Signed proposals into your CRM and planning software
Through Zapier, Make or the QuoteCloud API, where your CRM, planning software or aggregator platform has a connector or an API.
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- Building QuoteCloud since 2013
QuoteCloud connects to the systems advice and broking firms use through Zapier, Make or the QuoteCloud API, from the Essentials plan, where those systems have a connector or an API. A document can be created from a template with data items and price rows, and signature, payment and form events can update your CRM. Pipedrive and Xero are native on Business.
The activity of a sample fee proposal, FA-A-2611, from a fictional advice firm, Ferrowby Advice & Lending, as the firm's team sees it in QuoteCloud: proposal opened by Alicia Brennan on her phone; fact-find submitted (Forms block, the Form Submitted on Document event); debt structure added, plus $330.00 including tax; signed by Tom and Alicia with a certificate of authenticity; $1,815.00 paid on signing via Stripe; and the client record updated in the firm's CRM through Zapier.
How each of your systems connects
Native where QuoteCloud has an integration; otherwise Zapier, Make or the QuoteCloud API, where your system has a connector or an API.
Your CRM
Pipedrive: native on Business. HubSpot and Zoho: through Zapier. Salesforce: through Zapier or the Sync add-on. Others: Zapier, Make or the API.
Pipedrive and QuoteCloudYour planning software
Through Zapier, Make or the API, where it has a connector or an API. Your advice documents stay in it; QuoteCloud sends the fee and engagement documents.
Your aggregator platform
Through Zapier, Make or the API, where it offers one. No lender system or rate feed is connected: brokers type loan figures in.
Xero and QuickBooks
Native on the Business plan, otherwise through Zapier. Ongoing fees are invoiced from your own accounting system.
Xero and QuoteCloudStripe and PayPal
Fees paid on signing go to the Stripe or PayPal account your firm connects. Each team can connect its own Stripe account.
Payments in QuoteCloudSlack and Teams
Alerts in a channel for document updates, comments and actions, so your team sees a client's question as it arrives.
A signature, a payment or a fact-find, back in your CRM
Every step the Brennans take on their proposal is an event your CRM can hear about through Zapier. When Alicia submits the fact-find, the Form Submitted on Document trigger can add a note to her record. When both have signed and the fee is paid, the Recipient Signed Document and Document Payment Event triggers can move the client to your next stage.
You choose what each zap does. Nothing updates in both directions by itself.
- Recipient First Viewed and Recipient Signed Document
- Document Payment Event and Document Part Paid
- Form Submitted on Document, Status Changed and Comment Event
Zapier, Make and the API: Essentials plan and up
QuoteCloud on ZapierYour details for Nadia
Forms blockFact-find · answered in this document before Nadia prepares your advice
Tax ID numbers, identity documents, account and policy numbers: please don't type them here. We collect them through our secure process.
Submitted by Alicia Brennan · Tue 20 Oct
Activity
- Proposal openedAlicia Brennan, on her phone
- Fact-find submittedForms block · Form Submitted on Document
- Debt structure added+$330.00 incl. tax
- Signed by Tom and AliciaCertificate of authenticity attached
- Paid on signing$1,815.00 via Stripe
- Client record updatedIn your CRM, through Zapier
Integrations for advice and broking firms
The tools advice and broking firms connect most often, and how each one connects.
- API QuoteCloud APIYour CRM or aggregator platform
- Za ZapierSigned proposals to your other apps
- Mk Make.comScenarios for your workflow
- PS Your planning softwareThrough Zapier, Make or the API
- AG Your aggregator platformThrough Zapier, Make or the API
- SF SalesforceCRM · Zapier or Sync add-on
-
HubSpotCRM · via Zapier
- Pd PipedriveCRM · native on Business
- Zo Zoho CRMCRM · via Zapier
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XeroAccounting · native on Business, otherwise via Zapier
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QuickBooks OnlineAccounting · native on Business, otherwise via Zapier
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StripeFees paid on signing
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PayPalFees paid on signing
- Sl SlackAlerts for document updates, comments and actions
Connect QuoteCloud to your CRM during the trial
Zapier, Make and the API are included from the Essentials plan. Start free for 14 days, no credit card required.
Proposals created from your CRM, with the details already in
From a client record, a zap or your own API call can create a fee proposal from the template for that service, fill its data items with the clients' names, emails and the adviser, and add price-table rows: the initial advice fee and the ongoing fee as a repeating item, with labels, notes, prices and quantities.
The template supplies the layout, wording and locked blocks. The automation doesn't tick optional items or choose content blocks: the clients tick their own options, and the adviser checks the proposal before it's sent. This example is illustrative.
- Create from a template you choose
- Data items filled: names, emails, adviser, dates
- Price-table rows added at creation
- Per-document fee for API and Zapier documents
API, Zapier and Make: Essentials plan and up
Document automation with the API, Zapier and Make
Service & fee proposal
Our advice services and fees
Thank you for meeting Nadia on Tue 13 Oct. This proposal sets out the advice we'll prepare for you, what it covers and what it doesn't, and our fees. Your advice itself will be in a separate document from Nadia.
Your fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Initial advice | $3,000 | ||
Initial advice feeReviewing your fact-find, research and your advice document, presented in a meeting
|
1 fee | $3,000 | $3,000.00 |
| Add to your advice Tick to add | |||
Home loan and debt structureHow your home loan fits the plan, with our broking team
|
1 fee | $300 | $300.00 |
Estate planning referralCoordinating with your solicitor
|
1 fee | $300 | $300.00 |
| Ongoing service | $0 | ||
Ongoing service · StandardShown in this agreement, invoiced by Ferrowby each month
|
Monthly | $275 | $275.00/mo |
- Subtotal
- $3,300.00
- Tax (10%)
- $330.00
- Total
- $3,630.00
- Ongoing service fee, per month
- $275.00/mo
- Paid on signing to start your advice (50%)
- $1,815.00
Before you connect anything
Four things to decide, so the first zap does what your team expects.
One template per service
Initial advice, ongoing service, broker proposal: each automation creates from the right one.
Fields to map
Which CRM fields fill which data items, and which fees become price-table rows.
Events to send back
Signed, paid or fact-find submitted, and what each should change in your CRM.
Who builds it
Your team in Zapier or Make, your developer with the API, or QuoteCloud professional services.
Questions about integrations
Does QuoteCloud integrate with financial planning software?
Not natively. QuoteCloud connects to planning software through Zapier, Make or the QuoteCloud API, where your planning software has a Zapier or Make connector or an API of its own. What can move depends on that connector. Zapier, Make and the API are on the Essentials plan and above.
Can QuoteCloud connect to our aggregator platform or lender systems?
Only through Zapier, Make or the API, where the platform offers a connector or an API. QuoteCloud has no direct integration with any aggregator or lender system and no rate or product feed. Loan options and figures in a broker proposal are typed in by the broker.
Which CRMs work with QuoteCloud?
Pipedrive is native on the Business plan. HubSpot and Zoho connect through Zapier, and Salesforce through Zapier or the Salesforce Sync add-on. Any other CRM with a Zapier or Make connector, or an API, can be connected the same way. Zapier and Make are on Essentials and above.
What can our CRM send to QuoteCloud?
Through Zapier or the API, a document can be created from one of your templates, its data items filled with details such as the clients' names and emails, and price-table rows added with a label, note, price and quantity. The template supplies the wording and layout; automations don't tick options or choose content blocks.
What can QuoteCloud send back to our CRM?
Zapier triggers include a recipient first viewing or signing a document, a payment event, a form submitted on a document, a status change and a comment. Each can update a client record, add a note or create a task in your CRM. Nothing updates in both directions automatically; each zap does what you set it up to do.
What does it cost to create documents through the API or Zapier?
Documents created through the API or Zapier carry a per-document fee: 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, on top of your plan. No per-document fee is stated for Make. Documents your team creates in QuoteCloud have no such fee.
Do Xero and QuickBooks connect?
Yes. Xero and QuickBooks are native integrations on the Business plan. On other plans they connect through Zapier, for example to create a contact or an invoice in your accounting system when a fee proposal is signed and paid. The invoice for an ongoing fee is still yours to raise.
More for advice and broking firms
Every page of the QuoteCloud mortgage & financial planning microsite.
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Advice service & fee proposalsYour scope of service, the initial advice fee and the ongoing service fee options, in one proposal the client signs before the advice starts.Explore
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Mortgage broker service proposalsYour service, a lender comparison you type in and your fee and commission wording, accepted and signed by every borrower.Explore
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Ongoing fee arrangement renewalsRenewal dates as expiry dates, the Expiring Soon filter, a new version to sign and bulk send for the clients due this month.Explore
- Engagement letters & termsYour firm's engagement wording in locked blocks, the services and fees beside it, signed online by every client.
- Client fact-finds inside the documentThe Forms block collects the details your adviser needs in the same document the client signs. Identity documents stay in your secure process.
- Couples, trustees & multiple signersBoth partners, every trustee or each company director signs the same document, in their own browser, with no account.
- Paraplanning & outsourced services quotesParaplanning and support businesses quoting advice firms: a price per piece of work, monthly capacity and terms, signed by the principal.
- Asset & commercial finance quotesEquipment, vehicle and commercial finance quotes with the term options and repayment estimates you type, signed by each director.
- Fee discount approvalsA proposal with a fee discount over your limit goes to a principal to approve before the client sees it (Business plan).
- Mortgage & financial templatesReal QuoteCloud templates for mortgage services, loan and funding proposals, made into your own fee and engagement documents.
- QuoteCloud implementation for advice & broking firmsFee proposal and engagement templates converted, your wording locked, Stripe or PayPal connected and the team trained.
- FAQAnswers to the questions planners, advisers, brokers and paraplanners ask most.
Your systems, connected to every signed proposal
Free for 14 days. No credit card required.