Your LMS, CRM and accounts, connected your way
Signed proposals and registrations to your LMS, CRM or spreadsheet through Zapier, Make or the API.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to learning management, booking and CRM systems through Zapier, Make or the QuoteCloud API from the Essentials plan, where those systems have a connector or an API. Xero, QuickBooks Online and Pipedrive are native on Business, or connect through Zapier. There is no native LMS integration.
Two views of a fictional training proposal. Behind, the team's activity: opened, seats changed from 12 to 14, catering ticked, signed by both signers, deposit paid via Stripe, and a cohort created in the provider's LMS through Zapier. In front, the proposal's data items: purchase order HHP-PO-40817, the cohort and the program start date.
Each system, and how it really connects
The systems an education business runs, and the honest route for each. Zapier, Make and the API are on Essentials and up; native integrations are on Business.
LMS and student systems
Through Zapier, Make or the QuoteCloud API, where your LMS or student system has a connector or an API. There's no native LMS integration.
API, Zapier and MakeCRM
HubSpot and Zoho through Zapier. Pipedrive is native on Business. Other CRMs through Zapier, Make or the API.
HubSpot and QuoteCloudAccounting
Xero and QuickBooks Online are native on Business, otherwise they connect through Zapier.
Xero and QuoteCloudSpreadsheets
Google Sheets through Zapier, for an enrolment register or a log of payments on signing.
Google Sheets and QuoteCloudPayments
Stripe and PayPal take deposits, course fees and Term 1 straight after the client signs.
Online paymentsTeam updates
Microsoft Teams and Slack alerts for document updates, comments and actions.
Microsoft Teams and QuoteCloud
Create the proposal from your own system
When an enquiry or a booking lands in your LMS, CRM or booking system, the QuoteCloud API, Zapier or Make can create the document from your template. The client's details and PO number go in as data items, and the price rows go in with the seats as the quantity.
Your template still supplies the outcomes, the modules, the terms and the design. The automation doesn't tick options or choose content blocks: the client chooses the add-ons in the document.
- Create a document from one of your templates
- Fill data items: client, PO number, cohort, start date
- Add price rows: label, note, price, quantity, tax, discount
- API and Zapier documents: US$2.00, $1.80 or $1.60 each, by monthly volume
API, Zapier and Make: Essentials and up
Document automation API, Zapier and Make- Purchase order
- HHP-PO-40817
- Cohort
- 14 team leaders, Northgate and Riverside
- Program start
- Mon 1 Feb 2027
Data items, filled in when the document is created
Program fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Tuition | |||
Leadership Essentials · BlendedPer participant · 6 modules · you can change the number of seats
|
14 seats | $1,380 | $19,320.00 |
Cohort setup & needs analysisPer cohort · interviews with 3 sponsors, program tailored
|
1 cohort | $1,200 | $1,200.00 |
| Add-ons Tick to add | |||
| 14 seats | $85 | $1,190.00 | |
| 14 seats | $126 | $1,764.00 | |
- Subtotal
- $23,474.00
- Tax (10%)
- $2,347.40
- Total
- $25,821.40
- Plus, monthly
- $0.00/mo
- Deposit to confirm the dates, paid on signing (25%)
- $6,455.35
From a signed proposal to your LMS, through Zapier
A sample zap. The LMS step works only where your LMS has a Zapier app or an API.
Trigger
Recipient Signed Document or Document Payment Event in QuoteCloud's Zapier app.
Pick up the details
Use what the trigger provides, such as the document and the client, in the next steps.
Create the cohort
Add the cohort or the enrolment in your LMS, if it has a Zapier app.
Log it
Add a row to your enrolment register in Google Sheets.
Start the invoice
Start the balance invoice in Xero or QuickBooks, which have Zapier apps.
Integrations education providers use
Native on Business where it says so; everything else through Zapier, Make or the API from Essentials.
- API QuoteCloud APIYour LMS or booking system
- Za ZapierSigned proposals to your other apps
- Mk Make.comScenarios for your workflow
- LM Your LMSThrough Zapier, Make or the API
-
HubSpotTraining pipeline · via Zapier
- Pd PipedriveCRM · Business
-
XeroAccounting · Business or Zapier
-
QuickBooks OnlineAccounting · Business or Zapier
-
StripeDeposits and course fees
-
PayPalTerm fees paid on signing
-
Google SheetsEnrolment register · Zapier
- Te Microsoft TeamsDocument updates for your team
Connect QuoteCloud to the systems you already run
Free for 14 days, no credit card required. Zapier, Make and the API are on Essentials and up.
Registration answers, sent on from the document
When a participant completes the Forms block in a course registration, Zapier's Form Submitted on Document trigger can pass the answers on: to a spreadsheet, your CRM, or your LMS where it has a connector.
The answers also stay in the signed document. QuoteCloud keeps your documents, not student records.
- Trigger: Form Submitted on Document
- Answers kept in the signed copy
- The Forms block is a form inside the document, not on your website
Forms block: Business · Zapier: Essentials and up
Short courses & registrationsParticipant details
Forms block · BusinessForms block · completed by Jordan
- Participant 1
- Jordan Pike · Operations coordinator
- Participant 2
- Amira Saleh · Customer service lead
- Dietary needs
- Participant 2: gluten free
- Access needs
- None
- How did you hear about us?
- A colleagueSearchLinkedInOther
Participant details stay in this signed document.
Integration questions from education providers
Does QuoteCloud integrate with our LMS?
Not natively. An LMS or student system connects through Zapier, Make or the QuoteCloud API, where it has a connector or an API. For example, a signed proposal can start a zap that adds the cohort in your LMS. Zapier, Make and the API are on the Essentials plan and up.
Does QuoteCloud keep student records?
No. QuoteCloud keeps the documents you send: proposals, agreements, registrations and consent forms, with their signatures and any Forms block answers. Student records stay in your LMS or student system, and Zapier, Make or the API can pass details from a signed document to it where it has a connector.
Which CRMs connect to QuoteCloud?
HubSpot and Zoho connect through Zapier. Pipedrive has a native integration on the Business plan. Other CRMs can connect through Zapier, Make or the QuoteCloud API, where they have a connector or an API. Zapier, Make and the API are on Essentials and up.
Do Xero and QuickBooks connect?
Yes. Xero and QuickBooks Online are native integrations on the Business plan, and they connect through Zapier on Essentials. QuoteCloud takes the payment on signing; your accounting software issues the invoice for any balance. QuoteCloud has no instalments or payment reminders.
What can the API or Zapier fill in when it creates a document?
It creates the document from one of your templates, fills its data items, such as the client, the PO number and the start date, and can add price-table rows with a label, note, price, quantity, tax and discount. It doesn't tick optional items or choose content blocks: those come from your template and the client.
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 1 to 1,000 a month, US$1.80 for 1,001 to 5,000 and US$1.60 above 5,000. No per-document fee is stated for Make. Zapier, Make and the API are on the Essentials plan and up.
More for education and training providers
Every page of the QuoteCloud education microsite.
-
Corporate training proposalsLearning outcomes, program modules, in-person, virtual or blended delivery and a schedule, priced per participant in one proposal.Explore
-
Per-seat & cohort pricingSeats as the quantity the client can change, a per-cohort fee, materials and catering add-ons, all from your own course catalogue.Explore
-
Tutoring & coaching term packagesSessions per week as packages, the term's fees shown as repeating charges in the agreement, and a parent's signature.Explore
- Workshop & keynote proposalsKeynote, keynote and workshop, or a half-day program as one choice, with travel, materials and a booking deposit.
- School licence quotes for edtechStudent and teacher seats priced per year, a licence term with an expiry date, and next year's re-quote ready before it lapses.
- International student agent agreementsA study plan with the provider's own fee estimate, your service fee as a clear choice, and a service agreement the student and a parent sign.
- Short courses & registration formsA course registration with the participant's details collected in a form inside the document, then signed and paid.
- Excursion & camp quotes with consentPer-student pricing for the school, a consent form for parents inside the document, and several people signing.
- Term offers sent in bulkNext term's offer, personalised for each family or client and bulk-sent from one template, then tracked as each one is opened and accepted.
- Deposits, purchase orders & paymentA deposit or the full fee paid by card or PayPal on signing, and the client's purchase-order number in the document.
- Education & training templatesReal QuoteCloud templates for training course proposals, training services agreements, registration forms and licence proposals.
- QuoteCloud implementation for education providersYour course catalogue loaded, proposal and registration templates converted, payments connected and the team trained.
- FAQAnswers to the questions training providers, tutors, camp providers, edtech teams and student agents ask most.
Signed once, never retyped
Free for 14 days. No credit card required.