What does the QuoteCloud integration with Zendesk do?

It connects Zendesk's ticketing with QuoteCloud's quoting, proposal and eSignature software through Zapier, with no code to write. Your support team can raise a quote or document for the customer on a ticket, and what happens to that document can be written back to the ticket.

How does QuoteCloud connect to Zendesk?

Through Zapier, in three steps: choose a QuoteCloud trigger such as a new document being created, connect your QuoteCloud account, then choose the action and map the fields between Zendesk and QuoteCloud. Test the Zap and turn it on.

What do I need on the Zendesk side?

A Zendesk account, a Zapier account and a QuoteCloud account. The connection is set up in Zapier, so your agents keep working in the tickets they already use.

Can I create, share and track quotes and proposals from a Zendesk ticket?

Yes. A Zap can create a QuoteCloud document from a ticket using the requester's details, and you can share the document's link in your reply. QuoteCloud records when the document is sent, first viewed and signed, and those events can be added to the ticket, for example as an internal note.

What data moves between Zendesk and QuoteCloud?

Whatever you map in Zapier. Typically the requester's name, email and organisation and the ticket's subject go into the document, and the document's title, link, status and total come back to the ticket.

Does QuoteCloud support eSignatures and quote tracking with Zendesk?

Yes. Every QuoteCloud plan includes legally binding electronic signatures, and customers can view and sign on any device. Signatures are eIDAS compliant, documents are protected with 256-bit encryption, and the viewed and signed events can be passed to the ticket through Zapier.

Is the integration customisable for my support team?

Yes. You choose the triggers, actions and field mapping in Zapier, and your templates, content library and pricing stay in QuoteCloud. For anything more specific you can build your own integration with the QuoteCloud API.

Is there a free trial to test QuoteCloud with Zendesk?

Yes. QuoteCloud offers a free 14-day trial with no credit card required, so you can test quoting, templates and eSignatures for yourself. You can also book a demo for a guided walkthrough, including the Zendesk setup.

QuoteCloud for Zendesk

Reply to a Zendesk ticket with a quote your customer can sign.

QuoteCloud puts quoting and eSignatures next to your support desk. Answer a price request in the thread, and a signature can note the ticket and mark it solved.

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No credit card required 4.2 on Capterra

Ticket #7306Add a second warehouse to our plan

Status: Open Pending Solved

Nell Fennick Brackenridge Cycles

We are opening a second warehouse next month. What would it cost to add it to our plan?

No quote on this ticket yet

Linden Tallyfield support

Here is your quote, Nell. You can sign it online.

Second warehouse add-onQuote Q-5530 · Tallyfield

Warehouse add-on, 12 months$3,240.00
Barcode scanner licences × 6$1,080.00
Setup and data import$450.00
Tax (10%)$477.00

Total$5,247.00

Now you are Nell.

Signed online

Requester

Nell Fennicknell@brackenridge.example

Assignee

LindenTallyfield support

Quote activity

Sent
Viewed
Signed

Internal note

Nothing noted yet

From QuoteCloudQ-5530 signed by Nell Fennick. Total $5,247.00.

You are Linden, the agent.

Quote sent. Now play the customer and sign it.

Signed, noted and solved.

Reply with a quote
Customer signs
Ticket solved

The same request, two ways.

A customer asks for a price on a ticket. Here is where it goes next.

Without QuoteCloud, the ticket waits.

TicketNell asks what a second warehouse would cost.
Hand-offThe agent emails sales and waits for a number.
RetypedSomeone copies her details into a quote by hand.
AttachmentA PDF goes back for Nell to print, sign and scan.
ChasingNobody on the ticket knows if it was signed.

Pending The ticket stays open while everyone checks their inbox.

With QuoteCloud, it stays in one thread.

TicketNell asks what a second warehouse would cost.
QuoteThe agent replies with a quote built from her details.
SignedNell signs online, on whatever device she has.
SolvedA note can land on the ticket and close it for you.

Solved The answer, the signature and the record are all on the ticket.

Give your agents the second way.

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Quoting, built around the support desk.

Pricing your agents do not have to rebuild, and a ticket that always knows where its quote is up to.

See where every quote stands.

Sent, viewed and signed can each be written to the ticket, so the queue shows who is waiting on whom.
Quote from your own templates.

Pricing, terms and content live in QuoteCloud, so an agent picks a template instead of starting from a blank page.
Signatures that hold up.

Every plan includes legally binding eSignatures, and your customer can sign on any device.
You choose what writes back.

Pick the triggers and actions in Zapier. Start with a note on signature and add more as you go.

Set it up once, in Zapier.

QuoteCloud connects to Zendesk through Zapier, so there is no code to write.

Choose the QuoteCloud trigger

In Zapier, pick QuoteCloud as the trigger app and the event that starts things off, such as a new document being created.
Connect your QuoteCloud account

Follow the prompts to connect your QuoteCloud account to Zapier.
Choose the action and map the fields

Connect Zendesk, choose what should happen there and map the fields between the two. Test the Zap and turn it on.

See QuoteCloud on Zapier