QuoteCloud and Salesflare

How to connect QuoteCloud

About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

QuoteCloud operations on Zapier

Triggers (1)

Start a workflow when this happens

  • Document Status Changed — This triggers when a document with specified status has changed within your account

Actions (4)

Things Salesflare can make it do

  • Create Document — Creates a document with user details and proposal template and pricing information all potentially supplied.
  • Create New Contact — Adds a new contact into the QuoteCloud contacts address book
  • Create Product — Adds or updates a product in the QuoteCloud product catalog
  • Update Document Status — Update the status of a document

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