ClQuoteCloud + Close
Zapier can create a QuoteCloud quote from your template when a Close opportunity reaches a chosen status, then mark it won when the client signs. Reps stay in Close and the paperwork follows the pipeline.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Close is a sales CRM built around calling, email and a fast-moving pipeline of leads and opportunities. QuoteCloud customers connect it so quotes start from the opportunity and signed work comes straight back.
See the QuoteCloud + Close 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
When an opportunity moves into your Site assessed status, a QuoteCloud quote is created from your template with the customer's details and price-table rows for the system and installation.
Solar & battery02
Once the customer has signed, Zapier finds the opportunity, sets it to won and gives the office a task to book the job.
Trade services03
When the client comments on the proposal, the comment is added as a note on their Close lead, so the account executive sees it alongside calls and emails.
Software & SaaSIn practice
Example businesses from our industry pages, and the job the connection does for each.
Solar & battery
Tallowwood Solar & Storage runs its sales calls in Close. After the site assessment at 18 Larkspur Lane, the rep moves Jess and Arlo Penhaligon's opportunity to Site assessed, and Zapier creates the solar and battery quote with rows for panels, inverter, battery and installation. The rep checks the system size before sending. Battery upgrades stay as options the Penhaligons tick.
QuoteCloud for solar & batteryTrade services
Ridgeline Trade Services quotes jobs like a switchboard upgrade or a hot water replacement, and tracks every enquiry in Close. When a customer signs, Zapier marks the opportunity won and creates a task for the office to book the electrician or plumber. Nadia in the office works from one task list instead of checking two systems.
QuoteCloud for trade servicesSoftware & SaaS
Plinthwork sends renewal proposals like Your Plinthwork renewal, 2027 to 2029 to Mossbank Health Partners. Questions from the operations director arrive as comments on the document. Zapier copies each comment onto Mossbank's lead in Close as a note, so the account executive sees it with the rest of the account history and can reply quickly in QuoteCloud.
QuoteCloud for software & SaaSSetup
Sign in to QuoteCloud and Close in Zapier.
Use New Opportunity in Status to create QuoteCloud documents, or a QuoteCloud trigger such as Document Signing Complete to update Close.
Map opportunity and lead fields to your template's data items and price-table rows, and pick the value Zapier will search on to find the right lead or opportunity.
Move a test opportunity or sign a test document, check both apps, then publish the Zap.
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
It runs through QuoteCloud's Zapier app. Each Zap reacts to one event, such as a Close opportunity entering a status or a QuoteCloud document being signed, and calls an action in the other app. You need QuoteCloud on Essentials or up and a Zapier account.
Create Document starts from a QuoteCloud template and fills data items and price-table rows at creation: label, note, price, quantity, term, tax and discount. It cannot tick options or choose content blocks. Set up the template with the right sections, and leave option choices to the customer.
With a search step, such as Find Lead or Find Opportunities, using a value from the QuoteCloud trigger like the recipient's email. Test with real documents, because the match is only as good as the value you search on. One open opportunity per lead keeps it simple.
Yes. If you take a deposit through the QuoteCloud document, Document Part Paid or Document Paid can be the trigger instead, so the opportunity only moves to won once money arrives. Some businesses use signing to mark it won and payment to create the booking task.
API and Zapier access is on Essentials and up. Documents created through the API or Zapier carry a fee of US$2.00, $1.80 or $1.60 each, depending on volume. Zaps that only update Close after a QuoteCloud event don't create documents. You'll also need a Zapier plan that covers your Zaps.
Try QuoteCloud free for 14 days, then connect Close 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.
