What does the QuoteCloud + FreshBooks integration do?

It joins the document your client says yes to with the invoice you send afterwards. QuoteCloud connects to FreshBooks through Zapier, so when a client signs a contract, approves a quote or accepts a proposal in QuoteCloud, an invoice can be created in FreshBooks without anyone retyping the details.

How are FreshBooks invoices created automatically from QuoteCloud?

You build a Zap with a QuoteCloud trigger, such as a recipient signing or a document changing status, and a FreshBooks action, such as creating an invoice. Once the Zap is turned on, each accepted document can start a new FreshBooks invoice on its own.

Can I customise the invoice appearance and data before it syncs to FreshBooks?

You choose which QuoteCloud fields are sent to which FreshBooks invoice fields when you build the Zap, and you can test it before you turn it on. Your quotes and proposals are designed in QuoteCloud, and the invoice keeps the look you have set up in your FreshBooks account.

Will billable activities and payments tracked in QuoteCloud sync to FreshBooks?

QuoteCloud can tell Zapier when a document is created, first viewed, signed, part paid or paid. You decide which of those events start an action in FreshBooks, such as creating an invoice or recording a payment. Anything you do not map stays in QuoteCloud.

Is QuoteCloud's eSignature and payment processing secure, and can signatures trigger invoices?

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, documents are protected with 256-bit encryption, and online payments are taken through Stripe or PayPal. A recipient signing is one of the QuoteCloud triggers in Zapier, so a signature can be what starts a FreshBooks invoice.

How do I set up the FreshBooks integration and try QuoteCloud?

Start a free 14-day QuoteCloud trial, with no credit card required. Then, in Zapier, choose a QuoteCloud trigger, connect your QuoteCloud account, choose a FreshBooks action, map the fields, test the Zap and turn it on. If you would like a hand, book a demo and we will walk you through it.

Which industries benefit most from QuoteCloud and FreshBooks working together?

Any business that sends a quote or proposal before it sends an invoice. That includes professional services, legal firms, architects and engineers, travel agencies, telecoms and hosting providers, importers and exporters, and event planners. It is a natural fit for freelancers and small service businesses that keep their books in FreshBooks.

Does QuoteCloud act as a complete sales quoting and proposal software in addition to invoicing?

Yes. QuoteCloud is quoting, proposal and CPQ software, with a product catalogue, interactive content blocks, legally binding eSignatures and online payments in the document. FreshBooks stays your accounting system, and the integration carries the accepted document across to it.

From accepted proposal to FreshBooks invoice, line for line.

Write the proposal once in QuoteCloud. When your client accepts, the services, tax and client details can carry straight into a FreshBooks invoice.

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No credit card required4.2 on Capterra

NNorthbeam Digital Website rebuild Prepared for Coastline Physio Proposal PR-0614Accepted

Investment Discovery & UX workshop$2,400.00 Design & build · 10 pages$8,600.00 Content migration$1,200.00 GST (10%)$1,220.00 Total$13,420.00 Priya ShahSigned online

InvoiceINV-1204New CPCoastline PhysioPriya Shah · client matched Discovery & UX workshop$2,400.00 Design & build · 10 pages$8,600.00 Content migration$1,200.00 GST (10%)$1,220.00 Invoice total$13,420.00

Signed · 10:12 am Created in FreshBooks

See where every part lands.

Pick a part of the proposal to follow it into FreshBooks.

QuoteCloud proposalPR-0614 CPCoastline PhysioPriya Shah · Practice manager Discovery & UX workshop2 × $1,200$2,400.00 Page design & build10 × $860$8,600.00 Content migration1 × $1,200$1,200.00 GST (10%)$1,220.00 Total$13,420.00 Accepted & signedPriya Shah · 10:12 am

FreshBooks invoiceINV-1204 CPCoastline PhysioClient matched, or created if new Discovery & UX workshop2 × $1,200$2,400.00 Page design & build10 × $860$8,600.00 Content migration1 × $1,200$1,200.00 Tax · 10%$1,220.00 Invoice total$13,420.00 Invoice createdStarted by the signature

Client The recipient's name, company and email find the client in FreshBooks, or create one if they are new.
Services Each service, quantity and rate from your proposal or product catalogue can arrive as an invoice line.
Tax The tax you quoted carries across, so nobody recalculates it.
Total The invoice total matches the accepted proposal to the cent.
Signature A recipient signing is the QuoteCloud trigger that can create the invoice in FreshBooks.

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Proposal PR-0614 Paid

NDNorthbeam Digital Website rebuild Proposal for Coastline Physio

Accept & sign

Awaiting signaturePriya Shah · Accepted online Paid

ServiceQtyAmount

Discovery & UX workshop1$2,400.00

Design & build · 10 pages1$8,600.00

Content migration1$1,200.00

Subtotal$6,080.00

GST (10%)$608.00

Total$6,688.00

Client Invoice Payment

Invoice INV-1204 Paid

Billed to CP Coastline PhysioPriya Shah Client matched

Payment recorded$13,420.00

ItemQtyAmount

Discovery & UX workshop1$2,400.00

Design & build · 10 pages1$8,600.00

Content migration1$1,200.00

Subtotal$6,080.00

GST (10%)$608.00

Invoice total$6,688.00

From the first yes to the final payment.

Follow the website proposal through acceptance, invoicing, client matching and payment—without retyping the work.

Your client accepts the proposal and signs online.

A legally binding eSignature on any device, with no printing, scanning or chasing a PDF.

About eSignatures

The accepted proposal becomes a FreshBooks invoice.

The services, quantities and tax you proposed can arrive as invoice lines, so you never rebuild it by hand.

See how it connects

The client is matched or created in FreshBooks.

Client details travel with the invoice, so it lands against the right name in your books.

The client pays online and FreshBooks can record it.

Take payment in the document with Stripe or PayPal, and the payment can be recorded against the invoice.

Explore proposal software

Set it up once. Switch on what you need.

QuoteCloud connects to FreshBooks through Zapier, with no code.

Choose the QuoteCloud trigger
Such as a recipient signing, a contact being created or a payment.
Connect your QuoteCloud account
Authorise it once so Zapier can see your documents and contacts.
Choose the FreshBooks action
Map the fields, test it and turn it on.