Connect bookings to your CRM, traffic and accounts
Create plans from your CRM, pass signed bookings to your traffic sheet and send payments to your accounts.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to media sales systems through Zapier, Make and the QuoteCloud API from the Essentials plan: create a media plan from a template with data items and price rows, then use triggers such as Recipient Signed Document and Document Payment Event to update your CRM, traffic sheet or accounts. Pipedrive, Xero and QuickBooks are native on Business.
The activity of a sample media plan from a fictional media owner, Marrick Media Group: the plan opened by the agency's buyer, the homepage takeover added, signed by the agency and the advertiser, the $15,378.00 deposit paid through Stripe, and the booking added to the traffic sheet in Google Sheets through Zapier.
A won deal in your CRM becomes a media plan
When a deal reaches the right stage in your CRM, an automation through Zapier, Make or the QuoteCloud API can create the media plan from your template. It fills the data items (advertiser, agency, campaign, flight dates, the agency's PO number) and adds the placements as price-table rows: label, note, price, quantity, tax, discount and cost.
The template supplies everything else: your cover, specs, estimates table, terms and signature blocks. The rep checks the plan, adds any options the advertiser can tick and sends it. An automation doesn't tick options or choose content blocks.
- Create a document from a template
- Fill data items and add price-table rows at creation
- Then Send Document, or leave it for the rep to check and send
Zapier, Make and the API: Essentials and up
Document automation API, Zapier and MakePlacements, flights & rates
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Radio · Marrick 96.3 FM | $12,900 | ||
Breakfast & drive rotation25 × 30s spots a week · 30 Nov – 27 Dec, 11 – 24 Jan · est. 64,000 listeners a week (our estimate)
|
6 weeks | $2,150 | $12,900.00 |
Bonus 15-second spotsRun of station, at no charge
|
20 spots | $0 | $0.00 |
| News site · The Courier online | $13,200 | ||
Homepage & news display75,000 impressions a week · 30 Nov – 24 Jan · our delivery estimate
|
8 weeks | $1,650 | $13,200.00 |
| Podcast · The Coastline Weekly | $5,200 | ||
Host-read mid-rollOne episode a week · est. 9,000 downloads an episode (our estimate)
|
8 episodes | $650 | $5,200.00 |
| Outdoor · Marrick Roadside | $23,200 | ||
Digital roadside screens, 4 sites10s slot · 14 Dec – 10 Jan · est. 180,000 vehicle passes a week (our estimate)
|
4 weeks | $5,800 | $23,200.00 |
| Print · The Courier Weekend | $10,400 | ||
Half page, full colourSat 5 & 19 Dec, 2 & 16 Jan · est. 38,000 readers an issue (our estimate)
|
4 insertions | $2,600 | $10,400.00 |
| Campaign services | $1,200 | ||
Trafficking, scheduling & weekly delivery reportMaterial checks, rotation and a report every Monday
|
1 campaign | $1,200 | $1,200.00 |
| Add to the plan Tick to add | |||
Homepage takeover, Sat 12 DecFull-day takeover of the news site on launch weekend
|
1 day | $3,800 | $3,800.00 |
Second podcast · Local Eats4 host-read mid-rolls, 4 – 25 Jan
|
4 episodes | $650 | $2,600.00 |
- Subtotal
- $69,900.00
- Tax (10%)
- $6,990.00
- Total
- $76,890.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (20%)
- $15,378.00
How each system a media seller runs connects
What's native, what goes through Zapier, and what only connects through Zapier, Make or the API where your system has a connector or an API.
CRM
HubSpot and Zoho connect through Zapier. Salesforce through Zapier or the Sync add-on. Pipedrive is native on Business.
Work boards
monday.com connects through Zapier, so a signed booking can add an item to the board your campaign team works from.
Ad server, traffic & booking systems
No native integration. They connect only through Zapier, Make or the QuoteCloud API, where your system has a connector or an API of its own.
Traffic sheet
Google Sheets through Zapier: a signed booking adds a row with the advertiser, flights and key number for traffic to schedule.
Accounts
Xero and QuickBooks Online are native on the Business plan, otherwise via Zapier.
Payments
Stripe and PayPal take the deposit or full payment on signing, into your own account.
From a CRM deal to a booking on the traffic sheet
An illustrative set of zaps for a media seller. Your own steps depend on your CRM and systems.
Deal reaches the stage
A deal in your CRM moves to Proposal, and the zap starts.
Plan created
Zapier creates the media plan from your template, fills its data items and adds the placements as rows.
Rep checks and sends
The rep adds options the advertiser can tick, checks the rates and sends it to the agency and advertiser.
Signed
Recipient Signed Document starts the next zap: a row on the traffic sheet and the deal marked won in your CRM.
Paid
Document Payment Event passes the deposit to your accounts sheet, or to Xero or QuickBooks.
Connect your first zap in the trial
Free for 14 days, no credit card required. Zapier, Make and the API are included on Essentials and Business.
The PO number in the order, and what automation costs
The agency's PO number is a data item in the insertion order. Your team types it in, or the automation that creates the order fills it from your CRM, so it's in the order both sides sign and in every hand-off after.
Zapier, Make and the API come with the Essentials plan. Each document created through the API or Zapier has a fee by monthly volume: US$2.00 each for 1 to 1,000, US$1.80 for 1,001 to 5,000 and US$1.60 above that. No fee is stated for Make.
- Zapier triggers: Recipient First Viewed Document, Recipient Signed Document, Document Payment Event, Document Status Changed, Document Comment Event
- Zapier actions: Send Document, Generate PDF Link, Update Document Status
- Slack and Microsoft Teams alerts for document updates, comments and actions
Zapier, Make and the API: Essentials and up · Native CRM and accounting: Business
QuoteCloud pricing and plansBooking details
- Advertiser
- Pelorus Drinks Co.
- Agency
- Brolga Media Partners
- Campaign
- Cold Brew Tonic summer launch
- Flight
- Mon 30 Nov 2026 – Sun 24 Jan 2027
- Key number
- MM-PEL-2611
- Material deadline
- Fri 20 Nov 2026, 5 pm
- Agency PO number
- BMP-PO-20931 A data item filled in before sending
Booking held until Fri 6 Nov 2026Expiry date · shows in Expiring Soon
Every connection on one board
The integrations a media seller uses most, each with how it connects. Native CRM and accounting integrations are on the Business plan; Zapier, Make and the API are on Essentials and above.
- API QuoteCloud APIYour booking or traffic system
- Za ZapierSigned bookings to your other apps
- Mk Make.comScenarios for your workflow
- AS Your ad server or traffic systemOnly through Zapier, Make or the API
-
Google SheetsTraffic sheet · Zapier
-
HubSpotAdvertisers & deals · via Zapier
-
SalesforceZapier or Sync add-on
-
PipedriveCRM · native on Business
-
XeroAccounting · Business or Zapier
-
QuickBooks OnlineAccounting · Business or Zapier
-
StripeDeposits paid on signing
-
PayPalDeposits paid on signing
Integration questions
Does QuoteCloud integrate with our ad server or traffic system?
Not natively. Ad servers, traffic, booking and broadcast scheduling systems connect only through Zapier, Make or the QuoteCloud API, where your system has a connector or an API of its own. QuoteCloud doesn't check inventory or availability, and doesn't read delivery or performance from an ad server.
Which CRMs connect to QuoteCloud?
HubSpot and Zoho connect through Zapier. Salesforce connects through Zapier or the Sync add-on, and Pipedrive is native on the Business plan. Any CRM with a Zapier or Make connector, or an API, can create documents through the QuoteCloud API, Zapier or Make from the Essentials plan.
Can an automation create a media plan from a CRM deal?
Yes. The API, Zapier or Make can create a document from your template, fill its data items, such as advertiser, agency, flight dates and PO number, and add placements as price-table rows with label, note, price, quantity, tax, discount and cost. It doesn't tick options or choose content blocks.
Do signed bookings sync back to our CRM or accounts?
Not as a two-way sync. Zapier triggers such as Recipient Signed Document and Document Payment Event can start a zap that updates your CRM, traffic sheet or accounts. Xero and QuickBooks Online are native on the Business plan, otherwise via Zapier, and monday.com connects through Zapier.
What does it cost to create documents automatically?
Zapier, Make and the API are on Essentials and above. Documents created through the API or Zapier have a fee by monthly volume: US$2.00 each for 1 to 1,000, US$1.80 for 1,001 to 5,000 and US$1.60 above 5,000. No fee is stated for Make.
Can Slack or Microsoft Teams tell us when a booking is signed or paid?
Slack and Microsoft Teams alerts cover document updates, comments and actions; there isn't a dedicated Slack or Teams alert for a signed or paid booking. Your team sees each open, signature and payment in the document's tracking and activity, inside QuoteCloud.
More for media sellers
Every page of the QuoteCloud advertising & media microsite.
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QuoteCloud implementation for media sellersYour rate card in the catalogue, a template per document type, discount rules set up and the sales team trained.Explore
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Insertion orders & booking confirmationsThe booking signed by the advertiser and the agency, with their PO number, material deadline and cancellation terms in the order.Explore
- Media plans & advertising proposalsPlacements by channel, flight dates and rates in price tables, a flighting chart, and audience figures labelled as your own estimates.
- Rate cards, placements & discount approvalsEvery placement in your product catalogue at rate-card price, and any discount past your limit sent for approval before it goes out.
- Creative & production quotesPre-production, shoot and post as phases with a Gantt, cutdowns as options, and a deposit to lock in the shoot days.
- Print, digital, radio & podcast ad salesOne proposal across your masthead, website, stations and podcasts, priced per spot, per insertion or per thousand impressions.
- Outdoor, billboard & signage bookingsSites and faces by week, print and install as their own lines, site photos in the proposal and the booking held until its expiry date.
- Sponsorship packages for clubs & eventsBronze, silver and gold as one choice, add-on assets the sponsor ticks, and the season signed and part-paid in one document.
- Make-goods, changes & revised bookingsA missed spot or a changed flight sent as a revised version of the booking, with every earlier version kept and signed again.
- Signing & deposits for new advertisersAdvertiser and agency sign in their own browsers, and a deposit or prepayment is paid by card or PayPal on signing.
- Season & upfront packages, bulk-sentNext season's packages sent to every advertiser as their own copy, with an expiry date and a list of who opened and accepted.
- Advertising proposal templatesReal QuoteCloud templates for advertising proposals, social and PPC campaigns, and editorial-style sales quotes.
- FAQAnswers to the questions media owners, agencies, production companies and sponsorship sellers ask most.
Signed bookings, passed on without re-keying
Free for 14 days. No credit card required.