--- title: "QuoteCloud Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about QuoteCloud Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/161530/QuoteCloud/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # QuoteCloud Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) QuoteCloud ## What is QuoteCloud? An advanced business proposal and sales quotation software solution that empowers you to effortlessly create unlimited documents and legally compliant eSignatures, all while offering features such as real-time alerts, robust sales forecasting, seamless integration of images and videos ## What is QuoteCloud used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) Top alternative Featured Overall rating Based on 28 user reviews Reviews sentiment Positive 82% Neutral 14% Negative 4% Starting price $38.95 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for QuoteCloud?[Manage this product listing](https://www.g2.com/products/quotecloud-quotecloud/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### QuoteCloud 4.2 (28) VS. [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting Price $38.95 Per User, Per Month Starting Price $78 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (28) Ease Of Use 4.5 (97) Value For Money 4.1 (22) Value For Money 4.6 (82) Customer Service 4.1 (25) Customer Service 4.6 (92) ## QuoteCloud alternatives [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (97)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) [Apropo](https://www.capterra.com/p/236415/Apropo/) [4.9 (20)](https://www.capterra.com/p/236415/Apropo/#reviews) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236415/Apropo/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) [Merkato](https://www.capterra.com/p/161027/Merkato/) [4.1 (15)](https://www.capterra.com/p/161027/Merkato/reviews/) Starting price $15000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161027/Merkato/) [View all alternatives](https://www.capterra.com/p/161530/QuoteCloud/alternatives/) ## FAQs about QuoteCloud Overview ### Which roles and teams benefit most from QuoteCloud? QuoteCloud is most used by sales and business development teams, including sales consultants, agents, and support staff, who prepare quotes, manage pricing, and follow up with prospects. Travel consultants use it to assemble client proposals, while estimators, engineers, operations managers, and business leaders oversee quote accuracy, approvals, and commercial delivery. Answer based on 28 reviews Overview ### What company size and industries is QuoteCloud built for? QuoteCloud is built for small businesses, which account for 89% of reviewers, across all industries. Its largest reviewer segments are Leisure, Travel & Tourism and Marketing and Advertising at 14% each, followed by Construction at 11%. Midsize businesses represent 11% of reviewers. The most common use case is quoting, reported by 62%. Answer based on 28 reviews Features and Usability ### What are the key features of QuoteCloud? QuoteCloud offers automated quoting and proposal generation, plus quotes and estimates management for sales teams. It also includes pricing management, price and cost calculations, discount management, and multi-currency support. Document automation, digital signature, approval workflow, audit trail, and CRM integrations cover document and sales process control. Integrations ### Which third-party tools and platforms does QuoteCloud integrate with? QuoteCloud connects natively to Zapier, giving it access to a wide range of third-party apps and workflows through that platform. The catalog lists Zapier as the official integration, making it the primary connection point for extending QuoteCloud with other business tools. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does QuoteCloud offer? QuoteCloud offers live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, videos provide on-demand walkthroughs, and documentation gives written reference material for setup and feature review. Answer based on 4 reviews Getting Started and Support ### What customer support options does QuoteCloud offer? QuoteCloud provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. Users report that staff answer questions clearly, respond quickly to technical issues, and communicate well during trials, though support is mainly discussed in terms of helpful guidance rather than formal service levels. Answer based on 3 reviews Ease of use ### How easy is QuoteCloud to use for creating proposals? QuoteCloud makes professional quotes and reusable proposal templates accessible for many teams, especially when services are straightforward. Users value organized layouts, consultant views, and browser access, but some find template building, pricing-table edits, content-library updates, and image handling clunky. Limited undo options and training needs can slow initial adoption. Answer based on 12 reviews ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) QuoteCloud supports all three features that reviewers rate highest: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create proposals faster, produce accurate pricing documents, and tailor materials to different clients, allowing teams to improve consistency, respond more quickly, and close deals with greater confidence. Proposal Generation 3.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 4.2 (15) 73.33% of 15 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Customizable Templates 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Electronic Signature 3.6 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Digitally sign online documents Document Management 4.0 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Audit Trail 3.4 (8) 12.50% of 8 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. QuoteCloud 47 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Forecasting: Form predictions based on past and present data/trends - Multi-Currency: Manage and handle various international currencies - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (28) 4.0 Based on 28 reviews ## Pricing Value for money 4.1 (22) Free Trial Free Version Basic $38.95 Per User,Per Month Value for money 4.1 (22) 4.1 Based on 22 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (25) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (25) 4.1 Based on 25 reviews ## User reviews Overall rating 4.2 Based on 28 reviews Filter by rating Counts reflect reviews available in this feed. 5(12) 4(11) 3(4) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful Joshua E. CEO Used the software for: 3-5 years ### "Great product to send reviews and manage activity" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 19, 2024 Pros flexible quote system, ability to drag-and-drop products into a proposal Cons Graphics are frequently 'lost' on templates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Vice President of Engineering Used the software for: 3-5 years ### "Quote Cloud Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 7, 2021 It has been a positive experience and still serves our needs. Pros We liked the idea of customization and the ability to control versions. Most other versions had some type of CRM or ERP system and honestly, we did not want to pay for the complication of something we did not need. We tried quote cloud two separate times before deciding. Cons In some ways, the software is a little clunky with the customization and the Australian understanding of what cost and profit are for industrial distribution in the US as we are not commercial. Just differences in definitions and translations of different businesses. All very minor in the broader sense of the usefulness of the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB scott B. Head of Business Development Used the software for: 3-5 years ### "To slow & hate it" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 February 19, 2024 Lilbeing kicked in the stomach every time i use it. Ie yoy can carru on with it , but youd rather not. Pros Signature sign off / tracking useful feature Cons Too skow to load , constantly freezing , waste so much time waitibg for it. I absolutely hate it . Would NOT recommend it to anybody. It never works smoothly as it should . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Managing Director Used the software for: 3-5 years ### "Excellent quoting platform " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2021 m very impressed by the customer support, and where a change is suggested they readily add to future updates. Would highly recommend Pros The software is easy to implement and use, the product catalogue all categorised is perhaps the best feature , allowing a photo to be included alongside the product and all saved for future use. Also the ability to upload pdfs, larger product images are great features, the client can accept online or electronically sign. I Cons Sometimes the software lags a bit, and is slow sometimes to upload info, but thats occasionally, generally its fine. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Support Used the software for: 3-5 years ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 21, 2024 I don't like change but i found this to be quite good to use, and can save you time for repetitive quotes. Pros Being able to copy a recent previous quote and then just link it to a new customer. Much faster than generating a new quote from scratch that is identical. Cons Saving could be a little faster. Also, once you have it sitting idle for more than 15 mins, it takes about 10 seconds to refresh again and allow you to action something. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Country Manager Used the software for: Less than 1 year ### "Quote Cloud for Travel Agents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2024 Quote Cloud has very helpful staff who initially provided a comprehensive walkthrough of the product and were prepared to allow for a trial at no cost and without any commitment. The user training, setting up of templates and customization process was a pleasant experience which was conducted in timeframes based on our availability. The actual product has changed the way travel agencies interact with customers and the support provided by Quote Cloud is first class. Pros Browser based product accessible from anywhere Quality documents produced which are able to shared with clients Dashboard provides an excellent view of issued quotes Templates provided are comprehensive and professionally presented Graphics integrated into the documents are modern and relevant to the bookings The integration with Crosscheck Travel is seamless and easy to use Cons The total price for a multiuser agency can end up being expensive relative to other applications but it is recognized that this is a quality product so the cost is recoverable in terms of increase in conversion of quotes to sales. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Louis Y. CTO Used the software for: I used a free trial ### "A nice tool for any business" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 21, 2021 It was very positive. The client service was quick and effective and getting going was quick and easy. Definitely a pleasant experience. Pros Once the templates are setup, and the branding is done, the time it takes to create proposals are reduced at least by half. The consistent output that goes to clients makes a big difference, and the management of the status of proposal in a central place, simplifies the process. Cons I think most features are included, and I belive the product was well thought through. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer sales manager Used the software for: 1-3 years ### "Using Quotecloud for 2 years" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 3/10 October 21, 2021 OK but we are looking at moving Pros Our services are complex and Quotecloud allows us to send a professional quotation simply Cons Doesnt integrate very well with other services such as CRM's. Its a stand alone system with a basic API. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Lead Estimator Used the software for: 1-3 years ### "Quotecloud Review - Luke Hermitage" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 October 21, 2021 Not convinced on it, use for consistency with rest of company. Pros Not much. The only positive is that each quote comes out similar. Cons Too rigid, hard to use. Can't adapt for different projects. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Product Development Assistant Used the software for: Less than 1 year ### "Needs A Little More Tweaking" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 October 21, 2021 Pros Overall, the software is pretty user friendly. It is well organized for proposal management. Cons The software tools can be finicky at times. For example: adding new attachments, text templates, etc. are incredibly particular in where the new addition is hovering. Also, the new update created more steps to embed an attachment into a proposal. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/161530/QuoteCloud/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.