What is the QuoteCloud with simPRO integration?

QuoteCloud connects to simPRO through Zapier. You build, send and get quotes approved in QuoteCloud, and an approved quote can create the job in simPRO, so your team moves from quoting to job work without typing the client and the quoted work again.

How does the quote-to-job process work?

You build the quote in QuoteCloud, usually in sections, and send it to your client. When the quote is approved, the connection can create a job in simPRO using the fields you have mapped, such as the client, the site and the quoted work. The job is then there for your team to schedule.

How do I connect QuoteCloud to simPRO?

The connection runs through Zapier, in three steps and with no code. Choose QuoteCloud as the trigger app and pick a trigger, connect your QuoteCloud account, then choose simPRO as the action app, pick an action such as creating a job, map the fields, test it and turn it on.

Do I need both QuoteCloud and simPRO accounts to use the integration?

Yes. You need a QuoteCloud account and a simPRO account, plus a Zapier account to connect the two. QuoteCloud has a free 14-day trial with no credit card required, so you can test the workflow before you commit.

Which industries benefit from this integration?

Any business that quotes work and then delivers it as a job. That includes HVAC, electrical, plumbing, security systems, construction and facilities management contractors.

Can I track the status of a quote and its corresponding job?

Yes. QuoteCloud shows when a quote has been sent, viewed and approved, and the job it created sits in simPRO with its own status, so you can follow a piece of work from quote to job.

Will this integration reduce errors and manual work?

Yes. The client details and the quoted work are typed once, in the quote, and carried into the job instead of being copied by hand. That removes a common source of mismatches between what was approved and what gets done.

How can I try the integration or see it in action?

Start a free 14-day trial of QuoteCloud, with no credit card required, and connect simPRO through Zapier. You can also book a demo to see the quote-to-job workflow.

What your client approves is the job in simPRO.

Choose the options, press Approve and see the job that can be created in simPRO with exactly those sections.

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No credit card required 4.2 on Capterra

Warehouse lighting upgradeQuote Q-5184 · Harbourline Cold Storage

Approved

LED high-bay lighting$18,400.00
Switchboard upgrade$6,900.00

Optional sections

Emergency and exit lighting$3,250.00
Occupancy sensors$2,180.00
Annual maintenance plan$1,640.00

Subtotal: $30,190.00
Tax (10%): $3,019.00

Total inc. tax$33,209.00

simPROJob 31072 · from quote Q-5184

Pending

Harbourline Cold Storage · Shed 4

Warehouse lighting upgrade

Contact Noor Halabi

Job sections

LED high-bay lighting$18,400.00
Switchboard upgrade$6,900.00
Emergency and exit lighting$3,250.00
Occupancy sensors$2,180.00
Annual maintenance plan$1,640.00

Job value inc. tax$33,209.00

Matches the approved total

Sample data. Switch an option, then press Approve.

Type the job once. In the quote.

Approved quoteQ-5184

LED high-bay lighting$18,400.00

Switchboard upgrade$6,900.00

Emergency and exit lighting$3,250.00

Annual maintenance plan$1,640.00

Total inc. tax$33,209.00

sPJob31072

LED high-bay lighting$18,400.00

Switchboard upgrade$6,900.00

Emergency and exit lighting$3,250.00$3,520.00

Annual maintenance planSection missed$1,640.00$0.00

Job value inc. tax$33,209.00$31,702.00

Matches the quoteDoes not match the quote

The approval can create the job with the client, the site and the same sections, so the job matches the quote from its first minute.

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Everything approved, carried into the job.

The job value is the approved total.

Whatever mix of options your client says yes to, the job can open at that same figure.

Quoting software

Approved and signed on any device.

A legally binding eSignature on the quote is the moment the job can begin.

About eSignatures

Follow the quote and its job.

QuoteCloud shows sent, viewed and approved, and the job carries its own status in simPRO.

CPQ software

Sections stay sections.

Price the work in parts, as HVAC, electrical, plumbing, security and facilities teams do, and the job can keep those parts.

Proposal software

Three steps in Zapier. No code.

QuoteCloud connects to simPRO through Zapier, and you choose the trigger, the action and the fields.

Choose the QuoteCloud trigger

Pick the event that starts it, such as a recipient signing.
Connect your QuoteCloud account

Sign in once so Zapier can see your documents and contacts.
Choose the simPRO action

Pick an action such as creating a job, map the fields, test it and turn it on.