What the Zendesk Sell connection costs
A QuoteCloud plan with Zapier access, a Zapier plan for your volume, and a per-document fee only when a Zap creates a document. Lean teams usually create few: work it out below.
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You need QuoteCloud's Essentials plan or higher for its Zapier app, from US$39 per user per month, a Zendesk Sell account and a Zapier plan for your task volume. Each document a Zap or the API creates carries a fee of US$2.00, $1.80 or $1.60, by volume. Tasks, notes, stage changes and tickets carry no QuoteCloud fee.
Last reviewed by the QuoteCloud team
How much is the per-document fee?
Enter how many quotes your Zaps will draft in a month. The three rates are shown side by side because the volume they apply at is set by QuoteCloud.
Formula documents a month × fee per document = QuoteCloud document fee a month
-
Standard rate
US$2.00 per document
a month
a year at the same volume
-
Higher-volume rate
US$1.80 per document
a month
a year at the same volume
-
Highest-volume rate
US$1.60 per document
a month
a year at the same volume
- Only documents a Zap or the API creates carry this fee. Tasks, notes, hot flags, stage changes, contact matching and Zendesk Support tickets don't create documents.
- Of the recipes on this site, only the quote Zap that drafts from a deal stage creates documents. Quotes your reps create in QuoteCloud themselves carry no per-document fee.
- Which rate applies depends on your volume: ask QuoteCloud for the tiers that fit yours. Zapier bills its own plans separately.
QuoteCloud's Zapier app: Essentials and upQuoteCloud plans and pricing
Which QuoteCloud plan do the Zaps need?
QuoteCloud plans are priced per user per month. Each plan includes everything below it.
Every plan
eSignatures, including signing in person on your own device. The Zaps need more than that.
Essentials, US$39 per user per month
The Zapier app and API, custom data items, the product library and QuoteCloud Payments for deposits: every Zap on this site.
Business, US$59 per user per month
Adds the approval workflow, scheduled document send and the sales forecast. None of the Zaps on this site needs it.
What carries the per-document fee, and what doesn't
Carries the fee
Create Document, run by a Zap or through the API, such as the quote Zap that drafts from a deal.
No QuoteCloud fee
Sign on site, tasks for the rep and the hand-off to support Zaps: they read QuoteCloud events and write elsewhere.
Building in Make?
Make is bring-your-own, through QuoteCloud's API. If your scenarios will create documents, ask us which fee applies to your volume.
See it on your own deals
Start a free 14-day trial and test your Zendesk Sell Zaps before you choose a plan.
Cost questions
How much does the QuoteCloud Zendesk Sell connection cost?
You need QuoteCloud's Essentials plan or higher for its Zapier app, from US$39 per user per month, plus a Zapier plan for your task volume. Each document a Zap or the API creates carries a per-document fee of US$2.00, $1.80 or $1.60 by volume. There's no separate charge for Zendesk Sell.
Which per-document rate will I pay?
The rate falls from US$2.00 to $1.80 and $1.60 as volume grows. QuoteCloud sets the volumes each rate applies at, so ask us for the tiers that match the number of documents your Zaps or API calls will create each month.
Do Zaps that update Zendesk Sell cost anything in QuoteCloud?
No. The per-document fee is only for documents created through Zapier or the API. Tasks, notes, hot flags, stage changes and Zendesk Support tickets don't create documents, though each step uses a task on your Zapier plan.
Does signing in person cost extra?
No. eSignatures, including Sign Document In Person, are on every QuoteCloud plan. The Zaps around them need Essentials or higher, and the signing Zaps don't create documents, so they carry no per-document fee.
More on QuoteCloud and Zendesk Sell
Four use cases with the exact Zapier steps, then how to connect and test, and the limits.
- Quote from a Zendesk Sell deal on the moveMove a deal to your quote stage from the site and a Zap drafts the quote, with a task waiting for the rep.
- Sign on site, won in Zendesk SellThe client signs in person on the rep's device; a Zap moves the Zendesk Sell deal to won and books the next step.
- Zendesk Sell tasks from quote activityFirst views, expired quotes and lost quotes become tasks, notes and stage changes in the rep's Zendesk Sell list.
- Hand a signed deal from Zendesk Sell to supportWhen the quote is signed, one Zap marks the deal won and opens a Zendesk Support ticket with the signed PDF.
- Connect Zendesk Sell to QuoteCloud and test itThe plan, the two connections in Zapier, the field map, how a Zap finds the deal again, Make, and a test run.
- What QuoteCloud with Zendesk Sell can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- FAQAnswers to the questions sales teams ask before connecting QuoteCloud and Zendesk Sell.
Pay for the documents your Zaps create.
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