CRM in, signed orders out to provisioning and billing
Build proposals from the opportunity, send status back to the CRM, and pass every signed order on through Zapier, Make or the QuoteCloud API.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to the systems a telco sells and delivers from. Zapier, Make and the QuoteCloud API are on Essentials, so a signed proposal can update a CRM deal or create a provisioning or billing task. Native CRM and accounting integrations, including Salesforce, HubSpot, Xero and QuickBooks, are on the Business plan.
Last reviewed by the QuoteCloud team
Activity feed of a sample multi-site connectivity proposal from a fictional provider, Tallwire Communications, to Saltmarsh Freight Co.: proposal opened, 36 months and 4G failover chosen, signed online, deposit paid via Stripe, and the order sent to provisioning through Zapier or the API.
One telco deal, from the CRM to provisioning
Follow a sample three-site order for Saltmarsh Freight Co. through every system it touches. Nothing is retyped on the way.
Opportunity in the CRM
The deal lives in Salesforce, HubSpot, Dynamics 365, Pipedrive, Zoho CRM or monday.com. An integration creates the proposal from it, with the company and contact filled in from the record.
Proposal from your price book
Fibre, SD-WAN, voice seats and mobiles come from the product catalogue, grouped by site, with monthly and once-off charges on the term the client picks.
Approved, signed, deposit paid
A discount past your limit is approved first on Business. The client signs online and pays the deposit on the once-off charges through Stripe or PayPal.
Status back to the CRM
Sent, first viewed and signed can update the opportunity or deal, so the account manager sees where the order stands without opening QuoteCloud.
Order out to the back office
The signed document can create the invoice in Xero or QuickBooks Online and start a provisioning or billing task through Zapier, Make or the API.
The signed proposal is the order
What the client signed is what your delivery team builds: every site, service, quantity, term and option sits in one price table, priced from your catalogue.
Hand those details on through Zapier, Make or the API instead of re-keying a three-site order into the CRM, provisioning and accounting. A signed proposal can become a Xero or QuickBooks Online invoice with the same lines, quantities and tax.
- Sites, quantities and the chosen term in one table
- Every line keeps its SKU from your price book
- Options the client ticked, such as 4G failover, already priced
- Monthly recurring, once-off and total contract value calculated
- Signed online, with a certificate of authenticity and audit trail
Price tables and payments: Essentials and up
Sign, order & collect upfront chargesYour services, site by site
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Head office · Riverside | $1,564 | $2,950 | |
Business fibre 1000/1000FBR-1000 · 4-hour fault response
|
1 | $449 | — |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 |
Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
|
$1,000 | — | |
Installation & configurationINS-SITE · Survey, rack and cut-over
|
1 | — | $1,800 |
| Warehouse · Northgate | $596 | $4,750 | |
Business fibre 500/500FBR-500 · 4-hour fault response
|
1 | $329 | — |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 |
Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
|
8 | $152 | $2,400 |
Installation & configurationINS-SITE · Survey, cabling and cut-over
|
1 | — | $1,200 |
| Depot · Lakeview | $338 | $1,750 | |
Business fibre 250/250FBR-250 · 4-hour fault response
|
1 | $249 | — |
SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
|
1 | $89 | $850 |
Installation & configurationINS-SITE · Survey and cut-over
|
1 | — | $900 |
| Mobile fleet | $1,725 | $5,500 | |
5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
|
$1,725 | — | |
5G smartphoneHS-5G-A · Outright, delivered set up
|
25 | — | $5,500 |
| Managed services | $640 | — | |
24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
|
1 | $640 | — |
| Options Tick to add | |||
| 3 | $135 | — | |
| 1 | $240 | — | |
| 1 | $180 | — | |
- Monthly recurring
- $4,998/mo
- Once-off
- $14,950
- Total contract value over 36 months
- $194,878
- Deposit on signing (50% of once-off)
- $7,475
All prices excluding tax. Monthly charges apply for the contract term.
The systems a telco order touches
CRMs, accounting and payments, plus Zapier, Make and the QuoteCloud API for everything else: provisioning, billing and your own tools.
How each system connects, and on which plan
Zapier, Make and the API are on Essentials. Native CRM and accounting integrations are on Business.
Salesforce
Two ways: the Salesforce Sync add-on connects your org by OAuth and pushes document status back to the Opportunity, or Zapier maps a QuoteCloud trigger to a Salesforce action.
Salesforce integrationHubSpot
Through Zapier: a new deal can create the proposal with deal, contact and company details, and opens and signatures can update the deal or its timeline.
HubSpot integrationMicrosoft Dynamics 365
Through Zapier: a new QuoteCloud document or customer can create or update a record in Dynamics 365, such as the quote status on the opportunity.
Dynamics 365 integrationPipedrive
Through Zapier or Make: create the proposal from a deal, contact or organization, and write its status back to the Pipedrive record.
Pipedrive integrationZoho CRM and monday.com
Through Zapier: a deal becomes a proposal, and views and signatures can move the Zoho CRM deal or update the item on your monday.com board.
Xero and QuickBooks Online
Through Zapier: a signed proposal can create the invoice in Xero or QuickBooks Online with the same line items, quantities and tax.
Stripe and PayPal
Built in from Essentials: the client pays the deposit or upfront charges on the signed proposal. Monthly charges are billed from your own billing system.
Online paymentsProvisioning and billing
There is no built-in carrier, OSS or BSS connector. Zapier, Make or the GraphQL/REST API create the provisioning task or billing record when a document is signed.
Document automation API
Connect your CRM during the trial
Free for 14 days, no credit card required. Integration setup for Zapier, the API and other platforms is available from our team.
A Zap from signed proposal to provisioning task
Four steps in Zapier, no code. Make works the same way with a scenario.
Choose the QuoteCloud trigger
In Zapier, pick QuoteCloud as the trigger app and choose the event, such as a recipient signing a document or its status changing.
Connect your QuoteCloud account
Sign in once so Zapier can see your QuoteCloud documents and contacts.
Choose the action
Pick the app your delivery or billing team works in, such as a service desk, a project board or a spreadsheet, and the action, such as creating a task or a row.
Map the order and turn it on
Match the client and document details to the action's fields, test it with a signed sample proposal and turn it on. Every signed order now starts its own task.
Your own provisioning or billing platform? Use the API
The QuoteCloud GraphQL/REST API lets any system that can make HTTPS requests exchange document data with your account: create a proposal from a template's data items, then act when the client views or signs.
It suits a telco with an in-house portal, provisioning platform or billing system that no app marketplace covers. Consultancy and integration setup for custom APIs is available from the QuoteCloud team.
- GraphQL/REST API from the Essentials plan
- Template data items filled in from your systems
- Delivered as a web link, PDF or email
- Per-document fees: US$2.00 each for 1–1,000 a month, US$1.80 for 1,001–5,000, US$1.60 above
API, Zapier and Make.com: Essentials and up
Document automation with the APIAccept and sign
Priya Nair · Operations manager, Saltmarsh Freight Co.
Signed online · 28 Oct, 11:05 am
Agreement summary
- Support level
- Business
- Monthly
- $2,658.00 + tax
- Term
- 36 months
- Expires
- 31 Oct 2029
Certificate of authenticity and audit trail attached
Activity
- Agreement openedPriya Nair
- Support level: Business$640.00/mo
- Signed onlineCertificate of authenticity attached
- Status sent to the CRMvia Zapier, from Essentials
What each plan connects
Prices in USD per user per month.
Essentials · US$39
Zapier, Make.com and the QuoteCloud API, with per-document creation fees. Price tables, the product catalogue and Stripe or PayPal payments.
Compare plansBusiness · US$59
Native CRM and accounting integrations, plus the approval workflow, content locking, Gantt charts and version history.
Enterprise · custom
Pricing per seat or per document, single sign-on and implementation support for larger telco and MSP teams.
Book a demoEvery plan
Legally binding eSignatures with a certificate of authenticity and audit trail, from the Free plan up.
CRM and integration questions
Does QuoteCloud integrate with Salesforce for telecom quoting?
Yes, in two ways. The Salesforce Sync add-on connects your Salesforce org from QuoteCloud by OAuth, keeps documents linked to their Opportunity and pushes document status back to it. Or connect through Zapier from the Essentials plan: choose a QuoteCloud trigger such as a recipient signing, then a Salesforce action, and map the fields.
How does QuoteCloud connect to HubSpot?
Through Zapier, with no code. A new HubSpot deal can create a QuoteCloud proposal, or copy one you use as a template, filled with the deal, contact and company details. When the client opens or signs it, a Zap can update the deal, move its stage or add the activity to its timeline. Zapier is included from the Essentials plan.
Which CRMs work with QuoteCloud?
Salesforce connects through the Sync add-on or Zapier; HubSpot, Microsoft Dynamics 365, Zoho CRM and monday.com connect through Zapier; Pipedrive connects through Zapier or Make and shows document status on the record. Zapier, Make.com and the API are on Essentials, and native CRM and accounting integrations are on Business. Other systems can be connected through Zapier, Make or the API.
Can a signed proposal start provisioning or billing?
Yes, through Zapier, Make or the QuoteCloud API, from the Essentials plan. A trigger such as a recipient signing can create a task, record or row in the system your delivery or billing team uses. QuoteCloud has no built-in carrier, OSS or BSS connector and does not bill monthly charges itself, so the order is handed to your own systems.
Can signed proposals create invoices in Xero or QuickBooks?
Yes. When a recipient signs, a Zap can create the invoice in Xero or QuickBooks Online with the same line items, quantities and tax, under the matching contact, and a received payment can update the document's status in QuoteCloud. Deposits taken on signing go through Stripe or PayPal, which are built into QuoteCloud from the Essentials plan.
What does the QuoteCloud API cost?
API access, Zapier and Make.com are included from the Essentials plan, at US$39 per user a month. Documents created through the API or Zapier carry a monthly per-document fee: US$2.00 each for 1 to 1,000, US$1.80 each for 1,001 to 5,000 and US$1.60 each above 5,000. Contact QuoteCloud sales for higher volumes.
Can QuoteCloud help us set up our integrations?
Yes. Consultancy and integration setup for Zapier, custom APIs and other platforms is available from the QuoteCloud team; contact sales for scope and pricing. Paid plans include a 45-minute training session, and Enterprise includes implementation support. Book a demo to walk through your CRM, accounting and back-office systems with the team.
Everything a telco sales team sends
Every page of QuoteCloud for telecommunications.
-
Sign, order & collect upfront chargesLegally binding eSignatures from every signer, and once-off charges paid on signing via Stripe or PayPal.Explore
-
Price book, catalogue & marginsPlans, hardware and services with SKUs and recurring billing terms, and costs and margins your client never sees.Explore
-
QuoteCloud implementation for telco sales teamsPrice book import, template conversion, CRM set-up, roles, approvals and training for your sales team.Explore
- Multi-site connectivity proposalsFibre, SD-WAN, voice and Wi-Fi priced site by site, with monthly and once-off totals on one page.
- Mobile fleet & plan proposalsPlan comparisons, handsets and quantities the client can adjust, priced per user per month.
- Managed services & UCaaS agreementsRepeating charges on 24 or 36-month terms, support levels, agreement terms and an expiry date.
- Discount approvals & deal controlApproval rules on discount and deal value, team roles and locked company content and terms.
- Renewals & re-contractingExpiry dates on every agreement, an Expiring Soon view and new-term offers sent before contracts end.
- Telco templatesReal QuoteCloud templates for mobile plans, broadband, bundles, network installs and IT services.
- FAQAnswers to the questions telco and MSP sales teams ask most.
Signed in QuoteCloud, live everywhere else
Free for 14 days. No credit card required.