DbQuoteCloud + Dropbox
When a client signs, Zapier can fetch the signed PDF from QuoteCloud and upload it straight into the job's Dropbox folder. It can also create the folder and an upload request for the client's files, so the job starts organised.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Dropbox is cloud file storage that teams use to share plans, artwork and job files. QuoteCloud customers use it as the place a job lives once it's won, so the signed quote belongs there too.
See Dropbox 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
Once every signer has signed, the signed PDF is uploaded into the job's Dropbox folder in the same Zap, named with the client and job.
Construction02
A new job folder is created and a Dropbox file request points into it, so the client's logos and artwork land in one place.
Signage & print03
When the deposit comes in through the document, the accepted proposal is uploaded to the confirmed-events folder the operations team works from.
Events & functionsIn practice
Example businesses from our industry pages, and the job the connection does for each.
Construction
Corbel Building Co. keeps a Dropbox folder for every job, with plans, engineering and photos. When Ellie and Marcus Doyle both signed the Rear extension & kitchen quote, Zapier fetched the signed PDF and uploaded it to the Doyle job folder in the same run. Later variations, like Variation V-03, are signed the same way, so Tessa Gray has the full signed paper trail without downloading and re-saving anything.
QuoteCloud for constructionSignage & print
Morrowgate Print & Signs can't start production until it has the client's artwork. When Copperleaf Café signed its shopfront signage quote, Zapier created a job folder in Dropbox and a file request pointing into it. The café uploaded its logo files there, and Juno Albrecht, the artwork coordinator, picked them up without a chain of email attachments. The signed quote follows the same path with a PDF upload step.
QuoteCloud for signage & printEvents & functions
Tidewell Pavilion takes a deposit through the proposal itself. When Hannah Lee paid the deposit on Hannah & James's wedding reception, Zapier fetched the accepted document as a PDF and uploaded it to the confirmed-events folder in Dropbox. The kitchen and floor staff read guest numbers, the menu and the set-up from that file, while Elena Brooks keeps working in QuoteCloud.
QuoteCloud for events & functionsSetup
Add QuoteCloud and Dropbox 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, Recipient Signed Document for each signature, or Document Part Paid for deposits.
Add Generate or Fetch Document PDF Link, then Dropbox Upload File using that link. The link is short-lived, so don't store it for later.
Build the folder path and file name from the client and document name, test with a real document, then 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. These are one-way automations you build in Zapier: a QuoteCloud event, such as a signature or a payment, makes Zapier save a file or create a folder in Dropbox. Editing or deleting the file in Dropbox doesn't change anything in QuoteCloud. If you want a Dropbox event to start something in QuoteCloud, that's a separate Zap with a Dropbox trigger.
The link QuoteCloud gives Zapier is short-lived, so it's meant to be used straight away, not stored. That's why the workflow fetches the link and uploads the file to Dropbox in the same Zap. Once it's uploaded, the PDF is a normal Dropbox file that stays put and can be shared like any other.
A revision is a new version of the document in QuoteCloud, and the Zap runs again when that version is signed. You get a second PDF in the folder rather than an overwritten one. Including the document name and date in the file name keeps the versions easy to tell apart.
Zapier access is on QuoteCloud's Essentials plan and up. Saving PDFs to Dropbox 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 here. You'll need a Zapier plan that covers your multi-step Zaps and task volume.
Try QuoteCloud free for 14 days, then connect Dropbox 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.
