Drive revenue faster in Salesforce CPQ
Rely on QuoteCloud to assist you in making a memorable impact on customers and prospects, offering swift, precise quotes that are effortless to create and tough to surpass. All seamlessly integrated within Salesforce CPQ.
No credit card required
Win more deals with impressive quotes
Secure more successful deals with compelling quotes. Stand out from the competition by infusing your brand's distinct style into every quote generated within Salesforce CPQ. Effortlessly craft standardized templates, incorporate drag-and-drop e-Signature blocks, integrate rich media, and showcase product screenshots seamlessly.
Reduce costly mistakes
Retain oversight throughout the entirety of the sales journey by utilizing content-locking features and automatic synchronization between QuoteCloud and Salesforce CPQ.
Share quotes quickly, without the paperwork hassle.
Share quotes swiftly without the hassle of paperwork. QuoteCloud streamlines document creation directly from Salesforce CPQ, saving you time by minimizing manual data input. Expedite contract completion with collaborative tools, approval workflows, and legally binding e-Signatures.
Configure and personalize effortlessly. No coding necessary.
Easily set up and customize your system without the need for coding. QuoteCloud provides user-friendly setup tools with pre-configured settings to tailor your workflow, a token builder for effortless data integration, comprehensive field mapping (including custom fields), seamless data synchronization, document triggers, and convenient file storage.
End the guesswork and initiate the closure.
Stop speculating and start sealing the deal. Receive instant document status updates directly within Salesforce CPQ, allowing you to concentrate on the most promising leads. Accelerate deal closures with notifications indicating when recipients receive, open, and review your proposals or quotes. Enjoy the advantage of having all discussions and negotiations related to deals, proposals, contracts, and agreements seamlessly integrated within Salesforce.
How to setup QuoteCloud for SalesForce 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 SalesForce as the action app. Select the action you want to perform in SalesForce, such as "Create Contact" or "Create Deal." Follow the prompts to connect your SalesForce account and map the fields from QuoteCloud to SalesForce. Once you've configured the action, click "Continue" to test your Zap and turn it on
How to setup QuoteCloud for SalesForce 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" or "New Customer 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 SalesForce as the action app. Select the action you want to perform in SalesForce, such as "Create Contact" or "Create Deal." Follow the prompts to connect your SalesForce account and map the fields from QuoteCloud to SalesForce. Once you've configured the action, click "Continue" to test your Zap and turn it on
FAQs
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.