Move the Salesforce Opportunity to Closed Won on signature
When the last signer signs, Document Signing Complete starts a Zap that finds the Opportunity and updates its stage, amount and close date, so the pipeline is right without anyone touching it.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Document Signing Complete trigger, which fires once every signer has signed. Add Salesforce's Find Record to find the Opportunity by the ID the document kept, then Update Record to set the Stage to Closed Won, the Amount and the Close Date. It needs QuoteCloud's Zapier app, on Essentials and up.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Wexmoor's warehousing and distribution agreement WF-W-0327 for Bramblewood Homewares: storage, pick-pack, linehaul and onboarding, $63,723.00 including tax, signed by Sophie Lindqvist and Marcus Feld. In front, an illustration of the Opportunity at Closed Won, its amount $63,723.00 and close date 5 Nov 2026 updated by a Zap.
The pipeline is only as right as its last update
Wexmoor Freight & Logistics runs warehousing and linehaul for retailers. Account manager Ines Okoye's agreement with Bramblewood Homewares needs two signatures: Sophie Lindqvist's, the logistics manager, and Marcus Feld's, the finance director. The Opportunity should be Closed Won when the second one lands, not when someone remembers.
QuoteCloud's Document Signing Complete waits for every signer. Recipient Signed Document fires for each one, which suits a status per signature, not a stage change.
- Route: QuoteCloud's Zapier app, on Essentials and up. It also runs on Business, beside the Salesforce Sync add-on.
- The Zap reads a signed document and updates Salesforce: it creates no document, so no per-document fee.
- Documents a Zap creates keep the Opportunity ID in a data item, the surest way to find the Opportunity again.
How do I close a Salesforce Opportunity when the quote is signed?
Three steps. Two optional ones file the signed PDF on the Opportunity in the same Zap.
ZapSigning complete: Opportunity Closed Won
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document reference
- Total
- Signed date
- Salesforce Opportunity ID (data item)
-
Then
SalesforceSearchFind RecordObject Opportunity, searched on the ID the document kept in a data item.Searches on
- Opportunity ID
-
Then
SalesforceActionUpdate RecordObject Opportunity, the record found in step 2.Mapped in
- Stage: Closed Won
- Amount
- Close Date
- Quote status
-
Or
QuoteCloudAction · optionalGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Or
SalesforceAction · optionalCreate FileAdds the signed PDF as a file on the Opportunity. Or file it in Google Drive.Mapped in
- File (the PDF link)
- Title
- Salesforce Object: Opportunity
Sophie signs on Wednesday afternoon and nothing happens in Salesforce, by design. When Marcus signs on Thursday at 11:17 am, Document Signing Complete fires, and a minute later the Bramblewood Opportunity is Closed Won at $63,723.00.
Result
The Opportunity's stage, amount and close date match the signed agreement, and the signed PDF is filed, with nobody retyping anything.
Zapier access: Essentials and up
How freight companies connect QuoteCloudSigned in QuoteCloud, won in Salesforce
Accept the agreement
2 of 2 signed
- Sophie LindqvistLogistics manager Signed4 Nov 2026
- Marcus FeldFinance director Signed5 Nov 2026
Certificate of authenticity and audit trail attached
Activity
- Created by a Zap from the Salesforce OpportunityMon 2 Nov, 8:31 am · draft
- Sent to Sophie Lindqvist and Marcus FeldMon 2 Nov, 10:05 am
- Signed by Sophie LindqvistWed 4 Nov, 4:40 pm · 1 of 2
- Signed by Marcus FeldThu 5 Nov, 11:17 am · 2 of 2 · signing complete
Zap
- Document Signing Complete
- Find Record
- Update Record
Opportunity · ID 0065g00000QkD4mBramblewood Homewares · Northgate 3PL
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
- Amount
- $63,723.00 Updated by a Zap
- Opportunity owner
- Ines Okoye
- Account
- Bramblewood Homewares
- Contact
- Sophie Lindqvist
- Close date
- 5 Nov 2026 Updated by a Zap
- Quote status
- Signed by every signer Updated by a Zap
Activity
- Amount and Close Date updated$63,723.00 · 5 Nov 2026Thu 5 Nov · 11:18 am · Added by a Zap
- Stage changed to Closed WonWF-W-0327 signed by every signerThu 5 Nov · 11:18 am · Added by a Zap
- Stage changed to Proposal/Price QuoteBy Ines OkoyeMon 2 Nov · 8:30 am
- Opportunity createdBy Ines OkoyeMon 12 Oct · 10:20 am
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
Before the last signature
Until every signer has signed, the Opportunity stays where Ines left it: Proposal/Price Quote, with the amount from the negotiation. Nothing in this Zap fires on the first signature.
That's the difference between Document Signing Complete and Recipient Signed Document, and why this recipe uses the first.
Log each signature as it landsOpportunity · ID 0065g00000QkD4mBramblewood Homewares · Northgate 3PL
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
- Amount
- $57,930.00
- Opportunity owner
- Ines Okoye
- Account
- Bramblewood Homewares
- Contact
- Sophie Lindqvist
- Close date
- 20 Nov 2026
- Quote status
- Sent
Activity
- Stage changed to Proposal/Price QuoteBy Ines OkoyeMon 2 Nov · 8:30 am
- Opportunity createdBy Ines OkoyeMon 12 Oct · 10:20 am
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
Field map for this recipe
| Salesforce: Salesforce field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Opportunity ID (Find Record) | QuoteCloud to Salesforce | Salesforce Opportunity ID | Search value | 0065g00000QkD4m |
The data item the document kept when a Zap created it. |
| Stage | QuoteCloud to Salesforce | A fixed value | Opportunity field | Closed Won |
Pick the stage name your org uses in Update Record. |
| Amount | QuoteCloud to Salesforce | Document total | Opportunity field | $63,723.00 |
Check the trigger's test data shows the total, and map the figure your team reports on. |
| Close Date | QuoteCloud to Salesforce | Signed date | Opportunity field | 5 Nov 2026 |
|
| Quote status (custom field) | QuoteCloud to Salesforce | A fixed value | Opportunity field | Signed by every signer |
All values are sample data. Salesforce field labels can differ in your org.
Variations on this recipe
File the signed PDF
Add Generate or Fetch Document PDF Link, then Salesforce's Create File or Google Drive's Upload File, in the same Zap: the link is short-lived.
Celebrate in the channel
Add Send Channel Message for Slack or Microsoft Teams: who signed, the total and the Opportunity.
Paid, not just signed
If the document takes a payment on signing, a second Zap on QuoteCloud's Document Paid trigger can set a Deposit paid field on the Opportunity. QuoteCloud Payments is on Essentials and up.
Alongside the add-on
On Business, keep the Salesforce Sync add-on for status on the Opportunity, and this Zap for the stage.
Build it with a free trial
Zapier access is on QuoteCloud's Essentials plan and up. Start a free 14-day trial, connect Salesforce and test with a sample Opportunity.
Build it in five steps
Keep the Opportunity ID
Documents created from the Opportunity by a Zap carry its ID in a data item.
Start with Document Signing Complete
In Zapier, choose QuoteCloud and Document Signing Complete, and test it with a fully signed test document.
Find the Opportunity
Add Salesforce's Find Record: object Opportunity, searched on Opportunity ID mapped from the data item.
Update the Opportunity
Add Update Record: Stage Closed Won, the Amount from the total and the Close Date from the signed date.
Test with two signers
Send a test document to two @example.com signers, sign as both, check the test Opportunity, then switch the Zap on.
Questions about Closed Won on signature
Should I use Document Signing Complete or Recipient Signed Document?
Use Document Signing Complete to change the Opportunity's stage: it fires once every signer has signed. Recipient Signed Document fires for each signer, so with two signers the Opportunity would close after the first. It's the right trigger for a status per signature.
Can the Opportunity's Amount 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 Amount in Update Record. The total includes the optional items the buyer ticked, so the Opportunity shows what was actually signed.
Does the Salesforce Sync add-on close the Opportunity by itself?
No. The add-on sends the document's status back to the linked Opportunity, such as signed. Changing the stage to Closed Won is this Zap's job. On Business you can run both: the add-on for status, the Zap for the stage.
Does this Zap carry a QuoteCloud document fee?
No. It reads a signed document and updates Salesforce; it doesn't create a 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 Salesforce
Six use cases, each marked add-on or Zapier, then how to set up both routes and what they cost.
- Create QuoteCloud documents from a Salesforce OpportunitySalesforce Sync add-on: reps start the quote from the Opportunity, and the document stays linked to it.
- See document status on the Salesforce OpportunitySalesforce Sync add-on: delivered, first viewed and signed come back to the linked Opportunity. Or build it with Zaps.
- Create quotes when an Opportunity changes stageZapier: an Opportunity reaches your quoting stage and a draft quote is created from your template, for teams without the add-on.
- Keep Salesforce and QuoteCloud contacts matchedZapier: new Salesforce contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Salesforce with their account.
- Follow up expired and lost quotes in SalesforceZapier: an expired quote becomes a Task for the Opportunity owner; a lost one moves the Opportunity to Closed Lost.
- Set up the Salesforce Sync add-onBusiness plan: connect your Salesforce org with OAuth, start documents from Opportunities and see their status come back.
- Connect Salesforce to QuoteCloud through Zapier, step by stepSign in to both apps in Zapier, pick a trigger, map the fields, test with sample records and turn the Zap on.
- Salesforce to QuoteCloud field mapEvery field the Zaps on this site pass, which way it goes and where it lands.
- Test and troubleshoot the Salesforce connectionTest with sample records, then fix the usual problems: no Opportunity found, missing fields, echoes, expired PDF links.
- Salesforce Sync add-on or Zapier: which to useThe two routes side by side: plan, where you work, what each one does and when to use both.
- What the Salesforce connection can and can't doThe honest limits of both routes: no ticked options, short-lived PDF links, one way per Zap, plans and fees.
- What the Salesforce connection costsThe plan each route needs, and the per-document fee for documents created through Zapier, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Salesforce.
Closed Won, the minute it's signed.
Start a free 14-day trial and build the Zap that closes your Salesforce Opportunities on signature.