Connect QuoteCloud to your ATS, CRM and accounts
Create terms from your ATS or CRM, and send signed terms and won roles back, through Zapier, Make or the API.
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No ATS is natively integrated with QuoteCloud. Connect yours through Zapier or Make where it has a connector, or through the QuoteCloud API: create a document from a template with data items and fee rows, then act on events such as Recipient Signed Document. HubSpot and Zoho connect via Zapier, Pipedrive directly; Xero and QuickBooks are native on Business.
A sample retained search proposal from a fictional agency, Ashby Lane Recruitment, for Bellbrook Foods, behind a checklist of a sample Zapier flow that ticks off step by step: a new retained job in the agency's ATS, where it has a Zapier app; Create Document from the retained search template; the client, role and estimated salary filled as data items; the $66,000 search fee added as a row; Send Document to the CEO and chief people officer; Recipient Signed Document, then Document Payment Event; and the search updated in the ATS by the same Zap.
Your ATS stays the record. QuoteCloud is where terms get agreed.
What changes for consultants and finance once the two are connected.
What comes back when the client signs
Each step of a QuoteCloud document is an event your automation can act on: first viewed, signed, paid, status changed or a new comment.
Here the retained search is signed by both signers and the engagement fee is paid. Zapier, Make or your developer's code can then update the search in your ATS, record the client in your CRM and pass the signed terms to your accounts.
- Triggers: Recipient First Viewed, Recipient Signed Document, Document Payment Event, Document Status Changed, Document Comment Event
- Actions: Create Document, Send Document, Generate PDF Link, Update Document Status
- The engagement fee paid via Stripe or PayPal on signing
Zapier, Make and the API: Essentials and up
QuoteCloud on ZapierAccept the search and pay the engagement fee
2 of 2 signed
- Andrew LimChief executive officer, Bellbrook Foods Signed14 Aug, 4:40 pm
- Sarah QuinnChief people officer, Bellbrook Foods Signed15 Aug, 9:05 am
Engagement fee on signing (30%)
$22,968.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Proposal openedAndrew Lim · Bellbrook Foods
- Leadership assessments ticked+$3,960.00 inc tax
- Signed by bothCEO and chief people officer
- Engagement fee paid$22,968.00 via Stripe
- Search created in your ATSZapier or the QuoteCloud API
Which systems connect, and how
How QuoteCloud connects to the systems recruitment agencies run, as described on each integration page.
Your ATS
No ATS is natively integrated. Connect yours through Zapier or Make where it has a connector, or build it on the QuoteCloud API.
HubSpot and Zoho
Through Zapier: build documents from deal and contact details, and log sent, viewed and signed on the deal. See HubSpot and Zoho.
Pipedrive
Connects directly: create a document from a deal, contact or organisation, with its status on the Pipedrive record. See Pipedrive.
Xero and QuickBooks
Native on Business, otherwise via Zapier. Placement invoices come from your accounting system. See Xero and QuickBooks.
Stripe and PayPal
Take a retained engagement fee or an RPO set-up fee on signing, as a percentage or a fixed amount. See online payments.
Zapier, Make and the API
On Essentials and up. Documents created through the API or Zapier carry a per-document fee; none is published for Make.
Three ways to connect your ATS
Pick the route that matches the people you have.
Your team, with Zapier or Make
If your ATS has a Zapier app or a Make connector, an operations lead can build the flow: the trigger, Create Document, then the signed status written back.
Your developer, with the API
Create documents from your ATS with data items and price rows, and act on QuoteCloud's events in your own code. Request examples on our pages are illustrative.
QuoteCloud professional services
Consultancy and integration set-up for Zapier, custom APIs and other platforms. Ask us for a price. See professional services.
Connect QuoteCloud to the systems you already run
Free for 14 days, no credit card required. Zapier, Make and the QuoteCloud API are part of Essentials and Business.
ATS, CRM and accounts
Agree the terms once. Never retype them.
When the ATS starts the document and the signature updates the ATS, the fee the client agreed to is the fee everyone works from, from the consultant to finance.
Connect your ATS with Zapier
The usual order of work when your ATS has a Zapier app.
Check your ATS's connectors
Look for a Zapier app or a Make connector. If there isn't one, plan the API route.
Add data items to your template
Client, role, salary and anything else the ATS will send, placed where they belong in the document.
Build the create step
Trigger on the ATS event, then Create Document from your template with the data items and fee rows.
Send or review
Send it straight away with Send Document, or let the consultant check it and send it from QuoteCloud.
Write the result back
Use Recipient Signed Document or Document Payment Event to update the job, the client and your accounts.
What connecting costs
Zapier, Make and the QuoteCloud API come with Essentials ($39 per user per month) and up. Documents created through the API or Zapier carry a fee by monthly volume; no fee is published for Make. Prices are in USD, from the pricing page.
- 1 to 1,000 documents a month: US$2.00 each
- 1,001 to 5,000 documents a month: US$1.80 each
- 5,001 documents a month and over: US$1.60 each
- Native CRM and accounting integrations: Business ($59 per user per month) and up
Integration questions
Does QuoteCloud integrate with my recruitment ATS?
No ATS is natively integrated. You can connect yours through Zapier or Make where your ATS has a connector, or through the QuoteCloud API, all from Essentials. The ATS can then start documents from your templates and receive the signed status back.
Does QuoteCloud connect to HubSpot, Zoho or Pipedrive?
Yes. HubSpot and Zoho connect through Zapier, so documents can be built from deal and contact details and the deal updated as they're sent, viewed and signed. Pipedrive connects directly: create a document from a deal, contact or organisation and see its status on the record.
Can QuoteCloud invoice our placements?
No. QuoteCloud doesn't raise invoices for placements, timesheets or later retained stages. It can take one payment when the client signs, such as a retained engagement fee, through Stripe or PayPal. Placement invoices come from your accounting system: Xero and QuickBooks connect natively on Business, otherwise through Zapier.
What can an automation fill in when it creates a document?
Through Zapier or the API, an automation can create a document from your template, fill its data items such as the client, role and salary, and add price-table rows with a label, note, price, quantity, tax, discount and cost. It doesn't tick optional rows or choose content blocks: those come from your template and the client.
Do documents created through Zapier or the API cost extra?
Yes. Documents created through the API or Zapier carry a fee: US$2.00 each for up to 1,000 a month, US$1.80 each from 1,001 to 5,000, and US$1.60 each above that. No per-document fee is published for Make. Zapier, Make and the API are on Essentials and up.
Do we need to send candidate data to QuoteCloud?
No. Terms of business and proposals are about the client, the role and the fees, so an automation sends client and job details, not candidates. QuoteCloud is not an ATS and doesn't store, parse, match or score CVs. Keep CVs, shortlists and consent in your ATS, where they already live.
More for recruitment agencies
Every page of the QuoteCloud recruitment microsite.
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QuoteCloud implementation for agenciesYour terms converted, fee bands and rate cards set up, signers, approvals, integrations and your consultants trained.Explore
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Annual terms review & bulk sendEvery client's terms carry an expiry date, and next year's terms go to the whole client list in one bulk send.Explore
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Multiple signers & fee-discount approvalsThe hiring manager and procurement both sign, and fee discounts over your limit wait for a director first.Explore
- Candidate-free client proposalsWin the role or the account with your process, market view and fees, without a single CV in the document.
- Retained & executive search proposalsEngagement, shortlist and placement fees set out as stages, with only the engagement fee paid on signing.
- RPO & volume hiring proposalsSet-up fee, monthly programme management and a per-hire fee in one programme proposal with a rollout plan.
- Specialist desks: IT, healthcare & tradesOne agency, several desks: each with its own templates, rate cards and wording, all from one content library.
- Terms of business & fee tiersFee percentages by salary band, exclusivity options and your guarantee in one set of terms the client signs online.
- Temp & contract rate cardsPay rate plus on-costs plus margin gives the charge rate. The client sees the charge rate, your team sees the rest.
- Replacement guarantees & rebatesFree replacement or a sliding rebate scale, written once, locked, and offered as a choice the client signs.
- Recruitment templatesReal QuoteCloud templates for recruitment proposals, HR services, consulting agreements and temporary contracts.
- FAQAnswers to the questions recruitment agencies and search firms ask most.
Terms agreed in QuoteCloud, recorded in your ATS
Free for 14 days. No credit card required.