Name: Software for Sales Quotes + Sales Proposals + Contracts + Forms
Uploaded: 2021-11-09T21:27:05.000Z
Duration: 2 min 20 s
Description: Software for Sales Quotes + Sales Proposals + Contracts + Forms

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Development

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Email Spam Filter

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

Employee Recognition

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

Application Virtualization

Browser

Cloud Cost Management

Cloud Storage

Content Delivery Networks (CDN)

Disk Cloning

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

License Management

MLOps

Managed IT Service

Network Performance Monitoring

Network Security

Operating Systems

Secret Managers

Server Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Contact Center

Content Management

Email Marketing

Event Management

Marketing Automation

Product Sampling

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Lead Generation Services

Sales

Database Security

Video Surveillance

Security

Computer-Aided Manufacturing (CAM)

Construction Takeoff and Estimating

Debt Collection

Hotel Management

InsurTech

Lease Management

Multiple Listing Service (MLS)

Population Health Management

Rental Property Management

Vendor Neutral Archive (VNA)

Vertical-Specific

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### Proposal Creation
Users consistently praise QuoteCloud's proposal creation capabilities. They appreciate the simplicity and efficiency of creating professional and customized proposals. The ability to save time by utilizing templates and reusable assets is a standout feature for many users. Additionally, the centralized management of proposal status streamlines the process and ensures a consistent output for clients. Despite some challenges with other platforms, users find QuoteCloud's proposal creation to be user-friendly and effective in projecting profit and enhancing the overall proposal experience.

### Template Customization
Users consistently praise QuoteCloud's robust template customization features. They appreciate the ability to create reusable assets and templates, which significantly speeds up the process of constructing sales proposals. However, some users have noted that the software tools can be finicky at times, particularly when adding new attachments or text templates. Despite these minor challenges, the overall consensus is that QuoteCloud's template customization capabilities are a valuable asset for creating professional and tailored proposals efficiently.

### Presentation and Formatting
Users consistently praise QuoteCloud's professional layout and presentation options. The feedback indicates that the platform's presentation and formatting capabilities are highly valued by users for their ability to create uniform, professional-looking quotes efficiently. Customers appreciate the functionality that allows for easy interactions and the creation of reusable assets and templates, ultimately saving time and enhancing the overall presentation of sales proposals. Additionally, users highlight the reliability of QuoteCloud in ensuring a consistent look for all quotes, providing necessary data, and facilitating easy access to quotes created by others within the group. This positive sentiment towards QuoteCloud's presentation and formatting features underscores its importance in delivering a polished and cohesive experience for both users and clients.

### Professional Appearance
Users consistently highlight QuoteCloud's professional appearance as a key strength, emphasizing its ability to create uniform, polished quotes that enhance the company's image. The platform's sleek layout and customizable features enable users to present complex services in a clear and professional manner. Additionally, the integration capabilities with other systems further contribute to the overall professional look and feel of the quotations generated through QuoteCloud.

Users of QuoteCloud have found solid success with the software, utilizing its features to easily gather customer information and create visually appealing formats for quotes. The software provides a uniform and professional-looking layout, resulting in a positive overall experience for users. Customers appreciate the good support provided by QuoteCloud and find the software to be user-friendly. They have been impressed by the after-sales service and consider the time investment to create assets worth it. Users have found QuoteCloud to be a great tool for online proposal and quote generation, with helpful customer service available to navigate through different options. While some users are considering other software options, their overall experience with QuoteCloud has been positive. Although it may take a few uses to fully learn, QuoteCloud is recommended as a good program for quoting.

Professional Layout: Users have praised Quotecloud for its very simple and professional layout, with multiple reviewers noting that it saves time and provides uniformity when all employees are using the same system.

Easy-to-Use Interface: The easy-to-use interface of Quotecloud has been appreciated by users, especially for employees who are not familiar with quote management tools. It makes it easy for them to create proposals and project profit, as mentioned by a significant number of reviewers.

Customizable Templates: The ability to customize templates and create reusable assets in Quotecloud has been highly praised by users. Many reviewers have highlighted how this feature allows for easy and quick reconstruction of sales proposals, resulting in professional-looking outcomes and significant time-saving for everyone involved.

1. Customization Challenges: Some users have found the software to be clunky and difficult to customize, making it challenging for them to tailor it to their specific needs.

2. Editing Issues: There were reported issues with editing items in Quotecloud, with users accidentally deleting things without a way to undo the action. This has caused frustration and inconvenience for some reviewers.

3. Bugs and Glitches: Users encountered more bugs than they expected while using QuoteCloud. While the team has worked quickly to address these issues and make upgrades, the initial experience of dealing with glitches and missing features was not ideal for some users.

Solo Plan

Business Plan

NiftyQuoter is a sales proposal automation software solution offered by NiftyQuoter.

Freelancer

Team

Business

NiftyQuoter

Business Plus

Paperless

QuoteCloud

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Software for Sales Quotes + Sales Proposals + Contracts + Forms

Create and send sales quotes, easier and faster
Create, track and close winning sales quotes in minutes instead of hours.  QuoteCloud is your all-in-one closing tool.

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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QuoteCloud

Overview

What is QuoteCloud?