Getting started with QuoteCloud

Quote from a Zendesk Sell deal on the move

Finish the site visit, move the deal to your quote stage on the Sell mobile app, and the draft is waiting in QuoteCloud, with the deal's details in it and a task to check and send it.

Start free 14-day trial Book a demo

Build a Zap with QuoteCloud's Zapier app, on Essentials and up. Zendesk Sell's Deal Enters New Stage starts it; Find Contact gets the client's email; QuoteCloud's Find or Create Contact, Create Document and Add Document Recipient draft the quote from your template; Create Task tells the rep it's ready to check and send.

Last reviewed by the QuoteCloud team

Two overlapping panels with sample data. Behind, Harrowfield Fire & Security's draft proposal HF-SP-0436 for Orchard Lane Childcare: data items filled from the Zendesk Sell deal (deal ID 48213, 14 Orchard Lane, designer Marcus Teo) and the price table, $12,313.40 including tax. In front, an illustration of the deal at the Quote stage, with a task added by a Zap: check and send HF-SP-0436.

Why quote from the deal on the move?

Marcus Teo designs security systems for Harrowfield Fire & Security, and most of his week is spent walking sites. At Orchard Lane Childcare on Monday morning he counted eight cameras and three door readers with the centre director, Priya Desai.

Without a Zap, that quote waits for a desk: he retypes the contact, the site and the deal into a proposal that night. With one, he moves the deal to Quote in the Sell mobile app before he leaves the car park, and the draft is in QuoteCloud a minute later, filled from the deal, with a task telling him it's ready.

  • Deal Enters New Stage starts the Zap; the template gives the layout, wording and price table.
  • The rep checks the prices and sends: a Zap never ticks options or chooses content blocks.
  • When Priya opens it, a task to call her lands in Marcus's list.

How do I create a quote from a Zendesk Sell deal?

Five steps and an optional sixth. Every name is the exact event you pick in Zapier.

ZapDeal enters Quote: draft the proposal

  1. When Zendesk SellTriggerDeal Enters New StageSet the Pipeline and the Stage your reps use for quoting.Passes on
    • Deal ID
    • Name
    • Contact ID
    • Owner
    • Site address
  2. Then Zendesk SellSearchFind ContactGets the contact's email and name from the deal's contact ID.Searches on
    • Contact ID
  3. Then QuoteCloudSearchFind or Create ContactSearches on
    • Email Address
    • First Name
    • Last Name
    • Company Name
  4. Then QuoteCloudActionCreate DocumentFrom your proposal template; the deal's name becomes the document title.Mapped in
    • Template
    • Document Title
    • Data items
  5. Then QuoteCloudActionAdd Document RecipientMapped in
    • Document Number
    • Existing Contact
    • Recipient Role
  6. Or Zendesk SellAction · optionalCreate TaskTells the rep the draft is ready, in their task list.Mapped in
    • Task Content
    • Owner
    • Due Date
    • Related to: deal

The same job can be built in Make, bring your own: a scenario that watches the deal with Make's own Zendesk Sell modules and calls QuoteCloud's API through Make's built-in OAuth connection.

Marcus moves the Orchard Lane deal to Quote at 11:52 am. At 11:53 HF-SP-0436 is a draft in QuoteCloud with Priya as the recipient, and Marcus has a task due at 3:00 pm: check and send it.

Result

The quote is drafted from the deal before the rep is back at a desk, with nothing retyped, and still checked by the rep before it goes.

QuoteCloud's Zapier app: Essentials and up. Documents a Zap creates carry the per-document fee.

How security & fire contractors connect QuoteCloud

Moved on site, drafted in QuoteCloud

CRM · DealHarrowfield Fire & Security Illustration · sample data

Deal · ID 48213Orchard Lane Childcare · CCTV & access controlContact: Priya Desai · Orchard Lane Childcare

  1. Qualified
  2. Site visit
  3. Quote
  4. Won
Value
$11,194.00
Owner
Marcus Teo
Contact
Priya Desai
Site address
14 Orchard Lane

Activity timeline

  1. Task: check and send HF-SP-0436Due today, 3:00 pm · Marcus TeoMon 26 Oct · 11:53 am · Added by a Zap
  2. Stage changed to QuoteBy Marcus Teo, on the Sell mobile app at the siteMon 26 Oct · 11:52 am
  3. Deal createdFrom a phone enquiry, by Wren HalloranWed 21 Oct · 10:05 am

Illustration with sample data: a generic CRM record, not Zendesk Sell’s screen.

The deal: moved to Quote at the site, and the task the Zap added.

Zap

  1. Deal Enters New Stage
  2. Create Document
  3. Create Task
Harrowfield Fire & SecuritySecurity system proposal HF-SP-0436 Sample · fictional business

Data items filled by the Zap

Prepared for
Priya Desai, Orchard Lane ChildcareFrom Zendesk Sell · Contact name
Zendesk Sell deal ID
48213From Zendesk Sell · Deal ID
Site address
14 Orchard LaneFrom Zendesk Sell · Site address
Designer
Marcus TeoFrom Zendesk Sell · Owner

Activity

  1. Draft created by a Zap from the Zendesk Sell dealMon 26 Oct, 11:53 am · Deal Enters New Stage
  2. Sent to Priya DesaiMon 26 Oct, 1:20 pm · by Marcus Teo
  3. Viewed by PriyaMon 26 Oct, 7:12 pm
  4. Signed in person by Priya DesaiThu 29 Oct, 9:24 am · on Marcus's tablet
HF-SP-0436: data items from the deal, then sent by Marcus that afternoon.

The deal record is our illustration of a generic CRM with sample data, not Zendesk Sell's screen.

Field map for the quote Zap

Deal enters Quote: Zendesk Sell fields and where they land in QuoteCloud, then the task back
Zendesk Sell: Zendesk Sell fieldDirectionQuoteCloud: QuoteCloud fieldGoes intoExample (sample data)Note
Into the draft (Create Document, Find or Create Contact)
Name (deal) Zendesk Sell to QuoteCloud Document Title Document field Orchard Lane Childcare · CCTV & access control Later Zaps find the deal on this.
ID (deal) Zendesk Sell to QuoteCloud Zendesk Sell deal ID Data item 48213
Site address (custom deal field) Zendesk Sell to QuoteCloud Site address Data item 14 Orchard Lane
Owner Zendesk Sell to QuoteCloud Designer Data item Marcus Teo If the trigger gives only the owner's ID, add Find User for the name.
Email (Find Contact) Zendesk Sell to QuoteCloud Email Address Contact field priya.desai@example.com
First Name, Last Name (Find Contact) Zendesk Sell to QuoteCloud First Name, Last Name Contact field Priya · Desai
Back to the deal (Create Task)
Task Content QuoteCloud to Zendesk Sell Document reference Task Check and send HF-SP-0436
Owner QuoteCloud to Zendesk Sell The deal's owner Task Marcus Teo

All values are sample data. Field names on the QuoteCloud side follow the Zapier app; data items are your template's own.

The full field map

Variations on this recipe

  • Send it straight away

    Create Document has an Auto Send Document option with the recipient's email, a subject and a body. Use it only for quotes whose prices never need a rep's check.

  • Quote a lead before it's a deal

    Zendesk Sell's New Lead trigger can start the same Zap for enquiries you quote straight away; Find or Create Contact takes the lead's email and name.

  • One template per kind of job

    Add Paths by Zapier on the deal's pipeline or a tag, so service agreements and new installs each draft from their own template.

  • Build it in Make instead

    Bring your own: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Zendesk Sell modules. No ready-made QuoteCloud app on Make.

Quote from your next site visit

QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the quote Zap with a test deal.

Start free 14-day trial Book a demo

Build the quote Zap in five steps

  1. Prepare the template

    Add data items for the deal ID and anything else the Zap fills, such as the site address, to your QuoteCloud template.

  2. Pick the stage

    In Zapier, choose Zendesk Sell's Deal Enters New Stage and set the pipeline and the stage your reps move deals to for a quote.

  3. Find the client

    Add Find Contact on the deal's contact ID, then QuoteCloud's Find or Create Contact on the email.

  4. Draft and address it

    Add Create Document with the deal's name as the title and the data items mapped, then Add Document Recipient with the contact.

  5. Tell the rep, then test

    Add Create Task for the deal's owner, move a test deal with an @example.com contact to the stage, check the draft, then switch the Zap on.

Questions about quoting on the move

Can a Zendesk Sell deal create a QuoteCloud quote automatically?

Yes, with a Zap. Zendesk Sell's Deal Enters New Stage or New Deal starts it, and QuoteCloud's Create Document drafts the quote from your template with the deal's details in data items. Add Document Recipient adds the client, found or created first with Find or Create Contact.

Can the Zap copy the deal's products into the price table?

No. Zendesk Sell's Zapier app has no search that returns a deal's products, so the price table comes from your template and the rep's edits. Create Document can add price-table rows from values you map, but a Zap never ticks options or chooses content blocks.

Should the Zap send the quote by itself?

Usually not for site work. Create Document has an Auto Send Document option, but a rep normally checks quantities and prices from the visit first. A Create Task step puts 'check and send' in the rep's Zendesk Sell list instead, so the quote still goes out the same day.

Does the quote Zap carry a QuoteCloud fee?

Yes. Each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume, and QuoteCloud's Zapier app is on the Essentials plan and up. Finding contacts and creating tasks in Zendesk Sell don't create documents.

More Zendesk Sell questions

More on QuoteCloud and Zendesk Sell

Four use cases with the exact Zapier steps, then how to connect and test, the limits and the cost.

Moved on site. Drafted before you're back.

Start a free 14-day trial and build the Zap that drafts a QuoteCloud quote when a Zendesk Sell deal reaches your quote stage.

Start free 14-day trial Book a demo

See pricingQuoteCloud on ZapierAll integrations