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What is QuoteCloud?
SPEED
+ access your tools and resources anytime, anywhere!
+ accelerate the creation and dispatch of sales quotes
+ provide clients with a straightforward method to electronically sign sales quotes
+ utilize centralized libraries of text, videos, spreadsheets, images, and PDFs for your sales team to easily incorporate into quotes
+ develop a collection of sales quote templates to refine your pitch for specific markets
+ maintain a customer address book to streamline the sales quote creation process
+ employ a prospect finder tool that scours the internet for potential cold call lists
WIN
+ enhance your sales conversion rates
+ generate impressive and precise quotes
+ track when clients are viewing your sales quotes
+ expedite payment processes with simple online acceptance and payment options
+ engage in live chats with clients while they review their sales quotes
+ eliminate disorganized sales quotes
+ ensure no important details are overlooked by documenting customer contact history for each sales quote
AUTOMATE
+ streamline sales forecasting processes
+ ensure seamless integration with your CRM and accounting systems
+ keep a comprehensive version history of all sales quotes sent to clients
+ automatically invalidate sales quotes after their designated "time to live"
+ perform automatic currency conversions, receiving real-time exchange rates for international currencies, while also providing insightful analytics to improve your sales strategy.
What is Formlio?
Formlio transforms the proposal creation landscape by providing a no-code platform that allows teams to craft dynamic, web-based proposals instead of sticking with conventional static PDFs. Users can design polished, client-ready documents by utilizing a range of professional templates alongside customizable content blocks, which include various components like text, images, videos, portfolios, case studies, testimonials, timelines, processes, FAQs, pricing details, charts, approvals, and e-signatures.
With the capabilities of Formlio, conveying crucial information about project scope, service packages, pricing alternatives, optional add-ons, timelines, deliverables, and proof of work becomes a more captivating experience for prospective clients. The platform also offers interactive quoting, enabling prospects to explore options and see real-time updates on totals, while integrated approval systems and e-signatures streamline deal progression directly within the proposal itself.
After sending out a proposal, teams can take advantage of extensive proposal analytics that track engagement metrics such as the number of views, how long clients spend on the proposal, approval statuses, and interactions. Ultimately, Formlio seeks to empower service-oriented businesses to conserve valuable time, improve the quality of their presentations, reduce unnecessary back-and-forth communication, and attract more clients. By optimizing the proposal process, Formlio allows teams to concentrate on what is truly important—cultivating relationships and finalizing deals, ensuring that their efforts lead to meaningful outcomes.
Media
No images available
Integrations Supported
Eway
GraphQL
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$39 /user per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Corporate Interactive International Pty Ltd
Company Location
Australia
Company Website
quote.cloud
Company Facts
Organization Name
Formlio
Date Founded
2025
Company Location
France
Company Website
formlio.com
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Categories and Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control