See every quote's status on the Salesforce Opportunity
With the Salesforce Sync add-on, delivered, first viewed and signed come back to the linked Opportunity as they happen. Without it, two small Zaps write the same moments as notes and a field.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
With the Salesforce Sync add-on on QuoteCloud's Business plan, the status of each document linked to an Opportunity, such as delivered, first viewed and signed, is sent back to that Opportunity as it happens. On Essentials, a Zap on Recipient First Viewed Document or Document Signing Complete can add a note or update a field instead.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tallwire's proposal TW-3152 for Saltmarsh Freight Co., signed by Priya Nair and Owen Pryce, with its activity: sent, first viewed by Priya, signed by each. In front, an illustration of the Opportunity's QuoteCloud panel showing TW-3152 at Signed, Owen Pryce, Thursday 29 October, 2:14 pm.
Call while the quote is still on their screen
Tallwire Communications quotes fibre, voice and mobile for multi-site businesses. When account manager Jordan Hale sends Saltmarsh Freight Co. the proposal for its new Port Ellery depot, the best moment to call is the moment Priya Nair opens it, not two days later.
Jordan works in Salesforce all day. So the proposal's status belongs on the Opportunity, where he and his sales manager already look.
- Route: the Salesforce Sync add-on on Business, or Zapier on Essentials and up.
- Every view and signature is recorded in QuoteCloud either way; the route decides how it reaches Salesforce.
- The sales manager sees which deals are waiting on whom, without asking around.
How does quote status get onto the Opportunity?
With the add-on, it comes back by itself. Tuesday, 11:52 am: Priya opens the proposal, and the linked Opportunity shows Viewed.
Activity
- Sent to Priya Nair and Owen PryceTue 27 Oct, 10:02 am
- First viewed by PriyaTue 27 Oct, 11:52 am
- Signed by Priya NairThu 29 Oct, 9:15 am · 1 of 2
- Signed by Owen PryceThu 29 Oct, 2:14 pm · 2 of 2
Salesforce Sync
- Delivered
- First viewed
- Signed
Opportunity · ID 0065g00000NcTr8Saltmarsh Freight Co. · Port Ellery depot
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QuoteCloud New QuoteCloud document
-
TW-3152 Fibre, voice and 5G for the Port Ellery depot
- Draft
- Sent
- Viewed
- Signed
Linked documents, status from Salesforce Sync
- Amount
- $38,554.00
- Opportunity owner
- Jordan Hale
- Account
- Saltmarsh Freight Co.
- Contact
- Priya Nair
- Close date
- 6 Nov 2026
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
The Opportunity is our illustration of a generic CRM with sample data, not Salesforce's screen.
Thursday, 2:14 pm: signed
Priya signs on Thursday morning and Owen Pryce, Saltmarsh's finance manager, signs after lunch. The proposal's status on the Opportunity moves to Signed, and Jordan starts the order without waiting for an email.
Moving the Opportunity's stage is a separate job: a Zap on Document Signing Complete can set it to Closed Won.
How telcos connect QuoteCloudOpportunity · ID 0065g00000NcTr8Saltmarsh Freight Co. · Port Ellery depot
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QuoteCloud New QuoteCloud document
-
TW-3152 Fibre, voice and 5G for the Port Ellery depot
- Draft
- Sent
- Viewed
- Signed
Linked documents, status from Salesforce Sync
- Amount
- $38,554.00
- Opportunity owner
- Jordan Hale
- Account
- Saltmarsh Freight Co.
- Contact
- Priya Nair
- Close date
- 6 Nov 2026
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
Know the moment they open it
Start a free 14-day trial. The Salesforce Sync add-on is on Business; Zapier access is on Essentials and up.
Without the add-on: a note when the quote is first viewed
On Essentials, two small Zaps write the same moments into Salesforce. Neither creates a document, so neither carries the per-document fee.
ZapFirst viewed: note on the Opportunity
-
When
QuoteCloudTriggerRecipient First Viewed DocumentFires the first time each recipient opens the document.Passes on
- Document reference
- Recipient name
- Viewed at
- Salesforce Opportunity ID (data item)
-
Then
SalesforceSearchFind RecordObject Opportunity, searched on the ID the document kept.Searches on
- Opportunity ID
-
Then
SalesforceActionCreate NoteLinked to the Opportunity found in step 2.Mapped in
- Note Title
- Note
- Salesforce Object: Opportunity
-
Or
SalesforceAction · optionalUpdate RecordA custom Quote status field your team can filter on.Mapped in
- Quote status: First viewed
Jordan's Opportunity gets a note at 11:53 am: TW-3152 opened for the first time by Priya Nair, and the Quote status field says so.
Result
The first view on the Opportunity's timeline a minute after it happens, without the add-on.
Zapier access: Essentials and up
The fields these Zaps mapAnd a field update for each signature
ZapEach signature: Quote status on the Opportunity
-
When
QuoteCloudTriggerRecipient Signed DocumentFires for each signer. Use Document Signing Complete when only the last signature matters.Passes on
- Document reference
- Signer name
- Signed at
- Salesforce Opportunity ID (data item)
-
Then
SalesforceSearchFind RecordSearches on
- Opportunity ID
-
Then
SalesforceActionUpdate RecordMapped in
- Quote status: Signed by Priya Nair
Result
The Quote status field says who has signed so far, signer by signer.
Field map for the Zapier version
| 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 | 0065g00000NcTr8 |
The data item a Zap-created document keeps. Check your trigger's test data shows it. |
| Note Title | QuoteCloud to Salesforce | Document reference + recipient | Note | TW-3152 first viewed by Priya Nair |
|
| Note | QuoteCloud to Salesforce | Viewed at | Note | Tue 27 Oct, 11:52 am |
|
| Quote status (custom field) | QuoteCloud to Salesforce | A fixed value or the signer's name | Opportunity field | Signed by Priya Nair |
Create the field in Salesforce before you map it. |
With the add-on there is nothing to map: the status comes back to the linked Opportunity. All values are sample data.
Get quote status onto the Opportunity
Choose the route
The Salesforce Sync add-on on Business, or Zaps on Essentials and up. Compare them.
With the add-on: link the document
Start the document from the Opportunity, so it stays linked and its status comes back to it.
With Zapier: keep the ID
Documents a Zap creates keep the Opportunity ID in a data item, so Find Record can find it again.
Test with a test Opportunity
Send a test quote to an @example.com contact, open and sign it, then check the Opportunity.
Questions about quote status in Salesforce
Which document statuses show on the Salesforce Opportunity?
With the Salesforce Sync add-on, QuoteCloud sends back the status of each linked document, such as delivered, first viewed and signed, as it happens. With Zapier you choose: Recipient First Viewed Document, Recipient Signed Document, Document Signing Complete, Document Expired and Document Lost can each update the Opportunity.
Do I need the add-on to see quote views in Salesforce?
No. On Essentials and up, a Zap on QuoteCloud's Recipient First Viewed Document trigger can find the Opportunity with Salesforce's Find Record and add a note with Create Note or set a field with Update Record. The add-on does it without building Zaps, on the Business plan.
Does the Opportunity's stage change when the quote is signed?
Not by itself. The add-on sends the document's status back to the Opportunity. To move the stage to Closed Won, build a Zap on Document Signing Complete that runs Salesforce's Find Record and Update Record. It works on Business alongside the add-on.
Do these status Zaps carry the per-document fee?
No. Zaps that read QuoteCloud events and update Salesforce don't create documents, so they carry no QuoteCloud fee. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API. Each Zap step uses Zapier tasks.
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.
- 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.
Every quote's status, where your reps already look.
Start a free 14-day trial and see a test quote's status come back to a Salesforce Opportunity.