Proposals that go beyond the Zoho CRM Quotes module
Zoho CRM's Quotes module keeps your quotes as records for your team. QuoteCloud is what the buyer opens: packages to choose from, extras to tick, questions in comments, a legally binding eSignature and the deposit, with the deal updated when they sign.
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- Building QuoteCloud since 2013
Keep Zoho CRM for the deal and send the buyer a QuoteCloud proposal. They choose a package, tick extras, ask questions in comments, eSign on any device and pay the deposit through Stripe or PayPal. A Zap with QuoteCloud's Document Signing Complete trigger then finds the deal and moves it to Closed Won. eSignature is on every plan; Zapier on Essentials.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Harrowfield Fire & Security's CCTV proposal HF-SP-0436 for Simone Achebe of Larchmont Property Group: three camera packages, Core $18,400, Plus $24,900 (recommended) and Complete $31,600, and a price table with installation and two optional extras, the licence-plate camera ticked. In front, an illustration of the Zoho CRM deal at Closed Won with its amount updated to $33,100.00.
What does the buyer get that a quote record doesn't give them?
Harrowfield Fire & Security tracks every job in Zoho CRM. For a building like Calder House there is no single right answer: sixteen cameras, twenty-four or thirty-two, monitoring or not, a plate-reading camera at the gate or not. A fixed quote with one total means a round of emails for every change.
So Marcus Teo sends Simone Achebe a QuoteCloud proposal instead. She compares three packages side by side, ticks the gate camera, asks whether it reads plates at night, signs on her phone and pays the deposit. Zoho CRM stays the record of the deal, and a Zap brings the outcome back to it.
- Keep using Zoho CRM's Quotes module for internal records if your team relies on it; the buyer's experience is the proposal.
- The buyer's choices change the total in front of them, so the signed amount is the amount they chose.
- eSignature is on every QuoteCloud plan; taking the deposit through Stripe or PayPal is on Essentials and up.
The same quote, from the buyer's side
Job by job, what the buyer does with a fixed quote document, and what they do in a QuoteCloud proposal.
Walk through Harrowfield's proposal
The sample CCTV proposal Simone Achebe signed. Try the packages and the extras: the totals and the deposit update.
A cover with the building, not a form
The building, the client's name and a short note from the designer, on your own branding.
Drafted from the deal
Security system proposal
Larchmont · Calder House CCTV upgrade
Simone, here are three ways to replace Calder House's cameras, from the lobby and lifts to the car park. Plus is what we'd fit. Choose a package, tick any extras, ask us anything in the comments, then sign and pay the deposit to book the install.
Three packages and the extras, priced live
Choosing a package changes its line in the price table; ticking an extra adds it to the total, tax and deposit.
Price tables: Essentials and up
Products from Zoho CRMChoose your camera package
Your system, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Camera package | |||
Plus camera packageFrom the package you choose above
|
1 package | $24,900 | $24,900.00 |
| Installation | $6,750 | ||
Cabling, mounts & commissioningTwo technicians, four days on site
|
1 job | $3,800 | $3,800.00 |
Network video recorderSized for the package's recording days
|
1 ea | $2,950 | $2,950.00 |
| Add if you'd like Tick to add | |||
| 1 ea | $1,450 | $1,450.00 | |
| 1 year | $2,280 | $2,280.00 | |
- Subtotal
- $33,100.00
- Tax (10%)
- $3,310.00
- Total
- $36,410.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (20%)
- $7,282.00
Questions answered on the proposal
Simone asked about night-time plate reading in a comment; Marcus answered it there. A Zap can turn each comment into a task in Zoho CRM.
Comments as tasksQuestions on this proposal
- Install over four weekdays, out of hours in the lobby
- Existing camera cabling reused where it tests sound
Simone AchebeWill the gate camera read plates at night? Residents come in late.
Marcus TeoYes: it has its own infrared lighting, so plates read day and night. We'd aim it at the gate's slow zone.
eSignature and the deposit together
A legally binding eSignature on any device, then the 20% deposit by card through Stripe. eSignature is on every plan; payments on Essentials and up.
When several people signAccept, sign and pay
Simone Achebe · Building manager
Signed online · Wed 21 Oct 2026
Deposit on signing (20%)
$7,282.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
What the rep sees
Sent, viewed, the comment, the extra added, signed and paid, in order. Zaps bring the moments that matter to the Zoho CRM deal.
Activity on the dealActivity
- Sent to Simone AchebeMon 19 Oct, 11:30 am · by Marcus Teo
- Viewed by SimoneMon 19 Oct, 3:10 pm
- Comment from SimoneTue 20 Oct, 9:02 am · answered by Marcus
- Licence-plate camera added by SimoneWed 21 Oct, 8:41 am
- Signed by Simone AchebeWed 21 Oct, 8:45 am
- Deposit paid$7,282.00 by card through Stripe
How does the signed proposal update the deal?
The buyer's choices changed the total, so the deal should hear about it. Every name is the exact event you pick in Zapier.
ZapSigning complete: Closed Won with the signed amount
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Document reference
- Total (if carried)
-
Then
Zoho CRMSearchFind Module EntryModule: Deals, by deal name.Searches on
- Deal Name
-
Then
Zoho CRMActionUpdate Module EntryAmount only when your trigger's test data carries the total.Mapped in
- Deal ID
- Stage: Closed Won
- Amount
The deposit is taken inside the document by QuoteCloud Payments (Stripe or PayPal), not by the Zap. Check your trigger's test data for the total before you map Amount.
Simone signs at 8:45 on Wednesday morning, with the Plus package and the gate camera. A minute later the Calder House deal is Closed Won and its amount reads $33,100.00, the total she chose before tax, instead of the $31,650.00 it was when Marcus sent it.
Result
The deal records the outcome the buyer chose, not the first number in the pipeline.
Essentials and up · no document created, no per-document fee
System design proposals in QuoteCloudSend your next Zoho CRM deal a proposal
eSignature is on every QuoteCloud plan; price tables, payments and Zapier on Essentials and up. Start a free 14-day trial.
Which app does what?
Zoho CRM stays your system of record. QuoteCloud is the document the buyer works in. Zaps carry the moments between them.
Zoho CRM keeps
Leads, contacts, accounts, deals and their stages, your products, tasks and reports, and the Quotes module if you use it for records.
QuoteCloud gives the buyer
A branded proposal with packages, optional extras, comments, eSignature and a deposit, on any device, tracked from the first view.
Zaps carry
The deal's details into the proposal, then views, comments, signatures, expiry and the signed PDF back to the deal, one Zap per job.
Every field, mapped
Questions about the Quotes module and QuoteCloud
Do I have to stop using Zoho CRM's Quotes module?
No. Many teams keep Zoho CRM as the system of record and send the buyer a QuoteCloud proposal instead of a fixed quote document. The two aren't joined by a Zap on this site: the recipes keep the deal current, which is where pipeline reports look.
Can the buyer choose options in a QuoteCloud proposal?
Yes. A proposal can offer packages side by side and optional extras the buyer ticks, and the total, tax and deposit update as they choose. A Zap never ticks options for them: the buyer's choices are what they sign.
Are QuoteCloud eSignatures legally binding?
Yes. QuoteCloud's eSignatures are eIDAS compliant, protected with 256-bit encryption and come with a certificate of authenticity and an audit trail, with an optional one-time passcode. eSignature is included on every QuoteCloud plan, including Free.
Can the deal's amount change to what the buyer signed?
Yes, when your trigger carries the total. A Zap on QuoteCloud's Document Signing Complete finds the deal and runs Zoho CRM's Update Module Entry with the stage and the amount. Check the trigger's test data for the total first; if it isn't there, set the stage and update the amount by hand.
More on QuoteCloud and Zoho CRM
Six use cases with the exact Zapier steps, then how to connect, the field map, the limits and the cost.
- From a converted Zoho CRM lead to the first proposalWhen a lead converts and its deal is created, a Zap drafts the first proposal; a signature can convert a lead too.
- Let Zoho CRM deal stages and blueprints drive documentsA deal reaching your proposal stage, by hand or through a blueprint transition, drafts the document; its status comes back.
- Multi-signer approvals on Zoho CRM dealsEach signature updates the deal and chases the next signer; the last one closes it won and files the signed PDF.
- See quote activity on the Zoho CRM dealFirst views, comments, expiry and lost quotes become deal fields and tasks for the deal's owner.
- Zoho CRM products and the QuoteCloud product libraryNew Zoho CRM products added to QuoteCloud's product library, and QuoteCloud product changes written back to Zoho.
- Connect Zoho CRM to QuoteCloud, step by stepCheck the plan, connect both apps in Zapier, build the first Zap, find the deal again and test it; or build it in Make.
- Zoho CRM to QuoteCloud field mapEvery field the Zoho CRM Zaps on this site pass, which way it travels, the module it lives in and a sample value.
- What QuoteCloud with Zoho CRM can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Zoho CRM connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions Zoho CRM teams ask before connecting QuoteCloud.
Your CRM keeps the deal. Your buyer gets the proposal.
Start a free 14-day trial of QuoteCloud, build a proposal template with packages and extras, and connect it to a test deal in Zoho CRM.