QuoteCloud + monday.com
Connect QuoteCloud to monday.com through Zapier and each quote is built from an item's column values, so nobody retypes names and amounts. When the buyer opens and signs, a Zap can post an update and change the item's status on the board.
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Via Zapier or the API
monday.com is a work management platform where teams track jobs, leads and deals as items on boards. QuoteCloud customers sell from a monday.com board and send the quote their customer signs from QuoteCloud.
See monday.com 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.
01Via Zapier
A quote is created from your template with the item's name, contact and amount mapped into data items and the price table, ready to check and send.
Landscaping & gardening02Via Zapier
The first time the buyer opens the proposal, an update is posted on the item, so the whole team sees it on the board.
Web developers & SEO03Via Zapier
Once every signer has signed, the item's status column changes to Won and its amount is set to the signed total.
Signage & printSetup
Create a Zap and connect monday.com and QuoteCloud. Authorise Zapier, or enter your QuoteCloud API key. Zapier is on the Essentials plan and up.
Pick monday.com's New Item in Board to start a quote, or a QuoteCloud event such as Recipient First Viewed Document or Document Signing Complete to update the item.
Map the item's column values into the document's data items and price-table rows, or map the document's status and total into the item's columns.
Run the Zap with a test item and a document sent to an @example.com address, check the board, and switch it on.
Zapier and the API are on QuoteCloud's Essentials plan and up, and each document created through either carries a fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
Through QuoteCloud's Zapier app. You choose a trigger, such as a new item on your board or a document being signed in QuoteCloud, connect your QuoteCloud account by authorising Zapier or entering your API key, then pick the action, map the fields, test the Zap and turn it on. There is nothing to install and no developer needed.
A monday.com account with the board your team sells from, a QuoteCloud account on the Essentials plan or higher, and a Zapier account to link the two. Keep a column for the QuoteCloud document number or name, so a Zap can find the right item later with monday.com's Find Items search.
Column values on an item, such as the contact, the company and the amount, can fill data items and price-table rows in a QuoteCloud template. Going the other way, QuoteCloud events such as a document being created, first viewed or signed can update the item, for example by changing its status column or posting an update.
No. Zapier can fill data items and price-table rows when the document is created, with a label, note, price, quantity, term, tax and discount for each row. It doesn't tick options or choose content blocks. Optional extras in your template stay for your customer to tick before they sign, and the total updates as they choose.
Zapier and the API are 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 only update monday.com items don't create documents, so they carry no QuoteCloud fee. You also need a Zapier plan that covers your task volume.
Try QuoteCloud free for 14 days, then connect monday.com.
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