Stripe and QuoteCloud: sign and pay in one step
Connect your own Stripe account to QuoteCloud. Your client signs the quote, pays the deposit or the full amount by card on the same page, and the document is marked Paid on your dashboard.
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QuoteCloud connects to Stripe directly: a team connects its own Stripe account in QuoteCloud's Payment Settings, on the Essentials plan and up. You set a percentage, a fixed amount or the full amount on the document; your client pays it by card right after signing, and the document is marked Paid. Zapier can pass each payment on.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left a generic payments record in Larkspur Garden Co.'s Stripe account; on the right QuoteCloud's garden design & build proposal LG-2417 for Ava & Leo Marsh; a thread joins them (Direct connection). Six jobs play in turn: 1, Connect: the design & build team connects its own Stripe account in Payment Settings. 2, Set: the deposit is set to 20% of the total in the document's Payments panel. 3, Sign & pay: Ava adds garden lighting, signs and pays the $5,236.00 deposit by card on the same page. 4, Paid: the payment succeeds and QuoteCloud marks LG-2417 Paid. 5, Notify: a Zap tells the crew in Slack or Microsoft Teams (Document Part Paid then Send Channel Message). 6, what if the quote expires instead: it was never signed, so no payment is requested. It ends on the signed and paid proposal.
What happens at each payment moment?
Six moments in one signed document. The first four need nothing but QuoteCloud and your Stripe account.
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Set the amount
A percentage of the total, a fixed amount or the full amount, set on the template or in the document's Payments panel.
- Percentage
- Fixed amount
- Full amount
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Sign and pay
The payment request appears the moment the client signs, on the same page. They pay by card and Stripe processes it.
- Signed
- Paid by card
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Paid
The document is marked Paid on your dashboard, and the payment joins its history beside every view and signature.
- Paid filter
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Remind
Signed but not paid yet? Automated payment reminders follow up, so nobody writes the chaser.
- Automated reminders
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Balance
A deposit leaves a balance. It stays on your own invoices, or on a later document with its own payment.
- Document Part Paid
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After payment
Zapier picks up each payment: an invoice in Xero or QuickBooks Online, a message in Slack or Microsoft Teams.
- Document Paid
- Document Part Paid
Stripe is connected directly in QuoteCloud, so no Zap is needed to take a payment. Zapier only comes in after it. See what it can and can't do.
One page: accept, sign, pay
Ava Marsh opens Larkspur Garden Co.'s backyard proposal on Wednesday evening, ticks garden lighting, and the 20% deposit moves with the total. She signs, and the card payment is right there, under her signature.
Try it: tick or untick the extras. The deposit, the button and the balance follow the price table, as they do for your client.
- The amount fills in from the price table: no separate invoice to send.
- Stripe processes the card; QuoteCloud never stores card details.
- The balance stays with your own invoices.
Your garden, itemised
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Hardscape | $14,590 | ||
Sandstone pavingLaid on a compacted base
|
38 m² | $125 | $4,750.00 |
Spotted gum deckHardwood, oiled
|
18 m² | $360 | $6,480.00 |
Sleeper retaining wallSteel posts, 600 mm high
|
12 lm | $280 | $3,360.00 |
| Softscape | $3,660 | ||
Japanese maple45 L, advanced
|
2 ea | $240 | $480.00 |
Lilly pilly hedge200 mm pots
|
30 ea | $29 | $870.00 |
Buffalo turfLaid and rolled
|
70 m² | $26 | $1,820.00 |
Mulch, forest blend75 mm deep
|
5 m³ | $98 | $490.00 |
| Irrigation & labour | $3,830 | ||
Drip irrigation, 3 zonesWith a Wi-Fi controller
|
1 ea | $2,180 | $2,180.00 |
Site preparationClearing and green waste removal
|
1 ea | $1,650 | $1,650.00 |
| Optional extras Tick to add | |||
| 1 ea | $1,720 | $1,720.00 | |
| 1 ea | $2,400 | $2,400.00 | |
- Subtotal
- $23,800.00
- Tax (10%)
- $2,380.00
- Total
- $26,180.00
- Plus garden care
- $0.00/mo
Accept, sign and pay the deposit
Ava Marsh · Client
Signed online · Wed 14 Oct, 7:42 pm
Deposit to book your build
$5,236.00
20% of $26,180.00
Pay $5,236.00
Paid by card ending 4242Wed 14 Oct, 7:44 pm
Balance $20,944.00on Larkspur Garden Co.'s own invoices
Card payment processed by Stripe
Certificate of authenticity and audit trail attached · sample, no payment is taken
Paid, on your dashboard
When the payment goes through, the document's status changes to Paid by itself. On the dashboard, Statuses, then Paid, lists every paid document, with what has been paid so far beside each total.
Larkspur's office checks the Paid filter before ordering materials, instead of logging in to Stripe.
Payment status on the dashboardDocuments
| Document | Client | Total | Status | Paid |
|---|---|---|---|---|
| Backyard makeoverLG-2417 · Ava & Leo Marsh | Ava & Leo Marsh | $26,180.00 | Paid | $5,236.00 |
| Courtyard & terrace gardenLG-2431 · Priya & Sam Raman | Priya & Sam Raman | $23,795.20 | Paid | $5,948.80 |
| Front garden refreshLG-2426 · Tom Becker | Tom Becker | $8,910.00 | Accepted | – |
| Native screen plantingLG-2433 · Odette Lam | Odette Lam | $4,356.00 | Opened | – |
Paid shows the amount received so far; the balance stays on Larkspur's own invoices.
Put a payment on your next quote
QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial and connect your own Stripe account.
Who handles what in a card payment?
Four parties, and only one of them ever sees the card number.
Your client
Chooses options, signs, then enters card details and pays on the same page.
Stripe
Processes the card payment into your own Stripe account, under Stripe's PCI Level 1 certification and Stripe's fees.
QuoteCloud
Works out the amount from the price table, asks for it on signing, and marks the document Paid. It doesn't store card details.
Zapier, if you want it
Starts a Zap on Document Paid or Document Part Paid, for your accounting or team chat.
After the deposit: tell the crew
The only part of this page that needs Zapier. The payment itself never does.
ZapDeposit in: tell the crew
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When
QuoteCloudTriggerDocument Part PaidFires when a document is partially paid, such as a deposit.Passes on
- Document reference
- Document title
- Recipient
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Then
SlackActionSend Channel MessageOr Microsoft Teams' Send Channel Message.Mapped in
- Channel
- Message Text
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Or
XeroAction · optionalCreate Sales InvoiceThe full after-payment recipe.Mapped in
- Contact_name
- Reference
- Description
- Unit Price
Ava pays at 7:44 pm. A minute later the build crew's channel reads: LG-2417, backyard makeover, deposit paid, book the start date.
Result
The crew hears about the deposit without anyone forwarding an email.
QuoteCloud's Zapier app: Essentials and up
After-payment automation QuoteCloud for landscapers: sign and pay
Card through Stripe, or PayPal
QuoteCloud Payments works with both gateways. This site is about Stripe.
Stripe: card payments
Your client pays by card on the document they've just signed. Each team can connect its own Stripe account.
Connect Stripe, step by stepPayPal: the other gateway
Clients pay with PayPal instead, and can choose to pay the deposit or pay in full.
PayPal with QuoteCloud
Every payment moment, set-up guide and answer
Seven use cases around the moment your client pays, then how to connect Stripe, the fees and the limits.
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Take a deposit when the client acceptsA percentage or a fixed amount, worked out from the price table and paid by card the moment they sign.Explore
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Card payments inside the documentWhat your client sees: choose, sign, pay by card on the same page, and the receipt.Explore
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After-payment automation with ZapierDocument Paid and Document Part Paid start Zaps: an invoice in Xero or QuickBooks Online, a Slack message.Explore
- Get paid in full on signingRegistrations, call-out fees and small fixed-price jobs paid in full by card as the client signs.
- Part payments and milestonesThe deposit by card in the document, the milestones on your own invoices, and a Zap when it's part paid.
- Automated payment remindersSigned but not paid yet: automated reminders, the Accepted filter, and a Zap when a payment fails.
- Payment status on the QuoteCloud dashboardDocuments marked Paid, the Paid filter, the payment in the history, team by team.
- Connect Stripe to QuoteCloud, step by stepPayment Settings, Continue Onboarding, then the $ Payments panel on a template or a document.
- Stripe fees, plans and refundsThe QuoteCloud plan, Stripe's own fees, Zapier's, and how refunds work.
- What QuoteCloud with Stripe can and can't doWhat the connection does, where it stops, and what we haven't confirmed yet.
- FAQAnswers to the questions teams ask before taking card payments in QuoteCloud.
Stripe questions, answered
How does QuoteCloud connect to Stripe?
Directly, with no Zap. Open Settings, Users & Roles, Teams, edit your team and open Payment Settings, then click Continue Onboarding and finish Stripe's set-up. Then set the payment on a template or a document with the $ Payments icon, and your client pays by card right after signing.
Can my client sign and pay in the same step?
Yes. The payment request appears on the same page the moment your client signs. They enter their card details, Stripe processes the payment, and the document is marked Paid on your QuoteCloud dashboard.
Which QuoteCloud plan do I need for Stripe payments?
Essentials or higher. QuoteCloud Payments is on the Essentials, Business and Enterprise plans, not Free or Starter, and you can try it in the free 14-day trial with your own Stripe account. Stripe charges its own fees, which vary by country.
Do I need Zapier to take payments with Stripe?
No. Stripe is connected directly in QuoteCloud. Zapier is only for what happens after a payment, such as an invoice in Xero or QuickBooks Online or a Slack message, using QuoteCloud's Document Paid and Document Part Paid triggers, on Essentials and up.
Does QuoteCloud store my clients' card details?
No. Your client enters their card details with Stripe and Stripe processes the payment. QuoteCloud marks the document Paid and keeps the signed document's certificate and audit trail, on Amazon Web Services with 256-bit encryption.
Your next signature can come with a deposit.
Start a free 14-day trial of QuoteCloud, connect your own Stripe account and send a quote that's signed and paid on the same page.