What the Salesforce connection can and can't do
Both routes, honestly: what the Salesforce Sync add-on does, what Zaps can add, and where each one stops.
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- Building QuoteCloud since 2013
QuoteCloud's Salesforce Sync add-on, on Business, starts documents from an Opportunity, keeps them linked and sends their status back. QuoteCloud's Zapier app, on Essentials and up, runs one-way Zaps between QuoteCloud and Salesforce events. Neither ticks options or picks content for the buyer, PDF links are short-lived, and documents created through Zapier carry a per-document fee.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tessmore Engineering's draft quote TE-Q-2431 for Quenda Robotics, its data items filled from the Opportunity and its price table with an optional inspection report left unticked. In front, an illustration of the Salesforce Opportunity at Proposal/Price Quote.
Data items filled by the Zap
Opportunity name- Quenda Robotics · QR-310 gripper bracketFrom Salesforce · Opportunity Name
Salesforce Opportunity ID- 0065g00000PqR7tFrom Salesforce · Opportunity ID
Prepared by- Anjali DesaiFrom Salesforce · Owner (Find Record · User)
Account- Quenda RoboticsFrom Salesforce · Account Name (Find Record · Account)
Budget- $16,210From Salesforce · Amount
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| QR-310 gripper bracket | $16,210 | ||
Bracket, 6061-T6, clear anodisedTo drawing QR-310 Rev A
|
1000 pcs | $14.20 | $14,200.00 |
Fixture & first-off set-upOnce-off
|
1 | $1,850 | $1,850.00 |
DeliveryOne drop, Quenda Robotics
|
1 | $160 | $160.00 |
| Add if you need it Tick to add | |||
First article inspection reportFull dimensional report on the first part
|
1 | $380 | $380.00 |
- Subtotal
- $16,210.00
- Tax (10%)
- $1,621.00
- Total
- $17,831.00
- Plus, monthly
- $0.00/mo
Opportunity · ID 0065g00000PqR7tQuenda Robotics · QR-310 gripper bracket
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
- Amount
- $16,210.00
- Opportunity owner
- Anjali Desai
- Account
- Quenda Robotics
- Contact
- Sofia Lindqvist
- Close date
- 20 Nov 2026
- Quote reference
- TE-Q-2431
Illustration with sample data: a generic CRM record, not Salesforce’s screen.
What can QuoteCloud do with Salesforce?
Documents from the Opportunity
Add-on, Business: the rep starts the QuoteCloud document from the Opportunity, and it stays linked to it.
Documents from OpportunitiesStatus on the Opportunity
Add-on: delivered, first viewed and signed come back as they happen. Zapier: notes and fields you choose.
Status on the OpportunityClosed Won on signature
Zapier: Document Signing Complete finds the Opportunity and updates its stage, amount and close date.
Closed Won on signatureQuotes from stage changes
Zapier: Updated Field on Record creates a draft from your template, filled with the Opportunity's details.
Quotes from stage changesContacts in both apps
Zapier: new contacts found or created in the other app, under the right Salesforce account.
Contacts & accountsFollow-ups
Zapier: expired quotes become Tasks; lost ones move the Opportunity to Closed Lost.
Expired & lost
Where it stops
It doesn't tick options or pick blocks
Nothing ticks optional items for the buyer, and a Zap never chooses content blocks. Your template decides the content; the buyer ticks options.
Each Zap runs one way
A Zap goes from its trigger to its actions. Two directions means two Zaps, and the apps aren't kept identical.
PDF links don't last
Generate or Fetch Document PDF Link is short-lived. File the PDF in the same Zap; never store the link in Salesforce.
A Zap can't guess the Opportunity
Zaps that start in QuoteCloud need a value to search on, such as the Opportunity ID kept in a data item.
Opportunity products aren't copied for you
Create Document adds price-table rows from values you map. Copying every Opportunity Product isn't covered here.
It isn't on every plan
The add-on is on Business; Zapier is on Essentials and up. Documents created through Zapier or the API carry a per-document fee.
The add-on's job, and the Zaps' job
The Salesforce Sync add-on does three things: it connects your org with OAuth, keeps each document started from an Opportunity linked to it, and sends the document's status back. It doesn't change the Opportunity's stage or create contacts as far as QuoteCloud describes it.
Everything else on this site is a Zap you build, and each Zap does exactly what its steps say.
Add-on vs Zapier, job by jobOpportunity · ID 0065g00000MbWx2Mossbank Health Partners · Westfield sites
- Qualification
- Proposal/
Price Quote - Negotiation/
Review - Closed Won
QCQuoteCloud 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.
See the limits for yourself
Start a free 14-day trial and test both routes with sample records before you rely on them.
What the connection is, exactly
QuoteCloud connects to Salesforce two ways: the Salesforce Sync add-on, connected from QuoteCloud with OAuth, and QuoteCloud's Zapier app with Salesforce's own Zapier app. Developers can also use QuoteCloud's API, on Essentials and up.
That makes it flexible, and it means the connection does exactly what the add-on and your Zaps do. Nothing is kept identical between the apps by itself: each route moves the moments it was built for.
Questions about the limits
Do Salesforce and QuoteCloud keep each other identical automatically?
No. The Salesforce Sync add-on keeps documents started from an Opportunity linked to it and sends their status back. Zaps move the moments you build them for, one way each, from trigger to actions. Nothing else is copied between Salesforce and QuoteCloud by itself.
Can the add-on or a Zap tick optional items for the buyer?
No. Nothing ticks optional items for the buyer, and Zapier never chooses content blocks. Your template decides the content and the options on offer; the buyer ticks the options they want before signing, and the total updates as they do.
Can I keep the PDF link in a Salesforce field?
No, because Generate or Fetch Document PDF Link gives a short-lived link that stops working. Upload the PDF in the same Zap instead, for example with Salesforce's Create File or Google Drive's Upload File, so the file itself is kept where your team can open it later.
Is there a fee for every Zap?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies only to documents created through Zapier or the API. Zaps that update Salesforce, log views or match contacts create no documents. Each Zap step uses Zapier tasks on your Zapier plan.
Is there a QuoteCloud app on Make?
No ready-made app, but Make works with QuoteCloud. It's a bring-your-own model: you add the connection with Make's built-in OAuth and call QuoteCloud's API or Zapier endpoints in your scenarios, so you choose every step. No module list is published, and these pages show each recipe as a Zap; the same QuoteCloud endpoints are there when you build it in Make.
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.
- 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 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.
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