Sign on site, and the Zendesk Sell deal is won
The client signs on the rep's tablet before the rep leaves. A minute later a Zap has moved the Zendesk Sell deal to won, noted who signed and given the office a task to book the job.
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- Building QuoteCloud since 2013
In QuoteCloud, Sign Document In Person lets each recipient sign on the sender's device. Then a Zap with QuoteCloud's Zapier app, on Essentials and up, does the rest: Document Signing Complete fires once every signer has signed, Zendesk Sell's Find Deal finds the deal, and Update Deal moves it to your won stage.
Last reviewed by the QuoteCloud team
A landscape tablet showing Tallowwood Solar & Storage's proposal TS-2614 for Jess and Arlo Penhaligon in its in-person signing view: the price table, $14,575.00 including tax with a 15% deposit of $2,186.25, then the signature bar where Jess signs and the button turns to Signed. Two notes float beside it: the Zendesk Sell deal moved to Won by a Zap, and the deposit paid through Stripe. Sample data.
Why sign on site?
Nate Carrow sells solar and batteries for Tallowwood Solar & Storage at kitchen tables. On Tuesday evening he sized a 6.6 kW system and a 10 kWh battery with Jess and Arlo Penhaligon, and they were ready to go ahead before he'd packed his bag.
A quote emailed for later can sit for a week. Signed on his tablet, it's done at the table: both sign in person in QuoteCloud, pay the deposit, and the Zendesk Sell deal follows by itself. Nobody updates the pipeline from the car.
- Signing in person is part of QuoteCloud, and eSignatures are on every plan.
- Document Signing Complete waits for both signers before the deal moves.
- The same Zap can open a ticket for the team that installs.
How does in-person signing work in QuoteCloud?
From the user guide. The document needs at least one recipient before it can be signed in person.
Open the document's options
Click the ellipsis (...) beside the document and choose Sign Document In Person.
Choose who is signing
Pick the recipient from the signer list and click Sign as. Hand over the tablet.
Sign
The document opens in the viewer. The signer clicks Sign Document, then the Sign Here field.
Draw, type or upload
The signer draws, types or uploads their signature and clicks Sign. Repeat for a second signer.
How do I move a Zendesk Sell deal to won when the quote is signed?
Three steps and two optional ones. Every name is the exact event you pick in Zapier.
ZapSigned on site: won, note, install task
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Document reference
- Signed date
-
Then
Zendesk SellSearchFind DealSearches on the deal's name, used as the document's title. Search on the Deal ID instead if your test data shows it.Searches on
- Deal Name
-
Then
Zendesk SellActionUpdate DealMapped in
- Deal
- Stage: Won
-
Or
Zendesk SellAction · optionalCreate NoteMapped in
- Content
- Related to: deal
-
Or
Zendesk SellAction · optionalCreate TaskFor whoever books the job.Mapped in
- Task Content
- Owner
- Due Date
The same job can be built in Make, bring your own: a scenario that takes QuoteCloud's signing event through Make's built-in OAuth connection and updates the deal with Make's own Zendesk Sell modules.
Jess and Arlo sign TS-2614 on Nate's tablet at 7:31 pm and pay the $2,186.25 deposit. At 7:32 the deal is at Won, a note says both signed in person, and Bree Okonkwo has a task for the morning: book the install with Jess.
Result
The deal is won before the rep leaves the driveway, and the next person has the job in their list.
QuoteCloud's Zapier app: Essentials and up. eSignatures: every plan.
In-home sales and signing for solar & batterySigned at the table, won in Zendesk Sell
Accept, sign and pay
2 of 2 signed
- Jess PenhaligonHomeowner SignedTue 20 Oct 2026
- Arlo PenhaligonHomeowner SignedTue 20 Oct 2026
Deposit on signing (15%)
$2,186.25
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Opened for in-person signingTue 20 Oct, 7:18 pm · by Nate Carrow
- Signed by Jess and ArloTue 20 Oct, 7:31 pm · 2 of 2, in person
- Deposit paid$2,186.25 by card through Stripe
Zap
- Document Signing Complete
- Find Deal
- Update Deal
- Create Task
Deal · ID 51877Penhaligon · Solar & battery, 18 Larkspur LaneContact: Jess Penhaligon
- Qualified
- Home visit
- Quote
- Won
- Value
- $13,250.00
- Owner
- Nate Carrow
- Contact
- Jess Penhaligon
- Site address
- 18 Larkspur Lane
Activity timeline
- Task: book the install with JessDue Wed 21 Oct, 10:00 am · Bree OkonkwoTue 20 Oct · 7:32 pm · Added by a Zap
- Note: TS-2614 signed in person by Jess and Arlo Penhaligon$14,575.00 incl. tax · 10 kWh batteryTue 20 Oct · 7:32 pm · Added by a Zap
- Stage changed to WonTS-2614 signed in person, 2 of 2Tue 20 Oct · 7:32 pm · Added by a Zap
- Stage changed to QuoteBy Nate Carrow, on the Sell mobile appTue 20 Oct · 6:52 pm
- Stage changed to Home visitBy Nate Carrow, on arrivalTue 20 Oct · 6:05 pm
- Deal createdFrom the website enquiryFri 16 Oct · 4:10 pm
Illustration with sample data: a generic CRM record, not Zendesk Sell’s screen.
The deal record is our illustration of a generic CRM with sample data, not Zendesk Sell's screen.
Before the last signature
Until every signer has signed, the deal stays at Quote where the rep left it, and nothing in this Zap fires.
That's the difference between Document Signing Complete, which waits for everyone, and Recipient Signed Document, which fires for each signer and suits a note, not a stage change. If Arlo wants to sleep on it, Jess's signature alone doesn't win the deal.
Turn views and signatures into tasksDeal · ID 51877Penhaligon · Solar & battery, 18 Larkspur LaneContact: Jess Penhaligon
- Qualified
- Home visit
- Quote
- Won
- Value
- $13,250.00
- Owner
- Nate Carrow
- Contact
- Jess Penhaligon
- Site address
- 18 Larkspur Lane
Activity timeline
- Stage changed to QuoteBy Nate Carrow, on the Sell mobile appTue 20 Oct · 6:52 pm
- Stage changed to Home visitBy Nate Carrow, on arrivalTue 20 Oct · 6:05 pm
- Deal createdFrom the website enquiryFri 16 Oct · 4:10 pm
Illustration with sample data: a generic CRM record, not Zendesk Sell’s screen.
Field map for the won Zap
| Zendesk Sell: Zendesk Sell field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Deal Name (Find Deal) | QuoteCloud to Zendesk Sell | Document title | Search value | Penhaligon · Solar & battery, 18 Larkspur Lane |
|
| Deal (Update Deal) | QuoteCloud to Zendesk Sell | ID from Find Deal | Search value | 51877 |
|
| Stage | QuoteCloud to Zendesk Sell | A fixed value | Deal field | Won |
Pick your pipeline's won stage. |
| Content (Create Note) | QuoteCloud to Zendesk Sell | Document reference, signed date | Note | TS-2614 signed in person by Jess and Arlo Penhaligon |
|
| Task Content, Owner, Due Date (Create Task) | QuoteCloud to Zendesk Sell | Document reference, a fixed owner | Task | Book the install with Jess · Bree Okonkwo · tomorrow 10:00 am |
All values are sample data.
Variations on this recipe
Note the deposit too
A Zap on QuoteCloud's Document Paid trigger can add a note to the deal when the deposit comes through. QuoteCloud Payments, with Stripe or PayPal, is on Essentials and up.
A note per signer
Recipient Signed Document fires for each signer: use it for a note on the deal, and keep Document Signing Complete for the stage change.
Hand the job to support
Add Generate or Fetch Document PDF Link and Zendesk Support's Create Ticket to the same Zap: hand-off to support.
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.
Close it at the table
eSignatures are on every QuoteCloud plan, and the Zapier app on Essentials and up. Start a free 14-day trial and sign a test quote on your own tablet.
Build the won Zap in five steps
Match the names
Use the Zendesk Sell deal's name as the document's title, or keep the deal ID in a data item.
Start with Document Signing Complete
In Zapier, choose QuoteCloud's Document Signing Complete trigger and test it with a fully signed test quote.
Find the deal
Add Zendesk Sell's Find Deal on the deal's name, or on the Deal ID.
Move it to won
Add Update Deal with the deal from Find Deal and your pipeline's won stage; add Create Note and Create Task if you want them.
Test it in person
Sign a test quote in person on your own tablet as two @example.com recipients, check the test deal, then switch the Zap on.
Questions about signing on site
Can my client sign a QuoteCloud quote on my tablet?
Yes. Open the document's options, choose Sign Document In Person, pick the recipient and click Sign as. The signer draws, types or uploads a signature in the document viewer. The document needs at least one recipient first, and eSignatures are on every QuoteCloud plan.
Does signing in person update the Zendesk Sell deal?
Only through a Zap you build. QuoteCloud has no direct Zendesk Sell connection, so the deal moves when a Zap on Document Signing Complete finds it with Find Deal and runs Update Deal with your won stage. Test it once with a quote signed in person before you rely on it.
Should I use Document Signing Complete or Recipient Signed Document?
Use Document Signing Complete to move the deal to won: it fires once every signer has signed. Recipient Signed Document fires for each signer, so with two homeowners the deal would be won after the first. It's the right trigger for a note per signature.
Does the won Zap carry a QuoteCloud document fee?
No. It reads a signed document and updates Zendesk Sell; it doesn't create a document. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API. QuoteCloud's Zapier app is on the Essentials plan and up.
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.
- 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.
- 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.
- What the Zendesk Sell connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales teams ask before connecting QuoteCloud and Zendesk Sell.
Signed at the table. Won in Zendesk Sell.
Start a free 14-day trial, sign a test quote in person and build the Zap that moves your Zendesk Sell deals to won.