Create QuoteCloud documents from a Salesforce Opportunity
With the Salesforce Sync add-on, the rep starts the quote where the deal already lives. The template fills with the Opportunity's details, and the document stays linked to that Opportunity.
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- Building QuoteCloud since 2013
Use the Salesforce Sync add-on on QuoteCloud's Business plan. The rep starts the QuoteCloud document from the Opportunity inside Salesforce, the template fills with the Opportunity's account and contact details, and the document stays linked to that Opportunity, so its status comes back to it. Teams on Essentials can create documents from Opportunities with a Zap instead.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Plinthwork's draft order form PW-2388 for Mossbank Health Partners: template tokens filled from the Opportunity (Opportunity name, account, contact Dana Whitcombe, prepared by Theo Marchetti) and a price table of 40 Growth plan seats, onboarding and training, with priority support left for Dana to tick. In front, an illustration of the Opportunity's QuoteCloud panel: a New QuoteCloud document action and the draft PW-2388 linked to it.
The deal is in Salesforce. The quote should start there too.
Plinthwork sells maintenance planning software, and every deal lives on a Salesforce Opportunity. When Mossbank Health Partners asked for 40 more seats for two new sites, account executive Theo Marchetti already had the account, the contact and the amount on the Opportunity. Copying them into a quote by hand is slow, and it's where the typos come from.
With the Salesforce Sync add-on, Theo starts the order form from the Opportunity. The template fills with Mossbank's details, the document is linked to the Opportunity, and every status change after that comes back to it.
- Route: the Salesforce Sync add-on, on QuoteCloud's Business plan.
- The template decides the content, the price table and the options; the Opportunity fills the details.
- The link stays, so delivered, first viewed and signed show on the Opportunity.
How do I create a quote from a Salesforce Opportunity?
From the Opportunity, with the add-on. Here's Theo's: the Opportunity he started it from, and the draft it created.
Opportunity · ID 0065g00000MbWx2Mossbank Health Partners · Westfield sites
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QuoteCloud New QuoteCloud document
-
PW-2388 Growth plan for the Westfield sites
- Draft
- Sent
- Viewed
- Signed
Linked documents, status from Salesforce Sync
- Amount
- $17,590.00
- Opportunity owner
- Theo Marchetti
- Account
- Mossbank Health Partners
- Contact
- Dana Whitcombe
- Close date
- 27 Nov 2026
- Type
- Existing business
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
Salesforce Sync
- Started from the Opportunity
- Template filled
- Linked to the Opportunity
Template tokens filled from the Opportunity
Opportunity name- Mossbank Health Partners · Westfield sitesFrom Salesforce · Opportunity Name
Account- Mossbank Health PartnersFrom Salesforce · Account Name
Contact- Dana WhitcombeFrom Salesforce · Contact
Prepared by- Theo MarchettiFrom Salesforce · Opportunity Owner
Activity
- Started from the Salesforce OpportunityMon 26 Oct, 9:12 am · draft
- Linked to the OpportunityMossbank Health Partners · Westfield sites
- Sent to Dana Whitcombe and Eamon KerrMon 26 Oct, 9:40 am
The Opportunity is our illustration of a generic CRM with sample data, not Salesforce's screen. Every business here is fictional.
The buyer's choices stay with the buyer
The draft carries everything in Plinthwork's template: the seats, onboarding and training, and priority support as an optional line Dana can tick before she signs. The add-on fills the details; it never ticks options or picks content for the buyer.
Dana and Mossbank's CFO, Eamon Kerr, both sign. The total updates as Dana ticks, and what they sign is what comes back to the Opportunity as signed.
Order forms for software and SaaSYour order
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Westfield sites | $17,590 | ||
Growth plan seats12 months, per seat
|
40 seats | $336 | $13,440.00 |
Onboarding, two sitesAsset import, workflows and go-live
|
1 | $3,200 | $3,200.00 |
Admin trainingTwo remote sessions
|
1 | $950 | $950.00 |
| Add if you'd like Tick to add | |||
| 1 | $2,400 | $2,400.00 | |
- Subtotal
- $17,590.00
- Tax (10%)
- $1,759.00
- Total
- $19,349.00
- Plus, monthly
- $0.00/mo
Accept and sign
1 of 2 signed
- Dana WhitcombeOperations director Signed28 Oct 2026
- Eamon KerrChief financial officer Awaiting signature
Certificate of authenticity and audit trail attached
What else comes with Business
Salesforce Sync is on the Business plan, with the features enterprise quoting usually needs next.
Approval Workflow
A discount past the limit you set goes for internal sign-off before the quote reaches the buyer. Business plan.
CPQ softwareScheduled Document Send
Prepare the quote now and send it at the time you choose. Business plan.
Zapier as well
Business includes Zapier access, so Zaps can do what the add-on doesn't, such as Closed Won on signature.
See it with your own Opportunities
Start a free 14-day trial, or book a demo to talk about the Salesforce Sync add-on on the Business plan.
Not on Business? A Zap can do part of it
QuoteCloud's Zapier app, on Essentials and up, can create the draft when the Opportunity reaches a stage. It runs by itself; nothing happens inside Salesforce.
ZapOpportunity reaches Proposal/Price Quote: draft quote
-
When
SalesforceTriggerUpdated Field on RecordObject Opportunity, field Stage, updated to your quoting stage.Passes on
- Opportunity ID
- Opportunity Name
- Amount
- Owner ID
-
Then
QuoteCloudSearchFind or Create ContactSearches on
- First name
- Last name
- Company
-
Then
QuoteCloudActionCreate DocumentFrom your template, with the Opportunity's details in data items.Mapped in
- Template
- Opportunity name
- Salesforce Opportunity ID
- Prepared by
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document
- Contact
The full recipe, with the lookups for the owner and the contact, is on quotes from stage changes.
Result
A draft from your template, filled with the Opportunity's details. It isn't linked by the add-on, so later Zaps find the Opportunity by the ID kept in a data item.
Essentials and up · per-document fee for documents a Zap creates
Build the Zapier versionStart documents from Opportunities in four steps
Be on Business
Salesforce Sync is on QuoteCloud's Business plan. Book a demo to add it.
Connect your org
Sign in to your Salesforce org from QuoteCloud with OAuth. There is no code to write. Set-up guide.
Prepare the template
Build the quote template with the tokens the Opportunity fills, your price table and the options buyers can tick.
Start from the Opportunity
Open a test Opportunity, start the document, check the draft and send it to an @example.com contact.
Questions about documents from Opportunities
Can reps create a QuoteCloud quote without leaving Salesforce?
Yes, they can start it there. With the Salesforce Sync add-on, the rep starts the QuoteCloud document from the Opportunity inside Salesforce. The document is built from your QuoteCloud template and stays linked to the Opportunity, so its status comes back to it as the buyer opens and signs.
Which Opportunity details fill the QuoteCloud document?
The Opportunity's account and contact details fill the template's tokens, and QuoteCloud describes products filling it too. Check the exact fields your template uses when you set up the add-on. With a Zap instead, you choose and map every field yourself, as data items.
Which QuoteCloud plan includes the Salesforce Sync add-on?
The Business plan. Business also includes Approval Workflow, Scheduled Document Send, the Sales Forecast and Zapier access, so a team on Business can use the add-on for documents from Opportunities and Zaps for other jobs. Book a demo to add Salesforce Sync to your account.
Can I create documents from Opportunities without the add-on?
Yes, through Zapier on Essentials and up. Salesforce's Updated Field on Record trigger can start a Zap when an Opportunity reaches a stage, and QuoteCloud's Create Document makes a draft from your template. Documents created through Zapier carry a per-document fee of US$2.00, $1.80 or $1.60 by volume.
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.
- 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.
- Move the Opportunity to Closed Won on signatureZapier: when every signer has signed, a Zap updates the Opportunity's stage, amount and close date.
- 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.
Start the quote where the deal lives.
Start a free 14-day trial of QuoteCloud, or book a demo to see the Salesforce Sync add-on with your own Opportunities.