each role's Content Libraries permissions control whether it can access the library and whether it can create, modify or delete content blocks or add content from documents. That keeps control of shared company content, such as legal terms and pricing notes, with the right people while everyone else can still use it in their documents.
- Restricting content library access by role: https://support.quote.cloud/user-guide/content-libraries/content-library-permissions-and-security/restricting-access-to-the-content-libraries-by-user-role

Link: https://www.quote.cloud/faq/proposals-templates#content-library-permissions

### What is content locking in QuoteCloud?

Content locking protects approved content in your company content library. A locked block can still be dragged into quotes, proposals and contracts and used as normal, but it stays non-editable there, so legal text, warranties, pricing notes and brand copy appear exactly as approved in every document. Only users with the right permissions can unlock it. Locking does not rename, move or change the block. Content locking is included on Business and Enterprise.
- Content locking: https://www.quote.cloud/features/content-locking

Link: https://www.quote.cloud/faq/proposals-templates#what-is-content-locking

### How do I lock or unlock a content block, and who can do it?

Open Libraries, then Content Libraries, find the block and click the lock icon in its row. The icon shows whether the block is locked or unlocked, and clicking it again switches it back. Only administrators and users whose role has the necessary Content Libraries permissions can change the lock status, and the icon tells everyone else the block is protected. Locking only controls editability; the block's name, content and folder stay the same.
- Lock and unlock content blocks: https://support.quote.cloud/user-guide/content-libraries/content-management/lock-and-unlock-content-blocks

Link: https://www.quote.cloud/faq/proposals-templates#lock-and-unlock-blocks

### How do I stop staff changing the legal terms in a contract?

Save your standard clauses, such as terms of service, liability and payment terms, as blocks in the company content library and lock each one. Reps can still drag the locked blocks into any contract or quote, but cannot edit them there, and only admins or users with the right role permissions can unlock them in the library. Build the locked blocks into your templates so every new document starts with the approved wording. Content locking is part of the Business plan.
- Content locking: https://www.quote.cloud/features/content-locking

Link: https://www.quote.cloud/faq/proposals-templates#stop-terms-being-changed

### What is the QuoteCloud drag-and-drop editor?

It is the editor you build every QuoteCloud document in. Instead of typing into one long page, you drag content blocks such as text, images, price tables, eSignatures, Gantt charts and forms onto the page, arrange them and style them. Proposals, quotes, contracts, itineraries and presentations all start here, and the finished document is interactive for your client. Which blocks are available depends on your plan.
- Drag and drop editor: https://www.quote.cloud/features/drag-and-drop-editor

Link: https://www.quote.cloud/faq/proposals-templates#drag-and-drop-editor

### What is the difference between Canvas mode and Grid mode?

Canvas mode is a freeform design canvas, like a presentation tool: you place blocks anywhere on the page, resize them and layer them for designed cover pages, brochures and visual pitches. Grid mode builds the page from rows and columns: choose how many columns a row has, set their widths and stack blocks inside them, which suits structured, repeatable documents such as quotes, statements of work and reports.
- Drag and drop editor: https://www.quote.cloud/features/drag-and-drop-editor

Link: https://www.quote.cloud/faq/proposals-templates#canvas-vs-grid-mode

### Which content blocks can I use in a document?

There are 20 content blocks: Price Table, Text, eSignature, Forms, Gantt Chart, Diagram, Spreadsheet, PDF, Video, Image, Gallery, Button, QR Code, Barcode, Shapes, Table of Contents, Itinerary, Empty Space, Table and Whiteboard. You can mix them freely in one document, so pricing, plans, forms and the signature live together. Text and image blocks are on every plan; price tables, barcodes and QR codes start on Essentials; forms, Gantt charts, diagrams and spreadsheets are on Business.
- Plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/proposals-templates#content-blocks

### How do I style rows, columns and blocks?

You can set margins, padding and borders on rows, columns and individual blocks, add background colours or images to pages, containers, columns and blocks, and make a row full page width. Rows and columns can be reordered, duplicated and copy-pasted. A default typography setting makes every heading and paragraph use your chosen fonts, including fonts uploaded to your company Font Book, and anchor links let readers jump between sections.
- Setting margins, padding and borders: https://support.quote.cloud/user-guide/document-editor-margins-padding-and-borders/setting-margins-padding-and-borders-for-containers-columns-and-content-blocks

Link: https://www.quote.cloud/faq/proposals-templates#style-documents

### Can I hide parts of a document from the client or from the PDF?

Yes. Right-click a section tab and choose Hide from Recipient to keep that section, such as internal notes, out of the client's view; hidden sections are shaded in the editor. To keep a section in the online document but leave it out of the exported PDF, choose Hide from recipient PDF, which marks the section with a slashed file icon. Repeat the same steps to show the section again.
- Hiding content from a recipient: https://support.quote.cloud/user-guide/document-editor-additional-topics/hide-document-content-from-a-recipient
- Hiding content in the PDF: https://support.quote.cloud/user-guide/document-editor-additional-topics/hiding-content-in-the-pdf-format-of-documents

Link: https://www.quote.cloud/faq/proposals-templates#hide-content

### Can I export a proposal as a PDF?

Yes. PDF export is included on Starter and above. From the PDF Export panel you generate a PDF preview and download it. To control the layout, insert Break page here where a new page should start, add headers and footers with logos, dates and legal text, and use fixed-height pages with background images for designed pages. Sections can be hidden from the PDF while staying in the online document.
- Adding page breaks for PDF export: https://support.quote.cloud/user-guide/formatting-content-for-pdf/adding-page-breaks-for-pdf-export-of-documents

Link: https://www.quote.cloud/faq/proposals-templates#pdf-export

### Can I edit photos inside a proposal?

Yes. The built-in Photo & Image Editor opens from image and gallery blocks, images inside text, shape image fills, page, column and container backgrounds, and video thumbnails. Crop freely or to 1:1, 4:3 or 21:9, rotate and straighten, apply filter presets and brightness, contrast, saturation, hue and blur, erase plain backgrounds, and add text, shapes, drawings and a logo on separate layers. Edits are non-destructive and save straight back into the document. QuoteCloud's plan comparison lists image editing on Starter and above.
- Photo and image editor: https://www.quote.cloud/photo-image-editor

Link: https://www.quote.cloud/faq/proposals-templates#image-editor

### Can I use Canva designs in QuoteCloud?

Yes. Click inside an Image block and choose Canva in the image picker, or choose Canva directly from the block options menu. Canva opens in a new browser tab, where you design from scratch or from a Canva template. When you click Return to QuoteCloud, the finished design is uploaded and placed in an Image block in your document automatically. Canva designs can also be used as container, column and page backgrounds.
- Creating an image block with Canva: https://support.quote.cloud/user-guide/document-editor-image-creation-canva-editing/create-canva-image-block

Link: https://www.quote.cloud/faq/proposals-templates#canva-images

### Can I add PDFs and videos to a proposal?

Yes. Click the + icon between pages and choose Embedded PDF to show a PDF's pages inside the document, or Upload Attachment to add it as a file recipients can view and download, which suits spec sheets, drawings and brochures. For video, add a Video block, right-click it, open Video Block Settings and paste a YouTube URL into the Video URL field; the video then plays inside the document. Images can also be dragged straight onto the page.
- Embedding PDF files: https://support.quote.cloud/user-guide/document-editor/images-and-media/embedding-and-displaying-ad-hoc-pdf-files
- Inserting videos: https://support.quote.cloud/user-guide/document-editor-general-use/inserting-videos-or-youtube-links-into-a-document

Link: https://www.quote.cloud/faq/proposals-templates#embed-pdf-and-video

## Branding and AI

Page: https://www.quote.cloud/faq/branding-ai

### What can I brand in QuoteCloud documents?

Upload your company logo under Details & Branding, add your own typefaces to the Font Book and set a default typography so headings and paragraphs use them. Style containers, columns and blocks with your colours, borders and background images, style price table headers, lines and totals, and add PDF headers and footers with your logo, dates and legal text. Save styled sections to the content library and build templates from them, so every proposal and quote starts on brand.
- Custom branding: https://www.quote.cloud/features/custom-branding-themes

Link: https://www.quote.cloud/faq/branding-ai#what-can-i-brand

### How do I add or change my company logo?

Click the profile icon in the lower-left corner, choose Settings and open the Details & Branding tab under Company Settings. In the Company Logo section, click the Upload Logo panel and choose your file, or hover over an existing logo and click the Change icon to replace it. With White Labeling turned on, the logo appears in the document viewer's top bar before the document title and at the top of client emails.
- How to white label QuoteCloud: https://support.quote.cloud/user-guide/company-settings/how-to-whitelabel-quotecloud-remove-quoteqloud-branding-and-use-your-own-logo-branding

Link: https://www.quote.cloud/faq/branding-ai#upload-company-logo

### Can I use my own brand fonts?

Yes. Open Settings, then Font Book, and use the Upload Font tab to add TTF, OTF, WOFF or WOFF2 files, up to 50 MB each, including several files for a family's weights and styles. Preview them on the Browse Fonts tab, where you can also edit, download or delete fonts. Uploaded fonts are available across your company's documents and templates and can be used in your default typography. Check that your font licence allows embedding in client documents.
- Uploading a new font: https://support.quote.cloud/user-guide/font-book/upload-a-new-font

Link: https://www.quote.cloud/faq/branding-ai#brand-fonts

### How do I brand the PDF version of a document?

Hover over the top of a page and click Edit Header, then drag in an Image, Shape or Text block, for example your logo from an upload or from Unsplash, and position it. The footer works the same way. Headers and footers repeat on every page of the exported PDF, so logos, contact details, dates and legal notices appear consistently. Generate a preview from the PDF Export panel to check the result, especially after uploading a new font. PDF export is included from Starter.
- Adding PDF headers and footers: https://support.quote.cloud/user-guide/formatting-content-for-pdf/adding-pdf-page-header-and-footers

Link: https://www.quote.cloud/faq/branding-ai#branded-pdfs

### Who on my team can change the branding?

Branding lives in Company Settings, and access to it is controlled by user roles. Only users whose role has System Config, Enable Company Settings turned on can upload logos and fonts or change the white labeling settings. Everyone else creates documents with the branding as it has been set up, so the brand stays protected without slowing down the people writing quotes and proposals.
- Uploading a new font: https://support.quote.cloud/user-guide/font-book/upload-a-new-font

Link: https://www.quote.cloud/faq/branding-ai#who-can-change-branding

### How do I keep every rep's documents on brand?

Build branded templates and give each team the ones it should use, then save styled sections, such as a two-column signature section with your colours, borders and data items, to the company content library. Templates and the content library are on Essentials. On Business, content locking stops approved blocks from being edited while reps can still drag them into documents, and custom branding applies your own logo and fonts throughout.
- Creating styled content templates: https://support.quote.cloud/user-guide/content-libraries-using-content-library-blocks/creating-styled-content-templates-for-consistent-branding

Link: https://www.quote.cloud/faq/branding-ai#keep-team-on-brand

### Can I remove QuoteCloud branding from what my clients see?

Yes. In Settings, Details & Branding, the White Labeling (logos) options let you hide all QuoteCloud logos from both the document viewer and client emails, or choose each separately. Your uploaded company logo takes their place in the viewer's top bar and at the top of each email. Combined with sending from your own email service, clients see your brand from the inbox to the signature. Custom branding is listed on the Business and Enterprise plans.
- How to white label QuoteCloud: https://support.quote.cloud/user-guide/company-settings/how-to-whitelabel-quotecloud-remove-quoteqloud-branding-and-use-your-own-logo-branding

Link: https://www.quote.cloud/faq/branding-ai#remove-quotecloud-branding

### Which plan includes custom branding?

QuoteCloud's plan comparison lists custom branding on Business (US$59 per user per month) and Enterprise. Its pricing notes describe Custom Branding, which gives your documents your own logo, colours and a custom domain for fully white-labelled delivery, as a paid add-on that requires a minimum of 5 users. Connecting your own email service is separate and included on every plan. Ask the QuoteCloud team to confirm the branding set-up for your account size.
- QuoteCloud plans and pricing notes: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/branding-ai#custom-branding-plan

### Can documents be delivered on my own domain?

Yes. The Custom Branding add-on includes a custom domain for fully white-labelled document delivery, alongside your own logo and colours, and requires a minimum of 5 users. The Enterprise plan also lists a custom URL. Without a custom domain, you can still hide QuoteCloud logos through White Labeling and send every document from your own email address, so clients see your brand in the inbox and the document viewer.
- Custom branding and Enterprise details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/branding-ai#custom-domain

### Can I send documents from my own email address?

Yes. Connecting your own email service is included on every plan, including Free. In Settings, Email Setup, connect Gmail (through the Gmail API for Google G Suite, by signing in with Google), Outlook 365 (by signing in with Microsoft) or any provider that supports SMTP. Documents are then sent from your business address with the sender name you choose, so clients see your name on every email rather than QuoteCloud's.
- Email white labelling: https://www.quote.cloud/features/email-white-labeling

Link: https://www.quote.cloud/faq/branding-ai#send-from-own-email

### What do I need to connect an SMTP email service?

For SMTP, enter the sender email address, the SMTP host, the port, the username and password, and whether your provider uses TLS or SSL. Your email provider supplies these details. If a connection fails, check each value and whether your provider requires an app password or permission for third-party apps. Gmail and Outlook 365 connect by signing in with Google or Microsoft instead of entering SMTP details.
- Email white labelling: https://www.quote.cloud/features/email-white-labeling

Link: https://www.quote.cloud/faq/branding-ai#smtp-settings

### Can I connect more than one email service?

Yes. You can connect several email services and From addresses, then pick the one to use on each send from the From dropdown, with an editable sender name. For each service, choose Use for Documents, Default for Documents, Use for Campaigns or Default for Campaigns, so for example proposals go from a sales address and marketing campaigns from another. Connected services are available on every plan.
- Email white labelling: https://www.quote.cloud/features/email-white-labeling

Link: https://www.quote.cloud/faq/branding-ai#multiple-email-services

### Can I customise the email that goes with each document?

Yes. In Email Templates you write the default subject and message for sending a document and for sending a revision, insert merge fields such as the recipient's name and your company details, and add your signature. Start from a sample template or from scratch, save several templates with their own names, and choose the one you want each time you send. Your clients receive an email in your words rather than a generic notification.
- Email white labelling: https://www.quote.cloud/features/email-white-labeling

Link: https://www.quote.cloud/faq/branding-ai#customise-document-emails

### Can I send email marketing campaigns from QuoteCloud?

Yes. Email marketing campaigns are available on Essentials, Business and Enterprise, with unlimited email marketing audience data. Campaigns are priced for volume, so sending them uses email sending credits. You can send campaigns through your own connected email service and set it as the default for campaigns, separately from the service you use for documents.
- Campaign pricing on the plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/branding-ai#email-campaigns

### What is QuoteCloud's AI Co-Worker?

AI Co-Worker is an AI assistant built into the QuoteCloud document editor. Ask it in plain words and it drafts proposal content such as introductions, value propositions and executive summaries, improves or rewrites existing content, and turns rough information from other sources into ready-made content blocks such as itinerary segments and pricing tables. You work in the same document, without switching apps or copying between tools. AI Co-Worker is included on Business and Enterprise.
- AI Co-Worker in QuoteCloud: https://www.quote.cloud/ai-coworker-in-quotecloud
- AI document assistant: https://www.quote.cloud/features/ai-document-assistant

Link: https://www.quote.cloud/faq/branding-ai#what-is-ai-coworker

### What can I ask AI Co-Worker to do?

Use the suggestions, such as Write a proposal introduction, Improve existing content or Create value proposition, or type a request. It can write a section from a brief or your call notes, expand, shorten or rewrite content in another tone, and draft executive summaries. Ask for heading or body typography in plain words and the document restyles. It can also change a pricing table in plain words, for example adding a catalogue product, making an item optional or letting the client change a quantity, with undo.
- AI Co-Worker in QuoteCloud: https://www.quote.cloud/ai-coworker-in-quotecloud

Link: https://www.quote.cloud/faq/branding-ai#what-can-ai-coworker-do

### Can AI Co-Worker turn notes, price lists or airfare searches into a proposal?

Yes. Paste or attach rough material and AI Co-Worker rebuilds it as content blocks inside your document. Raw airfare search results become formatted itinerary segments with flights, dates and times; supplier rates pasted from an email become pricing table line items with quantities, tax and a total; and scribbled call notes become a client-ready introduction in the tone you chose. You can attach a file, such as call notes, for it to work from, then choose Regenerate or Insert.
- AI Co-Worker in QuoteCloud: https://www.quote.cloud/ai-coworker-in-quotecloud

Link: https://www.quote.cloud/faq/branding-ai#turn-notes-into-content

### How do I keep AI-written content on brand?

Set it once in AI Co-Worker's settings. Choose a tone (Neutral, Friendly, Professional, Concise, Persuasive or Technical), add Assistant Rules, such as always mentioning your price-hold period or avoiding jargon, and describe your business in About You. Every rep's drafts then start from the same voice, while your templates, content library and brand typography keep the layout and styling consistent.
- AI document assistant: https://www.quote.cloud/features/ai-document-assistant

Link: https://www.quote.cloud/faq/branding-ai#ai-tone-and-rules

### Does AI-generated content go out without being checked?

No. Content written by AI Co-Worker is flagged in the document until a person accepts, edits or rejects it, so your team has the final say on every block before the proposal is sent. Like any AI, AI Co-Worker can make mistakes, and QuoteCloud advises checking important information before sending. Pricing changes it makes in a price table can be undone.
- AI Co-Worker in QuoteCloud: https://www.quote.cloud/ai-coworker-in-quotecloud

Link: https://www.quote.cloud/faq/branding-ai#ai-content-review

### Which QuoteCloud plan includes AI?

AI automated content writing with AI Co-Worker and the MCP AI Service are included on Business, at US$59 per user per month (AU$94.95 in Australia), and on Enterprise. The Free, Starter and Essentials plans do not include AI. Business starts with a 14-day free trial with no credit card required, so you can try AI Co-Worker on your own proposals before you buy.
- QuoteCloud plans and pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/branding-ai#ai-plan

### What is the QuoteCloud MCP AI Service?

The MCP AI Service uses the Model Context Protocol so you can work with QuoteCloud from an AI assistant that supports MCP, rather than only inside the QuoteCloud editor. It is listed in the plan comparison on Business and Enterprise, alongside AI Co-Worker. AI Co-Worker drafts and rewrites content inside your documents, while the MCP service connects QuoteCloud to the AI tools your team already uses.
- Plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/branding-ai#mcp-ai-service

## eSignatures

Page: https://www.quote.cloud/faq/esignatures

### Are QuoteCloud eSignatures legally binding?

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, eIDAS being the EU regulation for electronic signatures. Every completed document includes a certificate of authenticity and an audit trail, documents are protected with 256-bit encryption on Amazon Web Services hosting, and you can switch on one-time passcode verification so the right person signs. Electronic signatures are widely used for quotes, proposals, contracts and other business agreements, but some documents carry special legal requirements, so check the rules that apply to your document type and jurisdiction.
- QuoteCloud electronic signature software: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#legally-binding

### What is an electronic signature?

An electronic signature, or eSignature, is the digital counterpart of a handwritten signature: a way for a person to show they agree to the content of an electronic document. In QuoteCloud, the signer draws, types or uploads their signature in an E-Signature block inside the quote, proposal or contract. QuoteCloud then keeps a certificate of authenticity and an audit trail as the record of the signing, so there is no printing, scanning or posting paper back.
- Electronic signatures explained: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#what-is-an-electronic-signature

### Does QuoteCloud offer advanced (AES) or qualified (QES) electronic signatures?

QuoteCloud's published materials describe eIDAS-compliant electronic signatures with optional one-time passcode verification, a certificate of authenticity and an audit trail on every completed document. They do not list advanced (AES) or qualified (QES) electronic signatures, which some regulated agreements require. For everyday quotes, proposals, contracts and agreements a standard electronic signature is commonly used; if a document legally needs AES or QES where you operate, confirm with QuoteCloud and your legal adviser before relying on it.

Link: https://www.quote.cloud/faq/esignatures#advanced-qualified-signatures

### Which documents can I send for eSignature?

Sales quotes, proposals, contracts, service agreements, order forms, acceptance forms and other business documents that need a signature or initials, such as NDAs, statements of work, change orders and offer letters. You can build the document in QuoteCloud or upload one you already have: QuoteCloud lets you upload, send and eSign PDFs, images and DocX files. Pricing, forms, approvals and signatures can all sit in the same document your customer signs.
- Free eSignature software: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#document-types

### How secure are signed documents in QuoteCloud?

QuoteCloud protects documents with 256-bit encryption and hosts them on Amazon Web Services. Signatures are eIDAS compliant, every completed document includes a certificate of authenticity and an audit trail, and optional one-time passcode verification adds a check on who is signing. Inside your account, user roles and permissions control who can see and change documents, and the Enterprise plan adds single sign-on, IP range filtering and advanced security controls.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/esignatures#security

### How do I change a quote or contract after it has been sent or signed?

If the document has been sent but not signed, use Revise Last Version from the document's actions menu. QuoteCloud creates a new editable revision marked Revised, keeps the earlier version in the document history, and you send the updated version for signature. Once a document is signed, agree changes in writing rather than editing it: many teams send a change order or variation that refers to the original and is signed by both parties. Revisions and version history are part of the Business plan.

Link: https://www.quote.cloud/faq/esignatures#change-after-signing

### Do my clients need a QuoteCloud account to sign?

No. Only the sender needs a QuoteCloud account. Signers open the document from the email or link you send and sign in their web browser on a phone, tablet or computer, with no account to create and nothing to download. They draw, type or upload their signature, click Sign, and the signature is added to the document straight away.
- Send documents for signature: https://www.quote.cloud/features/signature-request

Link: https://www.quote.cloud/faq/esignatures#signer-account

### How do clients sign a QuoteCloud document?

The client opens the document and clicks Sign Document at the top right of the toolbar. Their name appears above the E-Signature field assigned to them, and if the Sign Here pointer is on it highlights the exact spot. They draw a signature with a mouse, trackpad or touchscreen, type it and choose a signature style, or upload an image of it, pick black, blue or red ink, enter their first and last name and click Sign. If others still need to sign, the client sees Pending Other Signers.
- How to sign an E-Signature block as a recipient: https://support.quote.cloud/user-guide/e-signatures/how-to-sign-an-e-signature-block-as-a-document-recipient

Link: https://www.quote.cloud/faq/esignatures#how-clients-sign

### Can clients sign on a mobile phone or tablet?

Yes. QuoteCloud documents open in the browser on desktop and mobile devices, so clients can review and sign a quote, proposal or contract wherever they are, from the office, at home or on site. On a touchscreen they can draw their signature with a finger or stylus, or they can type it or upload an image instead. There is no app to install and no QuoteCloud account to create.

Link: https://www.quote.cloud/faq/esignatures#sign-on-phone

### How do I send a document for eSignature in QuoteCloud?

In the document editor, open the Recipients panel and add the people who will receive the document. Click + to add an E-Signature block where a signature belongs, right-click it, choose E-Sign Block Settings and pick the recipient under Signer. Repeat for each signer. Then click Send and choose Send Via Email, Send Via Link or Sign document in-person. You can follow the document from your dashboard, where the Signing status shows documents still waiting for signatures.
- Assign a recipient to an E-Signature block: https://support.quote.cloud/user-guide/document-editor-esignature-content-block-creating-and-editing-esignature/assigning-a-recipient-to-e-signature

Link: https://www.quote.cloud/faq/esignatures#send-for-signature

### Can I e-sign a PDF I already have?

Yes. Upload the existing PDF and place electronic signatures, initials, text fields and date fields exactly where they belong, then assign each field to the right signer. The PDF forms the underlying page, so it keeps its original design and you don't need to rebuild it in another editor. The completed document gets the same certificate of authenticity and audit trail as a document built in QuoteCloud. Images and DocX files can also be uploaded, sent and eSigned.
- Sign PDFs online with QuoteCloud: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#sign-existing-pdf

### Can a client sign in person on my device?

Yes. On the dashboard, open the document's actions menu (the ellipsis) and choose Sign Document In Person. Select the recipient who is signing and click Sign as. The document opens in the viewer: click Sign Document, and QuoteCloud takes you to the Sign Here field, where the client draws, types or uploads their signature and clicks Sign. The document needs at least one recipient assigned before in-person signing can start. It suits signing on site, at a counter or in a meeting.
- Sign a document in person: https://support.quote.cloud/user-guide/dashboard/document-management/sign-a-document-in-person

Link: https://www.quote.cloud/faq/esignatures#sign-in-person

### Where can I put the signature in a document?

Anywhere it belongs. The E-Signature block can sit at the end of a contract, beside an acceptance clause, inside an approval section or next to customer details, not just on a signature page. One document can have several signature locations, and each signer can sign in more than one place. You can also add electronic initials wherever a clause, page or section needs to be acknowledged.
- Add an E-Signature block: https://support.quote.cloud/user-guide/document-editor-esignature-content-block-creating-and-editing-esignature/how-to-add-an-e-signature-block-to-your-document

Link: https://www.quote.cloud/faq/esignatures#signature-placement

### Can I customise the signature block and make a signature optional?

Yes. Right-click an E-Signature block and choose E-Sign Block Settings. You can change the title, for example to Signed by, edit the placeholder inside the signature area, assign the signer, and turn Required on or off. Required signatures are marked with a red indicator and must be completed before the document can complete; optional ones can be skipped. The Show Sign Here Pointer setting is controlled separately for each block, so you can guide signers to the fields that matter.
- Make an e-signature required or optional: https://support.quote.cloud/user-guide/document-editor-esignature-content-block-creating-and-editing-esignature/making-an-e-signature-required-or-optional

Link: https://www.quote.cloud/faq/esignatures#customise-signature-block

### Can signers add initials, dates or other details?

Yes. On an uploaded PDF you can place electronic initials, text fields and date fields alongside the signature, each assigned to a signer. In documents built in QuoteCloud, electronic initials can go wherever a clause needs to be acknowledged, and on the Business plan a Forms block collects customer details such as a purchase order number or delivery address right before they sign, so everything comes back in one completed document.

Link: https://www.quote.cloud/faq/esignatures#initials-dates-details

### Can clients accept a quote without signing it?

Yes. In the document, open Document Settings, and under Viewer Options make sure Show accept button in viewer is on. Set the Accept Button Text, such as Accept Quote or Order Now, the confirmation message recipients see, and optionally an Acceptance Link to send them to another web page afterwards. The button can be set on a template or on a single document. An acceptance click is recorded, but an eSignature captures intent more clearly for contracts and larger deals.
- Configure the Accept button: https://support.quote.cloud/user-guide/document-approval-process/configuring-the-accept-button

Link: https://www.quote.cloud/faq/esignatures#accept-button

### Can I test the signing experience before I send a document?

Yes. Open the preview from the top bar of the editor and click inside the signature field to try drawing, typing or uploading a signature as your recipient would. Take care with test signatures: if you share or send the document with a signature added in preview, it is treated as a completed signature. Another simple test is to send a document to yourself during the free 14-day trial and sign it from your own inbox.

Link: https://www.quote.cloud/faq/esignatures#test-signing

### Can more than one person sign the same document?

Yes. QuoteCloud supports multi-party signing. Add each person as a recipient, such as your client, their finance contact, a supplier or your own internal approver, and assign them their own E-Signature blocks, in as many places as needed. You can define the signing order to match your approval process. While others still need to sign, signers see Pending Other Signers, and the document completes once all required signers have signed.
- Multi-party eSignatures: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#multiple-signers

### What are Primary, To and CC recipients?

Recipients are the people who receive a document. Add them from the Recipients icon in the editor's right-hand sidebar with their name, email address, phone, company and address. When a document has no recipient yet, the first contact you add becomes the Primary Recipient, and you can add more under To Recipients or CC Recipients. Receiving the document doesn't make someone a signer: a recipient signs only where they are assigned as the Signer on an E-Signature block.
- Add recipients while editing a document: https://support.quote.cloud/user-guide/document-editor-recipients/add-recipients-while-editing-a-document

Link: https://www.quote.cloud/faq/esignatures#recipient-types

### Can someone in my company countersign the document?

Yes. Add the colleague, such as a manager or director, as a recipient and assign them their own E-Signature block, for example under Approved by. Customer, supplier and internal approver can all sign the same document. If you need a manager to approve a quote before the client ever sees it, that is a different step: approval workflows on the Business plan route the document for internal sign-off before it can be sent.

Link: https://www.quote.cloud/faq/esignatures#countersign

### How do I make sure the right person signs?

Switch on optional recipient verification. QuoteCloud sends the signer a one-time passcode, for example to their email address, and they enter it before they can sign, so the signature comes from someone with access to the address you sent the document to. Verification is optional: use it for high-value agreements and leave it off where a simple signature is enough. Each completed document also includes a certificate of authenticity and an audit trail as the record of the signing.
- eSignature ID verification: https://www.quote.cloud/features/esignature-id-verification

Link: https://www.quote.cloud/faq/esignatures#right-person-signs

### What is the certificate of authenticity?

The certificate of authenticity is included with every completed QuoteCloud document once all required signers have signed. It is your record of the signing: it identifies the document and lists each signer with their role, when they signed and whether they verified with a one-time passcode. Together with the document's audit trail, it gives you clear evidence if a signature is ever questioned. There is nothing extra to buy, because eSignatures and the certificate come with every plan.
- Digital signature certificate: https://www.quote.cloud/features/digital-signature-certificate

Link: https://www.quote.cloud/faq/esignatures#certificate-of-authenticity

### What does the audit trail record?

Every eSigned document in QuoteCloud has an audit trail behind it. The document's history timeline lists what happened to it in order, including views, edits, status changes, recipient activity and revisions, with the person behind each entry. Open it from the document's actions menu with Document History, or from the Document History icon in the editor. The certificate of authenticity summarises the signing itself, while the history shows the whole life of the document.
- Audit trail and history: https://www.quote.cloud/features/audit-trail-history

Link: https://www.quote.cloud/faq/esignatures#audit-trail

### How do I know when a document has been signed?

Each document's status shows on your QuoteCloud dashboard. The Signing status lists documents still waiting for one or more signatures, and Accepted lists documents your client has accepted. Click a status in the sidebar to see only those documents. On Essentials and above, real-time document tracking and email notifications also tell you when a document is opened, so you can follow up at the right moment, and the Document History records the activity.
- Document tracking: https://www.quote.cloud/features/document-tracking

Link: https://www.quote.cloud/faq/esignatures#know-when-signed

### Is eSignature included in every QuoteCloud plan?

Yes. eSignatures are built into every QuoteCloud plan, including Free, so you create, send, sign and track documents in one place without paying for a separate eSignature product. Free includes 2 documents sent a month; Starter, Essentials, Business and Enterprise include unlimited documents and eSignatures. Passcode verification, the certificate of authenticity and the audit trail come with eSignatures, rather than as extras.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/esignatures#included-every-plan

### Is there a free eSignature plan?

Yes. QuoteCloud's Free plan costs $0 forever for one user and includes 2 documents sent a month with eSignatures, text and image blocks, and sending from your own email service, with no credit card required. It does not include PDF export, price tables, APIs or AI. For unlimited documents and eSignatures, Starter is US$14.95 per user per month, and Essentials and Business can be tried free for 14 days.
- Free eSignature software: https://www.quote.cloud/free-esignature-software
- Compare plans: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/esignatures#free-esignature-plan

### How many documents can I send for signature?

On the Free plan you can send 2 documents a month, for one user. Starter, at US$14.95 per user per month, and Essentials, Business and Enterprise include unlimited documents and eSignatures, so there is no monthly allowance of signature requests to manage. Plans are priced per user per month, with no lock-in contract. Enterprise also offers flexible per-seat or per-document pricing for larger companies.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/esignatures#signature-limits

### Can clients sign and pay in the same document?

Yes, from the Essentials plan. Connect Stripe or PayPal and your client can sign the quote, proposal or contract and then pay a deposit or the full amount from the same document, so the deal is agreed and paid in one visit. The amount can be a percentage of the quote total or a fixed amount. Accepting payments needs an account with the payment gateway, and gateway availability and transaction fees vary by region and provider.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/esignatures#sign-and-pay

### Do I still need a separate eSignature tool such as DocuSign?

Not for the quotes, proposals and contracts you send from QuoteCloud. eSignatures are built in, so there is no exporting to PDF, uploading into another signing app or adding fields a second time, and there is no extra version to manage. You can also upload existing PDFs and send them for signature. Some teams keep another signing tool for unrelated paperwork, but sales documents can be created, signed and paid in QuoteCloud.
- eSignature without a second app: https://www.quote.cloud/free-esignature-software

Link: https://www.quote.cloud/faq/esignatures#separate-signing-tool

### How can I try QuoteCloud eSignatures?

Start a free 14-day trial of Essentials or Business, with no credit card required and no lock-in contract, then send a document to yourself, sign it and see the completed result with its certificate of authenticity. You can also stay on the Free plan, which includes eSignatures on 2 documents a month for one user, or book a demo to see eSignatures working inside the full quote and proposal workflow.
- Plans and free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/esignatures#try-esignatures

## Payments

Page: https://www.quote.cloud/faq/payments

### Can clients pay directly from a QuoteCloud quote?

Yes. Once you connect a payment gateway, clients can pay straight from the quote or proposal, on the same page, right after they accept and eSign it. When a client signs, they receive the payment request in the document and pay by card through Stripe or with PayPal. The document is then marked Paid on your dashboard, so the quote, the signature and the payment stay together and you can see who has paid without chasing.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#pay-from-quote

### Which payment gateways does QuoteCloud support?

QuoteCloud supports Stripe and PayPal for online payments from quotes and proposals. Accepting payments requires your own account with a third-party payment gateway, and gateway availability and transaction fees vary by region and provider, so check your provider's pricing for your country. Card payments run through Stripe, and PayPal payments through PayPal's own checkout.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#payment-gateways

### Which QuoteCloud plans include online payments?

Accepting payments is included on Essentials at US$39 per user per month (AU$64.95 in Australia), Business at US$59 (AU$94.95) and Enterprise. It is not part of the Free or Starter plans. Essentials and Business start with a free 14-day trial with no credit card required, so you can connect your own gateway and test payments before you buy. Price tables, which feed the payment amount, are also included from Essentials.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/payments#plans-with-payments

### When is the client asked to pay?

Right after they accept and sign. The client reviews the quote, chooses any optional items, signs, and then gets the payment request on the same page, so the deal can be agreed and paid in one visit. The journey on your dashboard runs from Sent to Viewed, Signed and Paid. Put the payment description and instructions in the document so the client knows what the payment covers and when any balance is due.

Link: https://www.quote.cloud/faq/payments#when-asked-to-pay

### How do clients pay with PayPal?

Once the document is signed, the client selects the PayPal option in the document and follows PayPal's payment steps, checking out from their PayPal account. With PayPal, clients can choose between paying the deposit and paying in full. You need a PayPal account connected to QuoteCloud to accept payments; what that account needs depends on PayPal's own policies and the payment methods you want to offer.
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#pay-with-paypal

### How do clients pay through Stripe?

When the client signs, the Stripe payment request appears in the document and they pay online by debit or credit card through Stripe. The amount is calculated from your price table, including any optional items or quantities they chose. Which further payment methods are available depends on your own Stripe account and region, so check your Stripe settings. When the payment is received, the document's status changes to Paid automatically.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#stripe-payment-methods

### Can one document hold the quote, the contract and the payment?

Yes. A single QuoteCloud document can hold your price table with optional items, your terms, an E-Signature block and the payment step. The client reviews it in the browser, chooses options, signs and pays a deposit or the full amount in one visit, and the status updates on your dashboard. That avoids a separate invoice or payment link for the first payment, and keeps the whole agreement in one place.
- Price tables: https://www.quote.cloud/features/pricing-table

Link: https://www.quote.cloud/faq/payments#one-document

### How do I connect Stripe to QuoteCloud?

Click your profile icon and select Settings. Under Users & Roles, click Teams, then click Edit for the team you want to set up and open the Payment Settings tab. Click Continue Onboarding and complete Stripe's setup steps to connect your Stripe account. Once it is connected, the same tab lets you open your Stripe Dashboard or disconnect the account. Then set the payment details on each document.
- Setting up QuoteCloud Payments: https://support.quote.cloud/user-guide/users-teams-roles/payment-settings/setup-payment-settings

Link: https://www.quote.cloud/faq/payments#connect-stripe

### How do I add a PayPal payment button to a quote?

Connect your PayPal account to QuoteCloud, then add a PayPal payment button to a quote or proposal in the editor and set the pricing details and amount to collect. Your client reads the document, signs it and pays from the same page through PayPal's checkout. If you are unsure what your PayPal account needs, check PayPal's documentation or ask QuoteCloud in a demo.
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#connect-paypal

### How do I set the payment details on a quote?

While editing a quote or proposal, click the $ (Payments) icon. There you set the payment description, the payment instructions, the amount or deposit to collect, any discount and other payment options for that document. Settings are per document, so one quote can ask for a deposit and another for the full amount. You can also build payment into a template so new documents start with it.
- Setting up QuoteCloud Payments: https://support.quote.cloud/user-guide/users-teams-roles/payment-settings/setup-payment-settings

Link: https://www.quote.cloud/faq/payments#document-payment-settings

### Can different teams or brands use different Stripe accounts?

Yes. Payment settings are configured at the team level in QuoteCloud, so you can edit each team and connect the Stripe account that belongs to it. That suits businesses running several brands, regions or business units that need payments to land in separate accounts. QuoteCloud plans from Essentials include unlimited sales teams, and each team's Payment Settings tab shows its own Stripe connection.

Link: https://www.quote.cloud/faq/payments#stripe-per-team

### Can I change or disconnect the Stripe account later?

Yes. Go to Settings, Users & Roles, Teams, click Edit on the team and open the Payment Settings tab. Once Stripe is connected, that tab gives you the option to open your Stripe Dashboard for transaction details or to disconnect the Stripe account. To switch to a different account, disconnect the current one and complete the Continue Onboarding steps with the new account.

Link: https://www.quote.cloud/faq/payments#disconnect-stripe

### Can I take a deposit instead of the full amount?

Yes. Set the amount to collect as a percentage of the quote total, such as 25% or 50%, or as a fixed amount, or ask for payment in full. The figure fills in from the quote's price table, and the client pays it when they sign. With PayPal, clients can choose between paying the deposit and paying in full. Use the payment description to explain what the deposit covers and when the balance is due.
- Deposits with Stripe: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#deposit

### Does the payment amount update when clients choose options or change quantities?

Yes. The payment amount is filled in from the total of the price table in your QuoteCloud document. If your client can tick optional items or change quantities, totals recalculate as they choose and the payment amount is calculated for what they selected, whether you ask for a percentage deposit or the full amount. Price tables support one-off and repeating costs, tax, fees, optional items and discounts, from the Essentials plan.
- Price tables: https://www.quote.cloud/features/pricing-table

Link: https://www.quote.cloud/faq/payments#amount-from-price-table

### Can I offer a discount on the payment?

Yes. The $ (Payments) settings on each document include discounts alongside the payment description, instructions and amount. You can also apply discounts in the price table itself, on line items or across the quote, so the total the client sees, and the deposit calculated from it, already reflect the deal. If a discount goes over a limit you set, an approval workflow on the Business plan can route the quote for sign-off before it is sent.

Link: https://www.quote.cloud/faq/payments#payment-discount

### How do I know when a quote has been paid?

When the payment is received, the document's status changes to Paid automatically on your QuoteCloud dashboard. To see every paid document, open the Statuses section in the dashboard sidebar, click Show more and select Paid. The payment is also recorded in the document's history, so sales and accounts can see what was paid without asking. Statuses can be updated by hand too, for example if a client pays another way.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/payments#know-when-paid

### When does the money reach my account?

The client pays through your connected Stripe or PayPal account, so the funds are settled by the gateway on its own timing, which can vary by country, currency and bank. Check payout schedules in your Stripe Dashboard or PayPal account rather than in QuoteCloud. In QuoteCloud you see the document marked Paid as soon as the payment is received, which tells your team the deal is done.

Link: https://www.quote.cloud/faq/payments#payout-timing

### Can payments flow into Xero or QuickBooks Online?

Yes, through Zapier, which is included from Essentials. QuoteCloud can tell Zapier when a document is signed, part paid or paid, so a signed quote can create an invoice in Xero or QuickBooks Online and a payment received can update the document's status, without retyping numbers. Native CRM and accounting integrations are included on Business. If your workflow depends on a particular payment setup in your accounting software, confirm it in a demo first.
- Xero and QuoteCloud: https://www.quote.cloud/xero-accounting-with-quotecloud
- QuickBooks Online and QuoteCloud: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/payments#accounting-sync

### Does QuoteCloud support QuickBooks Payments?

QuoteCloud's online payment options are Stripe and PayPal, and your clients can pay straight from the document with either. Payments you take through QuickBooks Payments are handled in QuickBooks Online itself, for example on an invoice created there from a signed quote. If your workflow depends on QuickBooks Payments, book a demo or contact QuoteCloud support to confirm what is possible before you rely on it.
- QuickBooks Online and QuoteCloud: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/payments#quickbooks-payments

### Does QuoteCloud store my clients' card details?

No. Card payments are processed by the third-party payment gateway, Stripe or PayPal. QuoteCloud does not store credit card details, and they cannot be accessed by QuoteCloud staff. The documents themselves are protected with 256-bit encryption and hosted on Amazon Web Services, and every signed document carries a certificate of authenticity and an audit trail.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/payments#card-details

### Is paying through a QuoteCloud quote secure?

Yes. Payments are handled by the gateway rather than by QuoteCloud. Stripe holds PCI Level 1 certification, and QuoteCloud, as a Stripe Verified Partner, follows the standards in Stripe's Integration Security Guide. PayPal payments go through PayPal's own checkout, so clients don't share financial details with QuoteCloud. Documents are protected with 256-bit encryption on Amazon Web Services hosting.
- Stripe integration security: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/payments#payment-security

### What does it cost to take payments in QuoteCloud?

Accepting payments is included in the Essentials, Business and Enterprise plans. Transaction fees are charged by the payment gateway, Stripe or PayPal, under your own agreement with them, and gateway availability and fees vary by region and provider. Check Stripe's or PayPal's pricing for your country before you choose which to offer.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/payments#fees

### Can I try payments before I buy QuoteCloud?

Yes. Essentials and Business start with a free 14-day trial with no credit card required and no lock-in contract. Connect your own Stripe or PayPal account during the trial, send a quote to yourself, sign it and see the payment request and the Paid status for yourself. You can also book a demo for a guided walkthrough of the Stripe setup.
- Start a free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/payments#try-payments

## Approvals and collaboration

Page: https://www.quote.cloud/faq/approvals-collaboration

### What is an approval workflow in QuoteCloud?

An approval workflow is a set of rules that decides which quotes, proposals and contracts need internal sign-off before they reach the customer, and who gives it. You build it as a flow diagram in QuoteCloud's workflow editor: a trigger that decides when it applies, optional Switch conditions that route documents down different paths, approval steps, and a Ready to Send or Reject to Send outcome. Typical uses are large deals, deep discounts, non-standard terms and key accounts.
- Create a workflow from a template: https://support.quote.cloud/user-guide/workflow/creating-a-new-workflow-from-template

Link: https://www.quote.cloud/faq/approvals-collaboration#what-is-approval-workflow

### Which QuoteCloud plan includes approval workflows?

Approval workflows are included on the Business plan, at US$59 per user per month (AU$94.95 in Australia), and on Enterprise. Business also includes content locking, advanced pricing and custom formulas, the AI Co-Worker, CRM and accounting integrations, revisions and version history, and customer reminders. You can try Business free for 14 days with no credit card required, or book a demo to see a workflow built for your team.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/approvals-collaboration#approval-plan

### How do I set up an approval workflow?

Open Settings and select Workflow. Create a workflow from scratch or from a template. Click the Trigger node to set the conditions that start it, add a Switch node if different documents need different paths, and add an Approval node to each path with its approvers. Each path ends with Ready to Send and Reject to Send. Click Save, then Activate, and documents that match the trigger are routed for approval when reps go to send them.
- Configure a workflow trigger: https://support.quote.cloud/user-guide/workflow/configure-workflow-trigger

Link: https://www.quote.cloud/faq/approvals-collaboration#set-up-workflow

### Can I start from a ready-made workflow template?

Yes. In Settings, Workflow, choose Create from a template. Templates include Single-Step Approval, Two-Level Approval, Approval by Value Threshold, Approval by Discount Level and Client-Specific Approval Paths. Each shows a visual preview of its trigger, approval steps and endpoints. Click Customize Workflow to open it in the editor, change the conditions and approvers to suit your organisation, then save and activate it.
- Create a workflow from a template: https://support.quote.cloud/user-guide/workflow/creating-a-new-workflow-from-template

Link: https://www.quote.cloud/faq/approvals-collaboration#workflow-templates

### What can trigger an approval?

Trigger conditions can use the document's Total Value or Discount Percentage, the creator's team, role or email, the template it was created from, the product folder, and the customer company or customer account. Numbers use Greater Than, Less Than, Equals or Does Not Equal, and list fields such as Creator Role let you pick a value. Combine several conditions with AND, where all must be met, or OR, where any one is enough, for example a total over $10,000 or a discount over 15%.

Link: https://www.quote.cloud/faq/approvals-collaboration#approval-triggers

### Can different documents follow different approval paths?

Yes. Add a Switch node after the trigger and it creates branches: If the condition is met, Otherwise, if the condition is met, and a fallback for when no condition is met. Conditions are checked in order, so put the most specific first. Each branch gets its own approval step and Ready to Send or Reject to Send outcome, so a mid-sized deal might go to a sales manager while a larger one also goes to finance.
- Add a Switch condition node: https://support.quote.cloud/user-guide/workflow/add-a-switch-condition-node

Link: https://www.quote.cloud/faq/approvals-collaboration#switch-conditions

### Who can approve a quote?

You choose for each approval step under Select a way to find approvers: Approvers from team, Approvers from role, Approvers in users list, or Managers of the creator. Under Must be approved by, decide whether any one of the selected users can approve or all of them must. You also set a default action for when no approvers are found, either approve automatically or reject. Any rejection results in the document being rejected.
- Add an approval node: https://support.quote.cloud/user-guide/workflow/add-an-approval-node

Link: https://www.quote.cloud/faq/approvals-collaboration#who-can-approve

### Can a document need more than one approver?

Yes, in two ways. Within one approval step, set Must be approved by to All users selected above, so every selected approver has to approve. Or add more than one approval step, such as a sales manager and then finance, which is what the Two-Level Approval template sets up for you. Approval by Value Threshold is a starting point for adding a second approver only on larger deals.

Link: https://www.quote.cloud/faq/approvals-collaboration#multiple-approvers

### Can I edit, pause or delete a workflow?

Yes. Settings, Workflow lists every workflow with its status and last updated date. Click Edit to change one in the editor and Save your changes, Activate or Deactivate it to switch it on or off, rename it from the name field at the top of the editor, and duplicate or delete it from the actions menu in the list. Deactivating is a simple way to pause a workflow without losing its setup.
- Manage a workflow: https://support.quote.cloud/user-guide/workflow/manage-a-workflow

Link: https://www.quote.cloud/faq/approvals-collaboration#manage-workflows

### How does a sales rep request approval?

When a document matches an active workflow, the rep clicks Send in the document editor as usual and a Request Approval window opens instead. It shows the assigned approvers and a subject and message the rep can personalise. They click Send Request, the request goes to the approvers, and the document's status changes to In Review until a decision is made. The document can't be sent to the customer until it is approved.
- Request approval before sending: https://support.quote.cloud/user-guide/workflow/request-approval-before-sending-a-document

Link: https://www.quote.cloud/faq/approvals-collaboration#request-approval

### Where do approvers find documents waiting for them?

Approvers receive the approval request, and documents in an approval process appear in Workflow Review, in the dashboard's left-hand navigation beneath Your Documents. If nothing appears, remove any active filters and click Show All Workflow Review Documents. Documents waiting for a decision also show the In Review status, which you can select in the dashboard's Statuses list.

Link: https://www.quote.cloud/faq/approvals-collaboration#workflow-review

### How do approvers approve or reject a document?

From Workflow Review, the approver clicks View beside the document. The Document Workflow side panel opens with its checklist, so they can check the document against the workflow's conditions and add notes. They click Approve or Decline, then Confirm, and can add a message, such as the reason for a rejection or feedback for the creator. The page refreshes and the document's status updates to show the decision.
- Approve or reject a document: https://support.quote.cloud/user-guide/workflow/approve-or-reject-a-document

Link: https://www.quote.cloud/faq/approvals-collaboration#approve-or-reject

### What happens when an approver rejects a document?

The document follows the workflow's rejection path and shows an Alert status on the dashboard, with any message the approver added. The creator opens it, makes the changes and submits it for approval again in the same way as before. Because the document can't be sent until it is approved, a rejected quote never reaches the customer by mistake.

Link: https://www.quote.cloud/faq/approvals-collaboration#after-rejection

### What happens after a document is approved?

Approved documents show the status Review Accepted on the dashboard. The rep opens the document, clicks Send and chooses a delivery method: Send Via Email, Send Via Link or Sign document in-person. From there the document is tracked like any other, through statuses such as Sent, Opened, Signing and Accepted, until the customer signs and, if payments are set up, pays.
- Proceed with an approved or rejected document: https://support.quote.cloud/user-guide/workflow/proceed-with-the-approved-or-rejected-document

Link: https://www.quote.cloud/faq/approvals-collaboration#after-approval

### Can several people edit the same document at once?

Yes. QuoteCloud supports real-time co-editing: several people work in the same live quote, proposal or contract at the same time and see each change the moment it happens. Sales, pre-sales and delivery staff can build a response together without emailing attachments back and forth or guessing which copy is the latest, and comments and mentions keep the discussion beside the content it is about.
- QuoteCloud collaboration: https://www.quote.cloud/collaboration

Link: https://www.quote.cloud/faq/approvals-collaboration#real-time-editing

### Can clients comment on a proposal?

Yes. Invite clients and external stakeholders to review, comment on and sign the document your team built, while permission controls limit what they can see and change. Give a client commenter access so they can ask questions without being able to change your wording or pricing, and keep editing and approval with your team. Once everything is agreed, the client signs with a legally binding eSignature in the same document.
- Customer annotations and feedback: https://www.quote.cloud/features/customer-annotations-feedback

Link: https://www.quote.cloud/faq/approvals-collaboration#client-comments

### How do comments and @mentions work?

Use the comment button beside a section to start a thread on it. You can highlight text, ask questions and suggest revisions right where they apply. Teammates reply in the same thread, and an @mention pulls a colleague, such as a manager who needs to agree a price, into the conversation with the context already in front of them. When the question is answered, resolve the thread and move on.
- Collaboration features: https://www.quote.cloud/collaboration

Link: https://www.quote.cloud/faq/approvals-collaboration#comments-mentions

### What roles can collaborators have on a document?

Each collaborator can be given view, comment, edit or approve access. Viewers read the document, commenters can add comments, editors can change content, and approvers can sign off. Administrators assign roles and permissions so only authorised people can change pricing or contract terms. Account-wide, custom user roles and teams are available from Essentials, and role permissions also control who can view and edit your content libraries.
- Roles and permissions: https://www.quote.cloud/collaboration

Link: https://www.quote.cloud/faq/approvals-collaboration#collaborator-roles

### Will I be notified about comments and updates?

Yes. QuoteCloud sends alerts when a document is updated, commented on or needs your action, inside QuoteCloud and in Slack or Microsoft Teams if your team uses them. Combined with document tracking on Essentials and above, you know when a client opens a proposal and when they react to it, so you can respond while the deal is warm.
- Notifications and alerts: https://www.quote.cloud/collaboration

Link: https://www.quote.cloud/faq/approvals-collaboration#collaboration-notifications

### Can I keep internal notes in a document without the client seeing them?

Yes. Right-click the section tab and choose Hide from Recipient. The hidden section is shaded in the editor so your team can still see it, but it doesn't appear in the recipient's view. Repeat the same steps to unhide it. It suits internal notes, margins or approval comments that belong with the document but not in front of the client.
- Hide document content from a recipient: https://support.quote.cloud/user-guide/document-editor-additional-topics/hide-document-content-from-a-recipient

Link: https://www.quote.cloud/faq/approvals-collaboration#hide-from-client

### Can I stop reps changing approved wording or pricing notes?

Yes. Lock a company library block and reps can still drag it into any document, but they can't edit it there until a permitted user unlocks it. Unlocked blocks stay editable, so reps can still personalise introductions. If a rep needs a variation, create an editable copy for the exception so the approved version stays intact for everyone else. Content locking is part of the Business plan.
- Content locking: https://www.quote.cloud/features/content-locking

Link: https://www.quote.cloud/faq/approvals-collaboration#lock-approved-content

### Does QuoteCloud keep a version history?

Yes. QuoteCloud saves versions automatically. Open the Document History icon in the editor's right-hand toolbar, switch between the All and Revisions tabs, and click a revision to preview the document exactly as it was. You can compare what changed, restore an earlier version, or click Copy beside a revision to start a new document from it, with Copy added to its title. Revisions and version history are part of the Business plan.
- View document version history: https://support.quote.cloud/user-guide/document-version-history-and-controls/viewing-document-version-history

Link: https://www.quote.cloud/faq/approvals-collaboration#version-history

### How do I revise a document that has already been sent?

On the dashboard, open the document's actions menu (the ellipsis) and choose Revise Last Version. QuoteCloud creates a new editable revision, opens it in the editor marked Revised, and keeps the previous version in the document history. Update the content or pricing, then send the new version to the client. The Revised status filter on the dashboard lists documents that have been revised.

Link: https://www.quote.cloud/faq/approvals-collaboration#revise-sent-document

### Can I reuse a document for another client without changing the original?

Yes. From the document's actions menu, choose Copy Last Version: a new tab opens with a copy of the latest version, which starts with a Creating status and has its own record, while the original stays unchanged. If you will reuse the document often, choose Save as Template instead, and it appears in your Templates for future documents. You can also copy any earlier revision from Document History.
- Copy the latest document version: https://support.quote.cloud/user-guide/dashboard/document-management/copy-the-latest-document-version

Link: https://www.quote.cloud/faq/approvals-collaboration#copy-document

### Can I hand a document over to a colleague?

Yes. On the dashboard, open the document's actions menu (the ellipsis) and choose Transfer to a Colleague. In the Transfer Ownership window, open the Document Owner list, choose the colleague who should take over and click Save. The new owner can then manage the document, which helps when someone goes on leave, changes territory or hands an account to another rep.
- Document dashboard actions: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/approvals-collaboration#transfer-document

### Can I see who changed what in a document?

Yes. Document History, opened from the document's actions menu or the editor toolbar, is a chronological timeline of what happened to the document: views, edits, status changes, recipient activity and revisions, each with the person behind it. While collaborating, the activity feed shows edits, replies and approvals as they happen, and approval decisions are recorded in the Document Workflow panel's activity log.
- Audit trail and history: https://www.quote.cloud/features/audit-trail-history

Link: https://www.quote.cloud/faq/approvals-collaboration#who-did-what

## Tracking and the dashboard

Page: https://www.quote.cloud/faq/tracking-dashboard

### Can I see when a client opens my quote and how long they read it?

Yes. QuoteCloud shows the moment a client opens a quote, proposal or contract and how long they spend reading it, with real-time document tracking and email notifications on Essentials, Business and Enterprise. The view is recorded in the Document History, so you can follow up at the right time instead of guessing whether the quote was seen.
- Document tracking: https://www.quote.cloud/features/document-tracking

Link: https://www.quote.cloud/faq/tracking-dashboard#know-when-opened

### What is document tracking in QuoteCloud?

Document tracking shows what happens after you press send. QuoteCloud records when a quote, proposal or contract reaches the recipient and when it is opened, shows how long your client spends reading it, and notifies you in real time. Each document's status on your dashboard shows where it is up to, such as Sent, Delivered, Opened, Signing or Accepted. Tracking and notifications are included from the Essentials plan.
- Document tracking: https://www.quote.cloud/features/document-tracking

Link: https://www.quote.cloud/faq/tracking-dashboard#what-is-document-tracking

### Where do tracking notifications arrive?

Document tracking comes with real-time notifications in QuoteCloud and by email. QuoteCloud also alerts you when a document is updated, commented on or needs your action, inside QuoteCloud and in Slack or Microsoft Teams if your team connects them. That keeps sales reps and managers informed without someone checking the dashboard all day.

Link: https://www.quote.cloud/faq/tracking-dashboard#where-notifications-arrive

### Which QuoteCloud plan includes document tracking?

Document tracking and notifications are included on Essentials at US$39 per user per month, and on Business and Enterprise. They are not part of the Free or Starter plans. Essentials and Business both start with a free 14-day trial with no credit card required, so you can send a quote to yourself or a colleague and watch the notifications arrive.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/tracking-dashboard#tracking-plan

### Can QuoteCloud remind clients or expire old quotes?

Yes. Customer reminders, on the Business plan, help you follow up clients who haven't completed a document, and quotes can auto-expire once they pass their time to live, so old prices don't stay open. On the dashboard, the Expiring Soon smart filter lists documents that are about to expire or already have, so you can follow up, revise or resend them before the deal goes cold.
- Compare plans: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/tracking-dashboard#reminders-expiry

### What do the document statuses mean?

Creating means the document is still being prepared. In Review means it is waiting for internal approval. Sent, Delivered and Opened show it has gone out, reached the recipient and been opened. Signing means it is waiting for one or more signatures, Accepted that the recipient accepted it, and Paid that payment was received. Lost marks an unsuccessful deal, Revised a document updated after it was first sent, and Alert one that needs attention, such as a rejected approval.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/tracking-dashboard#status-meanings

### How do I see only the documents awaiting signature?

Open the dashboard and find the Statuses section in the left-hand sidebar, which shows how many documents sit in each status. Click Show more to see the full list and select Signing to show only documents waiting for one or more signatures. The same works for Sent, Opened, Accepted, Paid, Lost and the rest, and All Statuses shows everything again. Use the three-dot menu beside a status and choose Pin Status to keep the ones you use most always visible.
- Documents awaiting signature: https://support.quote.cloud/user-guide/dashboard/status-navigation/view-documents-awaiting-signature

Link: https://www.quote.cloud/faq/tracking-dashboard#filter-by-status

### Can I change a document's status manually?

Yes. Open the document's actions menu (the ellipsis, or right-click the row) and choose Update Document Status, then pick a status such as Creating, Sent, Accepted, Paid or Lost and click Save. If you sent the document outside QuoteCloud, choose Mark as Sent and the status changes to Sent straight away. Marking lost deals as Lost keeps your pipeline and filters honest.

Link: https://www.quote.cloud/faq/tracking-dashboard#update-status

### Do statuses update by themselves when clients act?

Key events update the status for you. When a client pays through Stripe, the document changes to Paid automatically. Submitting a document for approval moves it to In Review, an approval shows Review Accepted and a rejection shows Alert. Revising a sent document marks it Revised. Tracking on Essentials and above records each open in the document's history, and you can still set any status by hand, for example to mark a quote as Lost.

Link: https://www.quote.cloud/faq/tracking-dashboard#status-automatic

### How do I find a document quickly?

Turn on the Dashboard Filters row above the document table and type into any column, such as the document ID, title, consultant, creator, recipient name, email, company or a date. Results update as you type, and you can combine several filters at once, including a value range slider and a Created By list. Status filters and smart filters such as Expiring Soon narrow the list further, and Clear All Filters resets it in one click.
- Document search and filters: https://www.quote.cloud/features/document-search-filters

Link: https://www.quote.cloud/faq/tracking-dashboard#find-a-document

### Can I save the filters I use every day?

Yes. Apply the filters you want, then click Save new configuration in the Custom Filters section of the dashboard sidebar and give it a name. It appears under Custom Filters, ready to apply in one click. To change it, apply it, adjust the filters and choose Resave with current settings from its three-dot menu; choose Delete Configuration when you no longer need it. Clearing filters never deletes your saved ones.
- Document search and filters: https://www.quote.cloud/features/document-search-filters

Link: https://www.quote.cloud/faq/tracking-dashboard#save-filters

### What are smart filters?

Smart filters are ready-made views in the dashboard sidebar, beneath the status filters, that QuoteCloud keeps up to date. Expiring Soon lists documents that are about to expire or already have, so you can renew, revise or resend them in time. Travel teams also get Due to Travel, Currently Travelling and Travel Ended, which follow where each client's trip is up to.

Link: https://www.quote.cloud/faq/tracking-dashboard#smart-filters

### Can I see only my own documents?

Yes. In the dashboard's left-hand navigation, Your Documents shows only the documents associated with your account, while All Documents shows every document you have access to. Search, filters and sorting work in both views, so a sales rep can focus on their own pipeline and a manager can review the whole team's. Workflow Review and Trash sit in the same navigation.

Link: https://www.quote.cloud/faq/tracking-dashboard#my-documents

### Can I change the dashboard columns and save layouts?

Yes. Open Dashboard settings and choose Dashboard Layout. Toggle columns on or off from groups such as Document Meta Data, Customer Details, Document Data & Status, Document Values, Custom Fields and Travel Itinerary Details, drag them into the order you want and set the sort. Save the result as a named layout, and turn on Save current filters to keep the column filters you are using too. Switch between your layouts and the company default from the same menu.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/tracking-dashboard#dashboard-layouts

### How do I sort the list or show more documents per page?

Click any column heading to sort the list in ascending order, click it again for descending, and a third time to clear the sort. An icon beside the heading shows which sort is active. To see more documents at once, use the Records per page dropdown at the bottom of the document list and choose a count such as 50, 70, 100 or 200. You can also pin important documents so they stay at the top.

Link: https://www.quote.cloud/faq/tracking-dashboard#sort-and-page-size

### What can I do with a document from the dashboard?

Right-click any row, or click its ellipsis button, to edit or preview the document, pin it to the top of your list, copy its ID, close it, copy the last version, revise the last version, transfer it to a colleague, save it as a template or delete it. Depending on where the document is up to, you can also share a general or recipient-specific link, sign it in person, mark it as sent, update its status and view its history.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/tracking-dashboard#dashboard-actions

### Can I act on several documents at once?

Yes. Tick the checkbox beside each document you want, or use the header checkbox to select them all. Selected rows are highlighted. Open the actions menu above the document table to choose Delete Documents, which moves them to Trash after you confirm, or Clear selection to start again without changing anything. In Trash, the same selection lets you restore several documents at once or delete them permanently.

Link: https://www.quote.cloud/faq/tracking-dashboard#bulk-actions

### What happens when I delete a document?

Deleting a document from the dashboard moves it to Trash rather than removing it for good. Trash sits in the dashboard's left-hand navigation, beneath Workflow Review, and lists deleted documents with their IDs, titles and statuses. From there you can restore a document, or several at once, or delete them permanently. Permanent deletion, including emptying the Trash, cannot be undone, so QuoteCloud asks you to confirm first.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/tracking-dashboard#delete-and-trash

### How do I restore a deleted document?

Click Trash in the dashboard's left-hand navigation. For one document, click the More Actions button (three dots) on its row and choose Restore Document; it returns to your active document list straight away. For several, tick their checkboxes, open the actions menu above the table and choose Restore Documents. If Trash becomes empty, click Show My Documents to return to your main list.

Link: https://www.quote.cloud/faq/tracking-dashboard#restore-deleted

### Can I share a link to a document instead of emailing it?

Yes. Open the document's actions menu and choose Share Link. Copy the General Link to share the document, or choose a recipient under Links for Recipients to generate a unique link for that person and copy it. Paste the link into an email, message or other channel. When you send an approved or finished document from the editor, Send Via Link is also one of the delivery options alongside Send Via Email.
- Share a document link: https://support.quote.cloud/user-guide/dashboard/document-management/share-a-document-link

Link: https://www.quote.cloud/faq/tracking-dashboard#share-link

### How do I view a document's history?

From the dashboard, open the document's actions menu (the ellipsis) and choose Document History, or open the document and select the Document History icon in the editor's right-hand toolbar. The panel is a chronological timeline of views, edits, status changes, recipient activity and revisions, with the person behind each entry. The All and Revisions tabs switch between the full timeline and the saved versions, which you can preview or copy.
- View document history: https://support.quote.cloud/user-guide/dashboard/document-management/view-document-history

Link: https://www.quote.cloud/faq/tracking-dashboard#document-history

### Does QuoteCloud keep an audit trail?

Yes. Every eSigned document has an audit trail behind it, and every completed document includes a certificate of authenticity. Alongside that, each document's history timeline records what happened to it and who did it, from edits and status changes to recipient activity and revisions. On the Business plan, revisions and version history let you look back at exactly what a document said at any point.
- Audit trail and history: https://www.quote.cloud/features/audit-trail-history

Link: https://www.quote.cloud/faq/tracking-dashboard#audit-trail

### Can I export my document data?

Yes. On the dashboard, open the settings or Dashboard Options menu in the top-right corner and choose Export Document Data. QuoteCloud prepares a CSV report of your document information, such as titles, statuses, owners and recipients, and confirms when it is ready; check your downloads folder or your email for the file. Open it in Excel, Google Sheets or another tool for reporting, analysis or record keeping.
- Document dashboard: https://www.quote.cloud/document-dashboard

Link: https://www.quote.cloud/faq/tracking-dashboard#export-data

### What reporting does QuoteCloud offer?

The dashboard shows how many documents sit in each status and lets you filter by status, value, date and owner. Export Document Data produces a CSV for analysis elsewhere, and the Sales Forecast tracks opportunities by confidence level and forecast month. Enterprise adds custom user reports, and business-intelligence financial reporting is listed as coming soon on the pricing page. Because documents are created and sent in QuoteCloud, the data comes from the documents themselves.
- Reports: https://www.quote.cloud/features/reports

Link: https://www.quote.cloud/faq/tracking-dashboard#reports

### What is the Sales Forecast?

The Sales Forecast module tracks opportunities and forecast revenue. Open it from the left-hand navigation: the Kanban view groups documents by confidence level, from Very Doubtful and Not Confident (25%) through 50/50 and Confident to Verbal Approval. Change a card's confidence or forecast month from its dropdowns, or switch to List view to compare document names, probability, forecast amounts and dates in a table, filtered by month or confidence.
- Switch between Kanban and List views: https://support.quote.cloud/user-guide/sales-forecast/forecast-views/switch-between-kanban-and-list-views

Link: https://www.quote.cloud/faq/tracking-dashboard#sales-forecast

### How can I try the QuoteCloud dashboard and tracking?

Start a free 14-day trial of Essentials or Business, with no credit card required. Your dashboard is ready as soon as you create your first document, either blank or from a template. Send a quote to yourself or a colleague, open it and watch its status and the tracking notifications update, then try filtering, saving a custom filter and checking Document History. You can also book a demo for a guided walkthrough.
- Plans and free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/tracking-dashboard#try-dashboard

## CRM integrations

Page: https://www.quote.cloud/faq/integrations-crm

### Which CRMs does QuoteCloud integrate with?

QuoteCloud lists integrations with Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365, monday.com and Zendesk Sell, and with Zendesk for support tickets. Pipedrive connects directly, Salesforce connects through the Salesforce Sync add-on or through Zapier, and HubSpot, Zoho CRM, Dynamics 365, monday.com and Zendesk Sell connect through Zapier. A CRM that is not on the list can usually be connected through Zapier, Make.com or the QuoteCloud API.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-crm#which-crms

### Which QuoteCloud plan do I need to connect my CRM?

The QuoteCloud pricing page lists CRM and accounting integrations from the Business plan, at US$59 per user per month (AU$94.95 in Australia), and on Enterprise. Zapier, Make.com and the QuoteCloud APIs are included from Essentials, at US$39 per user per month. They are not on the Free or Starter plans. Documents created through the API or Zapier carry a per-document fee, starting at US$2.00 each. Essentials and Business both start with a free 14-day trial with no credit card.
- QuoteCloud pricing and plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/integrations-crm#which-plan

### Are QuoteCloud's CRM integrations direct or through Zapier?

It depends on the CRM. Pipedrive is linked directly, so documents are created from deals, contacts or organisations and their status shows inside Pipedrive. Salesforce offers two routes: the Salesforce Sync add-on, which connects your org with OAuth and pushes document status to the Opportunity, or Zapier. HubSpot, Zoho CRM, Microsoft Dynamics 365, monday.com and Zendesk Sell connect through Zapier, where you choose the trigger, the action and the field mapping. None of these routes needs code.
- How each integration connects: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-crm#native-or-zapier

### Does QuoteCloud replace quoting in HubSpot or Salesforce?

QuoteCloud is designed to work alongside your CRM rather than replace it. The CRM keeps the deal, the contacts and the reporting, while QuoteCloud builds the quote or proposal from that data, with interactive price tables, eSignatures and online payments, and sends its status back to the record. Teams that need enterprise configure-price-quote inside Salesforce, with complex product rules, order orchestration and billing, may be better served by Salesforce Revenue Cloud; the comparison page sets out where each fits.
- QuoteCloud vs HubSpot Commerce Hub: https://www.quote.cloud/compare/hubspot-commerce-hub
- QuoteCloud vs Salesforce Revenue Cloud: https://www.quote.cloud/compare/salesforce-revenue-cloud

Link: https://www.quote.cloud/faq/integrations-crm#replace-crm-quoting

### What if my CRM or PSA tool is not on the integrations list?

QuoteCloud connects to thousands of apps through Zapier, and also supports Make.com and its own GraphQL/REST API, all from the Essentials plan. If your CRM, or a PSA tool such as ConnectWise PSA or Autotask, is supported by Zapier or Make.com, a QuoteCloud event such as a recipient signing can start an action there, and a record there can create a QuoteCloud document. For anything more specific, a developer can use the API, or QuoteCloud can scope consultancy and integration setup.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-crm#crm-not-listed

### Do I need a developer to connect QuoteCloud to my CRM?

No. The Pipedrive connection takes minutes and needs no code. The Salesforce Sync add-on connects your org from QuoteCloud with an OAuth sign-in. For HubSpot, Zoho CRM, Dynamics 365, monday.com and Zendesk Sell, you build a Zap in three steps: choose a QuoteCloud trigger, connect your QuoteCloud account, then choose the CRM action and map the fields. A sales admin can do this without writing anything. If you want a hand, QuoteCloud offers consultancy and integration setup.
- Pipedrive integration: https://www.quote.cloud/pipedrive-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#developer-needed

### Can I test a CRM integration before I buy?

Yes. QuoteCloud's Essentials and Business plans start with a free 14-day trial with no credit card required, so you can connect your CRM and test the workflow on real deals. You can also book a demo for a guided walkthrough of the setup. Integrations that run through Zapier also need a Zapier account, and Zapier and your CRM are separate services with their own plans.
- QuoteCloud pricing and free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/integrations-crm#try-crm-integration

### Does QuoteCloud integrate with Salesforce?

Yes. With the Salesforce Sync add-on, you connect your Salesforce org from QuoteCloud using OAuth, link each document to an Opportunity, and document status updates are pushed back to Salesforce as they happen. Alternatively, you can connect through Zapier in three steps: choose a QuoteCloud trigger, such as a recipient signing, connect your QuoteCloud account, then choose a Salesforce action and map the fields. Both routes are no-code.
- QuoteCloud for Salesforce: https://www.quote.cloud/integrations/crm/salesforce-cpq

Link: https://www.quote.cloud/faq/integrations-crm#salesforce-integration

### Can I see a quote's status on the Salesforce Opportunity?

Yes. QuoteCloud records when each document is delivered, first viewed and signed. With the Salesforce Sync add-on, those status updates are written back to the linked Opportunity, so reps can see where every quote stands and follow up while the buyer is reading. With Zapier, the same events can run a Salesforce action you choose. Detailed reading activity stays in the QuoteCloud dashboard.
- QuoteCloud for Salesforce: https://www.quote.cloud/integrations/crm/salesforce-cpq

Link: https://www.quote.cloud/faq/integrations-crm#salesforce-status

### What Salesforce data can fill a QuoteCloud quote?

A quote or proposal for an Opportunity can be built from its account, contact and products. Templates use tokens with field mapping, custom fields included, so each document is filled with the right account, contact, product and price details. From there, QuoteCloud applies your pricing rules: product bundles, dependency rules, optional items and approval workflows for discounts over a limit you set.
- QuoteCloud for Salesforce: https://www.quote.cloud/integrations/crm/salesforce-cpq

Link: https://www.quote.cloud/faq/integrations-crm#salesforce-data

### What does the QuoteCloud HubSpot integration do?

It connects QuoteCloud's quoting, proposal and eSignature software with HubSpot CRM through Zapier, with no code to write. A new deal can create a document in QuoteCloud, or copy one you use as a template, with the deal's contact, company and products merged in. You edit and send it from QuoteCloud, and events such as recipient first viewed and recipient signed can update the deal or add activity to its timeline.
- HubSpot integration: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#hubspot-integration

### Which HubSpot records can create a QuoteCloud document?

QuoteCloud works with the information on Deal, Contact and Company records in HubSpot. A Zap can start from any of those records and pass the related data into your quote or proposal, such as the company details, the contact's information and deal values. The deal's contact can be added as the document's recipient, so the document is built from customer information your team already manages.
- HubSpot integration: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#hubspot-records

### Can products on a HubSpot deal fill the QuoteCloud price table?

Yes. Products on a HubSpot deal can populate an editable pricing table in the QuoteCloud document, with their price and quantity, through the fields you map in Zapier. You can then adjust the table before sending, for example by adding optional items or discounts, and your client sees an interactive quote rather than a static list.
- HubSpot integration: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#hubspot-products

### Can a signed QuoteCloud quote move the HubSpot deal stage?

Yes. In Zapier, recipient signed is a QuoteCloud trigger that can run a HubSpot action such as updating the deal, for example moving it to closed won. Recipient first viewed can create an engagement on the deal, so the team sees the quote was opened. Viewer engagement detail and template usage are tracked in QuoteCloud, where the dashboard shows every document's status.
- HubSpot integration: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#hubspot-deal-stage

### How does the QuoteCloud Pipedrive integration work?

You link QuoteCloud and Pipedrive in minutes, with no code. You then create quotes, proposals and contracts from Pipedrive deals, contacts or organisations, starting from your QuoteCloud templates and content library. Variables pull in contact details, deal fields, pricing and product items, and each document stays linked to the right Pipedrive record. Clients accept and eSign on any device or in person.
- Pipedrive integration: https://www.quote.cloud/pipedrive-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#pipedrive-integration

### Can I see QuoteCloud document status inside Pipedrive?

Yes. Document statuses are visible inside Pipedrive, so you can see when a document is sent, viewed, commented on or completed, right on the deal. QuoteCloud's document analytics also show who accessed, viewed, commented on and completed each document, and when, which helps time follow-ups. When the completed status shows, you can move the deal to Won.
- Pipedrive integration: https://www.quote.cloud/pipedrive-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#pipedrive-status

### Can clients pay when they sign a quote created from Pipedrive?

Yes. QuoteCloud integrates with Stripe, so you can collect a credit card or EFT payment when a customer completes a quote created from a Pipedrive deal. Payment can be part of the signing step, so the customer reviews, signs and pays in one flow. PayPal is also available as a payment option in QuoteCloud documents.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#pipedrive-payments

### Does QuoteCloud work with Zoho CRM?

Yes. QuoteCloud connects to Zoho CRM through Zapier. You map Zoho CRM fields to QuoteCloud once, including customer, deal, product and pricing details from standard or custom fields, and a new deal can create the document with the deal's contact added as recipient. QuoteCloud events such as status changes, first views and signatures are Zapier triggers, so they can run actions such as Create Contact or update the deal's stage.
- Zoho CRM integration: https://www.quote.cloud/zoho-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#zoho-crm

### Does QuoteCloud integrate with Microsoft Dynamics 365?

Yes. QuoteCloud connects to Microsoft Dynamics 365 through Zapier in three steps. Choose QuoteCloud as the trigger app with an event such as New Document Created or New Customer Created, connect your QuoteCloud account, then choose Microsoft Dynamics as the action app with an action such as Create Record or Update Record, and map the fields. Typically account, contact, product and pricing data go into the document and its status goes back to the record.
- Microsoft Dynamics integration: https://www.quote.cloud/microsoft-dynamics-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#dynamics-365

### How does QuoteCloud connect to monday.com?

QuoteCloud connects to monday.com through Zapier, with nothing to install. Choose a QuoteCloud trigger such as New Document Created or New Customer Created, connect your QuoteCloud account by authorising Zapier or entering your QuoteCloud API key, then choose the monday.com action and map the fields. Column values on an item, such as the contact, company and amount, can fill template variables, and created, viewed and signed events can update the item.
- monday.com integration: https://www.quote.cloud/integrations/crm/mondaydotcom

Link: https://www.quote.cloud/faq/integrations-crm#monday-com

### Does QuoteCloud integrate with Zendesk Sell?

Yes. QuoteCloud and Zendesk Sell connect through Zapier, and a Zap can run in either direction. A new deal in Zendesk Sell can create the QuoteCloud document, and QuoteCloud events such as a document being created, first viewed or signed can create or update the deal. You choose the trigger, the action and which fields pass between the two accounts.
- Zendesk Sell integration: https://www.quote.cloud/zendesk-sell-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#zendesk-sell

### Can a support team create quotes from Zendesk tickets?

Yes. QuoteCloud connects to Zendesk through Zapier. A Zap can create a QuoteCloud document from a ticket using the requester's details, and you share the document's link in your reply. QuoteCloud records when the document is sent, first viewed and signed, and those events can be added to the ticket, for example as an internal note. Typically the requester's name, email, organisation and the ticket subject go into the document.
- Zendesk integration: https://www.quote.cloud/zendesk-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#zendesk-tickets

### Can I create a quote from a CRM deal automatically?

Yes. In Pipedrive you create documents from deals, contacts or organisations and the deal details fill in. With HubSpot, Zoho CRM, Dynamics 365, monday.com or Zendesk Sell, a Zapier automation can create a QuoteCloud document when a new deal appears, fill the mapped fields and add the deal's contact as the recipient. In Salesforce, a quote built for an Opportunity uses its account, contact and products. You review the document and send it.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-crm#quote-from-deal

### Does the quote status update in my CRM?

Yes. Document statuses are visible inside Pipedrive, and the Salesforce Sync add-on pushes status updates back to the linked Opportunity. For HubSpot, Zoho CRM, Dynamics 365, monday.com and Zendesk Sell, QuoteCloud events such as document created, status changed, recipient first viewed and recipient signed are Zapier triggers, so they can update the deal stage, a status column or the record's activity.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-crm#status-in-crm

### Can I map custom CRM fields into QuoteCloud documents?

Yes. When you set up a Zapier connection, you map CRM fields to QuoteCloud fields, and Zoho CRM's page notes this includes standard or custom fields for customer, deal, product and pricing details. For Salesforce, templates use tokens with field mapping, custom fields included. Pipedrive uses variables for contact, deal, pricing and product details. Once mapped, the values fill in each time a document is created.
- Zoho CRM integration: https://www.quote.cloud/zoho-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#custom-fields

### Are eSignatures included when I quote from my CRM?

Yes. Every QuoteCloud plan includes legally binding electronic signatures, so quotes, proposals and contracts created from CRM data are signed in QuoteCloud without a separate signing tool. Recipients sign on any device. Signatures are eIDAS compliant, documents are protected with 256-bit encryption, and the signed status can be passed back to the deal through the integration.
- HubSpot integration: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-crm#crm-esignatures

## Accounting and payment integrations

Page: https://www.quote.cloud/faq/integrations-accounting

### Which accounting software does QuoteCloud integrate with?

QuoteCloud lists integrations with Xero, QuickBooks Online and FreshBooks. Each one connects through Zapier, with no code: a QuoteCloud event, such as a recipient signing a quote, runs an action in the accounting app, such as creating an invoice or a customer. Other accounting or finance tools supported by Zapier or Make.com can be connected the same way, or through the QuoteCloud API.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/integrations-accounting#which-accounting

### Which QuoteCloud plan includes accounting integrations?

The QuoteCloud pricing page lists CRM and accounting integrations, naming Xero and QuickBooks, from the Business plan at US$59 per user per month, and on Enterprise. Zapier, Make.com and the QuoteCloud APIs are included from Essentials at US$39 per user per month, and documents created through the API or Zapier carry a per-document fee from US$2.00. Integrations are not included on Free or Starter. Essentials and Business both have a free 14-day trial with no credit card.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/integrations-accounting#which-plan

### Can QuoteCloud create invoices in Xero, QuickBooks Online or FreshBooks?

Yes, the invoice is created in your accounting software. You build, send and get the quote or proposal signed in QuoteCloud. When the recipient signs, a Zapier automation can create the invoice in Xero, QuickBooks Online or FreshBooks with the same line items, quantities and tax, filed under the matching customer. Nothing is typed twice, and you can invoice as soon as the client signs instead of waiting for someone to copy the details across.
- Xero integration: https://www.quote.cloud/xero-accounting-with-quotecloud
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#invoices-from-quotes

### Is QuoteCloud an invoicing or accounting system?

No. QuoteCloud is quoting, proposal and CPQ software, with a product catalogue, interactive price tables, legally binding eSignatures and online payments in the document. Xero, QuickBooks Online or FreshBooks stays your accounting system, and the integration carries the accepted document across to it as an invoice and customer record. That way sales works in QuoteCloud and accounts works in its own software, from the same numbers.
- FreshBooks integration: https://www.quote.cloud/freshbooks-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#accounting-system

### Which businesses benefit from connecting quotes to accounting?

Any business that sends a quote or proposal before it sends an invoice. QuoteCloud names professional services, legal firms, architects and engineers, travel agencies, telecoms and hosting providers, importers and exporters, and event planners, along with freelancers and small service businesses that keep their books in FreshBooks, Xero or QuickBooks Online. The gain is fewer retyping errors and invoices raised the moment the client signs.
- FreshBooks integration: https://www.quote.cloud/freshbooks-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#who-benefits

### How do I connect QuoteCloud to Xero?

QuoteCloud connects to Xero through Zapier, in three steps and with no code. First, choose QuoteCloud as the trigger app and pick a trigger, such as a recipient signing a document. Second, connect your QuoteCloud account. Third, choose Xero as the action app, pick an action such as creating an invoice, map the fields, test it and turn it on. If you need help, book a demo or contact QuoteCloud support.
- Xero integration: https://www.quote.cloud/xero-accounting-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#xero-connect

### What data moves between QuoteCloud and Xero?

Each connection is a rule: when something happens in QuoteCloud, an action runs in Xero. When a recipient signs a quote, an invoice can be created in Xero with the same line items and tax, and when a contact is created in QuoteCloud, it can be created in Xero too. QuoteCloud also has actions other apps can trigger, such as creating or updating a contact or updating a document's status, so information can flow back from Xero as well.
- Xero integration: https://www.quote.cloud/xero-accounting-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#xero-what-syncs

### Will QuoteCloud keep my customer records consistent with Xero?

Yes. Contact details can be passed between QuoteCloud and Xero, so the customer on the quote is the customer on the invoice. That helps avoid duplicate records and makes sure documents go to the right contact. You decide which fields are mapped when you build the Zap, and you can test it before turning it on.
- Xero integration: https://www.quote.cloud/xero-accounting-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#xero-contacts

### How do I set up QuoteCloud with QuickBooks Online?

QuoteCloud connects to QuickBooks Online through Zapier, in three steps and with no code. First, choose QuoteCloud as the trigger app and pick a trigger, such as a recipient signing a document. Second, connect your QuoteCloud account. Third, choose QuickBooks Online as the action app, pick an action such as creating an invoice, map the fields, test it and turn it on. You can try it on a free 14-day trial with no credit card.
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#qbo-connect

### Which data syncs between QuoteCloud and QuickBooks Online?

It depends on the automations you switch on. Common ones are a signed quote creating an invoice in QuickBooks Online with its line items, quantities and tax, and a contact created in QuoteCloud creating a customer in QuickBooks Online. QuoteCloud also has actions that other apps can trigger, such as creating or updating a contact or updating a document's status, so information such as payment status can flow back to the quote.
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#qbo-what-syncs

### What are the benefits of using QuoteCloud with QuickBooks Online?

Less retyping and fewer mistakes. Line items, quantities, tax and customer details come from the signed quote instead of being copied by hand, so the customer on the quote is the customer on the invoice. Sales and accounts can see the same status, and you can invoice sooner because the invoice can be created the moment your client signs.
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#qbo-benefits

### What does the QuoteCloud FreshBooks integration do?

It joins the document your client says yes to with the invoice you send afterwards. QuoteCloud connects to FreshBooks through Zapier: you build a Zap with a QuoteCloud trigger, such as a recipient signing or a document changing status, and a FreshBooks action, such as creating an invoice. Once it is on, each signed contract, approved quote or accepted proposal can start a new FreshBooks invoice without anyone retyping the details.
- FreshBooks integration: https://www.quote.cloud/freshbooks-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#freshbooks-integration

### Which QuoteCloud events can start an action in FreshBooks?

QuoteCloud can tell Zapier when a document is created, first viewed, signed, part paid or paid. You decide which of those events start an action in FreshBooks, such as creating an invoice or recording a payment. Anything you do not map stays in QuoteCloud, so you can start with one automation, such as signature to invoice, and add more later.
- FreshBooks integration: https://www.quote.cloud/freshbooks-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#freshbooks-events

### Can I control what data goes onto the FreshBooks invoice?

Yes. When you build the Zap, you choose which QuoteCloud fields are sent to which FreshBooks invoice fields, and you can test it before you turn it on. Your quotes and proposals are designed in QuoteCloud, while the invoice keeps the look you have set up in your FreshBooks account.
- FreshBooks integration: https://www.quote.cloud/freshbooks-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#freshbooks-invoice-fields

### How do I take Stripe payments on a QuoteCloud quote?

Connect your own Stripe account from the integrations or payments settings in QuoteCloud, then add the Stripe payment block to a template or an individual document. The amount fills in automatically from the pricing table total, and you can ask for a percentage of it, such as a deposit, or a fixed fee. If the client chooses optional items or changes quantities, the amount is calculated for what they chose. Clients pay by debit or credit card and other methods Stripe supports.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#stripe-setup

### How does the PayPal integration work?

Connect your PayPal account to QuoteCloud, then add a PayPal payment button to a quote or proposal in the editor, set the pricing details and choose a one-time payment or an instalment plan. You can request the full amount or a part payment. Once the document is signed, the client pays with their PayPal account, a debit or credit card, or PayPal Credit where available, in US dollars or Australian dollars.
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#paypal-setup

### Do QuoteCloud payments show up in Xero or QuickBooks Online?

They can, through Zapier. QuoteCloud can tell Zapier when a document is part paid or paid, so a payment can start an action in your accounting software, such as recording a payment in FreshBooks. In the other direction, QuoteCloud actions such as updating a document's status let information such as payment status flow back to the quote. You choose which events and fields are mapped when you build each Zap.
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#payments-to-accounting

### Can clients pay through Xero Payments or QuickBooks Payments?

QuoteCloud's online payment options are Stripe and PayPal, and your clients can pay straight from the document with either. Payments you take through Xero or QuickBooks Payments are handled in your accounting software itself, for example on the invoice the integration creates. If your workflow depends on QuickBooks Payments or Xero Payments, book a demo or contact QuoteCloud support to confirm what is possible before you rely on it.
- QuickBooks Online integration: https://www.quote.cloud/quickbooks-online-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#xero-qbo-payments

### Is it secure to take payments in QuoteCloud documents?

Payments are processed by Stripe or PayPal. Stripe holds PCI Level 1 certification, the highest level for payment processors, and as a Stripe Verified Partner QuoteCloud follows the standards in the Stripe Integration Security Guide. PayPal payments are handled in PayPal's own checkout, so clients do not need to share personal or financial details with third-party tools. QuoteCloud documents are protected with 256-bit encryption.
- Stripe integration: https://www.quote.cloud/stripe-integration-with-quotecloud
- PayPal integration: https://www.quote.cloud/paypal-integration-with-quotecloud

Link: https://www.quote.cloud/faq/integrations-accounting#payment-security

## Automation, Zapier and API

Page: https://www.quote.cloud/faq/automation-api

### Does QuoteCloud work with Zapier?

Yes. QuoteCloud has a Zapier app, so it can connect to thousands of other apps without code. A QuoteCloud event, such as a recipient signing, can run an action in another app, and an event in another app, such as a new deal or a spreadsheet row, can create a QuoteCloud document. Zapier is included from the Essentials plan at US$39 per user per month. Zapier itself is a separate service with its own plans.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/automation-api#zapier

### Which QuoteCloud events can trigger an automation?

The QuoteCloud triggers named on its integration pages are a new document being created, a new customer being created, a document's status changing, a recipient first viewing a document, a recipient signing, and a document being part paid or paid. Any of them can start a Zap, so a signature can move a CRM deal to its next stage, create an invoice, post to Slack or Microsoft Teams, or file the signed copy in OneDrive. Zapier shows the full current list when you build the automation.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/automation-api#zapier-triggers

### What can other apps do in QuoteCloud through Zapier?

QuoteCloud also has Zapier actions that other apps can run. A new record elsewhere, such as a HubSpot deal, can create a QuoteCloud document or copy one you use as a template, with mapped fields filled in and the contact added as recipient. Other actions include creating or updating a contact and updating a document's status, which lets information such as payment status flow back from an accounting app.
- HubSpot integration example: https://www.quote.cloud/hubspot-integration-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#zapier-actions

### How do I connect my QuoteCloud account to Zapier?

In Zapier, choose QuoteCloud as the trigger or action app and follow the prompts to connect your account. You either authorise Zapier with your QuoteCloud sign-in or enter your QuoteCloud API key. After that, Zapier can see your documents and contacts, and you pick the other app's action, map the fields, test the Zap and turn it on. You can turn a Zap off at any time.
- monday.com setup example: https://www.quote.cloud/integrations/crm/mondaydotcom

Link: https://www.quote.cloud/faq/automation-api#zapier-connect-account

### Does QuoteCloud work with Make.com?

Yes. Make.com is one of the automation platforms QuoteCloud supports, alongside Zapier and its own APIs. All three are included from the Essentials plan, at US$39 per user per month, so you can use whichever tool your team already runs to connect QuoteCloud with your other business systems. Make.com is a separate service with its own plans.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/automation-api#make-com

### Can QuoteCloud connect to software that is not on its integrations list?

Often, yes. QuoteCloud does not list native integrations for every category, such as HR, payroll or PSA software, but from the Essentials plan you can connect it to other systems through Zapier, Make.com or the QuoteCloud API. If an app is available in Zapier or Make.com, a QuoteCloud event such as a signature can start an action there. For anything more specific, a developer can build an integration on the API.
- All QuoteCloud integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/automation-api#other-software

### Does QuoteCloud have a document generation API?

Yes. QuoteCloud provides a GraphQL/REST API, so any application that can make HTTPS requests can exchange document data with a QuoteCloud account and produce finished, personalised documents. Teams use it to generate documents at volume, around the clock, for quoting, archiving, email marketing and invoicing. API access is included from the Essentials plan, and documents created through the API carry a per-document fee.
- Document generation software: https://www.quote.cloud/document-generation-software

Link: https://www.quote.cloud/faq/automation-api#api

### Which QuoteCloud plans include the API?

The QuoteCloud APIs for direct integration are included on Essentials (US$39 per user per month), Business (US$59) and Enterprise. The Free plan excludes PDF export, APIs, AI and price tables, and Starter excludes price tables, APIs and AI. On top of the subscription, documents created through the API or Zapier are charged per document each month.
- QuoteCloud plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/automation-api#api-plans

### Can I build my own integration with QuoteCloud?

Yes. When the triggers, actions and field mapping available in Zapier or Make.com do not cover what you need, the QuoteCloud API lets you build your own integration, for example to send data from an in-house system and create documents from it. QuoteCloud also offers consultancy and integration setup for custom APIs and other platforms; contact sales to scope the work.
- Document generation software: https://www.quote.cloud/document-generation-software

Link: https://www.quote.cloud/faq/automation-api#build-own-integration

### Can AI assistants work with QuoteCloud through MCP?

Yes. QuoteCloud supports the Model Context Protocol, so MCP-enabled AI assistants can securely use your live QuoteCloud data: search your product catalogue, retrieve customers, create and update proposals and automate repetitive document tasks. The MCP AI Service is available on the Business and Enterprise plans, alongside the AI Co-Worker that drafts and rewrites content inside the editor.
- QuoteCloud product overview: https://www.quote.cloud/product-overview

Link: https://www.quote.cloud/faq/automation-api#mcp

### Is there a fee for documents created through the API or Zapier?

Yes. Documents created through the API or Zapier are charged per document each month: US$2.00 each for 1 to 1,000 documents, US$1.80 each for 1,001 to 5,000, and US$1.60 each for 5,001 or more. The fee is on top of an Essentials, Business or Enterprise subscription. Contact QuoteCloud sales for higher-volume pricing.
- QuoteCloud pricing details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/automation-api#document-fees

### Can I bulk send quotes or email campaigns from QuoteCloud?

Yes. The QuoteCloud pricing page lists bulk send for sales quotes and email marketing campaigns on Essentials, Business and Enterprise, marked as volume-based costs: email campaigns, for example, need email sending credits. Email marketing audience data is unlimited on those plans. Documents created through the API or Zapier are charged separately, from US$2.00 each.
- QuoteCloud plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/automation-api#bulk-send

### Can QuoteCloud set up Zapier or an API integration for us?

Yes. QuoteCloud offers consultancy and integration setup covering Zapier, custom APIs and other platforms; contact sales to scope the work. Enterprise plans also include implementation support and a dedicated account manager. To try the integrations yourself first, Essentials and Business start with a free 14-day trial with no credit card required.
- QuoteCloud pricing details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/automation-api#setup-help

### How does QuoteCloud work with Google Sheets?

QuoteCloud connects to Google Sheets through Zapier. Choose a QuoteCloud trigger, such as a new document being created, connect your QuoteCloud account, then pick a Google Sheets action such as creating or updating a row and map the fields to your columns. A status change such as viewed, signed or paid can update the row. In the other direction, client and job details in a sheet can generate quotes, proposals and contracts, and contacts can be bulk imported from Google Sheets.
- Google Sheets integration: https://www.quote.cloud/googlesheets-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#google-sheets

### Can QuoteCloud add follow-ups to Google Calendar?

Yes. QuoteCloud connects to Google Calendar through Zapier. Pick a QuoteCloud trigger such as New Document Created, connect your QuoteCloud account, then choose an action such as Create Event or Update Event and map fields like the document name, the customer and a date. Information moves one way, from QuoteCloud to the calendar, and the events then use Google Calendar's own notifications and sharing.
- Google Calendar integration: https://www.quote.cloud/google-calendar-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#google-calendar

### Can QuoteCloud PDFs be saved to Google Drive?

Yes. QuoteCloud's Google integration page states that finished documents can be stored as PDFs in the Google Drive folders you choose, so signed paperwork sits with the rest of your files. Like the Google Sheets connection, this is set up with Zapier by choosing a trigger and an action and mapping the fields, with no code.
- Google Sheets integration: https://www.quote.cloud/googlesheets-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#google-drive

### Can I send QuoteCloud data to Microsoft Excel?

Yes. A Zap watches for a QuoteCloud event, such as a new document being created or a status change, and adds or updates a row in your Excel workbook. Document details such as the client, the value and the status, and new customer records, can be mapped to the columns your reports already use. Once the data is in a table, Excel's formulas, charts and pivot tables work on it as usual.
- Microsoft Excel integration: https://www.quote.cloud/microsoft-excel-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#microsoft-excel

### Can signed QuoteCloud documents be filed in OneDrive?

Yes. QuoteCloud connects to Microsoft OneDrive through Zapier. Pick a QuoteCloud event as the trigger, then a OneDrive action such as Upload File or Create Folder, map the fields, test it and turn it on. Signed contracts, approved quotes and other documents can be filed in the folder you nominate. Files kept in OneDrive, including docx and Word Online files, can also be uploaded to QuoteCloud and converted into editable documents.
- Microsoft OneDrive integration: https://www.quote.cloud/microsoft-onedrive-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#microsoft-onedrive

### Can QuoteCloud send notifications to Slack?

Yes. QuoteCloud connects to Slack through Zapier. Choose a QuoteCloud trigger, connect your QuoteCloud account by authorising Zapier or entering your API key, then choose a Slack action such as Send Message and map the fields. Notifications can be set for a document being sent, viewed, approved, signed or paid. Each Zap posts to the channel or direct message you choose, with wording you customise, and only the mapped fields are sent to Slack.
- Slack integration: https://www.quote.cloud/slack-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#slack

### Can QuoteCloud post quote updates to Microsoft Teams?

Yes. QuoteCloud connects to Microsoft Teams through Zapier in three steps: choose QuoteCloud as the trigger app and pick the event, connect your QuoteCloud account, then choose Teams as the action app, pick an action such as sending a message and map the fields. Each Zap posts the fields you choose, such as document name, client, total and status. Viewer engagement detail stays in the QuoteCloud dashboard, and reviews, approvals and signatures happen in QuoteCloud.
- Microsoft Teams integration: https://www.quote.cloud/microsoft-teams-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#microsoft-teams

### Can an approved QuoteCloud quote create a job in ServiceM8?

Yes. QuoteCloud connects to ServiceM8 through Zapier. Choose a QuoteCloud trigger, such as a client signing the quote, then a ServiceM8 action such as Create Job, and map the fields to carry across, typically the client's details, the site address and the quoted work. The integration creates the job; you book the time, assign staff and invoice in ServiceM8. You need QuoteCloud, ServiceM8 and Zapier accounts.
- ServiceM8 integration: https://www.quote.cloud/servicem8-with-quotecloud

Link: https://www.quote.cloud/faq/automation-api#servicem8

### Does QuoteCloud integrate with simPRO?

Yes. QuoteCloud connects to simPRO through Zapier in three steps: choose QuoteCloud as the trigger app and pick a trigger, connect your QuoteCloud account, then choose simPRO as the action app, pick an action such as creating a job and map the fields, such as the client, the site and the quoted work. QuoteCloud shows when the quote is sent, viewed and approved, and the job then sits in simPRO with its own status.
- simPRO integration: https://www.quote.cloud/quotecloud-with-simpro

Link: https://www.quote.cloud/faq/automation-api#simpro

### Who are the ServiceM8 and simPRO integrations for?

They suit trades and field service businesses that quote in QuoteCloud and run their jobs in ServiceM8 or simPRO, such as HVAC, electrical, plumbing, security systems, construction and facilities management contractors. The client details and quoted work are typed once, in the quote, and carried into the job, which removes a common source of mismatches between what was approved and what gets done.
- ServiceM8 integration: https://www.quote.cloud/servicem8-with-quotecloud
- simPRO integration: https://www.quote.cloud/quotecloud-with-simpro

Link: https://www.quote.cloud/faq/automation-api#field-service-who

## Security and privacy

Page: https://www.quote.cloud/faq/security-privacy

### How secure is my data in QuoteCloud?

QuoteCloud is hosted on Amazon Web Services and protects documents with 256-bit encryption in your own private cloud workspace. Data transferred between you and QuoteCloud is encrypted, and personal data is encrypted at rest on the hosting servers. QuoteCloud is GDPR compliant. Custom roles, team access settings and content locking control who can view, edit and send documents, and Enterprise adds single sign-on and IP range filtering.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#how-secure-is-my-data

### Where is my QuoteCloud data hosted?

QuoteCloud runs on the Amazon Web Services (AWS) cloud, and personal information is stored on servers located in the USA. That information remains within the effective control of Corporate Interactive Technology Pty Limited, the Sydney, Australia company that provides QuoteCloud. The hosting provider's role is limited to hosting and storage, and it is not permitted to access or use your personal information except for that limited purpose.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#where-is-my-data-hosted

### Is my data encrypted in QuoteCloud?

Yes. Your quotes, proposals and contracts are protected with 256-bit encryption and stored in your own private cloud workspace, and each completed document carries a unique document ID. According to the privacy policy, personal information is stored on secure servers with SSL certificates from leading certificate authorities, all data transferred between you and QuoteCloud is encrypted, and personal data is encrypted when stored on the hosting servers.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#is-my-data-encrypted

### Can I choose to keep my QuoteCloud data in Australia or the EU?

QuoteCloud does not publish a choice of data region. Its privacy policy states that personal information is stored on Amazon Web Services servers located in the USA, and that if you do not want your personal information transferred to a server in the USA you should not provide it or use the service. If data residency is a requirement for your organisation, contact the QuoteCloud team to discuss it before you commit.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/security-privacy#can-i-choose-where-data-is-stored

### Does QuoteCloud store credit card details?

No. When your clients pay a quote, card payments are taken through third-party payment gateways such as Stripe and PayPal. When you pay for your own QuoteCloud subscription, your card is processed through Stripe and held by the payment gateway so it can be billed on a recurring basis. In both cases QuoteCloud does not store the credit card details, and QuoteCloud staff cannot access them.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#does-quotecloud-store-card-details

### How do I know the right person signed?

Turn on optional recipient verification and QuoteCloud sends a one-time passcode to the signer by email. They must enter it before they can sign, so only someone with access to that inbox can complete the signature. The completed document then includes a certificate of authenticity and an audit trail as a record of the signing.
- eSignature ID verification: https://www.quote.cloud/features/esignature-id-verification

Link: https://www.quote.cloud/faq/security-privacy#how-do-i-know-the-right-person-signed

### What record do I get when a document is signed?

Every completed document includes a certificate of authenticity and an audit trail, and each document has its own unique document ID. The document's history timeline also shows its views, edits, status changes, recipient activity and revisions, with the person behind each entry. Revisions and full version history are part of the Business plan.
- Digital signature certificate: https://www.quote.cloud/features/digital-signature-certificate
- Audit trail and history: https://www.quote.cloud/features/audit-trail-history

Link: https://www.quote.cloud/faq/security-privacy#what-record-do-i-get-when-signed

### Can I password-protect a document I share with a client?

Yes. In the document editor click Send, choose Send Via Link, make sure the link is active and click Edit security settings for this link. Turn on Password Protection, enter and confirm a password and click Save. Anyone opening the link must enter the password before the document appears. Each recipient can have their own unique link, and you should share the password through a different, secure channel.
- Password-protect a document: https://support.quote.cloud/user-guide/document-security/password-protect-a-document

Link: https://www.quote.cloud/faq/security-privacy#password-protect-a-document

### Can I keep internal notes, costs or margins out of what the client sees?

Yes. Use Hide from Recipient on a section or container in the editor: it is shaded so your team knows it is hidden, and the recipient does not see it. In price tables you decide which columns and totals appear in the client-facing document, so internal costs, supplier prices and margins stay hidden while the client sees the final price. Price tables are included from the Essentials plan.
- Content locking and hidden sections: https://www.quote.cloud/features/content-locking

Link: https://www.quote.cloud/faq/security-privacy#hide-sections-from-the-client

### How do I control who can see and change what in my QuoteCloud account?

From Essentials you can create custom user roles, organise people into teams, choose whether each team has full or view-only access to shared documents, and restrict content libraries by role. From Business you can also lock content blocks so they cannot be edited, route documents through an approval workflow, and keep revisions and version history. Enterprise adds single sign-on, IP range filtering and other advanced security controls.
- QuoteCloud security: https://www.quote.cloud/security
- Set shared document access: https://support.quote.cloud/user-guide/general-team-settings/set-shared-document-access

Link: https://www.quote.cloud/faq/security-privacy#who-can-see-and-change-what

### What permissions can a QuoteCloud user role control?

Each custom role has permission toggles grouped into User Controls, Content Libraries, System Config, Document Controls, Address Book Controls, Campaign Controls, Import/Export Data and Workflow Controls. Document Controls, for example, set who can view, edit, delete and send documents and access the product catalogue. A user with several roles receives every permission granted by any of them, so you can follow the principle of least privilege.
- Create a new user role: https://support.quote.cloud/user-guide/user-access-and-support/create-a-new-user-role-quotecloud-help

Link: https://www.quote.cloud/faq/security-privacy#role-permissions

### Can I stop people from changing approved wording?

Yes. In the content library, turn on the lock for any block, such as legal terms or service levels. A lock icon shows its status. Locked blocks can still be dragged into documents but stay non-editable there, and only administrators or users whose roles allow it can unlock them. You can also restrict who can add or edit library content by user role. Content locking is part of the Business plan.
- Content locking: https://www.quote.cloud/features/content-locking
- Lock content blocks: https://support.quote.cloud/user-guide/content-libraries/content-library-permissions-and-security/locking-content-blocks-to-prevent-accidental-editing

Link: https://www.quote.cloud/faq/security-privacy#lock-approved-content

### Does QuoteCloud support single sign-on (SSO)?

Yes. Single sign-on (SSO) is included on the Enterprise plan, alongside IP range filtering, a custom URL, custom user reports and other advanced security controls, plus implementation support. SSO is not part of the Free, Starter, Essentials or Business plans. Contact sales to talk through your identity provider and what your organisation needs.
- Enterprise security controls: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#single-sign-on

### Can I restrict QuoteCloud access to our office IP addresses?

Yes, on Enterprise. IP range filtering lets an organisation limit access to QuoteCloud to the IP address ranges it approves, and it is included with Enterprise together with single sign-on, a custom URL and other advanced security controls. It is not available on the Free, Starter, Essentials or Business plans. Contact sales to discuss how it would fit your network setup.
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#ip-range-filtering

### What sign-in options does QuoteCloud have?

You can sign in with your email address and password, with a Magic Link that emails you a secure link and a 6-digit code, or with a passkey on a registered device such as a phone or tablet. Enterprise adds single sign-on. Keep your password safe, and if you think it has been misused, change it straight away and let QuoteCloud know.
- Logging in to QuoteCloud: https://support.quote.cloud/user-guide/user-access-and-support/logging-in-with-existing-account-credentials

Link: https://www.quote.cloud/faq/security-privacy#sign-in-options

### Does QuoteCloud support two-factor authentication (MFA)?

QuoteCloud does not publish a two-factor or multi-factor authentication feature. The sign-in options it documents are email and password, a Magic Link or 6-digit code sent to your email, and a passkey on a registered device, and Enterprise adds single sign-on. If MFA is a requirement in your security review, contact the QuoteCloud team so they can answer it directly for your organisation.
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/security-privacy#two-factor-authentication

### Is QuoteCloud GDPR compliant?

Yes. QuoteCloud states that it is GDPR compliant. Its privacy policy explains how personal information is collected, held and used, that it is stored on AWS servers in the USA under Corporate Interactive's effective control, and how you can request access to, correction or removal of your personal information through the Data Protection Officer.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#is-quotecloud-gdpr-compliant

### How do I access, correct or delete my personal information?

Set out your request in writing and email it to the Data Protection Officer at hello@corporateinteractive.com.au. You can ask to access the information held about you, or to update, correct or remove it. Corporate Interactive processes requests as soon as reasonably practicable unless prevented on legal grounds, and explains why if it cannot meet a request. Personal information is kept only as long as needed to provide the service.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#access-correct-or-remove-personal-information

### Will QuoteCloud tell me about a data breach?

Yes. QuoteCloud's privacy policy commits to advising you at the first reasonable opportunity after discovering, or being told of, a security breach in which your personal information is lost, stolen, accessed, used, disclosed, copied, modified or disposed of by unauthorised persons or in an unauthorised way. To raise a security concern yourself, contact the team through the support contact page.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#breach-notification

### Does QuoteCloud share my data with third parties?

QuoteCloud discloses personal information outside the Corporate Interactive group only where necessary to provide the service, otherwise with your express consent, or when legally required, for example by a court order. It may use aggregated data that does not identify you to improve the service. If you connect third-party apps such as a CRM, data you send to them is covered by those apps' own privacy policies.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#does-quotecloud-share-my-data

### How do I make a privacy complaint to QuoteCloud?

Give the Data Protection Officer full details of your complaint and any supporting documents, either by email to support@quotecloud.net or by letter to The Data Protection Officer, Corporate Interactive Technology Pty Limited, Suite 1204, 109 Pitt Street, Sydney NSW 2000, Australia. The privacy policy describes the complaints process, and significant changes to the policy are communicated by email or in QuoteCloud.
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#privacy-complaints

### Can I export my document data or recover a deleted document?

Yes. On the dashboard, click the settings icon at the top right and choose Export Document Data; QuoteCloud prepares a report you receive by email and download for analysis, auditing or record-keeping. Deleted documents go to Trash first, where you can restore them to your document list from the More Actions menu. Emptying the Trash or deleting from it permanently removes the documents.
- Export document data: https://support.quote.cloud/user-guide/dashboard/dashboard-settings/export-document-data
- Restore a deleted document: https://support.quote.cloud/user-guide/dashboard/trash-management/restore-a-deleted-document

Link: https://www.quote.cloud/faq/security-privacy#can-i-export-or-recover-my-documents

### Is QuoteCloud SOC 2, ISO 27001 or HIPAA certified?

QuoteCloud does not publish SOC 2, ISO 27001 or HIPAA certification. What it does publish is hosting on Amazon Web Services, 256-bit encryption, GDPR compliance, eIDAS-compliant eSignatures with a certificate of authenticity and audit trail, and Enterprise controls such as SSO and IP range filtering. If your review needs a specific certification or a security questionnaire completed, contact the QuoteCloud team.
- QuoteCloud security: https://www.quote.cloud/security
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/security-privacy#soc-2-iso-27001-hipaa

### What uptime and backup commitments does QuoteCloud make?

QuoteCloud does not publish an uptime percentage or a backup schedule. You can check the current status of QuoteCloud services from the Help menu by choosing System Status. The guaranteed SLAs in Premium and Enterprise support relate to support response times, such as Enterprise's 4-hour response. If your organisation needs availability or backup commitments, contact the QuoteCloud team before you buy.
- Check system status: https://support.quote.cloud/user-guide/general/help-and-support/check-system-status
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/security-privacy#uptime-and-backups

### How do I request a security review or raise a security concern?

If you need a security questionnaire completed as part of a vendor review, contact the QuoteCloud sales team and they will work through it with your team. To raise a security concern, contact the team through the support contact page. Requests to access, correct or remove your personal information go to the Data Protection Officer, as described in the privacy policy.
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo
- QuoteCloud security: https://www.quote.cloud/security

Link: https://www.quote.cloud/faq/security-privacy#security-questionnaire-review

### Who provides QuoteCloud?

QuoteCloud is provided by Corporate Interactive Technology Pty Limited, Suite 1204, 109 Pitt Street, Sydney NSW 2000, Australia, which has been building QuoteCloud since 2013. QuoteCloud is rated 4.2 on Capterra and 4.2 on Software Advice. The company's privacy policy and terms of use are published on the QuoteCloud website and can also be opened from the Help menu inside the app.
- QuoteCloud terms of use: https://www.quote.cloud/quotecloud-terms
- QuoteCloud privacy policy: https://www.quote.cloud/privacy

Link: https://www.quote.cloud/faq/security-privacy#who-provides-quotecloud

## Account, onboarding and support

Page: https://www.quote.cloud/faq/account-support

### How do I add a new user to my QuoteCloud account?

Open Settings from the profile icon, then go to Users under Users & Roles and click Create New User. Enter the person's email address, first and last name, and optionally job title and phone numbers. Assign at least one team and one role, optionally choose a manager, and click Save. QuoteCloud emails an invitation; the user clicks Accept Invitation, completes their profile and creates a password. Until then they show as Unverified.
- Create or invite new users: https://support.quote.cloud/user-guide/user-access-and-support/create-or-invite-new-users

Link: https://www.quote.cloud/faq/account-support#how-do-i-add-users

### What if an invited user doesn't receive the QuoteCloud invitation?

Ask the person to check their spam or junk folder and any email filters, and confirm the address was entered correctly. A user whose invitation is still pending shows an Unverified status on the Users page, where an administrator can resend or send a new invitation. If it still does not arrive, a corporate mail filter may be blocking automated messages, so check with your IT team or contact QuoteCloud support.
- Create or invite new users: https://support.quote.cloud/user-guide/user-access-and-support/create-or-invite-new-users

Link: https://www.quote.cloud/faq/account-support#invited-user-did-not-receive-email

### How many users can I have in QuoteCloud?

The Free plan is for one user. Starter, Essentials and Business are priced per user per month, so you add as many users as your team needs and pay for each one. Essentials and above also include unlimited sales teams and custom user roles. Enterprise has a custom user arrangement with flexible per-seat or per-document pricing. Clients who view or sign documents do not need a user licence.
- Plan pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/account-support#how-many-users-can-i-have

### How do I remove a user from QuoteCloud, and what happens to their documents?

On the Users page, open the options menu beside the user and choose Delete User. You need a role with the User Controls permission to create, modify and delete users. If the person owns documents, QuoteCloud asks you to choose another user to take ownership, so nothing is lost. Deletion is permanent, so reassign any integrations they manage first, or change their role instead if you may need the account again.
- Delete a user account: https://support.quote.cloud/user-guide/user-access-and-support/delete-a-user-account

Link: https://www.quote.cloud/faq/account-support#how-do-i-delete-a-user

### How do I sign in to QuoteCloud?

On the QuoteCloud login page, enter your registered work email and choose a sign-in method. Continue with Password uses your account password. Sign in with Magic Link emails you a secure link and a 6-digit code, and either one signs you in. Sign in with Passkey uses a registered device such as your phone or tablet, sometimes by scanning a QR code. You can pick a different method each time.
- Logging in to QuoteCloud: https://support.quote.cloud/user-guide/user-access-and-support/logging-in-with-existing-account-credentials

Link: https://www.quote.cloud/faq/account-support#how-do-i-sign-in

### How do I reset my QuoteCloud password?

On the login page click Continue with Password, then Forgot Password. Enter your registered email address and click Send password reset. Open the email, click Reset your password, enter and confirm a new password, then click Reset Password. Your quotes, proposals and templates are not affected. If you no longer have access to that email address, contact your account administrator or QuoteCloud support for help.
- Using Forgot Your Password: https://support.quote.cloud/user-guide/user-access-and-support/using-the-forgot-your-password

Link: https://www.quote.cloud/faq/account-support#forgot-password

### What is a user role in QuoteCloud, and what can it control?

A user role is a named set of permissions you assign to people. To create one, go to Settings › Users & Roles › Roles and click Create New Role. Toggles cover User Controls, Content Libraries, System Config, Document Controls (view, edit, delete, send documents and access the product catalogue), Address Book Controls, Campaign Controls, Import/Export Data and Workflow Controls. Custom user roles are available from the Essentials plan.
- Create a new user role: https://support.quote.cloud/user-guide/user-access-and-support/create-a-new-user-role-quotecloud-help

Link: https://www.quote.cloud/faq/account-support#what-is-a-user-role

### Can a user have more than one role or team?

Yes. Every user needs at least one team and one role, and you can assign more of each. When a user has several roles, QuoteCloud gives them every permission allowed by any of those roles. User Controls permissions can also be limited to a user's own team, so a team lead can manage their group's members without changing the rest of the organisation. Only users with the User Controls permission can manage roles.
- Manage user account controls: https://support.quote.cloud/user-guide/user-access-and-support/manage-user-account-controls-quotecloud-help

Link: https://www.quote.cloud/faq/account-support#can-a-user-have-more-than-one-role

### What is a team in QuoteCloud, and how do I create one?

A role defines what a person can do; a team groups people for collaboration and controls what they see. To create one, go to Settings › Users & Roles › Teams, click Create New Team, enter a team name, an optional team reference and contact details, and save. Team settings include product catalogue restrictions, template restrictions, payment settings and shared document access. Unlimited sales teams are included from the Essentials plan.
- Create a new team: https://support.quote.cloud/user-guide/general-team-settings/create-a-new-team

Link: https://www.quote.cloud/faq/account-support#what-is-a-team

### Can team members see and edit each other's documents?

Yes, if you allow it. Each team has a Shared Documents setting. Full Access lets team members view and edit all documents created by anyone in the same team, which suits collaborative quoting. Viewer Access lets them see all team documents without editing them. Only users with Team Controls permission can change the setting, under Settings › Users & Roles › Teams.
- Set shared document access: https://support.quote.cloud/user-guide/general-team-settings/set-shared-document-access

Link: https://www.quote.cloud/faq/account-support#shared-document-access

### Can I control which templates and products each team uses?

Yes. In a team's settings, open Template Restrictions, turn on Assign templates to this team and add the templates that team should use; only that team's members can then use them, and only roles with the Document Templates permission can edit them. Product Catalog Restrictions work the same way for product categories, so each team only sees the products relevant to them when they quote.
- Assign templates to a team: https://support.quote.cloud/user-guide/template-restrictions/assign-templates-to-a-team

Link: https://www.quote.cloud/faq/account-support#restrict-templates-and-products-by-team

### What does assigning a manager to a user do?

Assigning a manager links a user to one or more people who can approve their work. When an approval workflow uses the Managers of the Creator option, the assigned managers must approve the document before it moves forward. To assign or remove managers, open Settings › Users, click Edit beside the user, and update the Managers field. Approval workflow is part of the Business plan.
- Assign or remove managers: https://support.quote.cloud/user-guide/general-user-settings/assign-or-remove-managers-to-user

Link: https://www.quote.cloud/faq/account-support#what-are-managers

### What onboarding is included with QuoteCloud?

On Essentials, Business and Enterprise, QuoteCloud converts one of your existing document templates free of charge during your 14-day trial, so your first quotes look like yours from day one, and includes a complimentary 45-minute virtual Q&A training session. Enterprise also includes implementation support for larger rollouts. The Free and Starter plans do not include template conversion or training.
- Onboarding services: https://www.quote.cloud/resources/onboarding-services

Link: https://www.quote.cloud/faq/account-support#what-onboarding-is-included

### What is the 45-minute training session?

It is a complimentary 45-minute virtual Q&A session included on Essentials, Business and Enterprise. Bring your questions, and the QuoteCloud team walks through setting QuoteCloud up the way your team works. To arrange it, start your trial and contact the team through the support contact page. Additional 60-minute sessions are available as a paid add-on, for example for new starters or template managers.
- Onboarding services: https://www.quote.cloud/resources/onboarding-services
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/account-support#what-is-the-45-minute-training-session

### Can I get more training or more templates converted?

Yes. Additional 60-minute training sessions are available as a paid add-on whenever you need them, for example for new starters or for the people who manage your templates. Additional template conversions are also a paid add-on, billed per template: send the document you use today and the team rebuilds it as a QuoteCloud template. Prices are not published; contact the team for a quote.
- Professional services: https://www.quote.cloud/resources/professional-services

Link: https://www.quote.cloud/faq/account-support#more-training-or-template-conversions

### How do I book my template conversion and training session?

Start your free 14-day trial of Essentials or Business, with no credit card required, then contact the QuoteCloud team through the support contact page to arrange your template conversion and training session. If you would prefer to talk first, book a demo. For Enterprise, contact sales through the same channels to plan implementation support for your teams, templates and timeline.
- Contact the QuoteCloud team: https://www.quote.cloud/quotecloud-demo
- Request a demo: https://www.quote.cloud/quotecloud-demo

Link: https://www.quote.cloud/faq/account-support#how-do-i-arrange-onboarding

### What does implementation support on Enterprise include?

Enterprise includes implementation support for larger rollouts, together with a dedicated account manager and premium 24×7 support. The sales team plans the rollout with you based on your teams, templates and timeline. Enterprise also includes single sign-on, custom user reports, a custom URL and advanced security controls such as IP range filtering, and is priced per seat or per document.
- Onboarding services: https://www.quote.cloud/resources/onboarding-services

Link: https://www.quote.cloud/faq/account-support#enterprise-implementation-support

### Can QuoteCloud help connect it to our other systems?

Yes. Consultancy and integration setup is available for Zapier, custom APIs and other platforms; contact sales to scope the work. Zapier, Make.com and the QuoteCloud APIs are available from the Essentials plan, and native CRM and accounting integrations, such as Xero, QuickBooks, Salesforce, HubSpot and Pipedrive, from the Business plan. Enterprise also includes implementation support and a dedicated account manager.
- Professional services: https://www.quote.cloud/resources/professional-services
- All integrations: https://www.quote.cloud/all-integrations

Link: https://www.quote.cloud/faq/account-support#help-connecting-other-systems

### What professional services does QuoteCloud offer?

The QuoteCloud team can convert your existing document templates into QuoteCloud templates, run training sessions for your team, set up Custom Branding for fully white-labelled delivery, help you connect your own email service, create custom travel itineraries on commission, and provide consultancy and integration setup for Zapier, custom APIs and other platforms. Beyond the included first template conversion and 45-minute session, these are paid add-ons.
- Professional services: https://www.quote.cloud/resources/professional-services

Link: https://www.quote.cloud/faq/account-support#what-professional-services-are-available

### What support is included with my QuoteCloud plan?

Essentials and Business include basic email support during AEST business hours, Monday to Friday, 9am to 5pm, with a standard response within 48 hours. Enterprise includes premium 24×7 support with a dedicated account manager. Premium 24×7 support with guaranteed SLAs is also available as a paid add-on. The plan comparison does not list email support for the Free and Starter plans, which rely on the self-service User Guide.
- Premium support: https://www.quote.cloud/resources/premium-support

Link: https://www.quote.cloud/faq/account-support#what-support-is-included

### What are QuoteCloud's support hours, and in which time zone?

Standard support hours are Monday to Friday, 9am to 5pm, Australian Eastern Standard Time (AEST), with a standard response within 48 hours. If your team works in another time zone, or you need help in the evening or at weekends, Premium support provides 24×7 coverage with guaranteed SLAs. It is a paid add-on and is included on Enterprise.
- Premium support: https://www.quote.cloud/resources/premium-support

Link: https://www.quote.cloud/faq/account-support#support-hours-time-zone

### What does Premium support add?

Premium support gives you 24×7 coverage with guaranteed SLAs, so a question raised in the evening or over the weekend does not have to wait for AEST business hours. It is available as a paid add-on, and its price is not published, so talk to the sales team about your plan and team size. On Enterprise, premium support comes with a dedicated account manager and a guaranteed 4-hour response SLA.
- Premium support: https://www.quote.cloud/resources/premium-support

Link: https://www.quote.cloud/faq/account-support#what-does-premium-support-add

### Do I get a dedicated account manager?

Yes, on Enterprise. Enterprise includes a dedicated account manager, priority support channels, 24×7 coverage, quarterly strategy reviews and a guaranteed 4-hour response SLA. In the quarterly reviews your account manager looks at how QuoteCloud is working for your team, such as adoption across your users, your templates, workflows and integrations, and what to focus on next.
- Premium support: https://www.quote.cloud/resources/premium-support

Link: https://www.quote.cloud/faq/account-support#enterprise-account-manager

### How do I contact QuoteCloud support?

Use the contact page at www.quote.cloud/quotecloud-demo to reach the support team. Inside QuoteCloud, click the message icon at the top right to open the support panel, then Create Support Request: add a title, a detailed description, an issue type and, if needed, a priority, and click Create Ticket. Ticket History shows each request's status, assigned agent and updates. Enterprise customers also have priority channels and a dedicated account manager.
- Contact QuoteCloud support: https://www.quote.cloud/quotecloud-demo
- Submit a support request: https://support.quote.cloud/user-guide/general/help-and-support/submit-a-support-request

Link: https://www.quote.cloud/faq/account-support#how-do-i-contact-support

### How can I check whether QuoteCloud is having a service problem?

Click the question mark icon at the top right of QuoteCloud to open the Help menu, then choose System Status. The System Status page shows the current operational status of QuoteCloud services, including availability and any outages. If the status page shows no problem but something is not working for you, create a support request from the support panel with the details and any error messages.
- Check system status: https://support.quote.cloud/user-guide/general/help-and-support/check-system-status

Link: https://www.quote.cloud/faq/account-support#check-system-status

### Where can I find answers myself, at any hour?

The QuoteCloud User Guide at support.quote.cloud has hundreds of step-by-step guides, each with its own FAQs, covering areas such as users and roles, billing, company settings, the dashboard, the document editor and price tables. There is also a Getting Started video, ready-made templates for a quick start, QuoteCloud Insights articles and the Change Log. Inside the app, the Help menu opens the Help Center.
- QuoteCloud User Guide: https://support.quote.cloud/
- QuoteCloud Insights: https://www.quote.cloud/insights

Link: https://www.quote.cloud/faq/account-support#where-can-i-find-answers-myself

### Is there a QuoteCloud community forum or product roadmap?

Yes. Click the help icon at the top right of QuoteCloud and choose Forums to open the Community Forums, where you can join discussions, ask questions and learn from other users. The same menu has See Roadmap, which opens the product roadmap of upcoming features and planned improvements.
- Browse the community forums: https://support.quote.cloud/user-guide/general/help-and-support/browse-community-forums
- View the product roadmap: https://support.quote.cloud/user-guide/general/help-and-support/view-the-product-roadmap

Link: https://www.quote.cloud/faq/account-support#community-forums-and-roadmap

## Industries

Page: https://www.quote.cloud/faq/industries

### Which industries use QuoteCloud?

Any business that sends quotes, proposals or contracts. QuoteCloud publishes pages for 28 industries, grouped as trades and construction (including HVAC, plumbing and landscaping), professional services (accounting, consulting, legal and recruitment), creative and marketing, hospitality, events and travel, health, finance and insurance, property, and industry and technology, including telecommunications and IT services. Templates, price tables and the product catalogue adapt to how each business prices its work.
- QuoteCloud solutions by industry: https://www.quote.cloud/solutions-by-industry

Link: https://www.quote.cloud/faq/industries#which-industries

### Are there templates for my industry?

Yes. When you create a template in QuoteCloud, the gallery shows ready-made templates organised into industry categories, and the public template library on the QuoteCloud website lets you browse them first, for example travel itineraries, accounting engagement letters, IT services and construction proposals. Every template is editable, so you add your branding, services, rates and terms. Public and custom document templates are included on Essentials and above, and one existing template is converted free during your trial.
- Browse templates by industry: https://www.quote.cloud/templates

Link: https://www.quote.cloud/faq/industries#industry-templates

### Does QuoteCloud have industry-specific add-ons?

Yes. QuoteCloud offers optional software extensions you activate only if you want them, which keeps costs low and the interface uncluttered. Industry extensions include the travel itineraries widget with GDS and mid-office integration for travel agents, and Contracts & Service Plans for telcos, ISPs and hosted services. Both are opt-in extensions with their own cost on Essentials, Business and Enterprise. Enterprise also offers the TravelDocs Duty of Care add-on.
- Opt-in extensions on the plan comparison: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/industries#industry-add-ons

### How does QuoteCloud work for travel agencies?

Itineraries created in your GDS or mid-office system open directly in QuoteCloud, so consultants can add destination guides, photos, PDF brochures, videos and personalised messages without re-keying the booking. Flights, accommodation, transfers, tours, insurance, fees and optional extras sit in one branded proposal with a price table. Travellers accept with a legally binding eSignature, can pay a deposit through Stripe or PayPal, and then see the trip in the free TravelDocs app.
- QuoteCloud for travel: https://www.quote.cloud/sales-quotes-for-travel
- Travel quoting software: https://www.quote.cloud/travel-quoting-software

Link: https://www.quote.cloud/faq/industries#quotecloud-for-travel

### Which GDS and mid-office systems does QuoteCloud work with?

QuoteCloud imports bookings from Sabre GDS, Tramada, Tres CCTE, PowerSuite and Helloworld's Resworld, so PNRs and trip files open in QuoteCloud as structured itineraries with no re-keying. The QuoteCloud team arranges the connection with you for your provider. The travel itineraries widget with GDS and mid-office integration is an opt-in extension on Essentials, Business and Enterprise.
- Enhanced itineraries with Sabre GDS: https://www.quote.cloud/sales-quotes-for-travel-enhanced-itineraries-with-sabre-gds
- Enhanced itineraries with Tramada: https://www.quote.cloud/sales-quotes-for-travel-enhanced-itineraries-with-tramada

Link: https://www.quote.cloud/faq/industries#gds-mid-office-integration

### How does the Tres CCTE integration work?

QuoteCloud is integrated with the Tres CCTE mid-office. Itineraries exported from Tres CCTE open inside QuoteCloud with the itinerary data mapped automatically, so consultants don't retype bookings. They then add photos, brochures, videos, destination guides and custom notes, apply a branded travel template and send the proposal for eSignature. QuoteCloud provides setup help for connecting Tres CCTE exports, building content libraries and customising itinerary templates.
- Enhanced itineraries with Tres CCTE: https://www.quote.cloud/sales-quotes-for-travel-enhanced-itineraries-with-tres-ccte

Link: https://www.quote.cloud/faq/industries#tres-ccte-integration

### Can I build an itinerary without a GDS connection?

Yes. Right-click the Itinerary block and choose to upload an itinerary file, such as a booking or trip PDF, or paste the itinerary data from your booking system. QuoteCloud pulls out the segments and pricing and organises them into an itinerary and a price table, and it can be set up to recognise the document formats you use most. Itinerary blocks are pre-formatted layouts for flights, hotels, car rental and other segments. On Business, AI Co-Worker can also turn pasted airfare searches into itinerary segments.
- QuoteCloud for travel: https://www.quote.cloud/sales-quotes-for-travel

Link: https://www.quote.cloud/faq/industries#itinerary-without-gds

### What is the TravelDocs app?

TravelDocs is a free mobile app for iOS and Android that shows travellers the itinerary you prepared in QuoteCloud. Travellers sign in with their surname and booking reference, with no account to create, and see flights, accommodation and the e-tickets and vouchers you attached, under your company banner or logo. The app works offline, shows flight check-in and live status, and lets travellers add their own arrangements and share the trip with family, friends or colleagues.
- TravelDocs mobile app: https://www.quote.cloud/traveldocs-mobile-app

Link: https://www.quote.cloud/faq/industries#traveldocs-app

### Can travellers choose optional tours and pay a deposit online?

Yes. Put optional tours, upgrades and extra services in the price table as optional rows, and the trip total updates as the traveller ticks them, so you don't need to send several versions of the same quote. The traveller then accepts the itinerary and booking terms with a legally binding eSignature and pays a deposit by card through Stripe or through PayPal. Price tables and online payments are included from Essentials, and a payment gateway is required.
- Travel quoting software: https://www.quote.cloud/travel-quoting-software

Link: https://www.quote.cloud/faq/industries#travel-options-and-deposits

### Does QuoteCloud suit corporate travel management?

Yes. QuoteCloud can be configured to add each corporate client's travel policy and guidelines to every employee itinerary automatically, and the documents travel with the booking into the TravelDocs app. Travel templates can be structured for leisure, corporate or group travel. For larger travel management companies, the Enterprise plan includes the TravelDocs Duty of Care add-on, implementation support and premium support.
- QuoteCloud for travel: https://www.quote.cloud/sales-quotes-for-travel

Link: https://www.quote.cloud/faq/industries#corporate-travel

### How does QuoteCloud work for telcos and ISPs?

QuoteCloud prices connectivity, voice, mobile, cloud and managed services in one proposal, with monthly charges and once-off hardware, installation and setup side by side. The same solution can be priced on 12, 24 or 36-month terms. A catalogue holds categories, bundles and SKUs, carrier buy rates and margins stay hidden from the customer, and discounts past your threshold route for approval. Customers choose optional upgrades, then eSign online. Contract Plans is an opt-in extension for telcos, ISPs and hosted services.
- QuoteCloud for telecommunications: https://www.quote.cloud/sales-quotes-for-telco

Link: https://www.quote.cloud/faq/industries#quotecloud-for-telco

### Can engineers add network diagrams and timelines to a telco proposal?

Yes. Network and solution diagrams are built inside the proposal with the Diagram block, and implementation timelines with the Gantt Chart block, so the technical design, service levels and rollout sit beside the commercial offer. Sales, pre-sales and engineering work on the same document rather than passing versions back and forth. Diagrams, Gantt charts and approval workflows are included on Business and Enterprise.
- QuoteCloud for telecommunications: https://www.quote.cloud/sales-quotes-for-telco

Link: https://www.quote.cloud/faq/industries#telco-technical-proposals

### How does QuoteCloud work for IT and managed service providers?

IT companies, managed service providers, consultants and system integrators use QuoteCloud to price managed services per user or per device alongside licences, hardware and onboarding, with recurring and one-off costs in the same price table. Proposals can include scopes of work, milestones, Gantt timelines and architecture diagrams. Multi-level approvals check larger deals before they go out, clients tick optional services such as security add-ons, and they eSign the term agreement online. Templates include IT Services and AI Services proposals.
- QuoteCloud for IT services: https://www.quote.cloud/sales-quotes-for-it-services

Link: https://www.quote.cloud/faq/industries#quotecloud-for-it-services

### How does QuoteCloud work for tradespeople?

Electricians, plumbers, carpenters, painters and other trades use QuoteCloud in a phone or tablet browser to build quotes from job templates and saved call-out fees, labour rates and parts, with site photos and diagrams attached. Offer good, better and best packages, let the customer pick on the spot, then have them eSign on your screen and pay a deposit by card through Stripe or PayPal. Templates include roofing, plumbing and solar installation proposals.
- QuoteCloud for trade services: https://www.quote.cloud/sales-quotes-for-trade-services

Link: https://www.quote.cloud/faq/industries#quotecloud-for-trades

### Does QuoteCloud connect with ServiceM8 and simPRO?

Yes. QuoteCloud lists integrations with the ServiceM8 and simPRO job management systems, alongside accounting tools such as Xero and QuickBooks and payments through Stripe and PayPal. Accepted quotes can flow on to the tools you run jobs and accounts in, so the job is not retyped after the customer signs. Native CRM and accounting integrations are included on Business; see each integration page for how the connection works.
- ServiceM8 with QuoteCloud: https://www.quote.cloud/servicem8-with-quotecloud
- simPRO with QuoteCloud: https://www.quote.cloud/quotecloud-with-simpro

Link: https://www.quote.cloud/faq/industries#servicem8-simpro

### How does QuoteCloud work for construction companies?

Builders, renovators and contractors price labour, materials and subcontractors in sections of one price table, pulling rates from the product catalogue, with subtotals, tax and the total calculated as they go. Estimates can include Gantt timelines, drawings as PDFs and site photos. Clients tick optional upgrades, ask questions as comments, eSign on any device and pay a deposit through Stripe or PayPal. Templates include Roofing Proposal, Home Repair Contract, Residential Home Builder and Construction Proposal.
- QuoteCloud for construction: https://www.quote.cloud/sales-quotes-for-construction-companies

Link: https://www.quote.cloud/faq/industries#quotecloud-for-construction

### Can I get change orders or variations signed?

Yes. A change order, called a variation in Australia and the UK, records an agreed change to work already under contract, with its effect on price and timeline. Send it from QuoteCloud as its own document with a price table and an eSignature block, and the client can sign it on a phone before the extra work starts. Keeping each change as a separate signed document avoids disputes when the final invoice arrives.
- QuoteCloud for construction: https://www.quote.cloud/sales-quotes-for-construction-companies

Link: https://www.quote.cloud/faq/industries#change-orders

### How do accounting firms use QuoteCloud?

Accounting practices use QuoteCloud to package compliance, tax and advisory services into fixed monthly fees with once-off onboarding, while clients tick add-ons such as payroll or bookkeeping. Engagement letters can carry initials on each key term and multiple signers, such as each director, with an optional one-time passcode, an audit trail and a certificate of authenticity. Signed engagements can sync to Xero, QuickBooks or FreshBooks. Templates include an Accounting Engagement Letter and an Accounting Services Agreement.
- QuoteCloud for accounting: https://www.quote.cloud/sales-quotes-for-accounting

Link: https://www.quote.cloud/faq/industries#quotecloud-for-accounting-firms

### How do recruitment agencies use QuoteCloud?

Recruitment and staffing agencies use QuoteCloud to create, send and track recruitment proposals, terms of business, quotes and contracts, then collect legally binding eSignatures on a computer, tablet or phone with no app to install. Reusable blocks hold your services, process and terms, and fees come from your product catalogue. Free templates include a Recruitment Proposal, an HR Services Proposal, a Simple Job Offer Letter and a Temporary Employment Contract.
- QuoteCloud for recruitment services: https://www.quote.cloud/sales-quotes-for-recruitment-services

Link: https://www.quote.cloud/faq/industries#quotecloud-for-recruitment

### How do marketing agencies use QuoteCloud?

Marketing agencies and freelancers use QuoteCloud to set out campaign plans, strategy, tactics and expected outcomes next to images, video, PDFs and spreadsheets. Price tables separate monthly retainers from one-off setup costs and offer optional add-ons. Team members comment in the document, and clients sign online and can pay through Stripe or PayPal. Templates include mobile marketing, social media marketing and affiliate marketing proposals.
- QuoteCloud for marketing services: https://www.quote.cloud/sales-quotes-for-marketing-services

Link: https://www.quote.cloud/faq/industries#quotecloud-for-agencies

### Can architects and engineers price fee stages in QuoteCloud?

Yes. Architecture and engineering practices use QuoteCloud for fee proposals, quotes, contracts, fee variations and scopes of work. Custom columns and formulas let you price each stage as a fixed fee or as a percentage of construction cost, with subtotals, tax and totals updating as you go; custom formulas are part of the Business plan. Add drawings, renders and schedules as PDFs or images, and clients review, eSign and can pay a first stage fee online.
- QuoteCloud for architects and engineers: https://www.quote.cloud/sales-quotes-for-architects-and-engineers

Link: https://www.quote.cloud/faq/industries#quotecloud-for-architects

### How do event businesses use QuoteCloud?

Event managers, venues, caterers and planners use QuoteCloud to send quotes, proposals and contracts that include event timelines, venue details and pricing, from venue hire to per-head catering, with reusable packages and line items. Clients review and eSign online on any device. Templates include event venue, catering, wedding planning and event photography proposals, and forms (on Business) can collect event details in the same document.
- QuoteCloud for events: https://www.quote.cloud/sales-quotes-for-events

Link: https://www.quote.cloud/faq/industries#quotecloud-for-events

## QuoteCloud compared

Page: https://www.quote.cloud/faq/comparisons

### Which tools is QuoteCloud compared with?

QuoteCloud publishes comparisons with 27 tools: proposal software (PandaDoc, Proposify, Qwilr, Better Proposals, Bidsketch, Nusii, Prospero and Fresh Proposals), quoting and CPQ tools (QuoteWerks, Quoter, DealHub, Salesforce Revenue Cloud, ConnectWise CPQ, Quotient and Conga CPQ), contract and sales room tools (GetAccept and Oneflow), CRM quoting (HubSpot Commerce Hub), professional services software (Ignition) and eSignature software (DocuSign, Adobe Acrobat Sign, Dropbox Sign, SignNow, Zoho Sign, Yousign, SignWell and Signeasy).
- All QuoteCloud comparisons: https://www.quote.cloud/compare

Link: https://www.quote.cloud/faq/comparisons#tools-compared

### Is QuoteCloud an alternative to PandaDoc, Proposify or Qwilr?

Yes. QuoteCloud covers what those tools are mostly used for: proposals, quotes, eSignatures and document tracking. It adds interactive price tables your client can adjust, a product catalogue, Stripe and PayPal payments from the document, approval workflows and an AI Co-Worker. It has a free plan, paid plans from US$14.95 per user per month with no lock-in contract, and a 14-day trial with no credit card. Which tool fits best depends on your documents, team size and billing preference.
- All QuoteCloud comparisons: https://www.quote.cloud/compare

Link: https://www.quote.cloud/faq/comparisons#best-alternative

### How is QuoteCloud different from an eSignature tool?

Tools such as DocuSign, Adobe Acrobat Sign, Dropbox Sign, SignNow, SignWell, Yousign, Zoho Sign and Signeasy get documents you have already made signed. QuoteCloud creates the document itself, with a drag-and-drop editor, interactive price tables, a product catalogue and rich content blocks, then collects a legally binding, eIDAS-compliant eSignature and, from Essentials, a Stripe or PayPal payment in the same document. eSignatures are included on every QuoteCloud plan, including Free.
- QuoteCloud vs DocuSign: https://www.quote.cloud/compare/docusign

Link: https://www.quote.cloud/faq/comparisons#vs-esignature-tools

### Does QuoteCloud require an annual contract like some competitors?

No. QuoteCloud's published prices are per user per month (Starter US$14.95, Essentials US$39, Business US$59) with no lock-in contract, and Essentials and Business start with a 14-day trial with no credit card. As of October 2026, several competitors quote their lowest prices for annual billing or require annual terms, for example Qwilr Growth and Scale, GetAccept, Oneflow, Quoter and Adobe Acrobat for teams.
- QuoteCloud pricing: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/comparisons#billing-terms

### QuoteCloud vs PandaDoc: what's different?

As of October 2026, PandaDoc includes pricing tables, a product catalogue and payment collection from its Business plan, at US$49 per seat per month billed annually or US$65 monthly; its Starter plan is US$19 annually or US$35 monthly. PandaDoc's Free plan gives 5 documents a month with eSignatures but no pricing tables or payments. QuoteCloud includes interactive price tables, the catalogue and Stripe or PayPal payments on Essentials at US$39 per user per month, and its Free plan gives 2 documents a month.
- QuoteCloud vs PandaDoc: https://www.quote.cloud/compare/pandadoc

Link: https://www.quote.cloud/faq/comparisons#pandadoc

### Do QuoteCloud integrations need usage credits like PandaDoc?

As of October 2026, PandaDoc's pricing page says its API, workflow automations, bulk send and web forms use usage credits or are paid add-ons. QuoteCloud includes Zapier, Make.com and its APIs from Essentials and lists CRM and accounting integrations from Business. Documents created through the QuoteCloud API or Zapier are charged per document, from US$2.00 each, and bulk send and email campaigns are volume-based costs.
- QuoteCloud vs PandaDoc: https://www.quote.cloud/compare/pandadoc

Link: https://www.quote.cloud/faq/comparisons#pandadoc-usage-credits

### QuoteCloud vs Proposify: what's different?

As of October 2026, Proposify's help centre lists the Stripe integration for New Proposify as planned for 2027, and accounts created since May 2025 are usually on New Proposify. Its Build plan is US$35 per user per month billed annually, or US$147 per user per quarter, and Grow, which includes approval workflows, is US$3,900 a year with 5 users. Proposify has no free plan. QuoteCloud takes Stripe and PayPal payments from Essentials and includes approval workflows on Business at US$59 per user per month.
- QuoteCloud vs Proposify: https://www.quote.cloud/compare/proposify

Link: https://www.quote.cloud/faq/comparisons#proposify

### QuoteCloud vs Qwilr: how do they compare?

As of October 2026, Qwilr Starter is US$35 per user per month billed annually or US$49 monthly, Growth is US$55 with a 5-user minimum and Scale US$75 with a 10-user minimum, both billed annually. Qwilr has a 14-day trial but no free plan. Qwilr suits marketing-led teams focused on highly designed web pages and buyer analytics. QuoteCloud suits teams that quote from a product list and need a catalogue, approvals and version history, with no seat minimum.
- QuoteCloud vs Qwilr: https://www.quote.cloud/compare/qwilr

Link: https://www.quote.cloud/faq/comparisons#qwilr

### Does Better Proposals limit how many documents I can send?

As of October 2026, Better Proposals' pricing page allows 10 documents sent a month on Starter, 50 on Premium and unlimited on Enterprise. Starter is US$13 per user per month billed annually (US$19 monthly) and is limited to one user. Every QuoteCloud paid plan sends unlimited documents, starting at US$14.95 per user per month on Starter, and QuoteCloud also has a free plan with 2 documents a month.
- QuoteCloud vs Better Proposals: https://www.quote.cloud/compare/better-proposals

Link: https://www.quote.cloud/faq/comparisons#better-proposals

### How does QuoteCloud compare with Nusii and Bidsketch?

As of October 2026, Nusii limits active proposals to 5 on Freelancer, 20 on Agency and 50+ on Business, and its pricing FAQ says a card is required for its 14-day trial. Bidsketch's signup also asks for card details for its 14-day trial. QuoteCloud's 14-day trial needs no credit card, it has a free-forever plan, and its paid plans have no document limit. It also adds client-adjustable price tables, a product catalogue and online payments.
- QuoteCloud vs Nusii: https://www.quote.cloud/compare/nusii
- QuoteCloud vs Bidsketch: https://www.quote.cloud/compare/bidsketch

Link: https://www.quote.cloud/faq/comparisons#nusii-bidsketch

### How does QuoteCloud compare with Fresh Proposals?

As of October 2026, Fresh Proposals has no free plan; its Starter is $20 a month billed annually with a limit of 10 active proposals, and its FAQ says it does not offer refunds. It suits small firms that prefer a page-layout editor and want native CPACharge or LawPay payments for accounting or legal work. QuoteCloud has a free plan, Starter at US$14.95 per user per month with no lock-in, and Stripe or PayPal payments from Essentials.
- QuoteCloud vs Fresh Proposals: https://www.quote.cloud/compare/fresh-proposals

Link: https://www.quote.cloud/faq/comparisons#fresh-proposals

### Is QuoteCloud a DocuSign alternative?

For quotes and proposals, yes. As of October 2026, DocuSign Standard is US$25 per user per month prepaid annually, US$30 on an annual plan billed monthly or US$45 month to month, with 100 envelopes per user per year; Personal includes 5 envelopes a month. DocuSign has no free plan for sending. QuoteCloud Starter is US$14.95 per user per month with unlimited documents and eSignatures and includes the quote builder. DocuSign fits organisations needing its compliance breadth, such as advanced and qualified signatures and HIPAA.
- QuoteCloud vs DocuSign: https://www.quote.cloud/compare/docusign

Link: https://www.quote.cloud/faq/comparisons#docusign

### How does QuoteCloud compare with Adobe Acrobat Sign?

As of October 2026, Acrobat Standard for teams is US$16.99 per licence per month on an annual plan and Acrobat Pro for teams, which adds payments through a linked Braintree account, is US$23.99. Adobe charges half the remaining commitment if you cancel more than 14 days after purchase. Acrobat suits PDF-centric teams that want editing, redaction and forms. QuoteCloud builds the quote itself, with eSignatures on every plan and Stripe or PayPal payments from Essentials.
- QuoteCloud vs Adobe Acrobat Sign: https://www.quote.cloud/compare/adobe-acrobat-sign

Link: https://www.quote.cloud/faq/comparisons#adobe-acrobat-sign

### How does QuoteCloud compare with Dropbox Sign?

As of October 2026, Dropbox Sign (formerly HelloSign) Essentials is US$15 a month billed annually for one user, Standard is US$25 per user per month billed annually with a 2-user minimum, and its free plan allows 3 signature requests a month. Its API is sold as separate plans from US$75 a month billed annually. Dropbox Sign does not advertise payment collection. QuoteCloud builds the quote, includes its API, Zapier and Make.com from Essentials, and takes Stripe or PayPal payments.
- QuoteCloud vs Dropbox Sign: https://www.quote.cloud/compare/dropbox-sign

Link: https://www.quote.cloud/faq/comparisons#dropbox-sign

### Is QuoteCloud an alternative to SignNow, SignWell, Yousign, Zoho Sign or Signeasy?

Yes, if you send quotes or proposals. Those tools sign documents you upload, while QuoteCloud creates the document with interactive price tables and a product catalogue, then takes the eSignature and payment. For signing alone they can be cheaper: as of October 2026, SignNow Basic is US$8 a month billed annually with 100 signature invites a year, and SignWell Light is US$10 a month billed annually with a free plan of 3 documents a month.
- QuoteCloud vs SignNow: https://www.quote.cloud/compare/signnow
- QuoteCloud vs SignWell: https://www.quote.cloud/compare/signwell

Link: https://www.quote.cloud/faq/comparisons#signing-tools

### Do I still need a separate eSignature tool if I use QuoteCloud?

Not for quotes, proposals and contracts you send from QuoteCloud. eSignatures are built in on every plan, including Free; they are eIDAS compliant, with an optional one-time passcode and a certificate of authenticity and audit trail on every completed document. Some teams keep a signing tool for unrelated paperwork such as HR forms, but sales documents can be created, signed and paid in QuoteCloud.
- QuoteCloud vs SignWell: https://www.quote.cloud/compare/signwell

Link: https://www.quote.cloud/faq/comparisons#still-need-esignature-tool

### Should I use QuoteCloud or HubSpot Commerce Hub for quotes?

They can work together. HubSpot says Revenue Hub is the evolution of Commerce Hub, covering quoting, contracts, billing and payments; as of October 2026 it starts at $95 per seat per month for Professional and $140 for Enterprise. QuoteCloud connects to HubSpot, so teams can keep HubSpot for CRM, billing and reporting and use QuoteCloud for a designed, interactive quote ready to sign and pay. QuoteCloud Business, which lists CRM integrations, is US$59 per user per month.
- QuoteCloud vs HubSpot Commerce Hub: https://www.quote.cloud/compare/hubspot-commerce-hub

Link: https://www.quote.cloud/faq/comparisons#hubspot-commerce-hub

### How does QuoteCloud compare with Salesforce Revenue Cloud?

As of October 2026, Salesforce lists Revenue Cloud Growth at US$150 and Advanced at US$200 per user per month, billed annually, on top of a Salesforce licence, and offers no free trial. It suits large Salesforce customers needing rules-based configuration of complex products, subscription and usage pricing, order orchestration and billing. QuoteCloud suits teams that mainly need persuasive quotes that get signed and paid, and connects to Salesforce through the Salesforce Sync add-on or Zapier.
- QuoteCloud vs Salesforce Revenue Cloud: https://www.quote.cloud/compare/salesforce-revenue-cloud

Link: https://www.quote.cloud/faq/comparisons#salesforce-revenue-cloud

### When are DealHub or Conga CPQ a better fit than QuoteCloud?

DealHub suits mid-size and enterprise companies that need governed CPQ across complex subscription pricing, contract management, billing and revenue recognition, run by a RevOps or deal desk team; as of October 2026 it does not publish list prices and says most implementations go live within 3 months. Conga CPQ suits large enterprises, manufacturers and distributors with very complex rules-based configuration. QuoteCloud publishes its prices and suits teams that mainly need interactive quotes that are signed and paid.
- QuoteCloud vs DealHub: https://www.quote.cloud/compare/dealhub
- QuoteCloud vs Conga CPQ: https://www.quote.cloud/compare/conga-cpq

Link: https://www.quote.cloud/faq/comparisons#dealhub-conga

### How does QuoteCloud compare with Quoter?

As of October 2026, Quoter (by ScalePad) lists Standard at US$299 a month for 75 published quotes, Pro at US$449 for 150 and Enterprise at US$599 for 250, all with unlimited users, billed monthly on a 12-month term with an activation fee. Quoter is built around deep PSA and distributor integration. QuoteCloud Essentials is US$39 per user per month with no quote limits, and connects to PSA tools through Zapier, Make.com or its API.
- QuoteCloud vs Quoter: https://www.quote.cloud/compare/quoter

Link: https://www.quote.cloud/faq/comparisons#quoter

### How does QuoteCloud compare with QuoteWerks and ConnectWise CPQ?

As of October 2026, QuoteWerks starts at US$45.83 per concurrent user per month billed annually, and online acceptance, eSignature and payments need its Balanced edition at US$71.50. ConnectWise CPQ, formerly ConnectWise Sell, does not publish prices and lists Basic, Standard and Premium tiers on request. QuoteCloud publishes its prices: free, then US$14.95, US$39 and US$59 per user per month, with interactive price tables, payments and tracking on Essentials.
- QuoteCloud vs QuoteWerks: https://www.quote.cloud/compare/quotewerks
- QuoteCloud vs ConnectWise CPQ: https://www.quote.cloud/compare/connectwise-cpq

Link: https://www.quote.cloud/faq/comparisons#quotewerks-connectwise

### How does QuoteCloud compare with Quotient?

As of October 2026, Quotient Solo is US$28 a month and a flat US$48 a month covers up to five users, which costs less than QuoteCloud's paid plans for a small team. Quotient suits trades and small service businesses that want quick web quotes and Xero or QuickBooks invoicing on acceptance. QuoteCloud starts free or at US$14.95 per user per month and adds a drag-and-drop design editor, eSignature certificates, Stripe and PayPal payments, the AI Co-Worker and CRM integrations.
- QuoteCloud vs Quotient: https://www.quote.cloud/compare/quotient

Link: https://www.quote.cloud/faq/comparisons#quotient

### Is Ignition or QuoteCloud better for accounting firms?

For engagement letters, recurring billing and automatic payment collection linked to Xero, QuickBooks, XPM or Karbon, Ignition is purpose-built. As of October 2026 it is priced per firm, from US$39 a month billed annually for eligible solo firms and US$99 for Core (3 users, 50 active clients), up to US$399 for Pro+. QuoteCloud suits firms and businesses that quote products, projects or services and want designed proposals, a product catalogue, client-adjustable price tables and CRM integrations.
- QuoteCloud vs Ignition: https://www.quote.cloud/compare/ignition

Link: https://www.quote.cloud/faq/comparisons#ignition

### How does QuoteCloud compare with GetAccept and Oneflow?

As of October 2026, GetAccept Professional is $49 per user per month with a 5-user minimum and annual billing, its product library holds 3 products on Professional and full CPQ is Enterprise-only. Oneflow's entry plan includes 5 seats from €250 a month, billed annually. GetAccept suits teams wanting a digital sales room, and Oneflow suits contract lifecycle management. QuoteCloud Essentials, US$39 per user per month with no lock-in, includes interactive price tables and an unlimited product catalogue.
- QuoteCloud vs GetAccept: https://www.quote.cloud/compare/getaccept
- QuoteCloud vs Oneflow: https://www.quote.cloud/compare/oneflow

Link: https://www.quote.cloud/faq/comparisons#getaccept-oneflow

### How do I switch to QuoteCloud from another proposal or eSignature tool?

Start a 14-day QuoteCloud trial, with no credit card. Export one of your current templates or documents as a PDF, from PandaDoc, Proposify, Qwilr, DocuSign or another tool, and the QuoteCloud team converts it into a QuoteCloud template for free. Import your products into the catalogue and build interactive price tables, connect Stripe or PayPal and your CRM or accounting software, then use the free 45-minute training session before your team sends its first quotes.
- QuoteCloud pricing and free trial: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/comparisons#how-to-switch

### Can I import my templates from PandaDoc, Proposify or DocuSign?

Yes. During your trial, QuoteCloud converts one of your existing document templates into a QuoteCloud template for free, from a PDF export of a PandaDoc, Proposify, Qwilr, DocuSign or other document. Free template conversion is available on Essentials, Business and Enterprise. Additional conversions are a paid add-on, billed per template, and Microsoft Word files can also be uploaded and converted into editable documents.
- QuoteCloud pricing details: https://www.quote.cloud/pricing

Link: https://www.quote.cloud/faq/comparisons#import-templates

### Can I bring my product list with me when I switch?

Yes. Products and services can be imported into the QuoteCloud product catalogue from a CSV or spreadsheet, for example a list exported from Quoter, QuoteWerks or a saved line-item library. From the catalogue you drag items into interactive price tables with optional items, adjustable quantities, one-off and repeating costs, tax and discounts. The product catalogue and price tables are included from the Essentials plan.
- QuoteCloud vs Quoter: https://www.quote.cloud/compare/quoter

Link: https://www.quote.cloud/faq/comparisons#import-products

### How long does it take to get started with QuoteCloud compared with a CPQ rollout?

QuoteCloud does not need an implementation project to start. You can sign up for a 14-day trial without a credit card, have one template converted for free and book a complimentary 45-minute training session. By comparison, as of October 2026 DealHub says most of its CPQ implementations go live within 3 months, with simpler rollouts taking a few weeks. Enterprise customers who want more help can get implementation support and a dedicated account manager.
- QuoteCloud vs DealHub: https://www.quote.cloud/compare/dealhub

Link: https://www.quote.cloud/faq/comparisons#time-to-start