Show quote status in a monday.com status column
Viewed, signed, expired or lost: each QuoteCloud event sets the item's status column, and the signed total fills its deal value, so the board shows where every quote is without anyone updating it.
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To show QuoteCloud quote status on monday.com, build one small Zap per event: Recipient First Viewed Document, Document Signing Complete, Document Expired or Document Lost, each running monday.com's Update Item to set the item's status column to a matching label. Zapier access is on QuoteCloud's Essentials plan and up.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, an illustration of Glasswing Studio's Website deals board: the Sparrow & Pine item's quote status is Signed and its deal value $17,996, both updated by a Zap; Pinewood Physio is Viewed and Juniper Row is Quote sent. In front, the proposal GS-2611's activity in QuoteCloud: sent, first viewed by Ella, the online shop ticked, signed.
Why put quote status on the board?
Glasswing Studio, a web design and development studio, plans every build on monday.com. Director Mia Okonkwo sends the proposals from QuoteCloud, but lead developer Ravi Desai and the rest of the team live on the board. They want to know which projects are close, without asking Mia.
QuoteCloud already knows when a proposal is first opened, when it's signed, when it expires and when it's lost. A small Zap for each event copies that to a Quote status column, so the board's own filters, sorting and dashboards work with it.
Recipe 1: a first view sets the status to Viewed
One trigger, one action.
ZapFirst view: status Viewed
-
When
QuoteCloudTriggerRecipient First Viewed DocumentFires the first time a recipient opens the document.Passes on
- Recipient name
- Viewed at
- monday item ID (data item)
-
Then
monday.comActionUpdate ItemOn the deals board, the item whose ID the proposal kept.Mapped in
- Board ID
- Item ID
- Quote status: Viewed
- Last viewed
Ella Mancini opens the Sparrow & Pine proposal at 6:42 pm. A minute later the item says Viewed, and Ravi pencils in time for the kick-off.
Result
A Quote status column that turns Viewed the moment the buyer opens the proposal, with the date in Last viewed.
Zapier access: Essentials and up
How web studios connect QuoteCloudRecipe 2: signed sets the status and the deal value
ZapSigning complete: status Signed
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Total
- Signed date
- monday item ID (data item)
-
Then
monday.comActionUpdate ItemMapped in
- Item ID
- Quote status: Signed
- Deal value
For each signer as they sign, use Recipient Signed Document instead; for the hand-off to your delivery board, see hand a signed quote to your project board.
Ella ticked the online shop before she signed, so the signed total is $17,996.00, not the $12,716.00 the proposal opened at. The Zap writes what was actually signed.
Result
The board's deal value matches the signed proposal, including the options the buyer chose.
Zapier access: Essentials and up
What the team sees on the board
The signed proposal in QuoteCloud, and the item the Zaps updated.
Your website
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Discovery & design | $6,500 | ||
Discovery workshop & sitemapHalf a day with you and your team
|
1 | $1,600 | $1,600.00 |
Content & SEO planPages, keywords and calls to action
|
1 | $900 | $900.00 |
Design system & homepageType, colour, components and the homepage
|
1 | $2,400 | $2,400.00 |
Page templates designedShop, about, workshops, contact, journal
|
5 | $320 | $1,600.00 |
| Build & launch | $5,060 | ||
Page build & CMS set-upTwelve pages, editable by your team
|
12 pages | $280 | $3,360.00 |
Testing & accessibility checksPhones, tablets and screen readers
|
1 | $950 | $950.00 |
LaunchDomain, redirects and analytics
|
1 | $750 | $750.00 |
| Features Tick to add | |||
Online shopBouquets, delivery days and card payments
|
1 | $4,800 | $4,800.00 |
Workshop bookingsDates, seats and reminders
|
1 | $1,850 | $1,850.00 |
- Subtotal
- $16,360.00
- Tax (10%)
- $1,636.00
- Total
- $17,996.00
- Plus, monthly
- $0.00/mo
Activity
- Sent to Ella ManciniMon 19 Oct, 2:10 pm
- First viewed by EllaMon 19 Oct, 6:42 pm
- Online shop ticked by EllaWed 21 Oct, 8:20 pm · +$4,800
- Signed by Ella ManciniThu 22 Oct, 10:05 am
2 Zaps
- Recipient First Viewed Document
- Document Signing Complete
- Update Item
Website dealsDeals boardIllustration · sample data
| Item | Owner | Quote status | Deal value | Last viewed | Quote |
|---|---|---|---|---|---|
| Sparrow & Pine · new website & shop | Mia Okonkwo | Signed Updated by a Zap | $17,996 Updated by a Zap | 19 Oct | GS-2611 |
| Pinewood Physio · local SEO | Tess Lowry | Viewed | $1,595 | 21 Oct | GS-S-0418 |
| Juniper Row · technical audit | Tess Lowry | Quote sent | $2,090 | – | GS-S-0441 |
Updated by a Zap
Illustration with sample data: a generic work board, not monday.com’s screen.
The same item, a day earlier
Before Ella signed, the item said Viewed at the proposal's opening total. Nobody typed either value: the first-view Zap set the status, and the deal value came from the item when Mia created the proposal.
Each Zap writes one fixed label, so the labels on your Quote status column decide what the board can show. Add them before you build the Zaps.
Post the activity as item updates tooWebsite dealsDeals boardIllustration · sample data
| Item | Owner | Quote status | Deal value | Last viewed | Quote |
|---|---|---|---|---|---|
| Sparrow & Pine · new website & shop | Mia Okonkwo | Viewed Updated by a Zap | $12,716 | 19 Oct | GS-2611 |
| Pinewood Physio · local SEO | Tess Lowry | Viewed | $1,595 | 21 Oct | GS-S-0418 |
| Juniper Row · technical audit | Tess Lowry | Quote sent | $2,090 | – | GS-S-0441 |
Updated by a Zap
Illustration with sample data: a generic work board, not monday.com’s screen.
Field map for the status Zaps
| monday.com: monday.com column | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Every status Zap | |||||
| Item ID (Update Item) | QuoteCloud to monday.com | monday item ID | Search value | 1851177304 |
The data item the proposal kept when it was created. |
| Viewed · Recipient First Viewed Document | |||||
| Quote status (Status) | QuoteCloud to monday.com | A fixed label | Status column | Viewed |
|
| Last viewed (Date) | QuoteCloud to monday.com | Viewed at | Date column | 2026-10-19 |
|
| Signed · Document Signing Complete | |||||
| Quote status (Status) | QuoteCloud to monday.com | A fixed label | Status column | Signed |
|
| Deal value (Numbers) | QuoteCloud to monday.com | Document total | Numbers column | 17996 |
Check the trigger's test data shows the total; decide whether the column holds it before or after tax. |
| Expired and lost · Document Expired, Document Lost | |||||
| Quote status (Status) | QuoteCloud to monday.com | A fixed label | Status column | Expired · Lost |
Follow-ups for expired and lost quotes. |
All values are sample data.
Which QuoteCloud event sets which label?
One Zap per label keeps each one simple. These are the events teams use most.
Viewed
Recipient First Viewed Document: the first time a recipient opens the quote.
Signed
Document Signing Complete once every signer has signed, or Recipient Signed Document for each signer.
Expired or Lost
Document Expired when the quote passes its expiry date unsigned; Document Lost when its status becomes Lost.
One Zap for every status
QuoteCloud's Document Status Changed trigger with Paths by Zapier, one path per status, each with its own Update Item step.
Build it with a free trial
Zapier access is on QuoteCloud's Essentials plan and up. Start a free 14-day trial, connect monday.com and test with a sample item.
Build the status Zaps in five steps
Add the labels
On the board, add a Quote status column with the labels you'll use: Quote sent, Viewed, Signed, Expired, Lost.
Keep the item ID in the quote
Quotes created from the item carry its ID in a data item. For others, add the data item when you create the quote.
Start with a QuoteCloud event
In Zapier, choose QuoteCloud and Recipient First Viewed Document, and test it with a document you've opened.
Update the item
Add monday.com's Update Item: the board, the item ID from the data item and the label Viewed.
Repeat for each label
Build the same Zap for Document Signing Complete, Document Expired and Document Lost, test each, then switch them on.
Questions about the status Zaps
Can QuoteCloud change a monday.com status column?
Yes, through Zapier. A QuoteCloud trigger such as Recipient First Viewed Document or Document Signing Complete starts a Zap that runs monday.com's Update Item on the item and sets the status column to a label you choose, such as Viewed or Signed. Use labels that already exist on the column.
How does the Zap know which monday.com item to update?
With the item's ID. Keep it in a data item when the quote is created from the item, then map it into Update Item's Item ID. If a quote wasn't created from monday.com, search with Find Items on a column that holds the quote's reference instead.
Can the deal value be the signed total?
Yes, when the trigger carries the document's total, which you can check in the Zap's test data. Map it into a Numbers column. The total includes the options the buyer ticked, so the board shows what was actually signed, not what was first quoted.
Do the status Zaps carry a QuoteCloud document fee?
No. They read QuoteCloud events and update monday.com; they don't create documents. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API. Zapier access is on the Essentials plan and up.
More on QuoteCloud and monday.com
Six recipes with the exact Zapier steps, then how to connect, which columns to map, the limits and the cost.
- Create quotes from monday.com deal itemsSet an item's status to Quote needed and a draft quote is created from your template, filled with the item's column values.
- Hand a signed quote to your project boardWhen every signer has signed, the deal is marked Won and a new item lands on the delivery board with the signed PDF.
- Post quote activity as monday.com item updatesFirst views, form answers and payments posted as updates on the item, with the right person mentioned.
- Keep monday.com and QuoteCloud contacts matchedNew contacts on your monday.com contacts board found or created in QuoteCloud, and new QuoteCloud contacts added to the board.
- Follow up expired and lost quotes on monday.comAn expired quote sets the status and pings the owner in an update; a lost one moves the item to your Lost group.
- Connect monday.com to QuoteCloud, step by stepSign in to both apps in Zapier, pick the board and column, map the values, test with a sample item and turn it on.
- monday.com columns to QuoteCloud field mapWhich monday.com column types map well to QuoteCloud data items, and which to leave alone: text, numbers, status, people, date, email, mirror.
- Test and troubleshoot your monday.com ZapsTest with a sample item, then fix the usual problems: half-filled items, no item found, status labels, expired PDF links.
- What the monday.com connection can and can't doThe honest limits: one way per Zap, no ticking options, read-only mirror columns, short-lived PDF links, and the API route for developers.
- What the monday.com connection costsThe plan you need and the per-document fee for documents created through Zapier or the API, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and monday.com.
Every quote's status, on the board.
Start a free 14-day trial and set your first monday.com status from QuoteCloud.