QuoteCloud + FreshBooks
Write the proposal once in QuoteCloud. When your client accepts and signs, Zapier can carry the services, tax and client details straight into a FreshBooks invoice, and record the payment when they pay online.
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Via Zapier
FreshBooks is accounting and invoicing software built for freelancers and small service businesses. QuoteCloud customers send their proposals and quotes from QuoteCloud and keep invoicing and payments in FreshBooks.
See the QuoteCloud + FreshBooks 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.
01Via Zapier
When every signer has signed, the client is found or created in FreshBooks and an invoice is created with the proposal's services, quantities, rates and tax.
Web developers & SEO02Via Zapier
When the client pays online through Stripe or PayPal, the payment is recorded against the matching FreshBooks invoice, so the balance owing is right.
Translation & localisation03Via Zapier
A contact added in QuoteCloud is created or updated as a client in FreshBooks, so the invoice lands against the right name.
Marketing servicesSetup
Create a Zap and sign in to QuoteCloud and FreshBooks when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Choose the event that starts the work, such as Document Signing Complete, Document Payment Event or New Contact Created.
Pick an action such as Create Invoice, Add Payment to Invoice or Create or Update Client, and map the recipient, services, quantities, rates and tax.
Sign a test proposal sent to an @example.com address, check the invoice in FreshBooks, then switch the Zap on.
Zapier access is on QuoteCloud's Essentials plan and up, and each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
You build a Zap with a QuoteCloud trigger, such as Document Signing Complete or Document Status Changed, and a FreshBooks action, such as Create Invoice. Once the Zap is on, each accepted document can create a new FreshBooks invoice on its own, with the client found or created first so nothing is typed twice.
Yes. You choose which QuoteCloud fields go into which FreshBooks invoice fields when you build the Zap, and you can test it before you turn it on. Your proposals are designed in QuoteCloud, and the invoice keeps the look you have set up in your FreshBooks account. Anything you don't map stays in QuoteCloud.
They can. Clients pay on the document through Stripe or PayPal, and QuoteCloud's Document Payment Event, Document Part Paid and Document Paid triggers can start a Zap that runs FreshBooks' Add Payment to Invoice. QuoteCloud takes the payment on signing; later stages are invoiced from FreshBooks as usual.
No. Each Zap is a one-way automation that runs when its trigger fires. A signed proposal can create an invoice and a payment can be recorded against it, but these are separate Zaps. Editing the invoice in FreshBooks won't change the signed proposal in QuoteCloud, so revise the document there when the scope changes.
Zapier access is on QuoteCloud's Essentials plan and up. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zaps that create FreshBooks invoices, clients or payments don't create QuoteCloud documents, so they carry no QuoteCloud fee. Your Zapier plan's own task limits apply too.
Try QuoteCloud free for 14 days, then connect FreshBooks.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
