Creating a Contract Plan
Create a new Contract Plan by entering plan details, selecting categories, assigning products, and configuring pricing before saving it to your Contract Plan library.
Steps to create a Contract Plan
Start a new Contract Plan
Open Libraries , select Contract Plans , then click Create Plan .Select a category
Choose the appropriate Category for the Contract Plan. If applicable, also select a Subcategory and Subcategory 2 .Enter the plan details
Complete the required fields, including the Plan Name , Plan Line Item Description, Price Line Item Note, Price, Term (Months), availability dates, and any attachments required for the plan.Assign products
Click the Assign Products tab, select one or more available products, then click the right arrow button to add them to the Contract Plan.Review the assigned products
Verify the assigned products and configure any available pricing, titles, or availability settings before saving the Contract Plan.Save the Contract Plan
Click Save to create the new Contract Plan and add it to your Contract Plan library.
FAQs
What is a Contract Plan in QuoteCloud?
A Contract Plan in QuoteCloud is a reusable, saved configuration that bundles plan details, assigned products, pricing, terms, availability dates, and any required attachments. It lets teams quickly add consistent service or product plans to proposals and quotes when using sales quoting software or proposal software.
How do I create a new Contract Plan in QuoteCloud?
Create a Contract Plan by opening Libraries, selecting Contract Plans, and clicking Create Plan. Choose the appropriate Category (and Subcategory if applicable), enter the plan details (name, line item descriptions, price, term, availability dates, attachments), assign one or more products on the Assign Products tab, review any pricing or availability settings, then click Save to add the plan to your Contract Plan library.
What fields are required when creating a Contract Plan?
Required fields include Plan Name, Plan Line Item Description, Price Line Item Note, Price, Term (Months), and availability dates. You can also add attachments and optional metadata such as Subcategory and Subcategory 2 to help organize the plan in your library.
How do I assign products to a Contract Plan?
In the Create Plan workflow, go to the Assign Products tab, select one or more available products from the list, and use the right-arrow control to add them to the Contract Plan. After assigning, review each product to configure pricing, titles, and availability before saving.
Can I use a saved Contract Plan in proposals and quotes?
Yes. Once you save a Contract Plan it appears in your Contract Plan library and can be added to proposals and quotes created with QuoteCloud. This streamlines quoting and ensures consistency across proposals when using quote software and sales proposal software.
How do I edit or update an existing Contract Plan?
Open Libraries, select Contract Plans, locate the saved plan in your Contract Plan library, and choose Edit (or open the plan) to change details, assigned products, pricing or availability. Save your changes to update the plan for future proposals and quotes created with QuoteCloud’s sales quoting software.
Where can I find the Help Center and what resources are available?
You can access the Help Center from within QuoteCloud to find step-by-step guides, training materials, and troubleshooting articles related to Contract Plan management and other features. The Help Center also explains how to submit and track support requests and offers training resources for using quote software and proposal software.
What should I do if the Help Center doesn't open or if there is a system outage?
If the Help Center does not open, try refreshing your browser, clearing cache, or opening QuoteCloud in a new browser. If you suspect a wider service issue or outage, check QuoteCloud’s system status page if available and submit a support request through the in-app support option so the support team can investigate.