01Via Zapier
Add every new quote to the tracker
- WhenQuoteCloudDocument Created
- ThenGoogle SheetsCreate Spreadsheet Row
Each new QuoteCloud document adds a row with the document name, client and total in the columns you choose.
Construction
QuoteCloud + Google Sheets
Connect QuoteCloud to Google Sheets through Zapier and every new quote adds a row to the tracker your team shares, with the status kept current as it is viewed and signed. A row in a sheet can start a quote too, so details you already keep there don't get retyped.
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Google Sheets is Google's online spreadsheet, where many teams keep pipelines, job lists and enquiry logs. QuoteCloud customers use it as a shared quote tracker and as a simple source of client and job details for new documents.
See Google Sheets 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
Google SheetsCreate Spreadsheet RowEach new QuoteCloud document adds a row with the document name, client and total in the columns you choose.
Construction02Via Zapier
Google SheetsLookup Spreadsheet Row
Google SheetsUpdate Spreadsheet RowWhen a document's status changes, the Zap finds its row in the tracker and writes the new status and the time, so the sheet always shows the latest.
Marketing services03Via Zapier
Google SheetsNew Spreadsheet RowA new row creates a proposal from your template with the client and job details as data items and the chosen items as price-table rows, then sends it.
Solar & batteryIn practice
Example businesses from our industry pages, and the job the connection does for each.
Construction
Corbel Building Co. keeps a Google Sheets tracker of every estimate it sends, from rear extensions to commercial fit-outs. A Zap on Document Created adds each new estimate as a row with the client and total. The weekly pipeline meeting runs from that sheet instead of someone copying numbers across on Monday morning.
QuoteCloud for constructionMarketing services
Ambergrove Digital sends retainer and campaign proposals and reports its pipeline from a shared sheet. When a proposal like the retainer for Kinroy Outdoor Co. moves from sent to viewed to signed, the Zap finds its row and updates the status column. The directors see which proposals are waiting on a client without opening QuoteCloud.
QuoteCloud for marketing servicesSolar & battery
Tallowwood Solar & Storage collects enquiries in a Google Sheet, one row per home with the roof type and the package the owner is interested in. Each new row creates a proposal from the matching template, with the panels, inverter and battery as price-table rows, and sends it. Owners like Mei and Tom Varga then pick their package and sign online.
QuoteCloud for solar & batterySetup
Create a Zap and sign in to QuoteCloud and your Google account when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Give the tracker a header row, such as Document, Client, Total, Status and Last update, so Zapier can map each field to a column.
Choose Document Created or Document Status Changed for the tracker, or New Spreadsheet Row to start a document, and map each field to the right column or data item.
Run a test with a document sent to an @example.com address, check the row in the sheet, and turn the Zap on.
QuoteCloud's Zapier app is on the Essentials plan and up; each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 depending on volume.
FAQ
No. Each Zap is a one-way automation that does a set job when its trigger fires. A new document can add a row, a status change can update it, and a new row can create a document, but they are separate Zaps. Editing a cell in the sheet won't change a document that has already been created.
Yes. Use QuoteCloud's Document Status Changed trigger with Google Sheets' Lookup Spreadsheet Row and Update Spreadsheet Row. You choose the row to match, usually by document name or number, and the column each update lands in. You can also use Document Signing Complete or Document Paid to update a row at those moments.
Yes. Create Document makes a document from one of your templates and can fill data items and price-table rows at creation, with a label, note, price, quantity, term, tax and discount for each row. Zapier can also write values into the cells of a Spreadsheet block. It doesn't tick options or choose content blocks; your client ticks the options.
Yes. A Zap on New Spreadsheet Row can run QuoteCloud's Find or Create Contact, so each contact kept in your sheet is added to QuoteCloud unless it already exists. Set it up with a test sheet first, check the names and emails came across correctly, then point the Zap at your full contact list.
QuoteCloud's Zapier app is on the 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 add or update rows don't create documents, so they carry no document fee. The Spreadsheet block is on Essentials too, and Zapier's own plan limits apply.
Microsoft ExcelDocs & databasesMicrosoft Excel is the spreadsheet in Microsoft 365, where many sales and finance teams keep their reports.
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Google CalendarSchedulingGoogle Calendar is Google's online calendar, used by teams to plan their days, share events and get reminders.
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Try QuoteCloud free for 14 days, then connect Google Sheets.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.