Connect PayPal to QuoteCloud, step by step
Connect your PayPal account once, add the PayPal button to your templates, and test it on a document of your own before a client sees it.
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Check you're on Essentials or higher, where QuoteCloud Payments is included. Connect the PayPal account your payments should go to in QuoteCloud, then insert a PayPal button in a template, set the pricing details and choose a one-time payment or an instalment plan. Send a test document to yourself and sign it.
Last reviewed by the QuoteCloud team
Three panels with sample data, taking turns at the front. 1: the payment options for Tidewell Pavilion's proposal TP-2802, a 20% deposit and a one-time PayPal payment. 2: the proposal after Sophie Tran signs, with Pay deposit $1,786.40 or Pay in full $8,932.00 and the PayPal button. 3: an illustration of the deposit on PayPal's side, $1,786.40, completed.
How do I connect PayPal to QuoteCloud?
Five steps, once. After that, each new document picks up the button from its template.
Check your plan
QuoteCloud Payments is on Essentials, Business and Enterprise. You can try it in the free 14-day trial.
Have your PayPal account ready
The PayPal account your payments should go to. What it needs depends on PayPal's policies and the payment methods you offer.
Connect it in QuoteCloud
Link that PayPal account in QuoteCloud. No Zapier is needed for the payment.
Add the button to a template
Insert a PayPal button, set the pricing details and choose a one-time payment or an instalment plan.
Test it on yourself
Send a document from the template to your own @example.com address, sign it and check the payment step.
Step 3: connect the account your payments go to
Link the PayPal account that should receive the money. It's a direct connection: once it's linked, a PayPal button in any document can take payments.
The User Guide documents the Stripe connection, which lives per team under Settings → Users & Roles → Teams → Payment Settings, so each brand can use its own account. It doesn't have a PayPal article yet: if you can't find where to link PayPal, ask the QuoteCloud team.
Payment settings in the User GuideDeposit 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.
Step 4: the button and the payment settings
Insert the PayPal button in your template, set the pricing details and choose a one-time payment or an instalment plan.
Then the $ (Payments) icon sets what the client reads and pays: the description, your instructions and the amount, as a percentage of the total or a fixed figure.
Which option to choosePayments · this document
- Payment description
- Deposit to confirm your date
- Payment instructions
- Pay 20% now to hold the Jetty Room. The balance is due 14 days before your party.
- Payment amount
- Percentage · 20%Fixed amount
- PayPal button
- One-time paymentInstalment plan
From the total in this document's price table: $8,932.00
Connect PayPal in your trial
QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial, connect your PayPal account and send yourself a test document.
Test it before a client sees it
Send a document from the template to yourself and check these.
The payment step appears
After you sign, the PayPal option shows on the same page. If it doesn't, check the PayPal account is connected and the button is in the document.
The amounts are right
Tick and untick an option: the total, the deposit and the pay-in-full amount should all follow the price table.
The words are yours
Read the payment description and instructions as a client would, including when any balance is due.
The plan reads clearly
If you offer an instalment plan, check the number of payments and each amount before sending it.
Paid shows up
Once a real payment has been made, the document shows under the Paid filter on the dashboard.
Zaps, if you use them
Payment Zaps need a paid or part-paid document as test data. See after the payment.
Your PayPal account
Payments go to the PayPal account you link. What that account needs, and which ways to pay PayPal offers your clients, depends on PayPal's policies and the payment methods you want to offer: check PayPal's own documentation for your country.
PayPal charges its own fees on each payment, and they vary by country and currency. See what it costs.
Set-up questions
Do I need Zapier to connect PayPal to QuoteCloud?
No. PayPal connects to QuoteCloud directly: you link your PayPal account in QuoteCloud and add the PayPal button to your documents. Zapier is optional, for passing payments on to other apps after they're made.
Can I try the PayPal connection in the free trial?
Yes. QuoteCloud Payments can be tried during the free 14-day trial, with no credit card required, by connecting your own PayPal account. After the trial it needs the Essentials plan or higher.
What kind of PayPal account do I need?
A PayPal account for your payments to go to. What it needs depends on PayPal's policies and the payment methods you want to offer, so check PayPal's documentation for your country, or ask us in a demo.
Can different teams or brands use different PayPal accounts?
We haven't confirmed this for PayPal. The User Guide documents payment settings per team for Stripe, so each team can connect its own Stripe account. Book a demo if your brands need separate PayPal accounts.
More on QuoteCloud and PayPal
Four use cases, then the payment options, the limits and the cost.
- 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.
- Spread bigger purchases with PayPal instalment plansOffer an instalment plan instead of a one-time payment, so a bigger purchase is paid in parts.
- 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.
- 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.
- 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.
Connect once. Get paid on every quote.
Start a free 14-day trial and connect your PayPal account to QuoteCloud.