Get quotes signed and paid with PayPal
Connect your PayPal account and add a PayPal button to your quotes and proposals. Clients sign, then pay a deposit, the full amount or an instalment plan with PayPal, on the same page.
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QuoteCloud connects to PayPal directly: you connect your PayPal account in QuoteCloud, on the Essentials plan and up, and add a PayPal button to a quote or proposal. Once the client signs, they pay a deposit, the full amount or an instalment plan with PayPal on the same page, and the document is marked paid.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left the PayPal side of one payment, the deposit for Tidewell Pavilion's proposal TP-2802; on the right the QuoteCloud proposal, Sophie's 40th, $8,932.00 including tax; a thread joins them (Direct connection). Six steps play in turn: 1, Add the button: Elena adds a PayPal button to TP-2802 with a 20% deposit or pay in full, and sends it. 2, Sign and choose: Sophie signs on her phone and picks Pay deposit, $1,786.40. 3, Pay with PayPal: she pays in PayPal's checkout from her own PayPal account. 4, Marked paid: the deposit is recorded on the proposal in QuoteCloud. 5, Notify: a Zap on Document Part Paid tells the functions team in Slack or Microsoft Teams (Document Part Paid then Send Channel Message). 6, What if the quote expires instead: if Sophie never signs, the proposal shows Expired and no payment is asked for. It ends on the signed proposal with the deposit paid.
What happens when a client pays with PayPal?
One payment, from the button you add to what happens after it. The first four steps run on the direct connection; the last is a Zap you can add.
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In QuoteCloud
Add the button
Insert a PayPal button in a quote or proposal, set the pricing details and choose a one-time payment or an instalment plan.
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Direct connection
Sign, then choose
The client signs, then picks Pay deposit or Pay in full, or starts the instalment plan you offered.
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Direct connection
Pay with PayPal
They pay in PayPal's checkout on the same page, from their own PayPal account. Their card details stay with PayPal.
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Direct connection
Marked paid
The payment is recorded on the document, and a fully paid one shows under the Paid filter on your dashboard.
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Zapier
Pass it on
A Zap on a payment trigger logs it in a sheet, tells the team or updates your books.
- Document Part Paid
- Document Paid
QuoteCloud can also send automated payment reminders. See payment options for what we can and can't describe yet.
Signed in QuoteCloud, paid with PayPal
Both sides of Sophie's deposit: the proposal she signed, and the payment she made with PayPal a minute later.
Sign and pay with PayPal
Signed by Sophie TranWed 28 Oct 2026, 9:31 pm
- Pay deposit20% of the total$1,786.40
- Pay in fullThe whole total$8,932.00
$1,786.40 paid with PayPalWed 28 Oct, 9:32 pmPaid
Activity
- Sent to Sophie TranTue 27 Oct, 4:10 pm · by Elena Brooks
- Opened on her phoneWed 28 Oct, 9:12 pm
- Late-night sliders addedTotal now $8,932.00
- Signed by Sophie TranWed 28 Oct, 9:31 pm
- Deposit paid with PayPal$1,786.40 · Wed 28 Oct, 9:32 pm
Direct connection
- Signed
- Pay deposit
- Paid with PayPal
Deposit for TP-2802
$1,786.40 Completed
- From
- Sophie Tran
- To
- Tidewell Pavilion
- Paid with
- Sophie's PayPal account
- Date
- Wed 28 Oct 2026, 9:32 pm
The money reaches Tidewell's PayPal account on PayPal's timing.
Our illustration with sample data, not PayPal's screen.
The PayPal panel is our illustration with sample data, not PayPal's screen. Every business here is fictional.
Deposit paid: tell the team, without checking PayPal
The payment needs no Zap. This one is optional: it tells your team the moment a deposit lands.
ZapDeposit paid: tell the functions team
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When
QuoteCloudTriggerDocument Part PaidFires when a document is partially paid, such as a deposit.Passes on
- Document title
- Document number
- Totals
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Then
SlackActionSend Channel MessageOr Microsoft Teams' Send Channel Message.Mapped in
- Channel
- Message
Sophie pays the deposit at 9:32 pm. A minute later the functions channel reads: TP-2802, Sophie's 40th, deposit paid. Elena confirms the Jetty Room in the morning without opening PayPal.
Result
The team hears about every deposit as it lands, and fully paid documents can start a second Zap on Document Paid.
QuoteCloud Payments and the Zapier app: Essentials and up
More Zaps after the payment QuoteCloud for party and celebration venuesSend your next quote with a PayPal button
QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial, connect your PayPal account and test it on a sample quote.
Who pays with PayPal?
PayPal suits buyers who would rather not type a card into one more website, and bigger purchases that are easier to say yes to in parts.
Families and individuals
Parents paying a term's tutoring, hosts paying a party deposit: they pay from the PayPal account they already use.
Clients who prefer PayPalBigger purchases
A home battery or a 4WD fit-out is easier to agree to when it's spread over an instalment plan.
Instalment plansDeposits that hold a date
Venues, workshops and installers take a deposit on signing, and the client can choose to pay in full instead.
Deposit or pay in fullClients abroad
Clients in other countries pay from their own PayPal account, and PayPal handles any currency conversion on its terms.
Clients abroad
Direct connection, plus Zapier if you want it
Taking the payment needs no Zap. Zapier is for what you want to happen next.
The direct PayPal connection
Connect your PayPal account in QuoteCloud and add the button to your documents. Signing and paying happen on the same page, and the document is marked paid. QuoteCloud Payments: Essentials and up.
Connect it, step by stepZapier, after the payment
QuoteCloud's Document Paid, Document Part Paid and Document Payment Event triggers start Zaps in Slack, Google Sheets, Xero, QuickBooks Online and more. Zapier app: Essentials and up.
Zaps after the payment
Every use case, set-up guide and answer
Four use cases with sample documents, then the payment options, how to connect, the limits and the cost.
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Take a deposit or the full amount with PayPalThe client signs, then chooses Pay deposit or Pay in full and pays with PayPal on the same page.Explore
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Spread bigger purchases with PayPal instalment plansOffer an instalment plan instead of a one-time payment, so a bigger purchase is paid in parts.Explore
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Get paid by clients who prefer PayPalFamilies and small businesses pay from their own PayPal account, at home or abroad, without sharing card details with you.Explore
- Act on PayPal payments with ZapierDocument Part Paid and Document Paid start Zaps that log the payment, tell the team and update your books.
- PayPal payment options in QuoteCloudOne-time payment or instalment plan, a percentage or a fixed amount, and automated payment reminders.
- Connect PayPal to QuoteCloud, step by stepCheck the plan, connect your PayPal account, add the button to a template and test it before a client sees it.
- What QuoteCloud with PayPal can and can't doWhat happens on the document, what PayPal handles, where Zapier comes in and what we haven't confirmed.
- What taking PayPal payments costsQuoteCloud Payments is on Essentials and up; PayPal charges its own fees, which vary by country and currency.
- FAQAnswers to the questions businesses ask before taking PayPal payments on their quotes.
PayPal questions, answered
How does QuoteCloud connect to PayPal?
Directly. You connect your PayPal account in QuoteCloud, then insert a PayPal button in a quote or proposal and set the pricing details. After your client signs, they select the PayPal option and pay on the same page, and the document is marked paid. No Zap is needed to take the payment.
Can clients pay a deposit instead of the full amount?
Yes. You can request a part payment, set as a percentage of the total or a fixed amount, or the full amount. With a deposit, the client can choose Pay deposit or Pay in full after they sign. You choose the options when you add the PayPal button to the document.
Can clients pay in instalments with PayPal?
Yes. When you add the PayPal button you can choose an instalment plan instead of a one-time payment, so a bigger purchase is paid in parts. The user guide doesn't yet describe how the number and timing of payments are set, so check it in your trial or in a demo.
Which QuoteCloud plan do I need to take PayPal payments?
Essentials or higher. QuoteCloud Payments, which covers PayPal and Stripe, is on the Essentials, Business and Enterprise plans, not Free or Starter. PayPal charges its own fees on each payment, and they vary by country and currency.
Does QuoteCloud see my clients' card details?
No. The client pays in PayPal's checkout from their own PayPal account, so their card and bank details stay with PayPal. QuoteCloud doesn't store card details; it records that the document has been paid.
Send the quote. Get paid with PayPal.
Start a free 14-day trial of QuoteCloud, connect your PayPal account and send a sample quote with a PayPal button.