AsQuoteCloud + Asana
Connect QuoteCloud to Asana through Zapier and a signed proposal starts the delivery project from your template, with the client and document named in it. Reviews and new quotes can run through Asana too, so nothing waits in someone's inbox.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Asana is a work management app where teams plan projects, assign tasks and track deadlines. QuoteCloud customers use it to run the work a signed proposal has just sold.
See Asana triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01
When every signer has signed, Asana creates the client's project from your onboarding template and adds a kickoff task that links back to the signed document.
Marketing services02
A review request in QuoteCloud becomes an Asana task for the partner, due today, with the document name and value in the description.
Business consulting & strategy03
Moving a scoping task to "Ready to quote" creates a draft QuoteCloud document from your template, with the client's details in its data items, and comments the document link back on the task.
Web developers & SEOIn practice
Example businesses from our industry pages, and the job the connection does for each.
Marketing services
Ambergrove Digital sells SEO, social and paid media retainers, and every new client follows the same onboarding steps. They run that work in Asana. When a retainer proposal is signed, the Zap creates the client's onboarding project from their Asana template and a kickoff task for the account lead, so the work starts the day the deal closes.
QuoteCloud for marketing servicesBusiness consulting & strategy
Ashcombe Partners has a partner review every statement of work before it goes out, using QuoteCloud's approval workflow. Partners live in Asana, not their inbox. Document Review Requested creates a task for the reviewing partner, and once they approve in QuoteCloud the document is ready to send, so engagements don't stall waiting on a sign-off.
QuoteCloud for business consulting & strategyWeb developers & SEO
Glasswing Studio scopes every website in Asana, with a task per prospect. When scoping is done, the producer moves the task to "Ready to quote" and Zapier creates a draft proposal from the studio's template, filling the client's details into data items and the agreed pages into price-table rows. The producer checks it and sends it from QuoteCloud; the client picks any options.
QuoteCloud for web developers & SEOSetup
Create a Zap and sign in to your QuoteCloud account and to Asana when Zapier asks. Zapier is available on QuoteCloud's Essentials plan and up.
Choose a QuoteCloud event, such as Document Signing Complete or Document Review Requested, or an Asana event, such as Task Moved to Section, and test it with a real record.
Choose the Asana project template or project, then map the client and document name into the project or task. For Create Document, pick your QuoteCloud template and map data items and price-table rows.
Run the Zap once, check the project, task or draft document looks right, then switch the Zap on.
QuoteCloud’s Zapier app and API are on the Essentials plan and up. Documents created through the API or Zapier carry a per-document fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
QuoteCloud connects to Asana through QuoteCloud's Zapier app. Each Zap has one trigger, such as a QuoteCloud document being signed or an Asana task moving section, and the actions that follow in the other app. Data moves only when the trigger fires, in the direction the Zap sets.
Yes. Use QuoteCloud's Document Signing Complete trigger, which fires when every signer has signed, then Asana's Create Project From Template action. Map the client or document name into the project name, and add a Create Task step if you want a kickoff task with a link to the document.
Yes. An Asana trigger such as Task Moved to Section can run QuoteCloud's Create Document action, which makes a document from one of your templates and can fill data items and price-table rows. Zapier can't tick options or choose content blocks. Documents created this way carry QuoteCloud's per-document fee.
Zapier is available on QuoteCloud's Essentials plan and up, and Zapier's own plan limits apply. Zaps that only send QuoteCloud events to Asana add no QuoteCloud fee. Each document created through the API or Zapier carries a fee of US$2.00, $1.80 or $1.60 depending on volume.
Try QuoteCloud free for 14 days, then connect Asana through Zapier when you’re on Essentials or above.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
