Quotecloud

Short description 

Enforce your corporate guidelines through proposal templates.

Ensure sales staff use your professional artwork, cover pages, corporate colours and logo to maintain consistency throughout proposals. More polished branding adds higher perceived value to your proposals.

*Please refer to the 'Which app type' article in our user knowledge
base to find out more about the differences in open source, third-party
and connectors.

*To find out more about which entities are shared from the this app please refer to the 'what data is shared' article underneath the app presentation card. 

Choose and Create Templates.

Drag content, images, explainer videos into your proposals.

You type text and let QuoteCloud automatically format into a beautiful layout.

Edit content without frustration. Our text editor stays out of your way except when you need it. 

The clean, fast writing experience reduces stress.

Create rich text proposal content with an easy inline editor.

Easily choose products and set pricing in your quote. 

Add custom price lines for adhoc services.

Create monthly billing line items.

Summarised totals option.

Build proposals fast; reuse content.

QuoteCloud has the best content library function. 

Reuse content, create new content, and change the order of your proposals with lightning speed.

Create proposals on the fly with an easy drag & drop interface.

Build proposals with new and reused content all in one screen.

Quickly re-order sections without any restrictions.

Manage a library of compliant content that sales consultants can use. 

Locked sections so that important content is enforced by the Template Administrator.

Easy to use dashboard. 

Free text and date range search to find proposals. 

Full version control.

Proposals delivered by e-mail with a link to open a full interactive proposal (HTML).

Customers can download a printable PDF version.

Customers can provide instant feedback while in the proposal.

Multiple user accounts let your entire team access QuoteCloud and work on proposals.

One click "hand over" button to re assign a sales lead to another sales consultant. Useful when sales consultants leave your employment or sales consultants want to collaborate on a sales proposal.

Instant notification of when the customer reads the proposal.

Customers can send you discussion points and feedback right from the proposal as they read it.

Create revisions of your proposal in one click then resend your updated document.

Customers can approve your proposal while reading with one simple click of a button.

Each time you create a revision of a proposal your previous version is kept, just in case you need it later.

View all versions in an easy interface.

A single repository for proposals helps avoid wasted time digging through old files. 

Stay in the loop.

Sales Managers can be assigned sales consultants that report them and can choose to view their sales proposals in their dashboard also.