CRM, accounting and job integrations for solar

Yes, through Zapier on Essentials and up. Zapier triggers such as Signed Document, Document Payment Event and Status Changed can update a HubSpot deal, and a new deal or form can create a proposal from your template. Zoho CRM connects the same way.

Yes. Xero and QuickBooks Online connect natively on the Business plan, and through Zapier on other plans. Solar retailers use them for the balance invoice after the install: the deposit is paid on signing in QuoteCloud, and the rest is your own invoice from your accounting system.

Yes, through Zapier. A trigger such as Signed Document or Document Payment Event can start a zap that creates the install job in simPRO or ServiceM8 with the client and proposal details. There's no direct simPRO or ServiceM8 integration; it's a zap you set up.

Alerts for document updates, comments and actions, posted to the channel your team chooses. They're useful for knowing a household has commented or acted on a proposal. For a specific step after signing or payment, use the Zapier triggers instead.

The sheet stays in the proposal as the record of how the system was sized. What other systems receive through Zapier or the API are the document's details, such as the client, status and payment events. Moving individual spreadsheet cells to another system isn't a documented feature, so don't plan a set-up around it.

Only where that software has a Zapier or Make connector or an API of its own. QuoteCloud has no dedicated connection to solar design tools. Through those routes, your tool can create a proposal from your template with data items and price rows.