Getting started with QuoteCloud

Build quotes and proposals into your own systems

The QuoteCloud API lets your website, booking system or app create documents from your templates, send them for signature and payment, and react when they're viewed, signed or paid.

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The QuoteCloud API lets your own software create documents from QuoteCloud templates, fill their data items, add price-table rows, send them and keep the product catalogue in step. Document events such as viewed, signed and paid reach your system through Zapier. API and Zapier access are on Essentials and up, with a per-document fee.

Last reviewed by the QuoteCloud team

Illustration with sample data: on the left Tidewell Pavilion's own booking system, enquiry ENQ-50418 for Hannah Lee and James Okoro's wedding on 13 March 2027; on the right QuoteCloud's wedding reception proposal TP-2741; a thread joins them. Six jobs play in turn, the data riding the thread: 1, Create: Hannah sends the website form and Tidewell's server creates TP-2741 from the wedding template (Create Document, through the QuoteCloud API). 2, Send: the server adds Hannah and James as recipients and sends it (Add Document Recipient, Send Document). 3, Track: Hannah opens it and a Zap posts the event to the booking system (Recipient First Viewed Document, through Zapier). 4, Sign: both sign, ticking the late-night grazing, and the enquiry becomes a booking (Document Signing Complete). 5, Paid: the 20% deposit of $4,922.28 is paid in the proposal (Document Part Paid). 6, What if it expires instead: the held date is released (Document Expired). It ends on the signed proposal with the booking confirmed.

What can you automate with the QuoteCloud API?

Six jobs across a document's life. The first two are calls your system makes; the rest are QuoteCloud events your system reacts to.

  1. Create

    A document from your template, its data items filled and price-table rows added from your data.

    • Create Document
    Create documents

  2. Send

    Add the recipients and send it now, or leave a draft for your team to check first.

    • Add Document Recipient
    • Send Document
    From your website

  3. Track

    Know when each recipient first opens it, and when a delivery fails.

    • Recipient First Viewed Document
    Document events

  4. Sign

    Hear when each signer signs and when every signature is in, then confirm the job.

    • Document Signing Complete
    Document events

  5. Get paid

    Deposits and full payments made inside the document, through QuoteCloud Payments.

    • Document Part Paid
    • Document Paid
    Payments

  6. Catalogue

    Create, find and list products by SKU, so quotes price from the same catalogue as your shop.

    • Create Product
    • List Products
    Catalogue sync

Event names are QuoteCloud's exact trigger, action and search names in its Zapier app. Request examples on this site are illustrative: QuoteCloud doesn't publish an API reference. See authentication and keys.

One call in, a signable proposal out

Tidewell Pavilion's server turns a website enquiry into a priced wedding proposal. Copy the sample, then ask us for the real endpoint.

Your server · create callTidewell Pavilion Sample code
Illustrative

Request

# Illustrative only: not QuoteCloud's API reference.# QuoteCloud gives you the endpoint and the credential.POST {QUOTECLOUD_API_URL}Authorization: <credential issued by QuoteCloud>Content-Type: application/json{  "template": "Wedding reception 2027",  "title": "Hannah & James's wedding reception",  "subtitle": "Saturday 13 March 2027 · 96 guests",  "dataItems": {    "Event date": "Saturday 13 March 2027",    "Guests": 96,    "Space": "The Boathouse Terrace",    "Enquiry ID": "ENQ-50418"  },  "tableId": "reception",  "replaceExistingPricingTableRows": true,  "rows": [    { "rowType": "heading", "label": "Food & beverages" },    { "rowType": "pricing", "label": "Waterside Classic package",      "note": "Per guest", "qty": 96, "price": 118.00,      "termBasedProduct": false },    { "rowType": "pricing", "label": "Premium beverages · 5 hours",      "qty": 96, "price": 62.00, "termBasedProduct": false }  ],  "autosend": false}

Response

// Illustrative response: ask QuoteCloud for the real shape.{  "documentNumber": "{DOCUMENT_NUMBER}",  "title": "Hannah & James's wedding reception",  "status": "Draft"}

Illustrative. title, subtitle, tableId, rowType, label, note, qty, price, termBasedProduct, replaceExistingPricingTableRows and autosend are Create Document's fields in QuoteCloud's Zapier app; template and dataItems stand in for the template picker and your own data items.

The create call: template, title, data items and the package rows. Illustrative.

API call

  1. Create Document
  2. Add Document Recipient
  3. Send Document
Tidewell PavilionWedding reception proposal TP-2741 Sample · fictional business

Data items filled from the enquiry

Event date
Saturday 13 March 2027From your system · event_date
Guests
96From your system · guests
Space
The Boathouse TerraceFrom your system · space
Enquiry ID
ENQ-50418From your system · id

Your reception · 96 guests

ItemQtyRateAmount
Food & beverages$17,280
Waterside Classic packagePer guest, from the enquiry's guest count
96 guests $118 $11,328.00
Premium beverages · 5 hoursSparkling, premium wine, beer, soft drinks
96 guests $62 $5,952.00
Ceremony, styling & music$3,750
Ceremony on the lawn60 chairs, arbour, signing table, wet-weather plan
1 lot $1,400 $1,400.00
Theming & stylingCentrepieces for 10 tables, candles and linen
1 lot $1,250 $1,250.00
DJ · 5 hoursCeremony music, first dance and dance floor
1 lot $1,100 $1,100.00
Extras · from the template Tick to add
Welcome cocktailOn arrival, per guest
96 guests $12 $1,152.00
Late-night grazing stationServed at 9.30 pm, per guest
96 guests $14 $1,344.00
Photo booth · 3 hoursProps and prints
1 lot $890 $890.00
Subtotal
$21,030.00
Tax (10%)
$2,103.00
Total
$23,133.00
Deposit to confirm your date (20%)
$4,626.60
TP-2741 as created: data items from the enquiry, the package rows, and the template's extras for the couple to tick.

The extras come from the template: a call never ticks options or chooses content blocks. Every business here is fictional, from the events microsite.

API, Zapier or Make: which route fits your build?

All three reach the same QuoteCloud actions and events, on the Essentials plan and up.

  • Your own code: the API

    Your server calls QuoteCloud with a credential we issue: create documents, add recipients, send, fetch PDF links and manage products. The API reference isn't public, so ask us for the endpoint and fields.

    Authentication and IDs

  • Zapier: QuoteCloud's Zapier app

    Ready-made triggers, actions and searches, including every document event on this site. A Zap with Webhooks by Zapier is the quickest way to get events to your own endpoint.

    Get events to your system

  • Make: bring your own

    Connect Make to QuoteCloud with Make's built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from a scenario. There's no ready-made QuoteCloud app on Make: you design each step.

    Compare the routes

Build against a real account

API and Zapier access are on Essentials and up. Start a free 14-day trial, build a template with data items, then book a call for API access.

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What goes in, what comes out, what stays with people

  • Into QuoteCloud

    The template, the title, data items, price-table rows with quantity, price, tax, discount and cost, recipients, contacts, images in named image blocks and products.

    Create documents

  • Out of QuoteCloud

    Document events, the current status, a short-lived PDF link, a page preview image valid for an hour, and product changes.

    Document events

  • With your team and client

    The template decides the content. Your client ticks options, signs and pays in the document; your team can edit a draft before it goes. Approvals are on Business.

    What it can and can't do

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Everything you can build, and how

Four builds with sample code, then authentication, limits, cost and security.

API questions, answered

Does QuoteCloud have an API?

Yes. QuoteCloud's API and Zapier app are on the Essentials plan and up. Your own software can create documents from templates with data items and price-table rows, add recipients, send documents, fetch PDF links and manage products. QuoteCloud doesn't publish an API reference, so ask us for the endpoint, credentials and fields before you build.

Is there public API documentation?

Not yet. QuoteCloud doesn't publish an API reference, so the request examples on this site are illustrative and their field names follow QuoteCloud's Zapier app. Book a call with the QuoteCloud team for the endpoint, the authentication method and the fields your integration needs.

Can my system find out when a document is signed?

Yes, through Zapier. QuoteCloud's Zapier app has triggers such as Recipient First Viewed Document, Document Signing Complete and Document Part Paid. A Zap can pass each event to your own endpoint with Webhooks by Zapier, or update another app directly. QuoteCloud doesn't document direct webhooks to your server.

Which QuoteCloud plan includes the API?

Essentials or higher, from US$39 per user per month. Documents created through the API or Zapier carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Every plan includes eSignatures, and QuoteCloud Payments for deposits is on Essentials and up as well.

Can an API call choose options or content for the client?

No. A create call fills a template's data items and adds price-table rows; the template decides the content blocks, and optional items stay for your client to tick. Your team can still edit a draft before it's sent, and the client signs and pays in the document.

More API questions

Your data in. Signed and paid out.

Start a free 14-day trial of QuoteCloud, build your first template with data items and talk to us about API access.

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