# QuoteCloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is QuoteCloud the right Proposal Management solution for you? Explore 28 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/161530/QuoteCloud/reviews --- QuoteCloud 4.2 (28) [View alternatives](https://www.capterra.com/p/161530/QuoteCloud/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of QuoteCloud Ease of use 3.8 Customer Service 4.1 ## Pros and Cons in Reviews TM Tim M Country ManagerLeisure, Travel & Tourism, 2 - 10 employeesUsed the software for: 6-12 months. “The integration with Crosscheck Travel is seamless and easy to use“ February 21, 2024 Joshua E CEOMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years. “Graphics are frequently 'lost' on templates.“ February 17, 2024 SE Simon E sales managerComputer Software, 11 - 50 employeesUsed the software for: 1-2 years. “Our services are complex and Quotecloud allows us to send a professional quotation simply“ October 19, 2021 CT Carl T Vice President of EngineeringMachinery, 501 - 1,000 employeesUsed the software for: More than 2 years. “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.“ November 1, 2021 IA Imran A Sales consultantConstruction, 11 - 50 employeesUsed the software for: More than 2 years. “It's easy to use, well organized, you can make changes easily, I like the fact that there is the consultant view option.“ October 19, 2021 KF Kaden F Client success SpecialistMarketing and Advertising, 11 - 50 employeesUsed the software for: 1-2 years. “The Content library in Quotecloud could use some help, it makes it quite difficult to update or add new cover pages.“ June 23, 2022 GB Graham B DirectorProfessional Training & Coaching, 2 - 10 employeesUsed the software for: 6-12 months. “The outcome to our clients is easy to use, professional looking and saves everyone plenty of time“ October 24, 2021 ## Showing most helpful reviews Showing 1-25 of 28 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Joshua E. CEO Marketing and Advertising Used the software for: 2+ years ### "Great product to send reviews and manage activity" February 17, 2024 4.0 Pros flexible quote system, ability to drag-and-drop products into a proposal Cons Graphics are frequently 'lost' on templates. Review Source Response from Corporate Interactive February 19, 2024 Thank you for taking the time to share your thoughts on QuoteCloud. We're glad to hear that you find our product useful for sending reviews and managing activity. Our drag-and-drop feature for products and the flexibility of our quote system are indeed designed to streamline your workflow and enhance efficiency. We understand the importance of graphics in templates and apologise for any inconvenience you've experienced with them being 'lost'. We're continuously working to improve our platform, and your feedback helps us identify areas for enhancement. If you encounter any issues with graphics in the future, please don't hesitate to reach out to our support team. We're here to assist you and ensure you have the best experience possible with QuoteCloud. Thank you for your support and valuable feedback! TM Tim M. Country Manager Leisure, Travel & Tourism Used the software for: 6-12 months ### "Quote Cloud for Travel Agents" February 21, 2024 5.0 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 SB Scott B. Head of Business Development Marketing and Advertising Used the software for: 2+ years ### "To slow & hate it" February 17, 2024 2.0 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 Response from Corporate Interactive February 19, 2024 We're genuinely sorry to hear about your frustrating experience. Ensuring a smooth and efficient user experience is our top priority, and we apologise for any inconvenience caused by the slow loading and freezing issues you've encountered. We appreciate your feedback and take it seriously in our efforts to improve our platform. Rest assured, we'll investigate these issues promptly to identify and address any underlying causes. If you're open to it, we'd love to gather more details about your specific usage to better understand and resolve the issues you've faced. Please feel free to reach out to our support team, and we'll do everything we can to make things right. Thank you for your patience and for bringing this to our attention. CT Carl T. Vice President of Engineering Machinery Used the software for: 2+ years ### "Quote Cloud Review" November 1, 2021 5.0 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. Reason for choosing QuoteCloud We liked the customization, and when we asked for an extension on the testing, they said yes. A competitor said no more testing, and we deleted them off our list for something as simple as providing enough time to make a decision. Review Source NH Nelson H. Managing Director Construction Used the software for: 2+ years ### "Excellent quoting platform " October 19, 2021 5.0 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 AO Aaron O. Sales Support Food Production Used the software for: 2+ years ### "Easy to use" February 18, 2024 5.0 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 LY Louis Y. CTO Information Technology and Services Used the software for: I used a free trial ### "A nice tool for any business" October 19, 2021 4.0 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. Reason for choosing QuoteCloud Mainly because of the ability to quote on products as once off items, services as monthly items and seubcriptions on a single quote, with separate totals per frequency. Review Source SE Simon E. sales manager Computer Software Used the software for: 1-2 years ### "Using Quotecloud for 2 years" October 19, 2021 3.0 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. Reason for choosing QuoteCloud We decided to trade off integration and speed of system for the ability to quote our products effectively. Review Source LH Luke H. Lead Estimator Architecture & Planning Used the software for: 1-2 years ### "Quotecloud Review - Luke Hermitage" October 19, 2021 3.0 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 TH Taylor H. Product Development Assistant Oil & Energy Used the software for: 6-12 months ### "Needs A Little More Tweaking" October 19, 2021 5.0 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 IA Imran A. Sales consultant Construction Used the software for: 2+ years ### "Quotecloud review" October 19, 2021 4.0 I personally like it a lot. It's very user friendly. Pros It's easy to use, well organized, you can make changes easily, I like the fact that there is the consultant view option. Cons The system is down often, and is a pain when I am presenting to the customer Review Source AR Amelia R. Travel Agent Leisure, Travel & Tourism Used the software for: Less than 6 months ### "AIS to QuoteCloud" October 26, 2023 5.0 Pros Ability to edit items on quotes/itineraries Cons When self input items rearrange themselves when you re-upload into the system. Review Source MB Michael B. Applications Engineer Industrial Automation Used the software for: 1-2 years ### "User" November 1, 2021 4.0 Overall, very good. It gives a uniform, professional looking layout to the quote. Pros Very professional layout. Saves time and give uniformity when all employees are using the same system. Cons Sometimes difficult to edit items. Often accidentally delete something with no way to go back (no undo option, atleast not that I'm aware of). Review Source SV Stefan V. BDM Information Technology and Services Used the software for: 1-2 years ### "Easy to use | Simple to master" October 18, 2021 5.0 Pros The ease of setup and quote building The great range of pre built templates Cons The line items, i find it hard to add sub selections. Review Source KF Kaden F. Client success Specialist Marketing and Advertising Used the software for: 1-2 years ### "Easy to use Quote system" June 23, 2022 4.0 We've had solid success with quotecloud, it allows us to get our customers information easily and in visually appealing formats. Pros Quotecloud is laid out in a very simple way, we utilize the software to create quotes which can be exported in their web format or in a pdf. Cons No collaboration features, Some times the pictures uploaded into the quotes are poorly formatted and does not fit to the size of the page. It can be finnicky. Review Source CH Carie H. Ad o Marketing and Advertising Used the software for: 6-12 months ### "Quote cloud review" October 18, 2021 5.0 Good program for quoting. Takes a few uses to learn it. Pros The step by step walk through when putting together a RFP. Cons To add new covers could be easier. Would be nice to be able to add more then 1 slide at a time. Page breaks should be a default setting for each slide Review Source JS Jeff S. Engineering Manager Industrial Automation Used the software for: 1-2 years ### "Solid software" October 20, 2021 4.0 I am pleased with it and I believe we made the right decision to use it. Pros QuoteCloud provided our group with a reliable software package to insure that all of our quotes have the same look, provide the requried data, and allow us to easily access quotes created by others in the group when needed. It has also given us a great way to display other products and services that we provide to customers within the quote. Cons When we first started using QuoteCloud, there were some glitches that we found as well as some features that we felt like were missing. QuoteCloud has worked quickley to correct the issues and also made some nice upgrades to add features. Review Source GB Graham B. Director Professional Training & Coaching Used the software for: 6-12 months ### "Quotecloud - A great product for Proposals" October 24, 2021 5.0 After sales service has been great. It is worth spending the time to create all your assests. Once done you won't look back. Pros I really the love the way you can create reusable assests and templates to quickly reconstruct Sales Proposals. The outcome to our clients is easy to use, professional looking and saves everyone plenty of time Cons The product has been evolving alot over time so adjusting to new features has been required, but ongoing improvements are worth the small learning curve. Review Source VL Vesna L. Travel Agent homebase Leisure, Travel & Tourism Used the software for: Less than 6 months ### "Quotecloud" October 30, 2023 4.0 Pros I’m sure it has so much to offer, I’m still learning. My favourite is Attaching PDF files into the itinerary no need to re type info. Breakdown of costing is clear. Love seeing when clients have read the itinerary Cons Nothing at the moment, maybe have a proper training day not being rushed Review Source VR Verified Reviewer IT Manager Furniture Used the software for: I used a free trial ### "Quotes and Proposals" March 16, 2019 4.0 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 QuoteCloud is good for making quotes and detailed proposals if your product is not too complex. The proposal forms are customisable and look professional. There is also an opportunity to integrate with other systems such as CRM. Cons Search could still use some work. Not always easy to find the product you are looking for if you have a large catalogue. Only one level of folders available, rather than nested folders. Review Source sB satin B. Jr Sales Agent Retail Used the software for: Less than 6 months ### "my Quote Cloud review " October 19, 2023 4.0 its grate and i would defiantly be recommending it others Pros my most'd like thing is as a new employee with my company quote cloud was so easy for me to learn and use it also helps up keep our paper use down by being able to email clients Cons I've only been using this product for a short time but so far i cant fault it Review Source lS leigh S. TRAVEL CONSULTANT Leisure, Travel & Tourism Used the software for: Less than 6 months ### "Easy to get started" October 19, 2023 5.0 Overall positive, can't wait to find more features whihc are no doubt there Pros As a new travel consultnat I hit the ground running with quote cloud. Ease to navigate Cons Slow at times and unable to see other consultants work but sure this is possible, we just cant work out Review Source TF Tang F. Energy Consultant Renewables & Environment Used the software for: Less than 6 months ### "A Good Tool for Proposals" October 19, 2021 5.0 Pros I like the functionality of the interactions with customers. It's important for them to be able to see the proposals in a professional layout. Cons It's not as UX friendly as it could be. I'd like if there were more intuitive aspects to the user interface. Not a hard learning curve though Review Source KB Kristi B. Operations Manager Program Development Used the software for: 6-12 months ### "Quotecloud vs Better Proposals" October 19, 2021 4.0 Our overall experience as a business has been very positive Pros The quality and ability to customise templates is second to none on quotecloud. Cons I found it a little difficult to modify a pricing table Switched from [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) Better Proposals we found to be very difficult to customise, seeming expensive for the functionality and difficult to get in touch with customer service due to time differences. Review Source KW Katan W. BDM Construction Used the software for: 6-12 months ### "limited experience " October 19, 2021 3.0 only used it a few times , and produced good presentations, it is very clunky though , and not as fast or as flexible as using a spreadsheet , Wouldhve been good to have access to some more training to see what the full capabilty of the software can do .but everybody was too busy , Pros good visual Presentation , with options Cons Time consuming , as a sales rep we cannot afford to spend a full day or 2 on one quote Review Source Similar Products Featured ## Related categories [Proposal Management](https://www.capterra.com/proposal-management-software/)[Quoting](https://www.capterra.com/quoting-software/)[CPQ](https://www.capterra.com/cpq-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.