Connect simPRO to QuoteCloud, tender to job
Send the tender, variation or maintenance agreement your client signs from QuoteCloud, and let a Zap open the job in simPRO at the right site with the signed PDF attached. Teams that build their own can use Make.
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- Building QuoteCloud since 2013
QuoteCloud connects to simPRO through QuoteCloud's Zapier app, on the Essentials plan and up, or through Make as a bring-your-own setup. A Zap can draft a proposal when a simPRO quote is complete, then, when the client signs, find or create the customer and site, create the service job and attach the signed PDF. Each Zap runs one way.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left a generic simPRO record, quote 30418 that becomes service job 30455, Rooftop plant replacement at 42 Orchard Lane for Bellbird Property Group; on the right Halden Climate Co.'s commercial proposal HC-C-0731 in QuoteCloud; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Propose: Ingrid sets the simPRO quote to Complete; a Zap drafts the proposal (Quote Updated then Create Document). 2, Open the job: both signers sign and pay the deposit; the service job opens at the site (Document Signing Complete then Create Service Job). 3, File: the same Zap attaches the signed proposal to the job (Generate or Fetch Document PDF Link then Attach File to Job). 4, Vary: a signed variation is filed on the same job (Document Signing Complete then Attach File to Job). 5, Notify: one more step tells the crew in Slack or Microsoft Teams (Document Signing Complete then Send Channel Message). 6, Follow up (what if the proposal expires instead): a simPRO lead with a follow-up date (Document Expired then Create Lead). It ends on the signed proposal and the job in progress.
What can QuoteCloud do with simPRO jobs?
Six jobs across the work a contractor wins and delivers, each one a Zap. Each links to the recipe that builds it, with the exact Zapier steps.
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Propose
Set a simPRO quote to your finished stage and a client-facing proposal is drafted from your template, with the quote's number, customer and site.
- Quote Updated
- Create Document
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Open the job
When every signer has signed, the customer and site are found or created and a service job opens in simPRO.
- Document Signing Complete
- Create Service Job
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File
The same Zap fetches the signed PDF and attaches it to the job, so the crew works from what the client signed.
- Generate or Fetch Document PDF Link
- Attach File to Job
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Vary
Each variation is its own signed document; a Zap finds the running job by its order number and files it there.
- Find Job
- Attach File to Job
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Renew
A signed renewal opens the new term's first service job; an agreement that expires unsigned becomes a simPRO lead.
- Document Signing Complete
- Create Lead
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Every site
One agreement per building, each signed on its own, and each one opens a job at that building's simPRO site.
- Find or Create Site
- Create Service Job
Every Zap runs one way, from its trigger to its steps. The same jobs can be built in Make, bring your own. See what it can and can't do.
Signed in QuoteCloud, opened as a simPRO job
The recipe contractors build first: the job exists, at the right site, with the signed proposal on it, before anyone in the office has read the email.
ZapSigning complete: open the job, attach the PDF
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Title
- Reference
- Prepared for
- Site
-
Then
simPROSearchFind or Create Company CustomerUses the customer already in simPRO, or adds it.Searches on
- Company Name
-
Then
simPROSearchFind or Create SiteFinds the site by its name, or adds it for that customer.Searches on
- Name
- Address
- Customers
-
Then
simPROActionCreate Service JobMapped in
- Customer
- Site
- Order Number
- Name
- Salesperson
-
Then
QuoteCloudActionGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Then
simPROActionAttach File to JobMapped in
- Job
- File (the PDF link)
- Filename
Hamish Grant signs Halden's rooftop plant proposal on Wednesday morning; Leah Okonjo signs and pays the 10% deposit at 3:05 pm. At 3:06 pm service job 30455 is in simPRO at 42 Orchard Lane, with HC-C-0731 as its order number and the signed proposal attached.
Result
The job is open, at the right site, with the signed proposal on it, the minute the last signer signs.
QuoteCloud's Zapier app: Essentials and up
Build the tender-to-job Zap QuoteCloud for commercial HVAC proposalsBoth sides of the same job
The proposal the client signed in QuoteCloud, and the simPRO job the Zap opened from it.
Data items filled from simPRO quote 30418
Prepared for- Bellbird Property GroupFrom simPRO · Customer
simPRO quote no.- 30418From simPRO · Quote ID
Site- 42 Orchard LaneFrom simPRO · Site name
Project manager- Ingrid SolbergFrom simPRO · Salesperson
Proposal pricing
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Equipment | $145,800 | ||
Packaged unit, 65 kW, high efficiencyReplaces PAC-1, PAC-2 and PAC-3
|
3 ea | $48,600 | $145,800.00 |
| Installation | $85,550 | ||
Crane lifts & road closuresOne Saturday per unit
|
3 lift | $6,800 | $20,400.00 |
Mechanical installationCurbs, duct connections, condensate
|
1 lot | $38,500 | $38,500.00 |
Electrical, isolators & controlsReconnect to the existing controls
|
1 lot | $14,900 | $14,900.00 |
Decommission & refrigerant recoveryOld units removed, refrigerant recovered
|
3 ea | $1,850 | $5,550.00 |
Commissioning & air balancingWith a commissioning report
|
1 lot | $6,200 | $6,200.00 |
| Options Tick to add | |||
After-hours tie-insWeeknight works so tenants aren't disturbed
|
1 lot | $9,800 | $9,800.00 |
Coastal corrosion coatingCondenser coils on all three units
|
3 ea | $2,400 | $7,200.00 |
First-year preventive maintenanceQuarterly visits, all rooftop plant
|
1 yr | $8,400 | $8,400.00 |
- Subtotal
- $241,150.00
- Tax (10%)
- $24,115.00
- Total
- $265,265.00
- Plus, monthly
- $0.00/mo
- Deposit on acceptance (10%)
- $26,526.50
Zap
- Document Signing Complete
- Create Service Job
- Attach File to Job
Service job · ID 30455Rooftop plant replacement · 42 Orchard LaneBellbird Property Group
- Pending
- Progress
- Complete
- Invoiced
- Customer
- Bellbird Property Group
- Site
- 42 Orchard Lane
- Order no.
- HC-C-0731
- Salesperson
- Ingrid Solberg
- Attachments
- HC-C-0731 signed.pdf
Activity timeline
- File attached: HC-C-0731 signed.pdfFetched from QuoteCloud in the same runWed 14 Oct · 3:06 pm · Added by a Zap
- Service job createdFrom HC-C-0731, signed 2 of 2Wed 14 Oct · 3:06 pm · Added by a Zap
Illustration with sample data: a generic job record, not simPRO’s screen.
The job record is our illustration of a generic job-management record with sample data, not simPRO's screen. Every business here is fictional.
Try it with your own simPRO jobs
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zap with a test customer and site.
Where does QuoteCloud stop and simPRO start?
QuoteCloud is what the client reads, chooses from and signs. simPRO is where the work is costed, scheduled and invoiced.
In QuoteCloud: the client's document
Tenders, proposals, variations and maintenance agreements with options the client ticks, a deposit on acceptance and every signer's eSignature.
Proposal softwareBetween them: Zaps
The quote's details into the proposal; the signed result back as a service job, a site, a lead and the signed PDF on the job.
The full field mapIn simPRO: the work
Job costing, cost centres, scheduling, stock and progress invoicing stay in simPRO. A Zap never ticks options or chooses content blocks for the client.
What it can and can't do
Zapier or Make: how do you want to build it?
There's no direct simPRO connection inside QuoteCloud. Both routes reach the same QuoteCloud events and actions.
Zapier: both apps ready-made
QuoteCloud's Zapier triggers, actions and searches beside simPRO's own Zapier app: the recipes on this site. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own tools for simPRO or simPRO's API. No ready-made QuoteCloud app on Make: you design each step.
Compare the routes
Every recipe, set-up guide and answer
Five use cases built with the exact Zapier steps, then how to connect, which fields to map, the limits and the cost.
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Turn a signed tender into a simPRO jobWhen every signer has signed, a Zap finds the customer and site in simPRO, opens the job and attaches the signed PDF.Explore
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Variations and change orders on simPRO jobsEach variation is its own signed QuoteCloud document; a Zap files it on the running simPRO job.Explore
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Renew maintenance contracts with simPROThe renewal agreement is signed in QuoteCloud; a Zap opens the new term's first service job in simPRO.Explore
- Turn simPRO estimates into client proposalsEstimate in simPRO, then a Zap drafts the client-facing proposal in QuoteCloud with the quote's details filled in.
- Multi-site clients in simPRO and QuoteCloudOne agreement per building, each signed on its own, and each one opens a job at the right simPRO site.
- Connect simPRO to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and simPRO in Zapier, build the first Zap and test it. Or build it in Make.
- simPRO to QuoteCloud field mapEvery field the simPRO Zaps on this site pass, which way it travels and a sample value.
- Test and troubleshoot the simPRO ZapsTest with a sample customer and site, then fix the usual problems: duplicate sites, no job found, expired PDF links.
- What QuoteCloud with simPRO can and can't doWhat the Zaps do, where they stop (service jobs only, no quote status), Zapier or Make, and what isn't confirmed.
- What the simPRO connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions contractors ask before connecting QuoteCloud and simPRO.
simPRO questions, answered
How does QuoteCloud connect to simPRO?
Through Zapier, with no code to write. QuoteCloud and simPRO each have a Zapier app, so a Zap can start from a QuoteCloud event, such as Document Signing Complete, and run simPRO steps such as Create Service Job, or the other way round. Each Zap runs one way. Make works too, as a bring-your-own setup.
Is there a direct simPRO integration in QuoteCloud?
No. QuoteCloud has no direct or native simPRO connection on any plan. simPRO connects through Zapier, with QuoteCloud's Zapier app on Essentials and up, or through Make as a bring-your-own setup with QuoteCloud's API. Every recipe on this site is a Zap you build and own.
Can a signed QuoteCloud proposal create the job in simPRO?
Yes, as a service job. QuoteCloud's Document Signing Complete trigger fires once every signer has signed, and simPRO's Create Service Job opens the job with the customer, site, order number and name you map. simPRO's Zapier app has no action for project jobs, so projects are created in simPRO and a Zap finds them with Find Job.
Which QuoteCloud plan do I need for simPRO?
Essentials or higher: QuoteCloud's Zapier app and API are on Essentials and up. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Zaps that only write to simPRO, such as opening a job or attaching a PDF, don't create documents.
Can we use Make instead of Zapier with simPRO?
Yes, as a bring-your-own setup. QuoteCloud has no ready-made app on Make: you connect Make to QuoteCloud with Make's built-in OAuth connection, then call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own tools for simPRO or simPRO's API. API access is on Essentials and up.
Win it in QuoteCloud. Run it in simPRO.
Start a free 14-day trial of QuoteCloud, connect simPRO through Zapier and build your first Zap with a test customer and site.