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Cloud Quote FAQ’s

What more can Cloud Quote offer?

Once Cloud Quote has improved on your Company’s quoting and sales process, it is time to Automate and Integrate your processes and applications. This will reduce your Cost To Quote and Cost To Sell elements. Manual and duplicated processes are reduced, improving productivity and efficiency within your entire team through the whole deal cycle.

Can Cloud Quote be hosted on our own company server?

Yes. Although you can host with us at no charge, you have the option of making use of your own local or hosted server. It is, however, important to ensure that your backup systems are in place should you choose to do so.

Can Cloud Quote integrate with my CRM / Accounting system?

Throughout the quote lifecycle, it can send data to remote services via WebHooks or receive data through our REST API. Using a service like Zapier, Cloud Quote can integrate with over 1,300 apps across the world. Bespoke integration can be done within applications outside of the Zapier framework, although the scope of work for any integration would need to be determined and the appropriate time/labour cost quoted for.

How long does it take to implement the software?

A key benefit of our solution is the customization we provide each new client; Bespoke template design, product and price inputs, deal configuration and calculation logic will typically be done within 2 to 3 weeks from order, followed by training and handover. After which there is usually a week or two of testing and teething by your users. Typically, your company will be up and running and quoting out of Cloud Quote within 4 weeks from order.

Is support included in the monthly user license?

Yes, it is. All support related queries are handled via support@cloudquoteafrica.com and this is done at no charge to the client. This is if there is no change to the initial requested configuration or quote templates. If so, these will be quoted for based on our prevailing labour rates. The same for integration or automation outside of the initial customization charges

Can I use Cloud Quote on my Mac, or mobile device?

Currently no, as it is a Windows-based application which requires a Windows OS in order to install and run. We are however starting with iOS and Android development at the end of 2019.

What is the minimum specification for Cloud Quote to run on my device?

Windows 7 and up, i3 Processor (i5 recommended) with 4GB RAM (8GB recommended)

Can I run Cloud Quote in an offline mode?

Yes, you can create an “offline” quote with an “offline” quote number in the event of not being having internet connectivity. Provided the Administrator has given you access to do so. When you do have connectivity again the “offline” quote will be assigned the next available online quote number and the offline number referenced.

Still have questions?

Get in touch!

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Please note:

  • Pricing includes ongoing support via our help desk for all typical system support and teething issues.
  • Any additional work required including Automation and Integration will be quoted for based on the scope of work and at our prevailing hourly labour rates.
  • No annual license fees.
  • The monthly user license fee is based on unique user * Unlimited company profiles, the only monthly cost is the user license fee per unique user.
  • All pricing excludes VAT.