Translation tools, CRM and accounting, connected honestly
Word-count exports as .xlsx imports, Zapier writing cells, your AI assistant over MCP, and your CRM and accounts the way each really connects.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to the rest of an agency's stack in several ways: import your translation tool's analysis into a Spreadsheet block, let Zapier write values into its cells, set up your AI assistant through QuoteCloud's MCP service, or use the API or Make. HubSpot and Zoho connect through Zapier, Pipedrive through Zapier or Make, and Xero and QuickBooks natively on Business.
Last reviewed by the QuoteCloud team
Two overlapping documents from a fictional agency, Larkmoor Language Services. Behind, the price table of quote LM-Q-2614 for Kestrel Robotics in the editor: the file preparation line and six language lines, French, German and Japanese ticked, each with chips showing that its description and unit price come from cells on the Pricing tab of the rate-card sheet, for example French at $1,839.67 from Pricing!C2. In front, the quote's activity: draft created from the analysis with the rate card applied, reviewed and sent by Tobias Wren, opened and signed by Hana Sorensen, and the $3,505.64 deposit paid through Stripe.
What connects, and how each one connects
Your translation tool's analysis comes in as an .xlsx import into a Spreadsheet block, through Zapier (which can write values into its cells) or through your AI assistant over QuoteCloud's MCP service. The API, Zapier, Make and MCP are on Essentials and up. HubSpot and Zoho connect through Zapier, Pipedrive through Zapier or Make; Xero and QuickBooks Online are native on Business, otherwise through Zapier.
- TT Your translation toolWord-count exports · .xlsx import, Zapier or the API
- AI Your AI assistantDrafts through QuoteCloud's MCP service
-
HubSpotCRM · via Zapier
- Pd PipedriveCRM · via Zapier or Make
- Zo Zoho CRMCRM · via Zapier
-
XeroAccounting · native on Business, otherwise Zapier
-
QuickBooks OnlineAccounting · native on Business, otherwise Zapier
-
StripeDeposits and payment on signing
-
PayPalDeposits and payment on signing
-
Google CalendarInterpreting dates · Zapier, one way
- API Document automation APICreate quotes from your own systems
- Za ZapierSigned, paid and form events to your other apps
The analysis comes in, the counts price the lines
Most translation tools export their word-count analysis as a spreadsheet. Tobias imports Kestrel's export into the Analysis tab of the quote's Spreadsheet block: new words, fuzzy matches and repetitions per file, exactly as the tool counted them. QuoteCloud doesn't count words or read source files.
From there the sheet does what it does in every quote: an Include cell per file, your band weights, the weighted total, and connected cells on the Pricing tab that set each language line's description and unit price. If your tool can trigger a Zap, Zapier can write the counts into the cells instead of an import.
- .xlsx import into the Analysis tab
- Or Zapier writing values into cells
- Connected cells → price lines
- Spreadsheet block: Essentials and up
kestrel-k2-analysis.xlsx · imported Spreadsheet block
Analysis
| 1 | File | Include | New | 75–94% | 95–99% | Reps & 100% | Words |
|---|---|---|---|---|---|---|---|
| 2 | k2-user-guide-v4.docx | 1 | 4,820 | 1,140 | 620 | 1,380 | 7,960 |
| 3 | k2-app-strings.json | 1 | 1,260 | 310 | 180 | 940 | 2,690 |
| 4 | release-notes-3.2.md | 1 | 640 | 120 | 40 | 90 | 890 |
| 5 | dealer-letter.docx | 0 | 210 | 0 | 0 | 0 | 210 |
| 6 | Included | 6,720 | 1,570 | 840 | 2,410 | 11,540 | |
| 7 | Weight | 100% | 60% | 30% | 25% | ||
| 8 | Weighted words | 8,517 |
Counts imported from kestrel-k2-analysis.xlsx, your translation tool's analysis. QuoteCloud doesn't count words.
Pricing
| 1 | Language | Rate | Price | Description |
|---|---|---|---|---|
| 2 | French | $0.16 | $1,839.67 | 8,517 weighted words · translation + editing |
| 3 | German | $0.17 | $1,954.65 | 8,517 weighted words · translation + editing |
| 4 | Japanese | $0.21 | $2,414.57 | 8,517 weighted words · translation + editing |
| 5 | Spanish (Latin America) | $0.15 | $1,724.69 | 8,517 weighted words · translation + editing |
| 6 | Portuguese (Brazil) | $0.15 | $1,724.69 | 8,517 weighted words · translation + editing |
| 7 | Arabic | $0.20 | $2,299.59 | 8,517 weighted words · translation + editing |
| 8 | ||||
| 9 | Service level | Translation + editing | ||
| 10 | Level factor | 135% | +1 day review | |
| 11 | Rush delivery | No | ||
| 12 | Delivery estimate | 5 working days | Estimate | |
| 13 | Set-up line | $165.00 | 3 source files: .docx, .json, .md | |
| 14 | ||||
| 15 | Quote total | $7,011.28 | From the price table | |
| 16 | Per source word | $0.608 |
Connected cells set each line's unit price and description; the total comes back into B15.
- Typed in
- Imported analysis
- Your rate card
- Connected to a price line
Four ways your data reaches a quote
Pick the one that suits your volume and your tools. Many agencies start with the first and add the others later.
Import the export
Your project manager imports the .xlsx analysis into the quote's Spreadsheet block. No set-up beyond the template.
Zapier
Create a quote from a template, fill data items and add price rows, or write values into sheet cells. Triggers include signed, paid and form submitted.
Your AI assistant
Through QuoteCloud's MCP service it can be set up to read the analysis and draft the quote for a project manager to review.
API and Make
Your developers create documents from your project system. Documents created through the API or Zapier have a per-document fee from US$2.00.
Try it with your own translation tool's export
Free for 14 days, no credit card required. Import an analysis into a Spreadsheet block and watch the lines price themselves.
Signed and paid, then on to your accounts and project system
When Hana signs and pays, the quote's activity shows it, and Zapier can pass the Signed Document and Document Payment Event triggers on to your project system or a spreadsheet so the job opens without retyping. Treat these as illustrative: what happens next depends on what your system accepts.
Xero and QuickBooks Online are native on the Business plan; on other plans they connect through Zapier. HubSpot and Zoho connect through Zapier, and Pipedrive connects through Zapier or Make. Slack and Microsoft Teams can show alerts for document updates, comments and actions.
- Zapier triggers: signed, paid, status, comments
- Xero and QuickBooks: native on Business
- HubSpot and Zoho via Zapier; Pipedrive through Zapier or Make
API, Zapier and Make: Essentials and up
The document automation APIAccept, sign and pay
Hana Sorensen · Product documentation manager
Signed online · Tue 27 Oct 2026
Deposit on signing (50%)
$3,505.64
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Draft created from the analysisQuote template · rate card applied · draft for review
- Reviewed and sent by Tobias WrenMon 26 Oct · 4:12 pm
- Opened by Hana SorensenMon 26 Oct · 4:40 pm
- Signed by Hana SorensenTue 27 Oct · 9:05 am
- Deposit paid · $3,505.64Stripe · Tue 27 Oct · 9:06 am
Bring your word counts into a quote in five steps
The import route, which needs nothing but your template.
Export the analysis
Export the counts by match band from your translation tool as a spreadsheet, as you do today.
Start the quote
Create the quote from your word-count template and choose the client.
Import the counts
Import the .xlsx into the Analysis tab of the Spreadsheet block.
Check the lines
The connected cells price each language line; set the level and rush if needed.
Send it
Review and send. When it's signed and paid, hand it on to your accounts.
Integration questions
Does QuoteCloud connect to our translation tool?
There is no built-in connector for a particular translation tool. Most tools export their word-count analysis as a spreadsheet, which you import into a Spreadsheet block in your quote. Where your tool or project system can trigger Zapier, Make or the API, those can create quotes, and Zapier can write values into sheet cells. Your AI assistant can also be set up through MCP.
Can Zapier fill in the word counts?
Yes. Zapier can write values into cells of a Spreadsheet block, so a Zap from your project system can put the counts where your formulas expect them. Writing cells through the API isn't confirmed, so use Zapier or an import for that part.
Which CRMs work with QuoteCloud?
HubSpot and Zoho connect through Zapier, and Pipedrive connects through Zapier or Make. Other CRMs can be reached through Zapier, Make or the API where they have a connector, for example to create a quote when a deal reaches a stage.
Do signed quotes go into Xero or QuickBooks?
Xero and QuickBooks Online are native integrations on the Business plan. On other plans they connect through Zapier, using triggers such as a signed document or a payment event. Later invoices, such as balances on delivery, are raised in your accounting software.
What does an integration cost?
The API, Zapier and Make are on Essentials and up. Documents created through the API or Zapier have a per-document fee: US$2.00 each for up to 1,000 a month, $1.80 up to 5,000 and $1.60 above that. Zapier and Make have their own plans.
More for translation agencies
Every page of the translation & localisation microsite.
-
From word counts to a draft quote with your AI assistantSet your AI assistant up through QuoteCloud's MCP service to read the analysis and draft the quote and the delivery report for a PM to review.Explore
-
Rate cards, rush fees & minimum chargesYour match-band weights, per-pair rates, rush percentage and minimum charge as a Spreadsheet block that prices the lines.Explore
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QuoteCloud implementation for language service providersYour rate card rebuilt as a sheet, templates converted, payments connected, the assistant set up and project managers trained.Explore
- Translation quotes from word countsNew words, fuzzy matches and repetitions priced per language pair in minutes, with the client ticking the languages they want.
- Localisation project proposalsSoftware, website and documentation localisation: scope, languages, engineering, linguistic QA and a release plan in one signed proposal.
- Interpreting booking confirmationsConsecutive, simultaneous or remote sessions with minimum call-out times, travel and your cancellation terms, confirmed and paid.
- Delivery & quality reportsThe files delivered, the checks your team ran and the queries answered, in a handover the client acknowledges with a signature.
- Certificates of translationYour agency's own statement of accuracy, laid out once as a locked template and signed by your translator or project manager.
- Framework agreements & client rate cardsA client's agreed rates, weights, turnaround and terms in one agreement both sides sign, with its expiry date in view.
- Approvals, signing & payment on acceptanceDiscounts over your limit go for approval, the client signs online and pays a deposit or the full amount through Stripe or PayPal.
- Templates for translation agenciesReal QuoteCloud quote, proposal, agreement and acceptance templates to make into your quote, booking and handover documents.
- FAQAnswers to the questions translation agencies, localisation vendors and interpreting services ask most.
Stop retyping word counts into quotes
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