QuoteCloud Features

QuoteCloud

Proposal creation and sales forecasting

3.67/5 (3 reviews)

QuoteCloud Feature Summary

  • RFP management
  • Templates
  • Version control
  • Quotation management
  • Proposal generation
  • Sales integration
  • Document review
  • Document storage
  • File management
  • Customizable templates
  • Template management
  • Drag & drop interface
  • Content library
  • Electronic signature capture
  • SSL security
  • Data encryption
  • Performance reports
  • Visual analytics
  • Geolocation
  • Customizable branding
  • Price management
  • Automatic notifications
  • Email notifications
  • Bounce tracking
  • Approval process control
  • Workflow management
  • Automatic reminders
  • Third party integration
  • CRM integration
  • Permission management
  • Role-based permissions
  • Collaboration tools

Competitor Feature Comparison

API
Activity Dashboard
Approval Process Control
Automatic Notifications
CRM Integration
Chat
Collaboration Tools
Content Library
Customizable Branding
Customizable Templates
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
File Management
Forecasting
Geolocation
Performance Reports
Permission Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Reminders
Role-Based Permissions
SSL Security
Sales Forecasting
Sales Integration
Template Management
Third Party Integration
Version Control
Visual Analytics
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Approval Process Control
Automatic Notifications
CRM Integration
Chat
Collaboration Tools
Content Library
Customizable Branding
Customizable Templates
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
File Management
Forecasting
Geolocation
Performance Reports
Permission Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Reminders
Role-Based Permissions
SSL Security
Sales Forecasting
Sales Integration
Template Management
Third Party Integration
Version Control
Visual Analytics
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Approval Process Control
Automatic Notifications
CRM Integration
Chat
Collaboration Tools
Content Library
Customizable Branding
Customizable Templates
Document Review
Document Storage
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
File Management
Forecasting
Geolocation
Performance Reports
Permission Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Reminders
Role-Based Permissions
SSL Security
Sales Forecasting
Sales Integration
Template Management
Third Party Integration
Version Control
Visual Analytics
Workflow Management
Visit WebsiteCompare App

QuoteCloud Feature Reviews

3 reviewers had the following to say about QuoteCloud's features:

Joshua Erdman

Quick Quoting tool with all the key integrations

2018-08-06

Good support, but since they are in Australia, expect to stay a bit late to connect for phone support

Pros

Integrates with Zapier Has ability to take eSignatures Time saver

Cons

Projection tool could be more sophisticated Better integration with common Dashboards/Wallboards

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Furniture company, 51-200 employees)

Quotes and Proposals

2019-03-16

We did a free trial to see if this software could solve some of our business needs. Unfortunately, it wasn't quite what we were looking for. The salesperson at QuoteCloud did a really good job of communicating with me during the trial and answering all of my questions. If you are looking an online proposal and quote generator, QuoteCloud is a great option to look into. The customer service rep will help you navigate all the options and make sure you get the most out of the experience.

Pros

There is also an opportunity to integrate with other systems such as CRM.

Cons

Search could still use some work.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Gavin Dolan

quotecloud

2018-08-07

pretty happy. WE had some technical issues at one stage & the customer care team got us back up and running very quickly.

Pros

speeds up my quotes & makes it look professional

Cons

The software can be glitchy when adding pictures.Also, its not very intuitive when building templates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more