Connect QuoteCloud to the apps you use
Your CRM, accounting, payments, travel and team apps. Search or browse all 28 integrations, and see how each one connects.
28 integrations
Integrations, A to Z
- AI assistants (MCP)Use QuoteCloud from AI assistants that support the Model Context Protocol.
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FreshBooksRaise a FreshBooks invoice from an accepted proposal or a signed quote.
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Google CalendarPut follow-ups and quote deadlines on your calendar.
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Google SheetsBuild documents from sheet rows and write quote status back to the sheet.
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HubSpotBuild quotes from deal, contact and company details, and write document status back to the deal.
- Itinerary Sync APIPost booking data as JSON from your own travel system to build itineraries in QuoteCloud.
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Microsoft DynamicsBring Dynamics 365 product and pricing data into your quotes.
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Microsoft ExcelKeep quote status up to date in an Excel workbook.
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Microsoft OneDriveFile signed documents into OneDrive folders.
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Microsoft TeamsPost document updates, comments and actions to a Teams channel.
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monday.comFill documents from monday CRM items and see their status there.
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PayPalAdd a PayPal button so clients pay a deposit or in full once they have signed.
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PipedriveDraft quotes when a deal reaches a stage, see views and signatures on the deal and mark it won when the quote is signed.
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QuickBooks OnlineSend a signed quote to QuickBooks Online as an invoice, with the same lines, tax and customer.
- QuoteCloud APICreate documents from your own systems, filled with data items and price-table rows.
- Sabre GDSOpen a Sabre booking as an itinerary, then add guides, photos and pricing.
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Salesforce CPQBuild quotes from Opportunity data and send document status back to Salesforce.
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ServiceM8Create a ServiceM8 job from an approved quote.
- simPROCreate simPRO jobs from approved quotes.
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SlackAlerts in a channel or direct message for document updates, comments and actions.
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StripeTake a card deposit or the full amount on the quote itself, as your client signs.
- TramadaImport Tramada itineraries and send them as polished travel proposals.
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Tres CCTETurn a Tres CCTE booking into an interactive itinerary, ready to send.
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XeroTurn a signed quote into a Xero invoice, with the same lines, tax and contact.
- Zapier & MakeCreate documents from a template, and act when one is viewed, signed or paid, across thousands of apps. (opens zapier.com)
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ZendeskCreate, share and track documents from a Zendesk ticket.
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Zendesk SellQuote from a Zendesk Sell deal and follow it from sent to signed.
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Zoho CRMStart quotes from Zoho CRM deals and follow them through to signed.
No integration matches “”.
QuoteCloud also connects to thousands of other apps through Zapier, or you can build your own connection with the QuoteCloud API.
Zapier, Make, the QuoteCloud API and MCP are on Essentials and up, as are payments through Stripe and PayPal. The native Xero and QuickBooks Online connections and the Salesforce Sync add-on are on Business. Compare plans
Don’t see your app?
QuoteCloud connects to thousands more apps through Zapier, and our team can help set up a custom integration with the API.