QuoteCloud + Microsoft Dynamics
Connect QuoteCloud to Dynamics 365 through Zapier and the quote can start from the record, with the account, contact and pricing filled in. Each send, view and signature can then be written back, so the opportunity shows where the quote is.
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Via Zapier
Microsoft Dynamics 365 is Microsoft's CRM and business applications suite, where sales teams manage accounts, contacts and opportunities. QuoteCloud customers keep their records in Dynamics and send the quotes and proposals clients read and eSign from QuoteCloud.
See Microsoft Dynamics triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01Via Zapier
A quote is created from your template with the account and contact filled in and the opportunity's pricing mapped into price-table rows, ready for the estimator to check.
Manufacturing02Via Zapier
Each time the document's status changes, the matching opportunity is updated, so the record shows whether the quote is sent, viewed or signed.
Business consulting & strategy03Via Zapier
A contact added in QuoteCloud is found in Dynamics or created there, so the customer list agrees in both apps.
Security & fire systemsSetup
Create a Zap and sign in to QuoteCloud and Microsoft Dynamics 365 CRM when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Choose a Dynamics trigger such as New Opportunity to start a quote, or a QuoteCloud trigger such as Document Status Changed or New Contact Created.
For Create Document, pick your template and map account, contact and pricing fields. For Update Opportunity, find the record first, then map the document's status into the field you use.
Run the Zap with a test opportunity and a quote sent to an @example.com address, check the record, then switch it on.
Zapier access is on QuoteCloud's Essentials plan and up, and each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume.
FAQ
Through QuoteCloud's Zapier app, in three steps. Choose a trigger, such as Document Status Changed in QuoteCloud or New Opportunity in Dynamics, connect both accounts, then choose the action, such as Create Document or Update Opportunity. Map the fields, test the Zap and turn it on. No code is needed.
No. Zapier is a no-code tool, so a sales admin can choose the trigger and action and map the fields without writing anything. If you need something more tailored, the QuoteCloud API lets you build your own integration. Both Zapier and the API are on QuoteCloud's Essentials plan and up.
Only the fields you map in Zapier. Typically that is account, contact and pricing data going into the quote, and the document's status going back to the Dynamics record. Pricing can fill price-table rows at creation, but Zapier doesn't tick options or choose content blocks; your client ticks the options.
Partly. QuoteCloud tracks when a document is received, how it is read and when it is signed. Through Zapier, status changes such as first viewed or signed can update the related Dynamics record. The detailed reading analytics, such as time spent on each page, stay in your QuoteCloud dashboard.
Zapier access is on QuoteCloud's Essentials plan and up. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zaps that only update opportunities or contacts don't create documents, so they carry no QuoteCloud fee. Your Zapier plan's own task limits apply too.
Try QuoteCloud free for 14 days, then connect Microsoft Dynamics.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
