QuoteCloud with Zendesk Sell

QuoteCloud with Zendesk Sell is a combined sales quoting and document generation solution that embeds QuoteCloud’s quote software and proposal software functionality directly into your Zendesk Sell workflow. It lets sales reps create, personalize, and send branded quotes and proposals from within Zendesk Sell, reducing manual document handling and centralizing sales activity.

The integration increases sales velocity by shortening sales cycles and helping teams close deals faster, improves collaboration by keeping messaging and branding consistent across documents, simplifies administration by automating document generation and storage, and strengthens compliance and security for sensitive sales records.

To set up the Zapier integration: (1) In Zapier click "Make a Zap" and choose QuoteCloud as the trigger app (for example, "New Quote Created"). (2) Connect your QuoteCloud account by entering your API key or authorizing access. (3) Configure the action by selecting Zendesk Sell as the destination and mapping fields (contacts, opportunities, quote links) so new QuoteCloud documents flow into Zendesk Sell automatically.

Yes. With the integration you can use QuoteCloud’s sales quoting software and sales proposal software templates to generate personalized, on-brand quotes and proposals inside Zendesk Sell. That enables timely, customized proposals that improve customer experience and increase the likelihood of closing deals.

QuoteCloud stores sales documents securely and is built to support industry compliance requirements, reducing risk when handling customer data. The platform centralizes document storage, version control, and audit trails so administrators can enforce governance and maintain records for regulatory needs.

By automating document creation, tracking, and storage, QuoteCloud reduces manual tasks and errors. Sales teams can collaborate on templates, pricing tables, and proposals within a single system—ensuring consistent messaging and faster internal approvals—so reps spend more time selling and less time managing files.

The integration suits any industry that relies on repeatable quoting and proposals—professional services, software & SaaS, manufacturing, IT services, finance, and field services. Organizations that need branded proposals, dynamic pricing tables, or regulatory compliance see the biggest gains in efficiency and conversion rates.

You can start a free 14-day trial with no credit card required or request a demo to see the integration in action. The trial lets you test QuoteCloud’s quote software and proposal software features inside Zendesk Sell so you can evaluate how it boosts productivity and accelerates deal closure.