QuoteCloud + Microsoft Teams
Connect QuoteCloud to Microsoft Teams through Zapier and your channel hears when a quote is sent, first viewed or signed. Each Zap is one switch: turn on the moments that matter and leave the rest quiet.
Connect on Zapier Start free trial
Via Zapier
Microsoft Teams is the chat and meetings app in Microsoft 365, where many teams run their day in channels. QuoteCloud customers use it so the whole team sees each quote's client, value and status without leaving Teams.
See Microsoft Teams 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 Zapier filter lets only the change to Sent through, and a message posts to the sales channel with the document, client and value.
Security & fire systems02Via Zapier
The moment the client first opens the proposal, the channel gets a message, so the rep follows up while the client is still reading.
Software & SaaS03Via Zapier
When the last signer signs, a message posts to the operations channel with the client and the total, so the people who schedule and invoice the work can start.
Cleaning & facility servicesSetup
Create a Zap and sign in to QuoteCloud and to your Microsoft account with Teams when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Pick one moment per Zap, such as Recipient First Viewed Document or Document Signing Complete. For quotes going out, use Document Status Changed with a filter for Sent.
Choose Send Channel Message, pick the team and channel, and map fields like document name, client, value and status into the message.
Run a test document sent to an @example.com address through the moment you chose, check the message in Teams, then switch the Zap on.
Zapier access is on QuoteCloud's Essentials plan and up. Posting updates to Teams doesn't create documents, so it carries no QuoteCloud document fee.
FAQ
Through QuoteCloud's Zapier app, in three steps and with no code. Choose QuoteCloud as the trigger app and pick the event, connect your QuoteCloud account, then choose Microsoft Teams as the action app and an action such as Send Channel Message. Map the fields, test the Zap and turn it on.
You choose both. Each Zap starts from one QuoteCloud event, such as Document Status Changed, Recipient First Viewed Document or Document Signing Complete, and posts the fields you map, for example the document name, the client, the total and the status. Leave an event out and the channel stays quiet for it.
The conversation can happen in Teams: colleagues can reply under an update and agree who follows up. A Document Review Requested Zap can post an approval notice to a channel too. The document itself is reviewed, approved and signed in QuoteCloud, where the approval workflow and eSignatures live.
Only the fields you choose to map are sent to Teams. QuoteCloud documents are protected with 256-bit encryption and hosted on AWS, and eSignatures are eIDAS compliant. Who can see each message is controlled by your Microsoft Teams channel permissions, so pick a channel that suits the details you post.
Zapier access is on QuoteCloud's Essentials plan and up. Posting updates to Teams 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. Microsoft Teams and Zapier are separate services with their own plans.
Try QuoteCloud free for 14 days, then connect Microsoft Teams.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
