Cloud Quote Solutions
Packages
Choose your package
Standard is our complete office-based power suite. Premium takes that power into the field.
Standard
Our baseline package includes 100% of our Sales, Management, and Admin features.
Complete sales suite
Total management control
Full admin dashboard
Premium
Everything in Standard, plus the tools needed for on-site client management.
The mobile app
Field lead management
Mobile approvals and memos
The packages
Compare features
Sales
Features
Standard
Premium
Rapid quote generation
Drag-and-drop quoting
Product hierarchy configuration
Live pipeline sync
Quote versioning
Automated contract generation
Management
Features
Standard
Premium
Branded quote templates
Live pricing sync
Rapid staff onboarding
Sales pipeline analytics
Multi-level team management
Automated approval workflows
Marketing ROI tracking
Instant quote reassignment
Admin
Features
Standard
Premium
Global pricing sync
Multi-tier price distribution
Accurate stock ordering via sign-offs
Mobile app and client management
Features
Standard
Premium
iOS and Android Apps
Mobile performance dashboard
Centralised activity logging
Remote quote authorisation
Location-based lead assignment
Push alerts for approvals and targets
Cloud document access
Centralised CRM and client hub
The setup
Once-off customisation
We configure the Cloud Quote software to mirror your specific business logic, from custom quote templates to complex dealer pricing tiers.
SME implementation
For Single-Entity Businesses. We tailor the platform to your specific brand and data needs:
- Bespoke quote template replication
- The initial capture of products and pricing
- Price calculation logic and application into Cloud Quote and the quote template
- The initial capture of users and respective user rights
- 2 hours of trainingㅤ
Distributor implementation
For Complex Dealer Networks. All SME features, plus advanced logic for multi-branch distribution:
- Bespoke quote template replication
- Create price-list subscriptions for the dealer channel
- Price calculation logic and application into Cloud Quote and the quote template
- The initial capture of users and respective user rights
- 5 x 2-hour slots of training