QuoteCloud review
A broad proposal platform for complex quoting, workflows, payments, and integrations.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
QuoteCloud is browser-based software for organisations that create proposals, quotations, contracts, reports, statements of work, and other customer-facing documents. It combines an interactive editor with configurable pricing tables, reusable templates, content libraries, electronic signatures, recipient tracking, approvals, collaboration, version management, payment collection, and AI-assisted content generation. Sales teams that need detailed quote calculations and connected customer documents are the clearest fit, while the web and API platforms support broader operational workflows.
Its pricing spans four plans. Free includes 5 quotes per month, 1 user, e-signatures, and payments with transaction fees. Essentials costs $39 per user per month when billed monthly and adds unlimited documents and e-signatures, price quote tables, realtime document tracking, payments, templates and content libraries, plus Zapier and Make.com connections. Business costs $59 per user per month monthly and adds advanced configurable price quotes, AI Coworker, approval workflow, CRM and accounting integrations, custom branding, and customer reminders. Enterprise includes single sign-on, custom user reports, implementation support, premium support, and a custom URL. A 14-day free trial is also available.
Integration breadth is a central strength. QuoteCloud connects with Salesforce, Pipedrive, HubSpot, Zoho, Monday, Zendesk Sell, Microsoft Dynamics CRM, Xero, QuickBooks Online, FreshBooks, Stripe, PayPal, Zapier, and Make.com, with CRM and accounting connections also available through APIs and platform integrations. That makes it suitable for teams whose quoting process spans sales, finance, and payment collection. Smaller teams should weigh the move from a limited free plan to the $39 paid entry point. Teams needing custom branding should also account for the paid add-on and five-user minimum, while organisations needing enterprise controls should consider the Enterprise plan.
Questions about QuoteCloud
Does QuoteCloud have a free plan? Yes, there is a free plan; paid plans start at $39/user/mo (Essentials).
How much does QuoteCloud cost? QuoteCloud lists 2 paid plans; the lowest is Essentials at $39/user/mo.
Is there a free trial of QuoteCloud? Yes: a 14-day free trial; no card is needed.
What does QuoteCloud run on? Web. It runs in the cloud.
What does QuoteCloud integrate with? 1,000+ integrations, including Zapier, Make.com, Stripe, HubSpot and Salesforce.
Who is QuoteCloud built for? Small businesses, mid-market companies and enterprises (our editorial estimate).
QuoteCloud pros and cons
- Where it wins
- Configurable quotes handle discounts, taxes, and optional items.
- CRM, accounting, payment, automation, and API integrations.
- Combines signatures, tracking, approvals, payments, and versioning.
- Where it doesn't
- The paid entry plan starts at $39 per user per month.
- Free includes only 5 quotes per month and 1 user.
- Custom branding is a paid add-on with a five-user minimum.
QuoteCloud fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update