Hand a signed quote to your monday.com project board
When the last signer signs, a Zap marks the deal Won at the signed total, creates the job on your delivery board, tells the job lead in an update and files the signed PDF on the item.
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- Building QuoteCloud since 2013
To hand a signed QuoteCloud quote to a monday.com project board, start a Zap with QuoteCloud's Document Signing Complete trigger. monday.com's Update Item marks the deal Won, Create Item adds the job to your delivery board and Create Update tells the job lead. Zapier access is on QuoteCloud's Essentials plan and up.
Last reviewed by the QuoteCloud team
Two overlapping illustrations of work boards with sample data. Behind, Morrowgate Print & Signs' Sales pipeline board: the Copperleaf Café shopfront signage item at Won, its deal value $2,223.10, both updated by a Zap. In front, the Production board: the same job in the Artwork & proofs group, added by a Zap and led by Wes Tanaka.
What happens between signed and started?
Morrowgate Print & Signs runs two monday.com boards: Sales pipeline for quotes and Production for the workshop. Director Ines Calloway sends the quotes from QuoteCloud; production manager Wes Tanaka never opens QuoteCloud at all.
Without a link, a signed quote waits until someone tells production. With one Zap, Document Signing Complete marks the deal Won and puts the job on the production board with everything Wes needs: the client, the reference, the signed total and the PDF.
- Document Signing Complete waits for every signer, so a two-signer quote hands off once, not twice.
- The job carries the options the buyer ticked, because the update quotes the signed document.
- If your delivery stage is a group on the same board, use Move Item to Group instead of Create Item.
How do I create a monday.com item when a quote is signed?
Four steps, plus two optional ones that file the signed PDF on the new item.
ZapSigning complete: Won, then hand off
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document reference
- Total
- Signed date
- Job (data item)
- monday item ID (data item)
-
Then
monday.comActionUpdate ItemOn Sales pipeline, the item whose ID the quote kept.Mapped in
- Item ID
- Status: Won
- Deal value
-
Then
monday.comActionCreate ItemOn Production, in the group where new jobs start.Mapped in
- Board: Production
- Group: Artwork & proofs
- Item Name
- Job lead
- Due
-
Then
monday.comActionCreate UpdateOn the new item: who signed, the reference and the total.Mapped in
- Item ID (new item)
- Body
- User Mentions
-
Or
QuoteCloudAction · optionalGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Or
monday.comAction · optionalUpload File to Specific ColumnMapped in
- Item ID (new item)
- Column: Files
- File
- File Name
Lena Marchetti ticks the window frost band and signs at 11:17 am. By 11:18 the Copperleaf deal is Won at $2,223.10, and the job is in Production with an update for Wes and the signed PDF in Files.
Result
The deal closes at the signed figure and the workshop has the job, the reference and the PDF, without a message from sales.
Zapier access: Essentials and up
How sign and print shops connect QuoteCloudSigned in QuoteCloud, Won on the deals board
Your signage
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Fascia sign | $1,175 | ||
Fascia panel 4,800 × 900 mm3 mm ACM, printed and laminated
|
1 | $995 | $995.00 |
Artwork & proofingTwo proof rounds
|
1 | $180 | $180.00 |
| Installation | $720 | ||
Installation2 installers × 4 h
|
1 | $720 | $720.00 |
| Options Tick to add | |||
Window frost vinyl band3,600 × 500 mm
|
1 | $126 | $126.00 |
Projecting lightbox600 × 600 mm, double-sided
|
1 | $1,480 | $1,480.00 |
- Subtotal
- $2,021.00
- Tax (10%)
- $202.10
- Total
- $2,223.10
- Plus, monthly
- $0.00/mo
Activity
- Sent to Lena MarchettiMon 19 Oct, 3:40 pm
- First viewed by LenaMon 19 Oct, 9:12 pm
- Window frost band ticked by LenaThu 22 Oct, 11:10 am · +$126
- Signed by Lena MarchettiThu 22 Oct, 11:17 am
- Signing completeThu 22 Oct, 11:17 am
Zap
- Document Signing Complete
- Update Item
Sales pipelineDeals boardIllustration · sample data
| Item | Owner | Status | Deal value | Quote |
|---|---|---|---|---|
| Copperleaf Café · shopfront signage | Ines Calloway | Won Updated by a Zap | $2,223.10 Updated by a Zap | MP-S-2417 |
| Fernhollow Tea Co. · gift-range cartons | Rafe Okonjo | Quote sent | $3,905.00 | MP-P-3108 |
| Orrin Health · stand 14 graphics | Hollie Brandt | Viewed | $3,036.00 | MP-L-1186 |
Updated by a Zap
Illustration with sample data: a generic work board, not monday.com’s screen.
What the job lead sees
Wes opens the new item and everything is there: an update that mentions him, with who signed, the reference and the signed total, and the signed PDF in the Files column.
The update is the Zap's Create Update step, the file is Upload File to Specific Column, and Wes's reply is his own.
More ways to post quote activity as updatesProduction · Artwork & proofs · Item 1862433071Copperleaf Café · shopfront signage
- Job lead
- Wes Tanaka
- Stage
- Artwork
- Due
- 6 Nov 2026
- Quote
- MP-S-2417
- Files
- MP-S-2417.pdf
Updates 2
- Thanks. Artwork to Juno today; install pencilled in for 6 Nov.
- @Wes Tanaka Signed by Lena Marchetti, Copperleaf Café: MP-S-2417, $2,223.10 incl. tax. Fascia panel 4,800 × 900 mm plus the window frost band. Signed PDF in Files.
Illustration with sample data: a generic work-board item, not monday.com’s screen.
Field map for this recipe
| monday.com: monday.com column | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Sales pipeline · Update Item | |||||
| Item ID | QuoteCloud to monday.com | monday item ID | Search value | 1862400518 |
The data item the quote kept when it was created. |
| Status (Status) | QuoteCloud to monday.com | A fixed label | Status column | Won |
|
| Deal value (Numbers) | QuoteCloud to monday.com | Document total | Numbers column | 2223.10 |
|
| Production · Create Item | |||||
| Item Name | QuoteCloud to monday.com | Job | New item | Copperleaf Café · shopfront signage |
A data item; or fixed text plus the reference. |
| Group ID | QuoteCloud to monday.com | A fixed group | Group | Artwork & proofs |
|
| Job lead (People) | QuoteCloud to monday.com | A fixed person | People column | Wes Tanaka |
|
| Production · Create Update, Upload File to Specific Column | |||||
| Body | QuoteCloud to monday.com | Signer, reference, total | Update | Signed by Lena Marchetti: MP-S-2417, $2,223.10 |
|
| User Mentions | QuoteCloud to monday.com | A fixed person | Update | Wes Tanaka |
|
| Files (File) | QuoteCloud to monday.com | PDF from Generate or Fetch Document PDF Link | Files column | MP-S-2417.pdf |
Upload it in the same Zap: the link is short-lived. |
All values are sample data.
Variations on this recipe
Same board, next group
If delivery is a group on the deals board, use Move Item to Group instead of Create Item: the item moves to In production.
Subitems for the work
Add Create Subitem steps for the stages every job has, such as artwork, proof and install.
Celebrate in the channel
Add Send Channel Message for Slack or Microsoft Teams: who signed, the total and the job.
Paid, not just signed
If the quote takes a payment on signing, a Zap on QuoteCloud's Document Paid can post an update when the money lands. QuoteCloud Payments is on Essentials and up.
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 hand-off in five steps
Keep the item ID in the quote
Quotes created from the deal item carry its ID in a data item, plus a Job data item for the new item's name.
Start with Document Signing Complete
In Zapier, choose QuoteCloud's Document Signing Complete and test it with a fully signed test quote.
Mark the deal Won
Add monday.com's Update Item on the deals board: the item ID, the Won label and the total.
Create the job and tell the lead
Add Create Item on the delivery board, then Create Update on the new item with a User Mention.
File the PDF, then test
Add Generate or Fetch Document PDF Link and Upload File to Specific Column, sign a test quote as an @example.com signer, check both boards and turn it on.
Questions about this recipe
Can a signed QuoteCloud quote create a monday.com item?
Yes. A Zap on QuoteCloud's Document Signing Complete trigger can run monday.com's Create Item on any board you choose, in a group such as Artwork & proofs, with the item's name and columns mapped from the signed document. The same Zap can mark the original deal Won with Update Item.
Should I use Document Signing Complete or Recipient Signed Document?
Document Signing Complete for the hand-off: it fires once every signer has signed. Recipient Signed Document fires for each signer, so a quote with two signers would create two jobs on the delivery board. Use Recipient Signed Document for an update per signature instead.
Can the signed PDF go on the monday.com item?
Yes, in the same Zap. QuoteCloud's Generate or Fetch Document PDF Link returns a short-lived link, and the next step, monday.com's Upload File to Specific Column, uploads the file to a Files column. Don't store the link itself: it stops working.
Does the hand-off Zap carry a QuoteCloud document fee?
No. It reads a signed document and updates monday.com; it doesn't create a QuoteCloud document. 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 itself 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.
- Show quote status in a monday.com status columnViewed, signed, expired or lost: each QuoteCloud event sets the item's status column, so the board shows where every quote is.
- 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.
Signed at eleven. In production by five past.
Start a free 14-day trial and build the Zap that hands every signed quote to your monday.com delivery board.