Frequently asked
questions
Find quick answers to common questions about Cloud Quote.
What more can Cloud Quote offer?
Additionally, with Cloud Quote your organisation can automate and integrate your sales processes. This will reduce your cost to quote and cost to sell elements. Reduce manual and duplicated processes, improving your team’s productivity and efficiency through the whole deal cycle.
Learn more about our available integrations, including CRM, Accounting, and Digital Signing tools.
Can Cloud Quote be hosted on our own company server?
Yes. Although you can host with us at no charge, you have the option of making use of your own local or hosted server. It is, however, important to ensure that your backup systems are in place should you choose to do so.
Can Cloud Quote integrate with my CRM / Accounting system?
Should you choose not to make use of the Cloud Quote Premium License for Client Management and prefer to use your own third-party platform, we can send data to remote services via WebHooks or receive data through our REST API.
Using a service like Zapier, Cloud Quote can integrate with over 8000 apps across the world. Bespoke integrations are also possible within applications outside of the Zapier framework. Find out more about our integration options.
Contact us to find out more, bearing in mind that the scope of work for any integration would depend on the appropriate time or labour cost quoted.
How long does it take to implement the software?
A key benefit of our solution is the customisation we provide to each new client. Bespoke template design, product and price inputs, deal configuration and calculation logic will typically happen within two to three weeks from order, followed by training and handover. After which there is usually a week or two of testing and teething by your users. On average, your company will be ready to quote out of Cloud Quote within four weeks from order.
Is support included in the monthly user license?
Yes, it is. If there are no changes to the initial requested configuration or quote templates, then support is free of charge. If not, these will be quoted based on our labour rates. The same goes for integration or automation outside of the initial customisation charges. Send your queries to support@cloudquoteglobal.com to get in touch with us.
Can I use Cloud Quote on my Mac, or mobile device?
Cloud Quote is a Windows-based application which requires a Windows OS to install and run. However, the Cloud Quote premium license provides access to our companion app, which works on Android or iOS devices.
What are the minimum requirements for my device?
Windows 7 and up, i3 Processor (i5 recommended) with 4GB RAM (8GB recommended).
Can I run Cloud Quote in an offline mode?
Yes, you can create an “offline” quote with an “offline” quote number in the event of not having internet connectivity. This is provided the administrator has given you access to do so. When you do have connectivity again the “offline” quote will get the next available quote number.
Can additional training be provided to my team?
Initial training is provided in the customisation and handover stage for both the Sales and Admin users.
We offer a host of online videos with links to these within CQ itself, as well as Webinar sessions to further empower your Teams at no charge.
Should you prefer a personal training session, these can be arranged at prevailing rates.
