QuoteCloud is a program to create and send sales quotes quickly and easily that is aimed at companies, businesses and associations of all sizes and operating in any industry. It is an online sales proposal software that allows you to automate and simplify operations that normally require an effort in terms of time and money. With QuoteCloud you send quotes in just a few clicks, get notified when customers have read them, offer them the ability to edit them, chat with your sales team and even sign them with an electronic signature and pay instantly.
QUOTECLOUD – TUTORIAL
QUOTECLOUD – FEATURES
- Unlimited sales quotes
- Unlimited sales quote templates
- Product catalogue for easy drag & drop of products to price tables
- Content libraries for on the fly drag & drop of content into sales quotes: text blocks, images, videos, PDF files, spreadsheets and data forms
- Embed PDF documents that display seamlessly in your sales quotes
- Insert spreadsheets and use values from spreadsheet formulas for price lines
- Built-in e-signatures available
- Customer address book to quickly add recipient information when creating sales quotes
- Built-in customer reminders
- Automatic discount ruies
- Quantity break discounts (% discount applied triggered the quantity ordered reaches a specified value)
- Tiggered discounts (triggered when the total sales quote value reaches a threshold)
- Take payments when customers approve sales quotes
- Optional workflow for manager approvals before sales quotes can be sent to a customer
- Automatic sales forecast tool
- Sales quotes in HTML and automatically converted to PDF format for printing
- Built-in email marketing campaign tool for bulk sending sales quotes to an audience
- Full version control when revising sales quotes
- Content locking – to prevent sales people changing sections in a sales quote, such as legal information
- Add custom price columns to price tables for add-on prices
- Add custom data fields to sales quotes
- Built-in form builder to collect data when customers approve your sales quotes
- Allow customers to choose price options or adjust the quantity to order.
Conclusion
QuoteCloud is a great CPQ solution that simplifies the sales process of your company and your team, but also the buying process of your customers.
What are you waiting for to try it out? Access the FREE TRIAL now and leave a review about it.
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| Usability: 8.8 /10 | Speed: 7.2 /10 | Features: 7.8 /10 | Support: 9 /10 | Pricing: 8 /10 |
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