ERP, MRP and CRM connections for your quotes
Accepted quotes to your ERP or MRP through Zapier, Make or the API, and to your CRM and accounting software.
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QuoteCloud connects to ERP and MRP systems through Zapier, Make or its API from the Essentials plan, where the system has a connector or an API; there is no native ERP integration. Dynamics 365, HubSpot and Zoho connect through Zapier, Salesforce with the Sync add-on or Zapier, and Xero and QuickBooks natively on Business, otherwise through Zapier.
The activity on a sample quote from a fictional job shop, Tessmore Engineering, as its team sees it: the quote opened by Quenda Robotics' engineer, the first article report ticked, signed by Engineering, signed by Procurement with PO QR-PO-4471, $2,343.00 of tooling paid via Stripe, and a sales order raised in the shop's ERP through Zapier or the API.
How each system connects, honestly
There is no native ERP or MRP integration. Here is what connects, and how, from the plan each route needs.
Your ERP or MRP
Through Zapier, Make or the QuoteCloud API, where your ERP or MRP has a Zapier or Make connector or an API of its own. Essentials and up.
API, Zapier and MakeMicrosoft Dynamics 365
Through Zapier: a QuoteCloud trigger, such as a signed quote, starts the step you set up in Dynamics 365.
Dynamics 365 and QuoteCloudSalesforce
With the Salesforce Sync add-on, or through Zapier, so the opportunity hears about the quote without anyone retyping it.
Salesforce and QuoteCloudHubSpot and Zoho
Both through Zapier: a signed quote can move the deal on in your CRM, so the pipeline matches what the buyer accepted.
HubSpot and QuoteCloudXero and QuickBooks Online
Native on the Business plan; on Essentials, through Zapier. Your accounting software raises the invoice, not QuoteCloud.
Xero and QuoteCloudMicrosoft Excel
Through Zapier: add a row to an order register in Excel for every accepted quote, PO number included.
Excel and QuoteCloud
What the acceptance hands to your systems
The acceptance section is where the useful data is: the PO number, who signed, and the tooling payment. Each one is a Zapier trigger your ERP step can start from.
Recipient Signed Document fires when a signer signs; Form Submitted on Document when the buyer submits the PO number field; Document Payment Event when the tooling is paid. Status Changed and Recipient First Viewed Document are there too.
On the way back, a Zap can send a document, generate a PDF link to attach to the sales order, update a document's status or approve or reject a workflow.
- Triggers: signed, form submitted, payment, status changed, first viewed, comment
- Actions: send, generate PDF link, update status, approve or reject
- Make scenarios and the API for the same jobs
Zapier, Make and the API: Essentials and up
PO acceptance, two signers & tooling depositsAccept against your PO
2 of 2 signed
- Sofia LindqvistEngineering SignedWed 28 Oct, 9:12 am
- Marcus OyelaranProcurement SignedWed 28 Oct, 2:40 pm
Each signer signs online · Certificate of authenticity and audit trail
Integrations manufacturers use
Each tile says how it connects. ERP and MRP systems connect through Zapier, Make or the API; none is integrated natively.
- API QuoteCloud APIYour ERP or MRP
- Za ZapierAccepted quotes to your other apps
- Mk Make.comScenarios for your workflow
- ERP Your ERP or MRPThrough Zapier, Make or the API
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Microsoft Dynamics 365CRM · through Zapier
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SalesforceCRM · Sync add-on or Zapier
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HubSpotCRM · through Zapier
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XeroAccounting · Business or Zapier
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QuickBooks OnlineAccounting · Business or Zapier
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Microsoft ExcelOrder register · through Zapier
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StripeTooling paid on signing
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PayPalPayPal payment on signing
Test the ERP hand-off in your trial
Free for 14 days, no credit card required. Zapier, Make and the API are on Essentials, so you can connect a test quote to your ERP before you commit.
Or start the quote from the RFQ in your ERP
Some shops log every RFQ in the ERP first. The QuoteCloud API, Zapier or Make can create the quote from your RFQ template at that point: fill its data items (customer, RFQ number, part, drawing revision) and add price-table rows with a label, note, price, quantity and cost.
Your estimator opens a quote that's already started, checks the breaks and tooling, and sends it. The automation fills in what it's given; it doesn't tick options for the buyer or choose which blocks go in. Those come from the template.
Documents created through the API or Zapier carry a fee per document: US$2.00 each for the first 1,000 a month, US$1.80 up to 5,000, US$1.60 above that.
- Create from a template, fill data items, add price rows
- Optional items stay for the buyer to tick
- Request examples on our pages are illustrative
API and Zapier document creation: Essentials and up, per-document fee
Document automation with the API, Zapier and Make
RFQ response · Quote
QR-220 sensor housing, Rev B
Our response to RFQ 0918 for the QR-220 housing to your drawing, Rev B. The 500-piece price is below, with the other quantity breaks, the one-off tooling and the lead time. Tick the first article report if you need it, add your PO number, and we start on signing.
Your quote · QR-220, Rev B
Lead time 5 weeks after PO and first-article sign-off
| Quantity | Unit price | Lead time |
|---|---|---|
| 100+ | $27.20 | 4 wks |
| 250+ | $23.26 | 4 wks |
| 500+ Quoted | $20.31 | 5 wks |
| 1,000+ | $18.10 | 6 wks |
| One-off · tooling & NRE | |
|---|---|
| Fixtures & soft jawsOne-off · kept for repeat orders | $1,450.00 |
| CAM programming & setupOne-off · includes first-off approval | $680.00 |
| Options · tick to add | |
| First article inspection reportDimensional report on 5 parts, material certificates | $420.00 |
| Expedited productionShips one week sooner | $1,150.00 |
- Subtotal
- $12,705.00
- Tax 10%
- $1,270.50
- Total
- $13,975.50
- Tooling paid on signing Fixed amount: one-off lines + tax
- $2,343.00
Signed quote to sales order, in five steps
A typical Zap for a shop whose ERP has a Zapier connector. With an API-only ERP, a developer does the same with the QuoteCloud API.
Choose the trigger
Recipient Signed Document, or Document Payment Event if the order should wait for the tooling payment.
Find the customer
Look the customer up in your ERP by name or account code, or create them if they're new.
Create the sales order
Map the quote's reference, total and PO number into a new sales order in the ERP.
Attach the PDF
Use Generate PDF Link so the signed quote travels with the order.
Test it on one quote
Sign a test quote yourself and check the order before you switch it on for everyone.
ERP and integration questions
Does QuoteCloud integrate with our ERP or MRP?
Through Zapier, Make or the QuoteCloud API, where your ERP or MRP has a connector or an API. There is no native ERP or MRP integration. A signed quote, a submitted PO number or a payment can start a Zap that raises the order in your ERP. Zapier, Make and the API are on Essentials and above.
Which Zapier triggers and actions does QuoteCloud have?
Triggers include Recipient First Viewed Document, Recipient Signed Document, Document Payment Event, Document Part Paid, Document Status Changed, Form Submitted on Document and Document Comment Event. Actions include Create Document, Send Document, Generate PDF Link, Update Document Status and Approve or Reject Document Workflow.
Is there a fee for documents created through the API or Zapier?
Yes. Documents created through the API or Zapier cost US$2.00 each for the first 1,000 a month, US$1.80 each from 1,001 to 5,000 and US$1.60 each above 5,000. The fee applies to documents created through the API or Zapier; no per-document fee is stated for Make.
Do Xero, QuickBooks, Salesforce and HubSpot connect natively?
Xero and QuickBooks Online connect natively on the Business plan, or through Zapier on Essentials. Salesforce connects with the Sync add-on or through Zapier. HubSpot, Zoho and Microsoft Dynamics 365 connect through Zapier. Your accounting software raises invoices; QuoteCloud doesn't.
Can our ERP create the quote automatically?
Your ERP or automation can create a quote from your template through the API, Zapier or Make, filling data items and adding price-table rows with a label, note, price, quantity and cost. It can't tick optional items for the buyer or choose content blocks; those come from the template, and your estimator checks it before sending.
Does QuoteCloud work with Make?
Yes. Make is supported alongside Zapier and the API on Essentials and above, so a shop already running Make scenarios can include QuoteCloud in them, for example to pass an accepted quote on to the ERP. We don't list Make modules here, and no per-document fee is stated for Make.
More for manufacturers
Every page of the QuoteCloud manufacturing microsite.
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Price book, SKUs & CSV importParts, materials, finishes and services in one product catalogue with SKUs, costs and margins, loaded from a CSV export.Explore
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PO acceptance, two signers & tooling depositsThe buyer's PO number in the accepted quote, engineering and procurement both signing, and the tooling paid on signing.Explore
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QuoteCloud implementation for manufacturersYour price book imported, RFQ and agreement templates converted, approvals and payments set up, estimators trained.Explore
- RFQ responses & part quotesAnswer the RFQ part by part: material and finish, quantity, unit price, lead time, freight terms and an expiry date on the quote.
- Quantity breaks, tooling & NREPrice breaks shown as a table or as alternative rows the buyer picks, with tooling, fixtures and programming as one-off lines.
- Configured product & equipment quotesMachines and equipment with options and add-ons as optional items, spares the buyer sets the quantity of, and a build schedule.
- Drawings, specifications & marked-up imagesThe customer's drawing attached as a PDF or placed as an image and marked up, with your assumptions and exceptions beside it.
- Distributor & reseller quotesConfigured product quotes for distributors, reseller price offers bulk-sent from one template, and dealer terms in the agreement.
- Blanket & annual supply agreementsAnnual pricing, scheduled releases shown as repeating charges, terms and an expiry date, signed once for the year.
- Discount approvals & hidden marginsQuotes over a discount or a total value go to a manager first, and cost and margin stay in your team's view only.
- Manufacturing templatesReal QuoteCloud templates for manufacturing proposals, services agreements, work orders, QA plans and price quotes.
- FAQAnswers to the questions job shops, equipment builders, packaging and print firms, co-packers and distributors ask most.
Accepted quotes, straight to your ERP
Free for 14 days. No credit card required.