QuoteCloud + Microsoft Excel
Connect QuoteCloud to Excel through Zapier and each new quote becomes a row in your workbook, with the client, value and status in their own columns. When a quote is sent or signed, the row updates, so the report you group, total and chart is already current.
Connect on Zapier Start free trial
Via Zapier
Microsoft Excel is the spreadsheet in Microsoft 365, where many sales and finance teams keep their reports. QuoteCloud customers use it to report on quotes with the formulas, charts and pivot tables they already know.
See Microsoft Excel 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
Each new document adds a row to your quotes table with its name, client, owner, value and status, ready for filters and pivot tables.
IT services02Via Zapier
When a quote moves from draft to sent or signed, the Zap finds its row by document name and writes the new status, so win rate and open value are always up to date.
Recruitment services03Via Zapier
Each new QuoteCloud contact is added as a row with name, company and email, so the customer list in Excel matches the people you quote.
HVACSetup
Create a Zap and sign in to QuoteCloud and to your Microsoft account when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Keep the workbook in OneDrive or SharePoint and set up a table with the columns you want, such as document, client, value and status.
Pick a QuoteCloud event such as Document Created or Document Status Changed, then choose Add Row to Table or Update Row and match each QuoteCloud field to a column.
Run the Zap with a test document sent to an @example.com address, check the row in Excel, then turn the Zap on.
Zapier access is on QuoteCloud's Essentials plan and up. Zaps that add or update Excel rows don't create documents, so they carry no QuoteCloud document fee.
FAQ
Through QuoteCloud's Zapier app, with no code to write. A Zap watches for a QuoteCloud event, such as Document Created or Document Status Changed, and then adds or updates a row in your Excel workbook. You choose which QuoteCloud fields go into which columns, so the data lands where your reports expect it.
No. Each Zap runs one way, from QuoteCloud into Excel, when its trigger fires. Editing a value in the workbook won't change the document in QuoteCloud. If you want a quote and a row to match, make the change in QuoteCloud and let the Document Status Changed Zap update the row for you.
Yes. Once quotes sit in an Excel table, Excel's own formulas, charts and pivot tables work on them like any other data. Map values as numbers so sums work, and keep status in its own column. You can then group quoted value by rep, month or status and work out your win rate.
Yes. Excel's New Row in Table trigger can start a Zap that runs QuoteCloud's Create Document action from one of your templates. Zapier can fill data items, price-table rows and Spreadsheet block cells at creation. It can't tick options or choose content blocks; your client ticks the options when they review the document.
Zapier access is on QuoteCloud's Essentials plan and up. Adding or updating Excel rows carries no QuoteCloud fee. 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. You also need a Zapier plan that covers your task volume.
Try QuoteCloud free for 14 days, then connect Microsoft Excel.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
