QuoteCloud + Microsoft OneDrive
Connect QuoteCloud to OneDrive through Zapier and the signed PDF of every quote is saved in the client's folder, named with its reference and title. The final copy stops living in inboxes and download folders, and new customers get a folder of their own.
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Via Zapier
Microsoft OneDrive is the cloud file storage in Microsoft 365, where many teams keep client folders and contracts. QuoteCloud customers use it as the place a signed document belongs, open on desktop, tablet or phone.
See Microsoft OneDrive 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
When the last signer signs, the Zap fetches the signed PDF and uploads it straight away to the client's folder, named with the quote reference and title, because the PDF link is short-lived.
Legal02Via Zapier
Each new QuoteCloud contact gets a folder named for the client inside your Clients folder, ready for the documents that follow.
Accounting03Via Zapier
An accepted quote is saved as a PDF in the Quotes folder you choose, in the same Zap as the link is fetched, so the office can book the job from one place.
Trade servicesSetup
Create a Zap and sign in to QuoteCloud and to your Microsoft account with OneDrive when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Pick the event that starts the work, such as Document Signing Complete, Document Accepted or New Contact Created, and test it with a real document.
For a signed PDF, add Generate or Fetch Document PDF Link and then Upload File in the same Zap, so the file is saved while the link is still valid. Map the client name into the folder and the quote reference into the file name.
Run the Zap with a test document signed at an @example.com address, check the file landed in the right folder, then switch the Zap on.
Zapier access is on QuoteCloud's Essentials plan and up. Filing documents in OneDrive doesn't create documents, so it carries no QuoteCloud document fee.
FAQ
Through QuoteCloud's Zapier app, with no code to write. You pick a QuoteCloud event as the trigger, such as Document Signing Complete, then a OneDrive action such as Upload File or Create Folder. Map the fields, test the Zap and turn it on. Files move one way, from QuoteCloud to OneDrive, each time the event happens.
Generate or Fetch Document PDF Link gives Zapier a link to the document's PDF that only works for a short time. Put the OneDrive Upload File step right after it in the same Zap, so the file is copied into OneDrive while the link is valid. Don't store the link itself to use later.
Yes. In the Upload File step, map the client or company name from the QuoteCloud trigger into the folder path, and build the file name from the quote's own details, such as its reference and title. Signed contracts, approved quotes and proposal templates can each go to the folder you choose.
Yes. Documents kept in OneDrive, including docx and Word Online files, can be uploaded to QuoteCloud and converted into editable documents in the QuoteCloud editor. From there you can add a price table, a form and eSignature, then send it to your client to review, tick options and sign.
Zapier access is on QuoteCloud's Essentials plan and up. Filing documents in OneDrive 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. Zapier and Microsoft OneDrive are separate services with their own plans.
Try QuoteCloud free for 14 days, then connect Microsoft OneDrive.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
