QuoteCloud with monday.com
Merge two platforms seamlessly with our integration into monday.com. Incorporate the robust document automation features of QuoteCloud – from document creation to management and tracking – directly within monday CRM, streamlining your workflow and accelerating task completion.
No credit card required
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Win more deals with impressive quotes
Secure more successful deals with compelling quotes. Stand out from the competition by infusing your brand's distinct style into every quote generated within Salesforce CPQ. Effortlessly craft standardized templates, incorporate drag-and-drop e-Signature blocks, integrate rich media, and showcase product screenshots seamlessly.
Reduce costly mistakes
Retain oversight throughout the entirety of the sales journey by utilizing content-locking features and automatic synchronization between QuoteCloud and Salesforce CPQ.
Boost your productivity with QuoteCloud
Integrate seamlessly with monday.com, merging two essential tools into one interface. Access QuoteCloud's powerful document automation features – including creation, management, and tracking – directly within monday CRM. Streamline your workflow and accomplish tasks more efficiently than ever before.
Simplify routine tasks
Say goodbye to unnecessary busywork by centralizing your entire customer journey. With QuoteCloud integrated into monday.com, effortlessly generate and distribute personalized QuoteCloud documents using variables sourced directly from monday CRM.
Enhance process efficiency
Accelerate task completion with streamlined collaboration. Improve visibility and monitor document status within monday CRM, receiving real-time notifications when prospects interact with documents, ensuring everyone stays informed and aligned.
How to setup QuoteCloud for monday.com via Zapier integration?
Step 1
Set up a Zap: Log in to your Zapier account and click on the "Make a Zap" button. Choose QuoteCloud as the trigger app and select the desired trigger event, such as "New Document Created." Then, click "Continue."
Step 2
Connect your QuoteCloud account: Follow the prompts to connect your QuoteCloud account to Zapier. You may need to enter your QuoteCloud API key or authorize Zapier to access your QuoteCloud account.
Step 3
Configure the action: After connecting QuoteCloud, choose monday.com CRM as the action app. Select the action you want to perform in Monday, such as "Create Contact" or "Create Deal." Follow the prompts to connect your Monday account and map the fields from QuoteCloud to Monday. Once you've configured the action, click "Continue" to test your Zap and turn it on
Frequently Asked Questions
What is the QuoteCloud + monday.com integration and how does it work?
The QuoteCloud + monday.com integration embeds QuoteCloud's document automation directly into your monday CRM so you can create, manage, and track quotes and proposals without switching apps.
Use prebuilt templates, variables pulled from monday CRM records, and document-tracking notifications to keep deals moving faster — combining the power of sales quoting software with monday.com's CRM workflows.
How does this integration help me win more deals?
QuoteCloud helps you produce more compelling, branded documents that stand out: standardized templates, rich media, product screenshots, and drag-and-drop e-signature blocks all make proposals and quotes more professional and easier for prospects to accept.
By delivering attractive, on‑brand proposals through your CRM, the integration acts as sales proposal software that improves close rates and shortens sales cycles.
How does QuoteCloud reduce costly mistakes in the sales process?
The integration reduces errors with automatic synchronization of customer and product data between monday CRM and QuoteCloud, so fields and pricing stay consistent across systems.
Content-locking and centralized templates prevent unauthorized edits and version drift, giving sales and operations teams better oversight and fewer manual reconciliation tasks.
How do I set up QuoteCloud for monday.com using Zapier?
Step 1: Log in to Zapier and click “Make a Zap.” Choose QuoteCloud (or monday.com) as the trigger depending on your workflow.
Step 2: Connect both your QuoteCloud and monday.com accounts, map the fields/variables you want synced (contacts, products, pricing, status), and configure actions like “Create Document” or “Send Notification.”
Step 3: Test the Zap, verify data populates correctly in QuoteCloud documents, then turn the Zap on. This lets you automate routine tasks and use your quote software inside monday CRM.
Can I generate and send personalized quotes directly from monday.com?
Yes. The integration lets you generate personalized QuoteCloud documents using variables pulled from monday CRM records, so each quote or proposal is automatically populated with the correct customer, line items, and pricing.
This centralizes the customer journey and eliminates redundant busywork, making QuoteCloud an effective quote software and proposal software companion to monday.com.
Does the integration support e-signatures and document tracking?
Yes. QuoteCloud supports drag-and-drop e-signature blocks and embedded signing flows inside your documents, so prospects can sign without leaving the proposal.
Document tracking and real-time notifications within monday CRM let your team know when recipients open, view, or sign documents, improving follow-up timing and visibility.
Which industries or teams benefit most from the monday.com integration?
Sales teams across industries — including SaaS, professional services, manufacturing, finance, and agencies — benefit from faster, standardized quoting and proposal workflows.
Whether you need high-volume document generation, integrated invoicing with accounting tools, or branded proposals for complex deals, QuoteCloud paired with monday.com works as sales quoting software and sales proposal software for varied use cases.
How can I try QuoteCloud with monday.com or request a demo?
You can start a free 14-day trial of QuoteCloud (no credit card required) to test the monday.com integration in your environment.
If you prefer a walkthrough, request a demo to see how the quote software and proposal software features integrate into your monday CRM workflows and to discuss industry-specific templates and automation options.
Ready to try QuoteCloud?
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
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Sales Quotes + Sales Proposals + Contracts
QuoteCloud is made by sales people for sales people
Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud.
