What is QuoteCloud for Salesforce CPQ and how does it help my sales team?

QuoteCloud is quoting and proposal software that works alongside Salesforce. Your team builds a branded quote or proposal for an Opportunity from its account, contact and products, applies your pricing rules, sends it for eSignature and can see the document's status in Salesforce, so less is retyped and follow-up happens sooner.

How does QuoteCloud integrate with Salesforce CPQ?

There are two ways to connect. Through Zapier it takes three steps and no code: choose a QuoteCloud trigger, connect your QuoteCloud account, then choose a Salesforce action and map the fields. With the Salesforce Sync add-on, you connect your Salesforce org from QuoteCloud using OAuth, documents linked to an Opportunity stay mapped to that connection, and document status updates are pushed back to Salesforce.

Can I customize quote and proposal templates without coding?

Yes. Templates are built in a drag-and-drop editor with no coding required. Set your brand style, share standard templates with the whole team and use tokens with field mapping, custom fields included, so each document is filled with the right account, contact, product and price details.

Does QuoteCloud support eSignatures and approval workflows?

Yes. QuoteCloud includes legally binding, eIDAS compliant eSignatures with signature blocks you drag into the document. Approval workflows can route a quote for internal review before it reaches your customer, for example when a discount goes over a limit you set.

How does QuoteCloud help reduce quoting errors and maintain content control?

Content locking stops pricing, terms and approved wording from being changed by accident, and standard templates keep every rep on the same version. Product bundles, dependency rules and pricing formulas work out the lines and totals for you, and filling documents from your Salesforce data means less manual entry to get wrong.

Can I track the status of quotes and know when prospects open or review them?

Yes. QuoteCloud records when a document is delivered, first viewed and signed. Those status updates can be pushed back to Salesforce, so your team sees where each quote stands and can follow up at the right moment.

What document types and media can I include in my quotes and proposals?

You can create sales quotes, proposals and contracts from content blocks: text, interactive pricing tables, images and screenshots, embedded video, PDFs, and payment and eSignature blocks. A document can be as simple or as rich as the deal needs.

Is there a trial or pricing information for QuoteCloud with Salesforce CPQ?

Yes. QuoteCloud offers a free 14-day trial with no credit card required, and there are free and paid plans to suit different teams. See the pricing page, or book a demo to find the plan that fits your organisation.

Know where every quote stands, without leaving Salesforce.

QuoteCloud for Salesforce CPQ pushes sent, viewed and signed back to the Opportunity, so your reps follow up while the quote is still on the buyer's screen.

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No credit card required4.2 on Capterra

SalesforceOpportunities · Open deals Quote status from QuoteCloud

Quotes out3 Viewed1 Signed2 Signed value$63,106.80

OpportunityAmountQuote status

Fleet telematics rolloutHarbourline Logistics$50,626.80DraftSentViewedSigned

Claims portal renewalCalder & Vane Insurance$84,000.00DraftSentViewedSigned

Rostering rolloutNorthgate Clinics$31,920.00DraftSentViewedSigned

Field service licencesPinecrest Utilities$46,350.00DraftSentViewedSigned

Telematics pilotMeridian Freight$12,480.00DraftSentViewedSigned

Activity

Owen Pike signed Q-4318Harbourline Logistics · 2:14 pm
Q-4425 sent to Pinecrest Utilities1:40 pm
Lena Ward opened Q-4402Calder & Vane Insurance · 11:52 am
Q-4417 sent to Northgate Clinics10:05 am

From Opportunity to signature, before the day is out.

One example deal. Every step is recorded, and the status lands on the Opportunity.

9:04 am
Built from the Opportunity
Account, contact and products fill the template's tokens.
9:18 am
Discount approved
It was over the limit, so it went for approval first.
9:22 am
Sent to the buyer
A branded web quote they can open on any device.
11:52 am
Opened, so the rep calls
The first view is recorded and pushed to Salesforce.
2:14 pm
Signed
A legally binding eSignature. The Opportunity shows Signed.

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CPQ depth, with nothing to code.

The rules behind every quote are yours to set.

Follow up while it's on their screen.

Delivered, first viewed and signed, recorded for every quote.
Quoting software
Past the limit? It goes for approval.

Approval workflows follow the thresholds you set.
Bundles add every line in one click.

Dependency rules catch a combination that won't work.
Buyers choose their options.

Interactive price tables let your customer pick optional items and watch the total update.
CPQ software
Signed on any device, seen on the Opportunity.

Legally binding, eIDAS compliant eSignatures, with nothing to print or scan.
eSignatures

Two ways to connect. No code either way.

Link your org directly, or build automations in Zapier.

Connect your org with OAuth
Sign in to your Salesforce org from QuoteCloud, with no code to write.
Link documents to an Opportunity
Each linked quote stays mapped to that Opportunity through the connection.
Status is pushed back
Document status updates are written back to Salesforce as they happen.

Choose the QuoteCloud trigger
For example, a recipient signs or a document's status changes.
Connect your QuoteCloud account
Follow the prompts in Zapier.
Choose the Salesforce action
Map the fields, test it and turn it on.