Drive revenue faster in Salesforce CPQ
Rely on QuoteCloud to assist you in making a memorable impact on customers and prospects, offering swift, precise quotes that are effortless to create and tough to surpass. All seamlessly integrated within Salesforce CPQ.
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.
Share quotes quickly, without the paperwork hassle.
Share quotes swiftly without the hassle of paperwork. QuoteCloud streamlines document creation directly from Salesforce CPQ, saving you time by minimizing manual data input. Expedite contract completion with collaborative tools, approval workflows, and legally binding e-Signatures.
Configure and personalize effortlessly. No coding necessary.
Easily set up and customize your system without the need for coding. QuoteCloud provides user-friendly setup tools with pre-configured settings to tailor your workflow, a token builder for effortless data integration, comprehensive field mapping (including custom fields), seamless data synchronization, document triggers, and convenient file storage.
End the guesswork and initiate the closure.
Stop speculating and start sealing the deal. Receive instant document status updates directly within Salesforce CPQ, allowing you to concentrate on the most promising leads. Accelerate deal closures with notifications indicating when recipients receive, open, and review your proposals or quotes. Enjoy the advantage of having all discussions and negotiations related to deals, proposals, contracts, and agreements seamlessly integrated within Salesforce.
How to setup QuoteCloud for SalesForce 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 SalesForce as the action app. Select the action you want to perform in SalesForce, such as "Create Contact" or "Create Deal." Follow the prompts to connect your SalesForce account and map the fields from QuoteCloud to SalesForce. Once you've configured the action, click "Continue" to test your Zap and turn it on
Frequently Asked Questions
What is QuoteCloud for Salesforce CPQ and how does it help my sales team?
QuoteCloud is a sales quoting software and sales proposal software that integrates directly with Salesforce CPQ to help teams create fast, accurate, and on-brand quotes and proposals. It streamlines document creation, adds rich media and e-signature blocks, and centralizes templates so reps can win more deals while spending less time on paperwork. Try a free 14-day trial or request a demo to see it in action.
How does QuoteCloud integrate with Salesforce CPQ?
QuoteCloud syncs seamlessly with Salesforce CPQ using field mapping, a token builder for effortless data integration (including custom fields), document triggers, and automated two-way synchronization. That means quote software data flows automatically from Salesforce CPQ into your templates and status updates flow back so your team always has current information.
Can I customize quote and proposal templates without coding?
Yes. QuoteCloud is designed as no-code proposal software: use pre-configured settings, drag-and-drop template editing, branded themes, embedded media, and e-Signature blocks to build standardized yet personalized proposals and quotes—no development required.
What features help reduce errors and ensure compliance?
QuoteCloud offers content-locking to prevent unauthorized edits, automatic synchronization with Salesforce CPQ to avoid manual entry mistakes, and centralized templates to enforce branding and legal language—reducing costly errors and ensuring consistent compliance across quotes and proposals.
Does QuoteCloud support e-signatures and approval workflows?
Yes. The platform includes legally binding e-Signature blocks, collaborative review tools, and configurable approval workflows so you can accelerate contract completion, capture signatures securely, and route documents for approval without leaving Salesforce CPQ.
How do I track the status of sent quotes and proposals?
QuoteCloud provides instant document status updates back into Salesforce CPQ, including notifications when recipients receive, open, and review your quote or proposal. These real-time signals let sales reps focus follow-up on the most promising leads to close deals faster.
What setup and data management tools are available?
Setup is user-friendly with pre-configured settings, a token builder for mapping Salesforce CPQ data into documents, comprehensive field mapping (including custom fields), document triggers, and integrated file storage—making QuoteCloud a practical quote software choice for teams of all sizes.
Which industries benefit from QuoteCloud and how can I start?
QuoteCloud serves many industries that rely on accurate, branded proposals—software, professional services, manufacturing, finance, travel, and more. To get started, sign up for the free 14-day trial (no credit card required) or request a personalized demo to see how the sales proposal software fits your workflow.
Ready to try QuoteCloud?
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
No credit card required
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.