What the QuoteCloud API can and can't do
Straight answers for an estimate: what a call can set, where people stay in the loop, and the details we haven't published yet.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's API and Zapier actions can create documents from templates with data items and price-table rows, add recipients, send, revise, archive, fetch PDFs and previews, update status and manage contacts and products. They don't tick options, choose content blocks or sign. Endpoints, authentication, rate limits and webhooks aren't published: ask the QuoteCloud team.
Last reviewed by the QuoteCloud team
What can a call do?
QuoteCloud's actions and searches, by job. Names are exact, as in QuoteCloud's Zapier app.
Create and fill
Create Document from a template, with title, subtitle, data items and price-table rows. Upsert Document Image into a named image block.
Recipients and sending
Add Document Recipient, Update Document Recipient, Send Document now or scheduled, Reschedule, Cancel or Retry Document Delivery.
Change and tidy
Update Document Details and Forecast, Update Document Status, Duplicate or Revise Document, Archive Document, Restore Document, Transfer Document Ownership.
Read back
Find Document, Find Document by Field, Find Document Status, Find Latest Document by Status, List Documents, Get Document Page Preview, Generate or Fetch Document PDF Link.
Contacts
Create New Contact, Update Contact, Find Contact, Find or Create Contact, List Contacts.
Products and the rest
Create Product, Find Product, Find or Create Product, List Products, plus comments and Approve or Reject Document Workflow (Business).
What stays with your team and your client?
Your client ticks the options
Optional items and packages come from the template. The client chooses them in the document, and the totals and deposit follow. A call doesn't pre-tick them.
The template decides the content
A call fills a template; it doesn't pick which content blocks appear. Use a template per kind of document, and let your code choose the template.
Signing and paying happen in the document
Recipients sign and pay in QuoteCloud. eSignatures are on every plan; QuoteCloud Payments is on Essentials and up.
Approvals stay human
With Approval Workflow, on Business, a reviewer approves big discounts. A call can record a decision with Approve or Reject Document Workflow, but who decides is up to you.
API, Zapier or Make: what's the difference?
Your own code
Full control, inside your product. You need the endpoint and credential from QuoteCloud, a server, and your own retries and logging.
Zapier
Every action above plus every document event as a trigger, with no code. Each step uses a task on your Zapier plan.
Make
Bring your own: Make's OAuth connection plus calls to QuoteCloud's API or Zapier endpoints. No ready-made QuoteCloud app on Make, and no fee stated either way.
Check it against your own build
Start a free 14-day trial and try the actions on your templates before you commit to an approach.
What isn't published yet?
Ask the QuoteCloud team for these before you estimate a build. We'd rather tell you than have you guess.
- The API reference: endpoints, request and response formats, error codes.
- The authentication scheme for your own code, and how credentials are issued and rotated.
- Rate limits, timeouts and retries.
- Webhooks to your own server: events are documented as Zapier triggers.
- SDKs or client libraries, and a test account beyond the free trial.
- Embedding a live document inside your own site or app.
Can and can't questions
Can the API choose content blocks or tick options?
No. A create call fills a template's data items and adds price-table rows. The template decides which content blocks appear, and optional items stay for your client to tick in the document. To send different content, create a template for each kind of document and choose the template in your code.
Are there rate limits on the QuoteCloud API?
They aren't published. Ask the QuoteCloud team for the limits that apply to your account before you build anything that creates documents in bulk. Searches that list documents or products return pages of up to 100 at a time, with a cursor for the next page.
Is there a QuoteCloud SDK?
Not one we publish. Your code calls QuoteCloud's API directly from your server, with the endpoint and credential QuoteCloud gives you, in whatever language your system uses. Zapier is the no-code route: QuoteCloud's Zapier app has every action and trigger on this site.
Can the API sign a document for the client?
No. Recipients sign in the document themselves, on any device and without an account, with eSignatures on every QuoteCloud plan. Your system can add the recipients, send the document and hear through Zapier when each recipient has signed and when signing is complete.
Everything on QuoteCloud's API
What you can build, then how to set it up, the cost and security.
- Create documents from templatesOne call per document: your template, its data items filled from your data, and price-table rows you send.
- React to document eventsViewed, signed, paid, expired: the document events QuoteCloud fires, and how to get them to your system.
- Put QuoteCloud behind your website or appA form on your own site becomes a branded, signable proposal, created by your server or a Zap.
- Keep the product catalogue in stepCreate, find and list products by SKU, so quotes price from the same catalogue as your other systems.
- Authentication and the IDs you needHow each route signs in, where to find template, data item, table and document IDs, and what to ask us.
- What the QuoteCloud API costsEssentials and up, plus a fee for each document created through the API or Zapier.
- Security for API integrationsWhere documents are stored, how signers are verified, and how to keep your credentials safe.
- FAQAnswers to the questions developers ask before they build on QuoteCloud.
Know the edges before you build.
Start a free 14-day trial and book a call with the QuoteCloud team about your integration.
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