Start with the deal you already have in Zoho CRM.
The contact, account, products and amount are already on the deal, so that is where the quote begins.
See how it connectsTurn Zoho CRM deals into signed quotes.
Connect QuoteCloud to Zoho CRM so a deal can become a quote your client signs online, and the deal keeps up as it is sent, viewed and signed.
No credit card required
Follow one deal from qualified to won.
Deal, quote, signature and stage: four steps, with the details typed once.
The deal becomes a QuoteCloud quote.
Through Zapier, a new deal can create the document and add the contact as its recipient, so the details come across instead of being retyped.
Explore quoting softwareYour client views it and eSigns online.
You see when the quote is opened, viewed and signed. eSignatures are legally binding and work on any device.
About eSignaturesThe signature updates the deal.
A signed quote is a trigger in Zapier, so the deal in Zoho CRM can move to its next stage without anyone copying the news across.
What moves between QuoteCloud and Zoho CRM.
Contacts, deals, pricing and status, kept in step through Zapier.
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Deal details fill the quote.
Map your Zoho CRM fields to QuoteCloud once in Zapier, and customer, deal, product and pricing details can arrive in each new document.
Proposal software -
The deal keeps up.
Status changes, first views and signatures are QuoteCloud triggers in Zapier, so each one can update the deal.
All integrations -
Interactive pricing tables.
Optional items, editable quantities and price rules, with discounts and tax calculated for you.
CPQ software -
See when it is opened.
QuoteCloud shows when a quote is sent, viewed and signed, so you know when to follow up.
Quoting software -
eSignatures on any device.
Legally binding, eIDAS compliant and included at no extra cost.
eSignatures
Connect Zoho CRM in three steps.
QuoteCloud connects to Zoho CRM 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 new document or a recipient signing.
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Connect your QuoteCloud account
Sign in once and Zapier can work with your documents and contacts.
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Choose the Zoho CRM action and map the fields
Pick an action such as Create Contact or Create Deal, match the fields, test it and turn it on.
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Recipient signed
Update deal
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Contact created
Create contact
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New deal
Create document
The Zoho CRM steps above are examples. Zapier shows the triggers and actions available for your Zoho CRM account when you build the automation.
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