features and packages

Get more out of Cloud Quote for your unique needs with the right software solution system packages. Explore these features and benefits to find the right fit for you.

monthly user license

Features & benefits




  • Quoting:
    Quick & Accurate

  • Products & Pricing:
    Instant access to latest product and pricing for simplified drag and drop quoting

  • Product Hierarchies:
    Predefined product configurations eliminate unnecessary user error

  • Pipeline Management:
    The moment a quote is generated it is available in a rep’s pipeline

  • Quote Versioning:
    Quote numbers and versions are automatically assigned and controlled

  • Post-Sale Documentation:
    Rental Agreements, Service Agreements, Order Sheets etc. Can quickly automatically reproduced saving valuable selling time *


  • Consistency:
    Professional quotations / proposals by the entire sales team

  • Accuracy:
    Product, pricing and rate changes are immediately superseded and relayed to all users eliminating costly pricing errors

  • Simplicity:
    The combination of our simple and easy to use interface and access to tutorial videos within the platform ensure that newbies are up and running in minutes

  • Reports:
    Provide an immediate overview of quotes in field, the likelihood of closure, closure dates, products quoted and Geo Locations

  • Sales Teams:
    Assign teams, leaders and members, provide team targets and specific rights for all users within a team

  • Quote Approvals:
    Switch on and off for specific reps, allowing a manager to view and approve quotes before being emailed or presented to a client

  • Lead Management:
    Detailed tracking of lead source and allocation determines the best ROI per marketing campaign

  • Reassign Quotes:
    Quickly reassign team members’ quotes to other team members when staff changes occur, in order for these prospects to be followed up on immediately


  • Seamless:
    Quickly update products, pricing, or rate changes and push down to the sales team at a push of a button

  • Pricelist Subscriptions:
    Can be created by head office or a distributor, and can seamlessly be pushed down to different branches or dealers with their own specific pricing tiers. Immediately available for drag-drop quoting.**

  • Post-Sale:
    Accurate stock ordering as per system-generated sign off sheets *

    Mobile APP & Client Management

  • Compatibility:
    Android & iOS

  • Dashboard:
    Instant access to your dashboard and pipeline for quick viewing of targets, team targets, quote approvals, leads, and closing ratios

  • Memos:
    Utilise the memo function for setting reminders, including meetings, emails, phone calls or contract reviews for contract upgrades. Load activities such as phone calls, meetings, notes, images, and documents. Attach a memo for review to all quotes, leads and clients at any stage.

  • Quote Approvals:
    View and approve your team’s quotes on the go

  • Leads:
    Receive and assign leads and navigate to these based on location. Create your own cold call leads for follow up and review later.

  • Notifications:
    Receive notifications for approvals, leads and sales teams’ target achievement

  • Documentation:
    View quote PDFs and other team documents out of Cloud Quote, such as rental agreements, service agreements, and order forms. It’s easy to reference, review, present, etc.

  • Client Management:
    Create and maintain your company’s client list as an admin user. Assign clients to specific reps or leave them unlocked to the entire team. View quotes, activities, and attachments for each client. Navigate to and call clients, and set reminders, including contract reviews or client upgrades.

Once-Off Customisation

  • Bespoke quote template replication
  • The initial capture of products and pricing
  • Price calculation logic and application into Cloud Quote and the quote template
  • The initial capture of users and respective user rights
  • 2 hours of training (on-site in SA otherwise remotely) ㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤ
Terms & Conditions


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  • Bespoke quote template replication
  • Create price-list subscriptions for the dealer channel
  • Price calculation logic and application into Cloud Quote and the quote template
  • The initial capture of users and respective user rights
  • 5 x 2-hour slots of training (onsite in SA, otherwise remotely)
Terms & Conditions

Please note:

*Post-sale documentation including sign-off sheets will have an additional cost, based on the scope of work.

**Pricelist subscriptions are subject to taking the distributor once-off customisation charge.

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 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 users.

Standard & Premium Licenses can be taken together to suit your sales team’s requirements eg. 10 Standard License and 5 Premium Licenses.

All pricing excludes VAT.