From the CRM deal to the signed SOW, and back
Pipedrive connects directly, HubSpot through Zapier, and Zapier, Make or the API carry signed SOWs into the rest of your systems.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Pipedrive connects directly on the Business plan: a SOW is created from a deal and its status shows there. HubSpot connects through Zapier. Zapier, Make and the QuoteCloud API are available from Essentials, with a per-document fee for documents created through the API or Zapier. Xero and QuickBooks Online are native on Business, or through Zapier.
The activity of a sample statement of work from a fictional firm: opened by the sponsor, a comment on the workshop answered, signed by the sponsor, signed by procurement (2 of 2 signed), the first payment of $35,805.00 via Stripe, and the SOW's status shown on the Pipedrive deal.
Every system, and how it connects
Native where QuoteCloud has a direct integration; Zapier, Make or the API everywhere else. The plan you need is on each card.
Pipedrive: direct
Create a SOW from a deal, contact or organization with its details filled in, and see the SOW's status on the record. Native CRM integrations are on the Business plan.
Pipedrive integrationHubSpot: through Zapier
A Zap creates the SOW from your template when a deal reaches a stage, and updates the deal when QuoteCloud says it's signed. Essentials and up.
HubSpot and QuoteCloudZoho CRM: through Zapier
The same pattern as HubSpot: Zapier creates documents from your templates and updates Zoho from QuoteCloud's triggers.
Zoho and QuoteCloudSalesforce: Zapier or the Sync add-on
Through Zapier, or the Salesforce Sync add-on, which connects your org and pushes document status back to the Opportunity.
Salesforce and QuoteCloudXero and QuickBooks Online
Native on the Business plan, otherwise through Zapier, so finance hears about the signed fee and the first payment without a forwarded email.
Xero and QuoteCloudPSA, time tracking and resourcing
No native integration. Through Zapier, Make or the QuoteCloud API, where your tool has a connector, a signed SOW can start the engagement there.
The integrations consulting firms use
Pipedrive directly on Business; HubSpot through Zapier; Zapier, Make and the API from Essentials; Xero and QuickBooks Online native on Business, or through Zapier.
- Pd PipedriveSOWs from deals · direct on Business
-
HubSpotDeals and contacts · via Zapier
- Za ZapierSigned SOWs to your other apps
- Mk Make.comScenarios for your workflow
- API QuoteCloud APIYour practice or PSA system
-
XeroNative on Business, or Zapier
-
QuickBooks OnlineNative on Business, or Zapier
-
StripeFirst payment on signing
-
PayPalRetainer first month on signing
- Gs Google SheetsEngagement register · Zapier
- Od Microsoft OneDriveSigned PDFs to the client folder · Zapier
- Te Microsoft TeamsDocument updates, comments & actions
From a Pipedrive deal to a signed SOW, and back
Rafael opens the Wexley deal in Pipedrive and creates the SOW from it, so the organisation and contacts are filled in. He builds the rest from the firm's SOW template and content library, and sends it to Carla and Tom.
When both have signed and the first payment is paid, the SOW's status shows on the deal record. The partner sees it in the pipeline without asking.
- Create documents from a deal, contact or organization
- Document status shown on the Pipedrive record
- No code to write to connect it
Native CRM integrations: Business plan
How the Pipedrive integration works
Statement of work
Network & margin review
A 12-week review of Wexley's distribution network and cost to serve, ending in a roadmap your team can start on. This statement of work sets out the situation as we heard it, our approach, the team, the fee and the assumptions behind it.
Accept and sign the statement of work
2 of 2 signed
- Carla MendesSponsor · Chief Operating Officer SignedFri 23 Oct, 9:14 am
- Tom HaddowProcurement manager SignedMon 26 Oct, 2:40 pm
First payment, paid on signing (30%)
$35,805.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
What an automation can set in a SOW, and what it can't
Through the QuoteCloud API, Zapier or Make, your CRM or practice system can create a document from a template you choose, fill its data items (the client, the sponsor, the dates) and add price-table rows when it's created: label, note, price, quantity, term, tax, discount and cost.
It can't tick a client's options or choose which content blocks go in. Those come from the template and from the person preparing the SOW, which is where a partner's judgement belongs anyway.
- Zapier triggers: Recipient First Viewed Document, Recipient Signed Document, Document Payment Event, Document Status Changed, Form Submitted on Document and Document Comment Event.
- Zapier, Make and the API are on the Essentials plan and above.
- Documents created through the API or Zapier carry a per-document fee: US$2.00 each up to 1,000 a month, US$1.80 up to 5,000, US$1.60 beyond. None is stated for Make.
- Microsoft Teams and Slack alerts cover document updates, comments and actions.
Connect your CRM during the free trial
Free for 14 days, no credit card required. Try Zapier and Make on Essentials, or Pipedrive and native accounting integrations on Business.
Re-keying, before and after
Where a consulting firm's details get typed twice today, and where they go once QuoteCloud is connected.
Update HubSpot when a SOW is signed
A typical Zap for a firm whose pipeline lives in HubSpot. The same pattern works for Zoho CRM.
Connect QuoteCloud
On Essentials or above, connect your QuoteCloud account in Zapier.
Pick the trigger
Choose Recipient Signed Document, or Document Payment Event if you'd rather wait for the first payment.
Find the deal
Add a HubSpot step that finds the deal for the client named in the SOW.
Update it
Move the deal to your won stage, and add a step for finance or your register if you need one.
Test and switch on
Send a test SOW to yourself, sign it and check the deal before you turn the Zap on.
CRM and integration questions
Does QuoteCloud integrate with Pipedrive?
Yes, directly, on the Business plan. You connect Pipedrive without code, create a quote, proposal or SOW from a deal, contact or organization with its details filled in, and the document's status shows on the Pipedrive record. HubSpot and Zoho CRM connect through Zapier instead.
Does QuoteCloud integrate with HubSpot?
Through Zapier, from the Essentials plan. A Zap can create a document from your template when a deal changes, and QuoteCloud triggers such as Recipient Signed Document or Document Payment Event can update the deal. Documents created through Zapier carry a per-document fee. Zoho CRM connects the same way.
Can we connect Salesforce?
Yes, through Zapier or the Salesforce Sync add-on. With the add-on you connect your Salesforce org from QuoteCloud, documents linked to an Opportunity stay mapped to it, and document status is pushed back to Salesforce. Zapier is available from the Essentials plan, with a per-document fee for documents it creates.
Does QuoteCloud connect to Xero or QuickBooks?
Xero and QuickBooks Online are listed as native integrations on the Business plan; on Essentials you can connect them through Zapier. QuoteCloud takes the first payment on signing; your later invoices for milestones, days worked or retainer months are raised in your accounting system.
Can our CRM or practice system fill in a SOW automatically?
Partly. Through the API, Zapier or Make it can create a document from a template, fill data items such as the client and dates, and add price-table rows when the document is created. It can't tick the client's options or choose content blocks; those come from the template and your team.
Does QuoteCloud connect to our PSA or time-tracking tool?
Not natively. If your PSA, time-tracking or resourcing tool has a Zapier or Make connector, or an API, a signed SOW can trigger a step in it, such as creating the engagement. QuoteCloud itself does not track time, schedule people or bill days worked.
More for consulting firms
Every page of the QuoteCloud consulting microsite.
-
QuoteCloud implementation for consulting firmsYour SOW template converted, rate card imported, methodology blocks in the library and partners trained.Explore
-
Statements of work & engagement proposalsSituation, objectives, approach, phases, deliverables, team and assumptions in one SOW the client signs.Explore
-
Consulting templatesReal QuoteCloud templates for consulting proposals, strategic plans, consulting contracts, HR proposals and NDAs.Explore
- Fixed fee, day rate, retainer & value pricingEngagement models side by side as options the client chooses, with the price table, phases and timeline to match.
- Tender & RFP responsesCorporate and government bids from approved answers, case studies and locked compliance wording, priced and approved before you submit.
- Team rate cards, margins & discount approvalsDay rates by role from your price book, cost and margin your client never sees, and discounts routed for approval.
- Case studies, methodology & AI-drafted summariesYour methods, case studies and team bios as reusable blocks, and an executive summary drafted with the AI Co-Worker for you to accept or edit.
- HR, change & people programsChange programs, workshops, training and HR reviews as phased proposals with sessions, participants and options.
- Sponsor & procurement signing, and NDAsThe sponsor and procurement each sign the SOW in their own browser, and NDAs go out for signature before the first briefing.
- Change requests & revised SOWsScope changes as a revised version or a change request the client signs, with the earlier versions kept.
- Retainer agreements & renewalsMonthly fees shown in the agreement, an expiry date you can see coming, and renewal offers bulk-sent to retainer clients.
- FAQAnswers to the questions consultants, advisers and boutique firms ask most.
From the deal to the signed SOW, without re-typing
Free for 14 days. No credit card required.