Quoting made simple
Features
Get more out of Cloud Quote for your unique needs with the right software solution system packages.
Features
Sales
Close deals with tools designed for rapid, error-free quoting and automated pipeline management.
Quoting
Produce quick, accurate quotes with quote numbers and versions that are automatically assigned and controlled.
Products and pricing
Produce quick, accurate quotes with quote numbers and versions that are automatically assigned and controlled.
Product hierarchies
Predefined product configurations eliminate unnecessary user error.
Post-sale documentation
Rental Agreements, Service Agreements, Order Sheets etc. Can quickly automatically reproduced saving valuable selling time.
Pipeline Management
The moment a quote is generated it is available in a rep’s pipeline.
Features
Admin
Seamless updates
Quickly update products, pricing, or rate changes and push down to the sales team with the push of a button.
Multi-tier pricing
Manage custom pricing tiers from HQ or distributors and push them instantly to branches for immediate drag-and-drop quoting.
Stock accuracy
Accurate stock ordering as per system-generated sign off sheets.
Features
Management
Standardised templates
Professional quotations and proposals by the entire sales team.
Accuracy
Product, pricing and rate changes are immediately superseded and relayed to all users eliminating costly pricing errors.
Simple onboarding
Easy-to-use interfaces and access to tutorial videos ensure that the entire team are up and running in minutes.
Reports
Provide an immediate overview of quotes in field, the likelihood of closure, closure dates, products quoted and Geo Locations.
Sales team
Assign teams, leaders and members, provide team targets and specific rights for all users within a team.
Quote approvals
Switch on and off for specific reps, allowing a manager to view and approve quotes before being emailed or presented to a client.
Lead management
Assign teams, leaders and members, provide team targets and specific rights for all users within a team.
Reassign quotes
Quickly reassign team members’ quotes to other team members when staff changes occur, in order for these prospects to be followed up on immediately.
Premium package benefits
Companion app
Equip your field team with real-time access to leads, memos, and on-the-go approvals. These advanced mobile tools are available exclusively as part of our Premium package.
Real-time dashboard
Access your sales pipeline instantly to track targets, closing ratios, and pending approvals.
Activity memos
Attach notes, images, and documents to any quote or client to maintain a complete audit trail.
Mobile quote approval
Keep the sales process moving by reviewing and approving team quotes directly from your phone.
Lead routing
Digital document vault
Reference and present rental agreements, service forms, and quote PDFs directly from the cloud.
Centralised client hub
Features
Integrations
Connect your business ecosystem and eliminate manual data entry with our seamless native and bespoke integrations.
CRM
Stay within your preferred CRM environment while utilising Cloud Quote’s sales tools
Accounting & ERP
Keep your books accurate and up-to-date by linking your sales pipeline directly to your accounting engine
Digital signing
Bespoke API
Our flexible, open API allows you to build a tailored bridge to any proprietary or internal business system
Zapier-powered automations
Connect your quoting process to a world of possibilities with automated triggers across 8,000+ applications
Packages
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