What does the QuoteCloud Slack integration do?

It posts QuoteCloud document updates into Slack. When a client opens, approves or signs a quote or proposal, a message can appear in the channel or direct message you choose, so the team knows without checking email.

Which document events can send a Slack notification?

You choose the events. Notifications can be set for a document being sent, viewed, approved, signed or paid, and for status changes and comments.

How do I connect QuoteCloud to Slack?

QuoteCloud connects to Slack through Zapier, with no code to write. Choose a QuoteCloud trigger, connect your QuoteCloud account, then choose a Slack action such as Send Message, map the fields, test it and turn it on.

What do I need on the Slack side?

A Slack workspace you can connect apps to, and a Zapier account to link the two. When you connect QuoteCloud you may be asked for your QuoteCloud API key or to authorise Zapier.

Can I choose which Slack channels or people receive the notifications?

Yes. Each automation posts to the Slack channel or direct message you pick, so signed deals can go to one channel and day-to-day activity to another. You can also customise the wording of each message.

Will I get real-time updates when a client interacts with a quote or proposal?

Notifications are triggered as soon as the client opens, approves or signs. Delivery runs through Zapier, so the exact timing depends on how your Zap is set up.

Is the integration secure, and what data is shared with Slack?

Only the fields you map into the message are sent to Slack, such as the document name, the client and the total. QuoteCloud protects documents with 256-bit encryption, is hosted on AWS and is GDPR compliant.

How can I try QuoteCloud with Slack?

Start a free 14-day trial with no credit card required, then connect Slack through Zapier. You can also book a demo for a guided walkthrough.

The moment a client signs, your Slack channel knows.

QuoteCloud can post to the Slack channel you choose when a quote is opened or signed. Play the client below and watch it arrive.

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Your client sees

Thistlewood Events Signed

Annual gala dinner

Quote Q-6031 for Carrow Point Resort

Venue styling$4,200.00

Catering, 180 guests$12,600.00

Sound and lighting$3,400.00

Tax (10%)$2,020.00

Total$22,220.00

Awaiting signatureImogen Adair · Signed online

Your team sees

Thistlewood

Yesterday

QuoteCloud16:12
Q-6018 signed by Harlan Voss
Harbour conference lunch$8,640.00

Today

QuoteCloud10:37

Q-6031 signed by Imogen Adair

Annual gala dinner$22,220.00
Wren Halloran10:38
Booking the site visit now.

Three moments nobody has to chase.

Each one can post to Slack as it happens.

They opened it.

A message can post when your client first views the document, so your follow-up lands while it is fresh.
They approved it.

Approval can post too, so delivery knows what is coming before the paperwork is finished.
They signed it.

The signature can go to its own channel, with the document name and the total attached.

Set it up the way your team works.

You choose where each update goes and what it says.

Each moment goes to the right room.

Views can go to the sales channel, signatures to a wins channel and comments straight to the person who owns the deal.
See how it connects
Written in your team's words.

Customise the message so it reads like something a teammate would post.
Proposal software
Reminders for sent and accepted documents.

Set up automatic reminders, so a quote that is out or accepted stays on the team's radar.
Quoting software
Comments reach the right person.

Client comments and status changes can go to a channel or a direct message, so a question gets answered while the quote is still open.
Collaboration

Three steps, then it runs itself.

QuoteCloud connects to Slack through Zapier, so there is no code to write.

Choose the QuoteCloud trigger
Pick the event that starts it, such as a new document or a recipient signing.
Connect your QuoteCloud account
Sign in once, or paste your API key if Zapier asks for it.
Choose the Slack action
Pick what Slack does, such as sending a channel message. Map the fields, test it and turn it on.