Drive revenue faster with Zoho and QuoteCloud
Count on QuoteCloud to help you leave a lasting impression on customers and prospects by delivering quick, accurate quotes that are easy to generate and hard to beat. Seamlessly integrated with Zoho CRM for maximum efficiency.
No credit card required
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Experience the seamless integration of QuoteCloud and Zoho in action, revolutionizing your document management process directly from Zoho.
Sell smarter
Streamline your sales cycle within Zoho CRM by automating document generation and eSignature collection seamlessly.
Create compelling proposals
Effortlessly generate documents from Zoho CRM with QuoteCloud. Craft personalized and precise proposals using customizable templates and drag-and-drop content library elements for quick customization. Impress your customers with rich media and interactive sections.
Secure legally-binding eSignatures
Initiate document signing directly from Zoho CRM for deals, accounts, or other Zoho CRM objects. Allow prospects to review and eSign documents from any device, free of charge. With QuoteCloud's included eSignatures, ensure legal compliance without the need for separate tools.
Track documents within Zoho
Gain comprehensive insight into prospect interactions with your documents. Receive real-time notifications on document activity, including opens, views, and completions, directly within your Zoho CRM account.
Create accurate quotes effortlessly
Simplify product and service pricing with QuoteCloud's quoting software. Populate product data seamlessly into your quotes, proposals, and contracts. Utilize interactive pricing tables with auto-calculated discounts, taxes, optional items, editable quantities, and more.
Merge Zoho CRM data
Automatically populate new documents with deal, customer, product, pricing, and other details from standard or custom fields. Enjoy personalized documents with just a few clicks, with deal or account contacts automatically added as signers.
Facilitate document collaboration
Enable prospects and colleagues to share comments directly within documents, eliminating cluttered email threads. Ensure compliance with automated approval workflows, allowing approvers such as sales managers or legal teams to review documents before sending.
Maximize integration benefits
Explore the wide array of features available in the QuoteCloud and Zoho integration to streamline workflows and boost efficiency. Access our comprehensive help center resources, including insightful articles, FAQs, and how-to videos, to ensure you leverage the integration's full potential.
How to setup QuoteCloud for Zoho CRM via Zapier integration?
Step 1
Set up a Zap: Log in to your Zapier account and click on the "Make a Zap" button. Choose QuoteCloud as the trigger app and select the desired trigger event, such as "New Document Created." Then, click "Continue."
Step 2
Connect your QuoteCloud account: Follow the prompts to connect your QuoteCloud account to Zapier. You may need to enter your QuoteCloud API key or authorize Zapier to access your QuoteCloud account.
Step 3
Configure the action: After connecting QuoteCloud, choose Zoho CRM as the action app. Select the action you want to perform in Zoho CRM, such as "Create Contact" or "Create Deal." Follow the prompts to connect your Zoho CRM account and map the fields from QuoteCloud to Zoho CRM. Once you've configured the action, click "Continue" to test your Zap and turn it on
Frequently Asked Questions
What does the QuoteCloud + Zoho integration do?
QuoteCloud integrates directly with Zoho CRM to streamline document management and speed up deal cycles. From within Zoho you can generate quotes, proposals, contracts and collect eSignatures, while tracking document activity and syncing deal, account and product data automatically.
How do I create quotes and proposals from Zoho using QuoteCloud?
Generate documents directly from Zoho CRM records—deals, accounts or contacts—by merging standard or custom Zoho fields into customizable templates. Use QuoteCloud's drag-and-drop content library and interactive pricing tables to build accurate, branded proposals and quotes in minutes.
Is QuoteCloud an example of sales quoting software or sales proposal software?
Yes—QuoteCloud functions as both sales quoting software and sales proposal software. It helps sales teams produce precise quotes and compelling proposals, combining automated pricing, rich media templates and eSignature capabilities into a single, paperless workflow.
Can QuoteCloud use my Zoho product and pricing data?
Yes. QuoteCloud pulls product, pricing and deal information from Zoho so quotes and proposals populate automatically. Interactive pricing tables support auto-calculated discounts, taxes, optional items and editable quantities, reducing manual entry and pricing errors.
Are the eSignatures provided by QuoteCloud legally binding and easy for customers to use?
QuoteCloud includes legally binding eSignatures that can be initiated from Zoho CRM. Recipients can review and sign documents from any device at no extra cost, eliminating the need for a separate signing tool while maintaining compliance.
How can I track document activity in Zoho after sending a quote or proposal?
QuoteCloud sends real-time notifications and records document events—opens, views, comments and completions—within your Zoho CRM records. This visibility helps sales reps follow up at the right time and measure engagement with proposals and quotes.
Does QuoteCloud offer a trial or demo before I buy?
Yes. QuoteCloud offers a free 14-day trial with no credit card required, and you can also request a demo to see how the Zoho integration and quote software features work for your workflows.
Which types of teams or industries benefit most from QuoteCloud with Zoho?
QuoteCloud is ideal for B2B sales teams, professional services, manufacturers, MSPs and finance or operations teams that need consistent, accurate proposals and contracts. Any organization using Zoho CRM that wants faster quoting, polished proposals and streamlined eSignature collection will benefit.
Ready to try QuoteCloud?
Start your free trial here, or learn more about QuoteCloud with a personalised tour.
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Sales Quotes + Sales Proposals + Contracts
QuoteCloud is made by sales people for sales people
Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud.