Book a Demo

Power your sales ecosystem

Integrations

Cloud Quote is designed to fit seamlessly into your existing technology stack. 

Works with your stack

Error-proof your data

About integrations

Our integrations eliminate double capturing, reduce errors, and accelerate your quote-to-cash process.

We offer native integrations, bespoke API connections, and Zapier-powered automations to ensure your data flows where it needs to — instantly and securely.

CRM
Accounting & ERP
Digital signing
Bespoke API
Zapier

CRM integrations

Integrate with your preferred CRM platform as an alternative to using our built-in client management tools

Speak to an expert

Zoho CRM

  • Instantly pull customer and deal data from Zoho into Cloud Quote for faster, more accurate quoting
  • Push quotes, pricing, and deal information back into Zoho
  • Maintain a single source of truth across sales teams

The result: Less admin, faster turnaround, and full pipeline visibility

Microsoft Dynamics 365

  • Import client, account, and opportunity data directly into Cloud Quote
  • Sync quotes and pricing back to Dynamics in real time
  • Keep your CRM and quoting platform perfectly aligned

The result: Streamlined workflows and improved sales efficiency

Accounting and ERP integrations

Connect Cloud Quote to your financial software to eliminate manual data entry and synchronise your sales and accounting workflows
Book a demo

Xero

  • Convert accepted quotes into sales orders and invoices automatically
  • Sync pricing updates from Xero into Cloud Quote
  • Eliminate manual re-capturing between finance and sales

The result: Faster billing, fewer errors, and real-time financial alignment

Nucleus ERP / Accounting

  • Push accepted quotes directly into Nucleus for order processing and invoicing
  • Sync pricing from Nucleus into Cloud Quote
  • Ensure finance, operations, and sales work from the same data

The result: End-to-end quote-to-invoice automation

Digital signing integrations

Accelerate your deal closure by sending quotes and contracts for secure digital signature directly from the Cloud Quote platform

Ready to get started?

SigniFlow

  • Generate quotes, rental agreements, service contracts, and supporting documents in Cloud Quote
  • Send documents to SigniFlow for a secure digital signature
  • Automatically store signed documents back in Cloud Quote

The result: Fully paperless, legally compliant deal closure

DocuSign

  • Send any Cloud Quote document for digital signature in seconds
  • Track signing status in real time
  • Signed agreements are automatically returned and stored

The result: Faster deal closure and complete audit trails

Bespoke API integration

Our open API framework allows us to build custom integrations with your internal platforms, industry tools, or proprietary databases

Claim your demo

Custom system integration

  • API Documentation can be found here

The result: A tailored solution that fits your exact business process

Zapier-powered automations (8,000+ Apps)

Where a native integration is not required, Cloud Quote connects via Zapier, enabling automation across thousands of applications
Talk to our team

Zapier

  • Creating tasks in project management tools when a quote is accepted
  • Sending notifications to Slack or Microsoft Teams
  • Ingesting client forms from websites or Social Media platforms into the lead pool
  • Triggering onboarding workflows automatically

The result: Your systems talk to each other — without manual intervention

Why integrate with Cloud Quote?

  • Eliminate double data capture
  • Accelerate quote-to-cash cycles
  • Improve data accuracy across systems
  • Automate approvals, invoicing, and document signing
  • Scale your sales operations without adding admin overhead

Get started

Book an obligation-free demo to see how Cloud Quote removes manual bottlenecks and automates your path from lead to invoice.

Book a demo