It starts as a deal in Zendesk Sell.
The contact, the company and the deal name are already in your pipeline. That is everything the quote needs.
Zendesk Sell deals, turned into signed quotes.
Connect QuoteCloud to Zendesk Sell: a deal becomes a quote, your client eSigns online and the deal updates itself.
No credit card required
Follow one deal from first quote to won.
Deal, quote, viewed, signed and won: five steps, typed once.
The deal becomes a QuoteCloud quote.
A new deal can create the document for you, with the contact and company filled in. Add products from your catalogue and it totals itself.
Explore quoting softwareSee the moment your client opens it.
QuoteCloud records the first view. That event can be written to the deal, so your pipeline shows who is reading.
See how it connectsYour client accepts and eSigns online.
A legally binding eSignature on any device. No printing, no scanning and no chasing a reply.
About eSignaturesThe deal updates itself in Zendesk Sell.
The signature can move the deal to won and log it on the record, so sales and management read the same pipeline.
What moves between QuoteCloud and Zendesk Sell.
Deals, contacts, views and signatures, kept in step without the copy and paste.
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Deal stages follow the quote.
Created, viewed, signed: each QuoteCloud event can move the deal along your Zendesk Sell pipeline.
Proposal software -
Deal details fill the quote.
Contact, company and deal name arrive on the document, so nothing is typed twice.
Document generation -
Know when it is opened.
The first view is recorded, and it can land on the deal as it happens.
Quoting software -
Signed on any device.
Legally binding eSignatures, and the signature can mark the deal won.
eSignatures -
One template, the whole team.
Shared templates keep every quote on brand, whichever deal it starts from.
Team collaboration
Connect Zendesk Sell in three steps.
QuoteCloud connects to Zendesk Sell through Zapier. No code, and you choose what triggers what.
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Choose the QuoteCloud trigger
Pick the event that starts it, such as a document being created or signed.
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Connect your QuoteCloud account
Sign in once and Zapier can see your documents and contacts.
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Choose the Zendesk Sell action
Match QuoteCloud fields to Zendesk Sell, test it and turn it on.
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Recipient signed
Update deal
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Recipient first viewed
Create note
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New deal
Create document
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