WoQuoteCloud + WooCommerce
Some sales fit a WooCommerce cart and some need a quote first. Zapier connects the two: a signed QuoteCloud quote can become a WooCommerce order for dispatch, and a store order or product can start work in QuoteCloud.
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Connects through QuoteCloud’s Zapier app · Essentials and up
WooCommerce is an open-source e-commerce plugin for WordPress sites, with products, orders, customers and coupons. QuoteCloud customers use it for standard online sales and QuoteCloud for trade, project and custom work that needs a reviewed, signed quote.
See WooCommerce 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
The trade customer is found or created in WooCommerce and an order is created with the signed quote's details, so the warehouse picks it from the same list as online orders.
Wholesale & B2B e-commerce02
When a customer buys a site assessment in the store, a proposal draft is created from your template with their name, email and address in its data items, ready for the designer after the visit.
Solar & battery03
Each new WooCommerce product is added to QuoteCloud's product library unless it is already there, so estimators can add it to a quote without retyping.
Signage & printIn practice
Example businesses from our industry pages, and the job the connection does for each.
Wholesale & B2B e-commerce
Tanbark Trade Supply's online store takes small café orders, but project orders are quoted. When Amara Osei signed the Lakeview opening order for Halyard Hotels, Zapier found Halyard's customer record in WooCommerce and created an order with the agreed lines. Lukas Brandt's dispatch team picks and packs it with the day's online orders, and Hana Kowalczyk invoices it on Halyard's project terms.
QuoteCloud for wholesale & B2B e-commerceSolar & battery
Tallowwood Solar & Storage sells paid home energy assessments on its WooCommerce site. When Jess and Arlo Penhaligon booked one for 18 Larkspur Lane, Zapier created a draft of the solar and battery proposal with their names and address already in the data items. After the site assessment, Sienna Fogarty added the system design and prices, and the Penhaligons chose a battery size, signed and paid the deposit on signing.
QuoteCloud for solar & batterySignage & print
Morrowgate Print & Signs sells stock poster and banner sizes through WooCommerce. Every new product added to the store is copied into QuoteCloud's product library, so Rafe Okonjo can add a stock banner to a custom quote such as the festival programmes and posters job for Lakeview Arts Festival. Custom sizes and finishes are still priced by the estimator in the quote.
QuoteCloud for signage & printSetup
Start a new Zap and sign in to QuoteCloud and your WooCommerce store. Zapier access to QuoteCloud is on the Essentials plan and up, and WooCommerce's Zapier connection needs WooCommerce's paid Zapier extension on your site.
Choose QuoteCloud's Document Signing Complete, or WooCommerce's Order or Product trigger, and add a Zapier filter so only the right products, templates or order statuses run.
Map the signer into Find or Create Customer and the agreed lines into Create Order, or map the store order into the data items of a QuoteCloud template with Create Document.
Run a test with a sample order or a quote signed at an @example.com address, check both apps, and 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. Each Zap is a one-way automation that does one job when its trigger fires. A signed quote can create an order and a new product can be copied into QuoteCloud, but they are separate Zaps. Editing the order in WooCommerce won't change the signed quote, and stock and prices aren't kept matching between the two apps.
Yes. Zapier notes that its WooCommerce connection requires a paid extension, WooCommerce's own Zapier extension, installed on your store. On the QuoteCloud side you need the Essentials plan or higher for Zapier access. You also need a Zapier plan that covers your task volume. Check all three before you build.
No. QuoteCloud isn't a store and has no cart or stock control. It's for quotes and proposals that a buyer reviews, ticks options on and signs, and it can take a deposit or full payment at signing through Stripe or PayPal. Everyday orders stay in WooCommerce; QuoteCloud handles the ones that need a quote first.
Not by itself. The payment is recorded in QuoteCloud and your Stripe or PayPal account. When you create the order you can set a status, such as processing or on hold, to suit how you reconcile, but check that against your bookkeeping. If the quote is on account terms, leave payment off the QuoteCloud document altogether.
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 WooCommerce orders or QuoteCloud products don't create documents, so they carry no QuoteCloud fee.
Try QuoteCloud free for 14 days, then connect WooCommerce 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.
