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Automation, Zapier and API: questions and answers
How to automate QuoteCloud with Zapier, Make.com and the API, and connect it to Google, Microsoft, Slack, Teams and job management apps.
23 questions
The short answer
QuoteCloud includes Zapier, Make.com and its GraphQL/REST API from the Essentials plan (US$39 per user per month). QuoteCloud events such as document created, first viewed, signed and paid can start actions in thousands of apps, and other apps can create QuoteCloud documents. Documents created through the API or Zapier cost US$2.00 each for the first 1,000 a month, less at higher volumes.
Zapier and Make.com
Does QuoteCloud work with Zapier?
Yes. Zapier connects QuoteCloud to thousands of apps, and it is included from the Essentials plan.
Plan: Essentials and above Most asked
Full answer
Yes. QuoteCloud has a Zapier app, so it can connect to thousands of other apps without code. A QuoteCloud event, such as a recipient signing, can run an action in another app, and an event in another app, such as a new deal or a spreadsheet row, can create a QuoteCloud document. Zapier is included from the Essentials plan at US$39 per user per month. Zapier itself is a separate service with its own plans.
Which QuoteCloud events can trigger an automation?
New document created, new customer created, document status changed, recipient first viewed, recipient signed, part paid and paid.
Most asked
Full answer
The QuoteCloud triggers named on its integration pages are a new document being created, a new customer being created, a document's status changing, a recipient first viewing a document, a recipient signing, and a document being part paid or paid. Any of them can start a Zap, so a signature can move a CRM deal to its next stage, create an invoice, post to Slack or Microsoft Teams, or file the signed copy in OneDrive. Zapier shows the full current list when you build the automation.
What can other apps do in QuoteCloud through Zapier?
Other apps can create documents, copy a template document, create or update contacts and update a document's status.
Full answer
QuoteCloud also has Zapier actions that other apps can run. A new record elsewhere, such as a HubSpot deal, can create a QuoteCloud document or copy one you use as a template, with mapped fields filled in and the contact added as recipient. Other actions include creating or updating a contact and updating a document's status, which lets information such as payment status flow back from an accounting app.
How do I connect my QuoteCloud account to Zapier?
In Zapier, choose QuoteCloud, then authorise Zapier with your QuoteCloud sign-in or enter your QuoteCloud API key.
Plan: Essentials and above
Full answer
In Zapier, choose QuoteCloud as the trigger or action app and follow the prompts to connect your account. You either authorise Zapier with your QuoteCloud sign-in or enter your QuoteCloud API key. After that, Zapier can see your documents and contacts, and you pick the other app's action, map the fields, test the Zap and turn it on. You can turn a Zap off at any time.
Does QuoteCloud work with Make.com?
Yes. Make.com is supported alongside Zapier and the QuoteCloud APIs, all from the Essentials plan.
Plan: Essentials and above
Full answer
Yes. Make.com is one of the automation platforms QuoteCloud supports, alongside Zapier and its own APIs. All three are included from the Essentials plan, at US$39 per user per month, so you can use whichever tool your team already runs to connect QuoteCloud with your other business systems. Make.com is a separate service with its own plans.
Can QuoteCloud connect to software that is not on its integrations list?
Often, yes: through Zapier, Make.com or the QuoteCloud API, from the Essentials plan.
Plan: Essentials and above
Full answer
Often, yes. QuoteCloud does not list native integrations for every category, such as HR, payroll or PSA software, but from the Essentials plan you can connect it to other systems through Zapier, Make.com or the QuoteCloud API. If an app is available in Zapier or Make.com, a QuoteCloud event such as a signature can start an action there. For anything more specific, a developer can build an integration on the API.
API and AI assistants
Does QuoteCloud have a document generation API?
Yes. A GraphQL/REST API lets any application that can make HTTPS requests create personalised documents in QuoteCloud.
Plan: Essentials and above Most asked
Full answer
Yes. QuoteCloud provides a GraphQL/REST API, so any application that can make HTTPS requests can exchange document data with a QuoteCloud account and produce finished, personalised documents. Teams use it to generate documents at volume, around the clock, for quoting, archiving, email marketing and invoicing. API access is included from the Essentials plan, and documents created through the API carry a per-document fee.
Which QuoteCloud plans include the API?
Essentials, Business and Enterprise. The Free and Starter plans do not include APIs.
Plan: Essentials and above
Full answer
The QuoteCloud APIs for direct integration are included on Essentials (US$39 per user per month), Business (US$59) and Enterprise. The Free plan excludes PDF export, APIs, AI and price tables, and Starter excludes price tables, APIs and AI. On top of the subscription, documents created through the API or Zapier are charged per document each month.
Can I build my own integration with QuoteCloud?
Yes. The QuoteCloud API lets you build a custom integration when a Zapier or Make.com automation is not enough.
Plan: Essentials and above
Full answer
Yes. When the triggers, actions and field mapping available in Zapier or Make.com do not cover what you need, the QuoteCloud API lets you build your own integration, for example to send data from an in-house system and create documents from it. QuoteCloud also offers consultancy and integration setup for custom APIs and other platforms; contact sales to scope the work.
Can AI assistants work with QuoteCloud through MCP?
Yes. QuoteCloud supports the Model Context Protocol through its MCP AI Service on the Business and Enterprise plans.
Plan: Business and above
Full answer
Yes. QuoteCloud supports the Model Context Protocol, so MCP-enabled AI assistants can securely use your live QuoteCloud data: search your product catalogue, retrieve customers, create and update proposals and automate repetitive document tasks. The MCP AI Service is available on the Business and Enterprise plans, alongside the AI Co-Worker that drafts and rewrites content inside the editor.
Costs, bulk sending and setup help
Is there a fee for documents created through the API or Zapier?
Yes. US$2.00 each for 1 to 1,000 a month, US$1.80 for 1,001 to 5,000, and US$1.60 above 5,000.
Plan: Essentials and above Most asked
Full answer
Yes. Documents created through the API or Zapier are charged per document each month: US$2.00 each for 1 to 1,000 documents, US$1.80 each for 1,001 to 5,000, and US$1.60 each for 5,001 or more. The fee is on top of an Essentials, Business or Enterprise subscription. Contact QuoteCloud sales for higher-volume pricing.
Can I bulk send quotes or email campaigns from QuoteCloud?
Yes. Bulk send for sales quotes and email marketing campaigns are available from Essentials, with volume-based costs.
Plan: Essentials and above
Full answer
Yes. The QuoteCloud pricing page lists bulk send for sales quotes and email marketing campaigns on Essentials, Business and Enterprise, marked as volume-based costs: email campaigns, for example, need email sending credits. Email marketing audience data is unlimited on those plans. Documents created through the API or Zapier are charged separately, from US$2.00 each.
Can QuoteCloud set up Zapier or an API integration for us?
Yes. Consultancy and integration setup for Zapier, custom APIs and other platforms is available; contact sales.
Full answer
Yes. QuoteCloud offers consultancy and integration setup covering Zapier, custom APIs and other platforms; contact sales to scope the work. Enterprise plans also include implementation support and a dedicated account manager. To try the integrations yourself first, Essentials and Business start with a free 14-day trial with no credit card required.
Google and Microsoft apps
How does QuoteCloud work with Google Sheets?
Through Zapier: a new quote can add a row, the row can update as it is viewed, signed or paid, and sheet rows can create documents.
Plan: Essentials and above
Full answer
QuoteCloud connects to Google Sheets through Zapier. Choose a QuoteCloud trigger, such as a new document being created, connect your QuoteCloud account, then pick a Google Sheets action such as creating or updating a row and map the fields to your columns. A status change such as viewed, signed or paid can update the row. In the other direction, client and job details in a sheet can generate quotes, proposals and contracts, and contacts can be bulk imported from Google Sheets.
Can QuoteCloud add follow-ups to Google Calendar?
Yes. Through Zapier, QuoteCloud events can create or update Google Calendar events for follow-ups and quote deadlines.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to Google Calendar through Zapier. Pick a QuoteCloud trigger such as New Document Created, connect your QuoteCloud account, then choose an action such as Create Event or Update Event and map fields like the document name, the customer and a date. Information moves one way, from QuoteCloud to the calendar, and the events then use Google Calendar's own notifications and sharing.
Can QuoteCloud PDFs be saved to Google Drive?
Yes. Finished documents can be stored as PDFs in the Google Drive folders you choose.
Plan: Essentials and above
Full answer
Yes. QuoteCloud's Google integration page states that finished documents can be stored as PDFs in the Google Drive folders you choose, so signed paperwork sits with the rest of your files. Like the Google Sheets connection, this is set up with Zapier by choosing a trigger and an action and mapping the fields, with no code.
Can I send QuoteCloud data to Microsoft Excel?
Yes. Through Zapier, document details and status can add or update rows in an Excel workbook.
Plan: Essentials and above
Full answer
Yes. A Zap watches for a QuoteCloud event, such as a new document being created or a status change, and adds or updates a row in your Excel workbook. Document details such as the client, the value and the status, and new customer records, can be mapped to the columns your reports already use. Once the data is in a table, Excel's formulas, charts and pivot tables work on it as usual.
Can signed QuoteCloud documents be filed in OneDrive?
Yes. Through Zapier, documents such as signed PDFs can be saved to the OneDrive folders you choose.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to Microsoft OneDrive through Zapier. Pick a QuoteCloud event as the trigger, then a OneDrive action such as Upload File or Create Folder, map the fields, test it and turn it on. Signed contracts, approved quotes and other documents can be filed in the folder you nominate. Files kept in OneDrive, including docx and Word Online files, can also be uploaded to QuoteCloud and converted into editable documents.
Slack and Microsoft Teams
Can QuoteCloud send notifications to Slack?
Yes. Through Zapier, a message can post to the Slack channel or direct message you pick when a client opens, approves or signs.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to Slack through Zapier. Choose a QuoteCloud trigger, connect your QuoteCloud account by authorising Zapier or entering your API key, then choose a Slack action such as Send Message and map the fields. Notifications can be set for a document being sent, viewed, approved, signed or paid. Each Zap posts to the channel or direct message you choose, with wording you customise, and only the mapped fields are sent to Slack.
Can QuoteCloud post quote updates to Microsoft Teams?
Yes. Through Zapier, QuoteCloud can post to a Teams channel when a quote is sent, viewed or signed.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to Microsoft Teams through Zapier in three steps: choose QuoteCloud as the trigger app and pick the event, connect your QuoteCloud account, then choose Teams as the action app, pick an action such as sending a message and map the fields. Each Zap posts the fields you choose, such as document name, client, total and status. Viewer engagement detail stays in the QuoteCloud dashboard, and reviews, approvals and signatures happen in QuoteCloud.
ServiceM8 and simPRO
Can an approved QuoteCloud quote create a job in ServiceM8?
Yes. Through Zapier, a client signing the quote can create the ServiceM8 job with the fields you map.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to ServiceM8 through Zapier. Choose a QuoteCloud trigger, such as a client signing the quote, then a ServiceM8 action such as Create Job, and map the fields to carry across, typically the client's details, the site address and the quoted work. The integration creates the job; you book the time, assign staff and invoice in ServiceM8. You need QuoteCloud, ServiceM8 and Zapier accounts.
Does QuoteCloud integrate with simPRO?
Yes, through Zapier. An approved quote can create the job in simPRO, ready for your team to schedule.
Plan: Essentials and above
Full answer
Yes. QuoteCloud connects to simPRO through Zapier in three steps: choose QuoteCloud as the trigger app and pick a trigger, connect your QuoteCloud account, then choose simPRO as the action app, pick an action such as creating a job and map the fields, such as the client, the site and the quoted work. QuoteCloud shows when the quote is sent, viewed and approved, and the job then sits in simPRO with its own status.
Who are the ServiceM8 and simPRO integrations for?
Trades and field service businesses that quote in QuoteCloud and run jobs in ServiceM8 or simPRO.
Full answer
They suit trades and field service businesses that quote in QuoteCloud and run their jobs in ServiceM8 or simPRO, such as HVAC, electrical, plumbing, security systems, construction and facilities management contractors. The client details and quoted work are typed once, in the quote, and carried into the job, which removes a common source of mismatches between what was approved and what gets done.
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