What the Zoho CRM 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. Work it out for your volume 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 Zoho CRM 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. Zaps that only update Zoho CRM carry no QuoteCloud fee.
Last reviewed by the QuoteCloud team
How much is the per-document fee?
Enter how many documents your Zaps will create 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. Updating deals, adding tasks, converting leads, attaching PDFs and adding products don't create documents.
- Of the recipes on this site, only the first-proposal Zap and the stage Zap create documents.
- 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.
Essentials, US$39 per user per month
The Zapier app and API, custom data items, the product library, Form Builder and QuoteCloud Payments: every Zap on this site except the approval variation.
Business, US$59 per user per month
Adds the approval workflow, which the internal-approval variation on multi-signer approvals uses, plus scheduled document send and the sales forecast.
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 first-proposal and stage Zaps.
No QuoteCloud fee
Closed won with the signed amount, signers, quote activity, products and Convert Lead Zaps.
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 Zoho CRM Zaps before you choose a plan.
Cost questions
How much does the QuoteCloud Zoho CRM 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 Zoho CRM.
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 Zoho CRM cost anything in QuoteCloud?
No. The per-document fee is only for documents created through Zapier or the API. Updating deals, adding tasks, converting leads, attaching signed PDFs and adding products don't create documents, though each step uses a task on your Zapier plan.
Is there a free trial?
Yes. QuoteCloud has a free 14-day trial with no credit card required, so you can connect Zoho CRM through Zapier and test your Zaps with test deals before you choose a plan. Book a demo as well if you'd like to talk through your set-up.
More on QuoteCloud and Zoho CRM
Six use cases with the exact Zapier steps, then how to connect, the field map and the limits.
- 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.
- Proposals that go beyond the Zoho CRM Quotes moduleWhat the buyer gets in a QuoteCloud proposal: packages, options, comments, eSignature and payment, with the deal kept up to date.
- 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.
- FAQAnswers to the questions Zoho CRM teams ask before connecting QuoteCloud.
Pay for the documents your Zaps create.
Start a free 14-day trial, connect Zoho CRM in Zapier and see your real volume before you choose.
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