What QuoteCloud with PayPal can and can't do
What happens on the document, what PayPal does in its checkout, what a Zap adds, and the questions we're still confirming.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud's direct PayPal connection puts a PayPal button in quotes and proposals: after signing, clients pay a deposit, the full amount or an instalment plan with PayPal on the same page, and the document is marked paid. PayPal runs the checkout and sets its fees. Zapier payment triggers pass payments on to other apps.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the payment step of Tidewell Pavilion's proposal TP-2802: signed by Sophie Tran, Pay deposit chosen, $1,786.40 paid with PayPal, and the proposal's history. In front, an illustration of the same payment on PayPal's side, completed.
What can QuoteCloud do with PayPal?
Connect directly
Link your PayPal account in QuoteCloud. No Zap is needed to take a payment.
Take a payment after signing
A PayPal button in the quote or proposal; the client signs, then pays on the same page.
Deposit or full amount
A part payment as a percentage or a fixed amount, and the client can choose Pay deposit or Pay in full.
Instalment plans
An instalment plan instead of a one-time payment, chosen when you add the button.
Payment reminders
Automated payment reminders, so you chase less by hand.
Mark it paid
The payment joins the document's history, and fully paid documents show under the Paid filter.
What PayPal does, not QuoteCloud
The checkout and the details
The client pays in PayPal's checkout, so their card and bank details stay with PayPal. QuoteCloud doesn't store card details.
How each client can pay
PayPal decides which ways to pay a buyer sees: their balance, a linked card or bank, PayPal Credit or pay-later options where PayPal offers them.
Fees and settlement
PayPal charges its own fees, which vary by country and currency, and settles the money on its own timing.
Currencies and conversion
PayPal lists the currencies it supports and converts between them at its own rate, including a spread or fee.
What it doesn't do
Collect a balance by itself
A deposit takes the amount you set. The balance is yours to collect, with your terms written into the document.
Ask for money before signing
The payment step comes once the document is signed. An unsigned or expired document asks for no payment.
Choose options for the client
Neither PayPal nor a Zap ticks options or chooses content blocks. The client's choices set the total.
Where Zapier and Make come in
Zapier: after the payment
Document Part Paid, Document Paid and Document Payment Event start Zaps in Slack, Google Sheets, Xero, QuickBooks Online and more. Zapier app: Essentials and up. After the payment.
Make: bring your own
Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own modules for the other app. No ready-made QuoteCloud app on Make.
See it with your own documents
Start a free 14-day trial, connect your PayPal account and send yourself a test document.
Not confirmed yet
These are the questions we haven't been able to confirm from the User Guide or the live pages. We say so rather than guess: book a demo if one of them matters to you.
- How an instalment plan's number of payments and timing are set, and how later payments are taken.
- How automated payment reminders are set up, and when they're sent.
- Where the PayPal account is linked, and whether each team can link its own account, as it can for Stripe.
- Which currencies a document's PayPal button can charge in.
- Whether one document can offer both a Stripe card payment and the PayPal button.
- How a document with only a deposit paid shows on the dashboard.
- Whether PayPal's own pay-later options appear in the checkout opened from a QuoteCloud document.
Questions about the limits
Does QuoteCloud store my clients' PayPal or card details?
No. The client pays in PayPal's checkout, so their card, bank and PayPal login details stay with PayPal. QuoteCloud doesn't store card details; it records that the document has been paid.
Can a client pay before signing?
No. The payment step comes once the document is signed: the client signs, then selects the PayPal option and pays on the same page. A document that expires unsigned asks for no payment.
Does QuoteCloud collect the balance after a deposit?
Not by itself. A deposit takes the part payment you set. State your terms for the balance in the document and collect it your usual way; QuoteCloud's automated payment reminders can help you chase less.
Does the PayPal connection need Zapier?
It's a direct connection: you link your PayPal account in QuoteCloud and the payment happens on the document, with no Zap. Zapier is optional, for passing payments on to other apps.
More on QuoteCloud and PayPal
Four use cases, then the payment options, how to connect 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.
- 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 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.
Know what it does. Then try it.
Start a free 14-day trial and take a PayPal payment on your own test document.