What does the QuoteCloud and monday.com integration do?

It connects QuoteCloud's quoting, proposal and eSignature software with monday.com through Zapier, with no code to write. You create, send and eSign documents in QuoteCloud using the details on your monday.com items, and each document's status can be passed back to the board.

How does QuoteCloud connect to monday.com?

Through Zapier. You choose a QuoteCloud trigger such as New Document Created or New Customer Created, connect your QuoteCloud account, then choose monday.com as the action app, map the fields, test the Zap and turn it on.

What do I need on the monday.com side?

A monday.com account with the board your team sells from, a QuoteCloud account and a Zapier account to link the two. There is nothing to install and you do not need a developer.

What data moves between monday.com and QuoteCloud?

The column values on an item, such as the contact, the company and the amount, can fill the variables in a QuoteCloud template. Going the other way, QuoteCloud events such as a document being created, viewed or signed can update the item through Zapier, for example by changing its status column.

Can I see when a prospect opens or signs a document?

Yes. QuoteCloud records when each document is sent, viewed and signed, and notifies you as it happens. Through Zapier those events can also be shown on the monday.com item, so the whole team sees them on the board.

Are eSignatures and content locking included?

Yes. Every QuoteCloud plan includes legally binding electronic signatures that recipients can complete on any device, and content locking keeps approved wording from being edited. Signatures are eIDAS compliant and documents are protected with 256-bit encryption.

Is there a free trial of QuoteCloud for monday.com?

Yes. QuoteCloud offers a free 14-day trial with no credit card required, so you can test templates, document creation and eSignatures for yourself. You can also book a demo for a guided walkthrough of the monday.com setup.

Pick a monday.com item. Get it signed.

Try it below: QuoteCloud builds each quote from an item's column values, and a signature can update the board.

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Landscape jobsBoard

This week

Sample board, Landscape jobs. Choose an item, then create and sign its quote.
Item	Contact	Amount	Status
Oriel Books	Dana Okoro	$3,480.00	Won
Gantry Studio	Hiro Nakamura	$6,920.00	Lead
Yarrow Health	Samira Akhtar	$12,150.00	Lead
Won this week		$3,480.00

Selected Oriel Books

QuoteQ-7301

Signed

Copperleaf LandscapesLandscape proposal

Prepared for: Oriel Books
Attention: Dana Okoro

Total: $3,480.00

Dana Okoro

Signed

Sample data. On your own board, the status update is a Zap you turn on.

One row, three moments.

What your team can see on the board while the quote does its work.

Mon 9:02 am

Created from the row

The item name, contact and amount merge into your QuoteCloud template, so nobody retypes them.
- Oriel Books
- Dana Okoro
- $3,480.00
Q-7301
Quote sent
Mon 9:41 am

Opened by your buyer

QuoteCloud tracks the first view, and a Zap can post it to the item as an update.

Viewed
Tue 10:26 am

Signed online

A legally binding eSignature lands, and a Zap can set the status and the amount.

Won

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What each row gets from QuoteCloud.

Templates, branding, signature blocks and locked terms, ready for every item.

One template, every item

Build a standard template once and each item fills in its own names and numbers.

Drag in what sells it

Drop eSignature blocks, images and video straight onto the page.

Your brand on every page

Your logo and colours carry through, so each quote reads as yours.

Prices and terms stay locked

Content locking keeps approved wording and pricing from being changed by mistake.

Set it up in Zapier, in three steps.

QuoteCloud connects to monday.com through Zapier, and you choose what each trigger changes on your board.

Choose the QuoteCloud trigger

Pick the event that starts the Zap, such as New Document Created.
Connect your QuoteCloud account

Authorise Zapier, or enter your QuoteCloud API key.
Map it to a monday.com action

Choose the action, map the fields, test it and turn it on.