BxQuoteCloud + Box
When a client signs, Zapier fetches the signed PDF from QuoteCloud and uploads it to their folder in Box. It can then add metadata or a review task to the file, so records stay complete without anyone re-saving attachments.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Box is secure cloud content management used by businesses that keep client records under tight permissions. QuoteCloud customers in advice, insurance and care use it as their client file, so signed quotes and agreements belong there.
See the QuoteCloud + Box Zaps 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
The signed quote is uploaded to the client's Box folder straight away and tagged with fields such as policy class and renewal month.
Insurance02
The signed engagement document lands in the client's folder with a Box task asking a colleague to check it before work begins.
Mortgage & financial planning03
Each signed quote or service agreement is uploaded to the client's Box folder as soon as it's signed, with the folder's existing permissions.
HealthcareIn practice
Example businesses from our industry pages, and the job the connection does for each.
Insurance
Tallowmere Insurance Brokers sends quotes like Business insurance for Lantern Lane Café, where the client ticks the covers they want before signing. When Lena and Josh Moretti both signed, Zapier uploaded the signed PDF to the café's Box folder and added metadata for the class of business and renewal month. Maya Lindqvist, the renewals coordinator, finds next year's files from that metadata instead of searching inboxes.
QuoteCloud for insuranceMortgage & financial planning
Ferrowby Advice & Lending asks every new client to sign Our engagement with you before advice work starts. When Tom and Alicia Brennan had both signed, Zapier filed the PDF in their Box client folder and added a task for Ruby Ashworth, the paraplanner, to check the file. Nadia Kerrow knows the engagement is on record before she books the first advice meeting.
QuoteCloud for mortgage & financial planningHealthcare
Kinfield Health quotes equipment and in-home care, such as Care bed and mattress for Rosalind, which Claire Avery signs as Rosalind's representative. The signed PDF is uploaded to Rosalind's Box folder the moment Claire signs, inside the permissions Kinfield already set. Leah Whitford, the care coordinator, can then order the bed knowing the signed quote is on file.
QuoteCloud for healthcareSetup
Add QuoteCloud and Box to a new Zap and sign in to each. Zapier access to QuoteCloud is on the Essentials plan and up.
Use Document Signing Complete when every signer must have signed, or Recipient Signed Document to save after each signature.
Add Generate or Fetch Document PDF Link, then Box Upload File into the client's folder. The link is short-lived, so upload it straight away.
Optionally add Add Metadata to File or Add Task to File, run a test with a real signed document, and turn 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
No. You build one-way automations in Zapier: a QuoteCloud event such as a signature makes Zapier upload a file, add metadata or create a task in Box. Moving, editing or deleting the file in Box doesn't change the QuoteCloud document. If you want a Box event to start something in QuoteCloud, you'd build a separate Zap with a Box trigger.
You tell it. The simplest approach is a folder named after the client, found with Box's Find a Folder search and used in the Upload File step. If the folder might not exist yet, add a Create Folder step first. Test with a few real clients so names match the way your team already sets up folders.
Yes, if your Box account has metadata templates set up. Box's Zapier app includes Add Metadata to File, so you can fill fields like renewal month or adviser from the QuoteCloud document's details. Metadata templates are managed in Box by your administrator, so set those up before you build the Zap.
The PDF link QuoteCloud gives Zapier is short-lived. It's designed to be fetched and used in the same run, not stored in a field for later. Uploading it to Box in the same Zap turns it into a normal Box file with your folder's permissions, which stays there after the link has expired.
Zapier access is on QuoteCloud's Essentials plan and up. Filing signed documents in Box doesn't create documents, so the per-document fee for documents created through Zapier or the API (US$2.00, falling to $1.80 and $1.60 by volume) doesn't apply. You'll need a Zapier plan that allows multi-step Zaps.
Try QuoteCloud free for 14 days, then connect Box 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.
