Connect QuoteCloud to your TMS, CRM and accounts
A booking form or TMS can create a quote from your template, signed quotes can pass to your systems, and your CRM and accounts connect the way each one really connects.
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- Building QuoteCloud since 2013
QuoteCloud connects to a freight business's systems through the API, Zapier and Make (Essentials and up): a booking form or TMS can create a quote from a template with data items and price lines, and Zapier can send signed and paid events onward. HubSpot and Zoho connect via Zapier, Pipedrive through Zapier or Make, Xero and QuickBooks natively on Business.
Last reviewed by the QuoteCloud team
Three pages of a fictional carrier's lane quote taking turns at the front. First, the lane calculator in the quote with the request typed in: 6 pallets, 1.5 m high, 180 kg each, Northgate to Port Ellery, written into the input cells by Zapier from a booking form. Second, the price table: the linehaul and fuel lines priced by connected cells, a tail-lift ticked, $1,165.84 inc tax. Third, the activity: quote opened, accepted online with a certificate of authenticity, and a booking request sent to the carrier's transport management system through Zapier on the Signed Document trigger.
Where each field from a booking request lands in the quote
When your booking form or transport management system has a Zapier or Make connector, or can call an API, a request can become a draft lane quote from your template, without anyone retyping it. Illustratively, for a pallet request:
- Customer, contact and site → the quote's recipient and data items
- Pallets, height and weight → the calculator's input cells (Zapier can write cells; the API writing cells isn't confirmed)
- Lane → the calculator's lane cell, so your Rates tab finds the zone
- Extra charges asked for, such as a tail-lift → price-table rows added when the document is created
- Your rates, minimums and fuel surcharge → already in your sheet: nothing is fetched
API, Zapier, Make, Spreadsheet block: Essentials and up
How the calculator prices the quoteYour rate calculator
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Quote tab
| Row | A | B | C |
|---|---|---|---|
| 1 | Lane quote | Value | Line description · note |
| 2 | Pallets | 6 | Typed from the request |
| 3 | Height per pallet (m) | 1.50 | On a 1.2 × 1.0 m pallet |
| 4 | Weight per pallet (kg) | 180 | Typed from the request |
| 5 | Cube (m³) | 10.80 | |
| 6 | Cubic conversion | 250 | kg per m³, your factor |
| 7 | Cubic weight (kg) | 2,700 | |
| 8 | Actual weight (kg) | 1,080 | |
| 9 | Chargeable weight (kg) | 2,700 | The greater of the two |
| 10 | Lane | Northgate → Port Ellery | Chosen from the Rates tab |
| 11 | Zone | Long-haul | |
| 12 | Rate per kg | $0.31 | Your zone rate |
| 13 | Minimum charge | $160 | Your zone minimum |
- Typed in
- Your rate or factor
- Connected to the price table
An accepted quote becomes a booking request, not a phone call
QuoteCloud doesn't book, dispatch or track freight: your transport management system does. What it can do is pass the accepted quote on. Zapier triggers on events such as Signed Document, Document Payment Event, Status Changed and Form Submitted on Document, and a Zap can create the booking request in your system where it has a connector.
Sophie accepts the Port Ellery quote at 2:18 pm; the booking request reaches Wexmoor's TMS with the lane, pallets, collection date and accessorials from the quote, and the signed PDF link for the file.
- Triggers: signed, paid, status changed, form submitted
- Actions back in QuoteCloud: send, update status, generate a PDF link
- Illustrative: the fields depend on your system's connector
Zapier and Make: Essentials and up
QuoteCloud on ZapierAccept this quote
Sophie Lindqvist · Logistics manager
Signed online · Tue 3 Nov, 2:18 pm
Booking summary
- Lane
- Northgate → Port Ellery
- Collection
- Thu 5 Nov
- Total
- $1,165.84 inc tax
- Terms
- Your account, 30 days
Certificate of authenticity and audit trail attached
Activity
- Quote openedSophie Lindqvist
- Booked delivery time addedThen removed: store open from 7 am
- Accepted onlineCertificate of authenticity attached
- Booking request sent to your TMSZapier, on the Signed Document trigger
Apps freight businesses connect to QuoteCloud
Each one connected the way it really connects: your TMS through the API, Zapier or Make; HubSpot and Zoho through Zapier; Pipedrive through Zapier or Make; Xero and QuickBooks Online natively on Business, otherwise through Zapier.
- TMS Your TMSBookings and shipment data · Zapier, Make or the API
- AI Your AI assistantDrafts for your team · QuoteCloud MCP service
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HubSpotCRM · via Zapier
- Pd PipedriveCRM · via Zapier or Make
- Zo Zoho CRMCRM · via Zapier
-
XeroAccounting · native on Business, otherwise Zapier
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QuickBooks OnlineAccounting · native on Business, otherwise Zapier
- GS Google SheetsRate and volume logs · via Zapier
- MT Microsoft TeamsDocument updates, comments and actions
-
StripeSet-up fees and deposits on signing
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PayPalSpot quotes paid on acceptance
- Za ZapierSigned, paid and form events to your other apps
Four ways in, one template
Pick the route your systems already support. Each creates documents from your QuoteCloud templates.
QuoteCloud API
Your TMS or booking form creates a quote from a template, fills data items and adds price rows at creation. Per-document creation fee by volume.
Document automation APIZapier
No-code Zaps on signed, paid and form events, and values written into spreadsheet cells. Per-document creation fee by volume.
QuoteCloud on ZapierMake
Scenarios that create documents from templates and pass events on, for teams that already run Make.
MCP service
Your AI assistant can be set up to draft quotes and reports from your data, for your team to review.
AI-drafted quotes
Connect your booking form to a lane quote
Free for 14 days, no credit card required. The API, Zapier and Make are on Essentials and up; trial them with your own template.
Setting up a request-to-quote connection
A typical order for a carrier connecting its booking form and TMS. Your developer or Zapier builder does steps 2 to 4.
Finish the template
Your lane quote template with the calculator, connected cells and accessorial lines.
Map the request
Decide which request fields fill data items, which go into input cells and which add price rows.
Create the draft
The API, a Zap or a Make scenario creates the quote from the template as a draft.
Review and send
Your pricing desk checks it and sends it; approvals apply as usual.
Pass the acceptance on
A Signed Document trigger sends the booking request to your TMS.
Integration questions
Can our TMS create quotes in QuoteCloud?
Where your TMS or booking form can call an API or has a Zapier or Make connector, it can create a quote from your template with data items and price lines, on Essentials and up. API and Zapier documents carry a per-document creation fee by volume (US$2.00, $1.80 or $1.60).
Can a booking form fill in our rate calculator?
Zapier can write values into Spreadsheet block cells, such as pallets, heights and weights from your booking form; your formulas then price the connected lines. Writing cells through the API isn't confirmed. Quantities stay on the price lines as usual.
Does QuoteCloud send accepted quotes to our TMS?
Not natively. Zapier triggers on events such as Signed Document and Document Payment Event, and a Zap can create a booking request in your TMS where it has a Zapier connector. Make and your own developer using the API are the other routes.
Which CRMs and accounting systems connect?
HubSpot and Zoho CRM connect through Zapier, and Pipedrive connects through Zapier or Make. Xero and QuickBooks Online are native integrations on the Business plan, otherwise through Zapier. Payments on signing go through Stripe or PayPal. Your TMS connects through the API, Zapier or Make where it has a connector.
Can Microsoft Teams or Slack tell us when something happens?
Yes, for document updates, comments and actions, through the Microsoft Teams and Slack integrations. For a specific event such as a signed quote, use a Zapier trigger to post wherever your team works. Zapier and Make are on Essentials and up.
More for freight & 3PL teams
Every page of the logistics guide, from the first lane quote to the quarterly review.
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AI-drafted quotes & reports with MCPAn AI assistant connected through QuoteCloud's MCP service drafts quotes and reports from your data for your team to review.Explore
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Lane & spot freight quotesA priced lane quote back the same hour: chargeable weight, linehaul, fuel and accessorials, accepted online.Explore
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QuoteCloud implementation for freight & 3PLYour rate tables rebuilt as a calculator, your templates converted, approvals set and the pricing desk trained.Explore
- Chargeable weight & rate calculatorsYour cubic conversion, zone rates and fuel surcharge in a Spreadsheet block whose cells price the quote lines.
- Contract rate schedulesA customer's lanes, zones, minimums and accessorials in one schedule, approved, signed and dated to expire.
- Freight tenders & RFQ responsesA shipper's lane list answered lane by lane, with your service, insurances and terms as locked library blocks.
- 3PL & warehousing proposalsPallets × weeks × rate, handling, pick and pack in a calculator, an onboarding plan and a set-up fee paid on signing.
- Quarterly service reportsShipments, on-time delivery and claims for each contract customer, with next quarter's options priced inside.
- Rate reviews & contract renewalsExpiring schedules found early, the new rates sent to every contract customer, and each one signed before expiry.
- Pricing approvals & marginsDiscounts and big contracts routed to the right manager, with cost and margin visible only to your team.
- Logistics templatesReal QuoteCloud templates for transport agreements, storage, service levels and quotes.
- FAQAnswers to the questions carriers, forwarders, 3PLs and couriers ask most.
Quotes in, bookings out, nothing retyped
Free for 14 days. No credit card required.