FSQuoteCloud + Freshsales
Zapier can create a QuoteCloud document from your template when a Freshsales deal reaches the right stage, and update the deal when the client signs. Reps quote from the deal and the pipeline shows what was really agreed.
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Connects through QuoteCloud’s Zapier app · Essentials and up
Freshsales is Freshworks' sales CRM for contacts, accounts and deal pipelines; on Zapier it appears as Freshsales Suite. QuoteCloud customers connect it so documents start from deals and signatures update them.
See Freshsales 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
With a Zapier filter on the deal stage, a deal moving to Proposal creates a QuoteCloud document from your template with the account, deal name and price-table rows for licences and implementation.
Software & SaaS02
Once every signer has signed, Zapier finds the deal, moves it to won and adds a note with the document name and signing date.
Recruitment services03
The first time the client opens the proposal, the account manager gets a Freshsales task to follow up.
IT servicesIn practice
Example businesses from our industry pages, and the job the connection does for each.
Software & SaaS
Plinthwork sells maintenance planning software and runs its pipeline in Freshsales. When the Tidemark Property Services deal moves to Proposal, Zapier creates a QuoteCloud document from the Plinthwork proposal template, with price-table rows for seats, term and implementation. The account executive checks it before sending. Optional modules stay as options for Lena Albright to tick.
QuoteCloud for software & SaaSIT services
Quillfield IT sends proposals like Managed IT and security, per user, to clients such as Calder Physio Group. When Jake Calder first opens it, Zapier creates a Freshsales task for the account manager, Nina Castell, to call. She knows the proposal has been seen before she picks up the phone.
QuoteCloud for iT servicesRecruitment services
Ashby Lane Recruitment sends terms such as the Chief Financial Officer search for Bellbrook Foods, which needs the chief executive and the chief people officer to sign. When both have signed, Zapier finds the deal in Freshsales, marks it won and adds a note. The search team can start the brief knowing the terms are in place.
QuoteCloud for recruitment servicesSetup
Sign in to QuoteCloud and Freshsales Suite in Zapier. Zapier will ask for your Freshsales account details.
Use Deal Updated or New Deal to create QuoteCloud documents, or a QuoteCloud trigger such as Document Signing Complete to update Freshsales.
Add a Zapier filter so only the right deal stage continues, then map deal fields to data items and price-table rows.
Update a test deal 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
QuoteCloud pairs with the Freshsales Suite app on Zapier, which is the one to choose when you build the Zap. It covers Freshsales deals, contacts and accounts. The connection runs through QuoteCloud's Zapier app; you need QuoteCloud on Essentials or up.
Freshsales Suite on Zapier offers Deal Updated and New Deal triggers rather than a stage-specific one. Use Deal Updated with a Zapier filter that only continues when the stage matches, such as Proposal. Without the filter, every update to a deal would create a new QuoteCloud document.
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, so pick the template with the right sections. The recipient ticks options when they review the document.
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 Freshsales 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 Freshsales 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.
