---
title: "Connect Quotient to Doclift PDF - APIANT.ai"
description: "When \"Quote Completed\" fires in Quotient, your agent runs \"Get Document Request\" in Doclift PDF."
canonical: "https://apiant.ai/connect/quotient-to-doclift-pdf"
---

# Connect Quotient to Doclift PDF

When **Quote Completed** fires in [Quotient](https://apiant.ai/connections/quotient), your agent runs **Get Document Request** in [Doclift PDF](https://apiant.ai/connections/doclift-pdf). Describe the whole flow and it is built, tested on every scenario and kept running.

Quotient **6** triggers Doclift PDF **1** trigger Doclift PDF **11** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Quotient and Doclift PDF to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Quotient can start in Doclift PDF

- When **Quote Completed** in Quotient then **Get Document Request** in Doclift PDF
- When **Customer Asked Question** in Quotient then **List Document Requests** in Doclift PDF

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Quotient and Doclift PDF

## Triggers and actions 7 triggers · 11 actions

- Trigger

**Customer Asked Question**

Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event.

- Trigger

**Customer Viewed Quote**

Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event.

- Trigger

**Quote Accepted**

Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event.

- Trigger

**Quote Completed**

Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event.

- Trigger

**Quote Declined**

Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event.

- Trigger

**Quote Sent**

Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event.

- Trigger

**New PDF Document Generated**

Webhook trigger for Doclift's async document-generation completion callback (POST.../webhooks/doclift, X-Doclift-Signature: sha256=hmac). Delivery URL is configured manually on the external application in the Doclift dashboard — no register/list/delete API exists. Fires once per document_request (all its documents_generations resolved to success/error), payload includes id, tag, type, timestamp, documents_generations[] (generation_status, file{filename,url,size}).

- Action

**Add Template**

create a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.

- Action

**Add Variable**

create a variable on a custom template: title (unique, naming pattern), description, field_type (text/checkbox/radio/select/collection, default text), seed_value, allowed_values.

- Action

**Delete Template**

removes a custom template (scope restricted to category=custom, non-archived, same org).

- Action

**Get Document Request**

status and documents_generations detail (signed file url, valid 2 hours) for one document request.

- Action

**Get Template**

full template detail including variables and content (custom templates); works for any published template of the three categories.

- Action

**List Document Requests**

list document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).

- Action

**List Templates**

returns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.

- Action

**List Variables**

all variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).

- Action

**Publish Template**

marks a custom template published (usable for document generation).

- Action

**Unpublish Template**

marks a custom template unpublished.

- Action

**Update Variable**

update description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array.

## Each app on its own

- [ **Quotient** Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately...](https://apiant.ai/connections/quotient)
- [ **Doclift PDF** Doclift PDF is PDF-as-a-service for your platform to create dynamic PDFs with the online editor or generate...](https://apiant.ai/connections/doclift-pdf)

Reviews

## What our customers say

## More from Quotient

- [ **Quotient to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/quotient-to-hubspot)
- [ **Quotient to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quotient-to-salesforce)
- [ **Quotient to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quotient-to-slack)
- [ **Quotient to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/quotient-to-google-sheets)
- [ **Quotient to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/quotient-to-gmail)
- [ **Quotient to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/quotient-to-google-calendar)

## More into Doclift PDF

- [ **Adafruit IO to Doclift PDF** Adafruit IO is a cloud service used primarily for storing and retrieving data but does much more.](https://apiant.ai/connect/adafruit-io-to-doclift-pdf)
- [ **ActiveCampaign to Doclift PDF** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doclift-pdf)
- [ **Airtable to Doclift PDF** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doclift-pdf)
- [ **Asana to Doclift PDF** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doclift-pdf)
- [ **ClickUp to Doclift PDF** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-doclift-pdf)
- [ **Discord to Doclift PDF** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doclift-pdf)

Questions

## Quotient and Doclift PDF, answered

###

### What can start an automation from Quotient?

Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Doclift PDF when something happens in Quotient?

Any of Doclift PDF's 11 actions, including Update Variable, Add Template, Add Variable and Get Document Request. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Doclift PDF to Quotient?

Doclift PDF has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Doclift PDF's API documentation and adds it.

###

### Do I have to build a connector for Quotient or Doclift PDF?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Quotient and Doclift PDF without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in Doclift PDF once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.