Your stack, connected by people who know QuoteCloud.

Consultancy and integration setup for Zapier, custom APIs and other platforms. Our team scopes it with you, builds it, tests it and hands it over.

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Zapier, Make.com and APIs from EssentialsNative CRM and accounting from Business

Illustration: an architecture diagram with QuoteCloud in the centre, connected to a CRM (Salesforce, HubSpot or Pipedrive), accounting (Xero or QuickBooks), Zapier and Make.com, a custom API, an email service and a travel GDS. A consultant's cursor draws each connection while a build log confirms each one.

Scope, build, test, hand over.

How our team runs an integration with you, from the first call to a workflow your team owns.

  1. Scope

    We agree what should happen, and when.

    Which events in QuoteCloud start it, which systems it touches and what each one should receive.

  2. Build

    We connect it and map every field.

    Through Zapier, Make.com, the QuoteCloud APIs or a native integration, whichever fits your stack.

  3. Test

    We run it with test documents first.

    Every step is checked end to end before a real client document goes through it.

  4. Hand over

    You switch it on, with notes to keep.

    We walk your admin through what was built, so your team can run it with confidence.

Automate at a published price.

Zapier, Make.com and the QuoteCloud APIs come with Essentials and up. Documents created through the API or Zapier are charged per document.

  • Xero
  • QuickBooks
  • Salesforce
  • HubSpot
  • Pipedrive

Native CRM and accounting integrations, from the Business plan. Consultancy is scoped and quoted by our team.

All integrations
  1. 1 – 1,000 documentsUS$2.00
  2. 1,001 – 5,000 documentsUS$1.80
  3. 5,001 or moreUS$1.60

US$2.00per document created through the API or Zapier

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Rated, secure and in business since 2013.

  • 4.2Capterra rating
  • 4.2Software Advice rating
  • 2013Building QuoteCloud since
  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Questions, answered

Tell us what should connect. We'll draw the lines.

Talk to our team about consultancy and integration setup.

Contact sales Start free 14-day trial

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