What QuoteCloud with Zoho CRM can and can't do
Zoho CRM and QuoteCloud meet through Zapier, or through Make if you build your own. Here's what the Zaps on this site do, how the two routes differ and where each one stops.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to Zoho CRM through Zapier, with QuoteCloud's Zapier app on Essentials and up, or through Make as a bring-your-own setup. Zaps draft proposals from deals and converted leads, update deal fields and stages, add tasks, convert leads, attach signed PDFs and add products. They don't copy line items, tick options or run both ways at once.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Wexmoor Freight & Logistics' draft proposal, its data items filled by a Zap from a Zoho CRM deal, with a price table whose optional Saturday window is left for the client to tick. In front, an illustration of the deal at the Proposal/Price Quote stage.
Data items filled by the Zap
Prepared for- Sophie LindqvistFrom Zoho CRM · Contact Name
Zoho deal ID- 48769100023From Zoho CRM · Id
Account- Bramblewood HomewaresFrom Zoho CRM · Account Name
Account manager- Ines OkoyeFrom Zoho CRM · Deal Owner
First quarter, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Weekly lanes | $28,444 | ||
Northgate DC → Port Ellery, per palletTuesday and Friday linehaul, 12 pallets a week
|
156 pallet | $92 | $14,352.00 |
Northgate DC → Kestrel Bay, per palletWednesday linehaul, 8 pallets a week
|
104 pallet | $118 | $12,272.00 |
Tail-lift delivery, per store dropStores without a dock
|
26 drop | $45 | $1,170.00 |
Onboarding & label set-upBooking portal, labels, first-week supervision
|
1 once | $650 | $650.00 |
| Add if you'd like Tick to add | |||
Saturday delivery windowPer store drop
|
26 drop | $60 | $1,560.00 |
- Subtotal
- $28,444.00
- Tax (10%)
- $2,844.40
- Total
- $31,288.40
- Plus, monthly
- $0.00/mo
Deal · ID 48769100023Bramblewood Homewares · Interstate lanes
- Qualification
- Needs Analysis
- Proposal/Price Quote
- Negotiation/Review
- Closed Won
- Amount
- $28,444.00
- Deal Owner
- Ines Okoye
- Account Name
- Bramblewood Homewares
- Contact Name
- Sophie Lindqvist
- Closing Date
- 30 Oct 2026
- QuoteCloud status
- Draft ready · WF-Q-4870
Illustration with sample data: a generic CRM record, not Zoho CRM’s screen.
What can the Zoho CRM Zaps do?
Six jobs, each built with QuoteCloud's Zapier app on Essentials and up and Zoho CRM's own Zapier app.
First proposal at conversion
New Module Entry on Deals, then Create Document; and Convert Lead when a lead signs first.
Lead to first proposalStage-driven drafts
Updated Module Entry with a filter on the stage, including stages a blueprint transition sets.
Stages & blueprintsThe buyer's choices on the deal
Document Signing Complete, then Update Module Entry: Closed Won and, when carried, the signed amount.
Beyond Zoho QuotesSeveral signers
Recipient Signed Document for each signer, Document Signing Complete for the last, Add Attachment for the PDF.
Multi-signer approvalsViews, comments, expiry
Deal fields and Tasks entries from Recipient First Viewed Document, Document Comment Event and Document Expired.
Quote activityProducts
New Zoho CRM products into the library with Find or Create Product; QuoteCloud changes back with Create/Update Module Entry.
Products & price book
Zapier or Make: which route suits you?
Both reach the same QuoteCloud events and actions. The difference is how much you build yourself.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers, actions and searches, such as Document Signing Complete and Create Document, beside Zoho CRM's own Zapier app. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Zoho CRM modules. There's no ready-made QuoteCloud app on Make, so you design each step. API access is on Essentials and up.
Make questions, answered
Where does it stop?
None of these are bugs. Knowing them up front saves an afternoon of testing.
Nothing moves without a Zap
There's no native connection on any plan: Zoho CRM hears about a proposal only when a Zap or a Make scenario tells it.
A Zap doesn't tick options or pick blocks
Create Document fills data items and price-table rows. Optional items stay for the buyer, and the template decides the content.
Line items aren't copied
Turning a Zoho CRM quote's or deal's line items into price-table rows isn't confirmed. Keep packages in the template's price table.
Blueprints aren't triggers
Zapier sees the record update a transition makes, not the transition. Filter on the stage, and check whether your blueprint lets a Zap change it.
Prices go one way
QuoteCloud's Zapier app can't update an existing product, so price changes made in Zoho CRM don't reach the library. Change prices in QuoteCloud.
Each Zap runs one way
From its trigger to its steps. Both directions means two Zaps, and only the events you choose are copied.
PDF links don't last
Generate or Fetch Document PDF Link is short-lived: run Add Attachment in the same Zap.
A Zap can't guess the deal
It needs a shared value: the deal name as the document's title, or the deal's Id in a data item.
Sent documents don't change
Editing the deal in Zoho CRM doesn't change a proposal already sent. Revise it in QuoteCloud.
Try it with your own deals
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zoho CRM Zap with a test deal.
What we haven't confirmed yet
We haven't confirmed whether QuoteCloud's triggers carry a document's custom data items, such as the Zoho deal ID, so the recipes find the deal by its name and tell you to check your Zap's test data first.
Zoho CRM's Find Module Entries search mentions line item support, but we haven't confirmed that QuoteCloud's Create Document can take a list of line items as price-table rows, so this site doesn't promise it.
For Make, the per-document fee isn't stated either way: it's confirmed for documents created through Zapier or the API. If you plan to create documents from a Make scenario, ask us for the fee that applies to your volume.
- What the Zapier route costs, worked out for your volume.
- Connect it, step by step.
- Book a demo to talk through your Zoho CRM set-up.
Questions about the limits
Does QuoteCloud update Zoho CRM deals automatically?
Only through Zaps you build. QuoteCloud has no native connection to Zoho CRM, so a deal changes when a Zap tells it to: a new stage, a status field, a task, a converted lead or an attached signed PDF. Each Zap runs one way, from its trigger to its steps.
Does information flow both ways between Zoho CRM and QuoteCloud?
In the ways you build, not as a copy of everything. A Zap can take a deal's details into a new document, and other Zaps bring a document's views, comments, signatures, expiry and signed PDF back to the deal. Products can move with one Zap each way.
Can a Zap tick optional items or choose content blocks?
No. Create Document fills data items and can add price-table rows you map, but it never ticks options or chooses content blocks. Your template decides the content and the buyer ticks the options they want before signing, so the signed total is what they chose.
Is there a fee for every Zap?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API, such as the first-proposal and stage Zaps on this site. Zaps that update Zoho CRM, add tasks, attach PDFs or add products don't create documents.
Is there a QuoteCloud app on Make?
No ready-made app, but Make works with QuoteCloud. It's a bring-your-own model: you add the connection with Make's built-in OAuth and call QuoteCloud's API or Zapier endpoints in your scenarios, beside Make's own Zoho CRM modules, so you choose every step. These pages show each recipe as a Zap.
More on QuoteCloud and Zoho CRM
Six use cases with the exact Zapier steps, then how to connect, the field map 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.
- 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 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.
Know the limits, then build.
Start a free 14-day trial of QuoteCloud and build your first Zoho CRM Zap with a test deal.
Can and can't doFree 14 days · no card
Start free trial