Your catalogue in, signed orders out to your systems

Import the price file by CSV, keep costs and margins private, and pass signed orders to your CRM, accounting and order system.

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Building QuoteCloud since 2013

QuoteCloud's product catalogue imports your price file by CSV with column mapping and validation: SKUs, categories, prices, hidden costs and pack notes. Pipedrive connects through Zapier or Make; HubSpot and Zoho CRM through Zapier; Xero and QuickBooks Online are native on Business, otherwise Zapier. Stores, ERPs and order systems connect through Zapier, Make or the API.

Last reviewed 24 Oct 2026 by the QuoteCloud team

Product catalogue · Import from CSVTanbark Trade Supply Sample data · fictional price file

trade-price-list-2027.csv214 rows Map columns

Column in your file	Catalogue field	First row
`item_code`	SKU	TT-CUP12
`description`	Name	12 oz double-wall hot cup, kraft
`range`	Category	Cups & lids
`trade_price`	Price	68.00
`landed_cost`	Cost	41.20
`pack_note`	Price line note	500 per carton

211 ready to import3 rows have no category: they import as Draft

Costs import as hidden cost: buyers see prices, never costs or margins.

One price book behind every quote and order

Tanbark's 214 products came in from the same CSV its ERP exports: SKUs, ranges as categories, trade prices, landed costs as hidden cost and pack sizes as the line note. The three rows without a range came in as Draft, to wait for Dev to give them a category.

Every quote, sales order and distributor price list now takes its lines from this catalogue, whether Priti adds them, the website does or an assistant prepares the draft. Buyers see the price and the pack size; the cost and margin stay with your team.

SKU, category, price, unit and pack note
Cost, profit and margin, hidden from buyers
Active, Draft and Inactive products
Quantity rules: any value or preset steps

Product catalogue: Essentials and up

Product catalogue

Product catalogueTanbark Trade Supply Sample data

All products
Cups & lids
Takeaway
Cleaning

CSV import trade-price-list-2027.csv · 214 products imported · 3 need a category

Product	Price	Unit	Cost	Margin	Status
12 oz double-wall hot cup, kraftTT-CUP12 · Cups & lids	$68	Carton (500)	$41	39%	Active
90 mm sip lid, blackTT-LID90 · Cups & lids	$42	Carton (1000)	$24	41%	Active
Kraft takeaway box, mediumTT-BOXM · Takeaway	$54	Carton (200)	$32	40%	Active
Kraft SOS bag, size 12TT-BAG12 · Takeaway	$39	Carton (500)	$22	43%	Active
2-ply dinner napkin, whiteTT-NAP2P · Takeaway	$46	Carton (2,000)	$27	40%	Active
Nitrile gloves, mediumTT-GLVM · Cleaning	$59	Carton (1,000)	$36	38%	Draft

Cost and margin are for your team only: they never appear in the client's document

How each system connects, honestly

Some connect directly, most through Zapier, Make or the API. QuoteCloud isn't your store, stock or order system: it sits between them and the signed document.

Signed orders out to the system that ships them

When Sofia signed Pinecrest's order, Zapier's Recipient Signed Document trigger fired. One Zap created the order in Tanbark's order system for Lukas's dispatch team, another added a row to the order register in Google Sheets, and the invoice went to Xero (native on Business, otherwise through Zapier).

For orders paid on signing, the Document Payment Event trigger does the same once the payment lands. Nobody retypes a line, and dispatch works from what the buyer actually signed.

Triggers: Recipient Signed Document, Document Payment Event, Status Changed, Form Submitted on Document
Actions: Send Document, Generate PDF Link, Update Status
Catalogue actions: Create, Find and List Product

API, Zapier and Make: Essentials and up

Document automation API

Tanbark Trade SupplySales order TT-SO-4471 Sample · fictional business

After TT-SO-4471 is signed

Sofia signs the orderTue 3 Nov, 8:17 am · certificate of authenticityPerson
Order created in Tanbark's order systemRecipient Signed Document → a new order for dispatchZapier
Row added to the order registerGoogle Sheets: account, ref, cartons, pallets, totalZapier
Invoice raised in XeroNative on Business, otherwise through ZapierBusiness
Lukas books the deliveryIn Tanbark's own systems, for Thu 5 NovPerson

Our drawing of an example setup, not a QuoteCloud screen. QuoteCloud holds no stock and books no freight.

What connects where

The short version for your systems team.

Your website or store
Orders and enquiries create a document from your template through the API, Zapier or Make, with price lines, quantities and discounts set at creation.
Your AI assistant
With QuoteCloud's MCP service (Essentials and up), an assistant can be set up to find the account and prepare a draft from your catalogue.
Your ERP or order system
Signed and paid orders handed on through Zapier, Make or the API. Nothing syncs stock back: QuoteCloud holds none.
Your CRM
Pipedrive connects through Zapier or Make; HubSpot and Zoho CRM through Zapier; Salesforce through Zapier or the Sync add-on.
Your accounting
Xero and QuickBooks Online: native on Business, otherwise through Zapier.
Payments
Stripe or PayPal for full payment or a deposit when the buyer signs. Accounts on terms simply sign.
Keeping prices current
Re-import the price file by CSV, or use Zapier's Create, Find and List Product actions from your own system.
The document creation fee
Documents created through the API or Zapier cost US$2.00, $1.80 or $1.60 each, by monthly volume. None is stated for Make.

Bring your price file and try it

Free for 14 days, no credit card required. Import your catalogue by CSV and send your first trade quote from it.

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One source of prices

Change a price once, and every new quote uses it

The website, the sales desk and the assistant all pick from the same catalogue, so a trade buyer gets the same price whoever prepares the order.

Questions about catalogues and integrations

Can we import our product catalogue from a spreadsheet or ERP export?

Yes. Export your price file as a CSV and import it into QuoteCloud's product catalogue. You map each column to a field, such as SKU, name, category, price, cost and notes, and the import checks the rows before they go in. The product catalogue is on Essentials and up.

Do buyers see our costs and margins?

No. Each product in the catalogue can carry a cost, and QuoteCloud calculates profit and margin for your team, but costs and margins are hidden from the customer. Buyers see the price, any discount on the line and the total, so you can share quotes freely without exposing what you pay.

Does QuoteCloud sync stock levels with our ERP?

No. QuoteCloud isn't an inventory, warehouse or ERP system: it holds no stock levels, checks no availability and reserves nothing. It prepares and signs the quote or order. Your ERP or order system stays the record for stock, and signed orders can be passed to it through Zapier, Make or the API.

How do signed orders reach our order system?

Through Zapier, Make or the API. A Zap can start on the Recipient Signed Document or Document Payment Event trigger and create the order in your system, add a row to a Google Sheets register or notify your team. Xero and QuickBooks Online are native on Business, otherwise they connect through Zapier.

Which CRMs does QuoteCloud work with?

Pipedrive connects through Zapier or Make. HubSpot and Zoho CRM connect through Zapier, and Salesforce through Zapier or the Sync add-on. Zapier is on Essentials and up. For other CRMs, Zapier, Make or the API can pass signed orders and form answers across, for example when the Recipient Signed Document trigger fires.

Is there a fee for documents our website creates?

Documents created through the API or Zapier carry a document creation fee: US$2.00, $1.80 or $1.60 each, depending on your monthly volume. No fee is stated for Make. Plan for it when you decide which requests your website should turn into documents and which your sales desk should prepare.

Explore QuoteCloud for wholesale and B2B

From the price file to the signed order.