Connect Google Sheets to QuoteCloud, row by row
Log every quote event in the sheet your team already reports from, create quotes from rows, and keep the product library in step with your price list, all through QuoteCloud's Zapier app. Teams that build their own can use Make.
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- Building QuoteCloud since 2013
QuoteCloud connects to Google Sheets through QuoteCloud's Zapier app, on the Essentials plan and up. A Zap can add a row whenever a document is sent, viewed, signed, paid or expires, create a document from a new row with data items and price-table rows, or create and update products from a price list. Make works too, as a bring-your-own setup.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left row 14 of Tidewell Pavilion's Proposals sheet in Google Sheets, Priya Raman's 50th in the Jetty Room; on the right QuoteCloud's celebration proposal TP-2846; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Create: Elena adds the row and a Zap creates TP-2846 from the template with the event date, 70 guests and the package (New Spreadsheet Row then Create Document). 2, Viewed: Priya opens the proposal and the row's status turns Viewed (Recipient First Viewed Document then Update Spreadsheet Row). 3, Signed: Priya signs and the row says Signed with the total, $8,558.00 (Document Signing Complete then Update Spreadsheet Row). 4, Paid: she pays the $2,139.50 deposit and the Deposit column fills in (Document Part Paid then Update Spreadsheet Row). 5, Notify: one more step tells the functions team in Slack or Microsoft Teams (Document Signing Complete then Send Channel Message). 6, Expired (what if the proposal expires instead): the row says Expired (Document Expired then Update Spreadsheet Row). It ends on the signed proposal with the row up to date.
What can QuoteCloud do with a Google Sheet?
Six jobs that turn a sheet into a lightweight system around your quotes. Each links to the recipe, with the exact Zapier steps.
-
Log
Every send, view, signature, payment and expiry adds a row, so the sheet's formulas can report on it.
- Recipient First Viewed Document
- Create Spreadsheet Row
-
Track
One row per quote, added when the document is created and updated as its status changes.
- Document Status Changed
- Update Spreadsheet Row
-
Create
A new row creates the document from your template, its columns filling data items and price-table rows.
- New Spreadsheet Row
- Create Document
-
Price rows
Keep one row per product line; a Zap looks up a quote's lines and adds them to its price table.
- Lookup Spreadsheet Rows (Advanced)
- Create Document
-
Products
Change a price in your price-list sheet and the product in QuoteCloud's library is created or updated.
- New or Updated Spreadsheet Row
- Create Product
-
Calculate
Your Google Sheet is outside QuoteCloud; the Spreadsheet block is inside the quote. Know which one does what.
- Spreadsheet block
- Essentials
Every Zap runs one way, from its trigger to its steps, so a sheet that both starts quotes and logs them uses separate Zaps. The same jobs can be built in Make, bring your own. See what it can and can't do.
A row goes in, a proposal comes out
The recipe sheet-based teams build first: the row they already type becomes the document, and the document number goes back on the row.
ZapNew proposal row: create the proposal
-
When
Google SheetsTriggerNew Spreadsheet RowFires for each new row at the bottom of the Proposals worksheet.Passes on
- Client
- Event date
- Guests
- Space
- Package price
-
Then
QuoteCloudSearchFind or Create ContactUses the contact already in QuoteCloud, or creates it.Searches on
- Email Address
- First Name
- Last Name
-
Then
QuoteCloudActionCreate DocumentFrom your template: data items from the row's columns, and price-table rows with a label, price and quantity.Mapped in
- Document Title
- Event date
- Guests
- Space
- Line Item Label
- Price
- Quantity
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document Number
- Existing Contact
-
Then
Google SheetsActionUpdate Spreadsheet RowWrites the new document's number back on the same row.Mapped in
- Row
- Document
Elena types Priya Raman's enquiry into row 14 on Thursday morning: Sat 28 Nov, 70 guests, the Jetty Room, the Sunset Canapé package. A minute later TP-2846 is waiting in QuoteCloud with those details filled in, and row 14 shows its number.
Result
A draft proposal from Tidewell's template, filled from the row, with the document number back on the sheet. Elena checks it and sends it.
Essentials and up · per-document fee for each document a Zap creates
Build the row-to-quote Zap QuoteCloud for event venuesBoth sides of the same row
The proposal in QuoteCloud, filled from the sheet by a Zap, and the sheet the other Zaps keep current.
Data items filled by the Zap
Prepared for- Priya RamanFrom Google Sheets · Client
Event date- Sat 28 Nov 2026From Google Sheets · Event date
Guests- 70From Google Sheets · Guests
Space- Jetty RoomFrom Google Sheets · Space
Sheet row- 14From Google Sheets · Row ID
Your 50th · 70 guests
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Food & beverages | $6,790 | ||
Sunset Canapé packagePer guest · price and guests from the sheet row
|
70 guests | $52 | $3,640.00 |
Classic beverages · 4 hoursBeer, house wine, sparkling, soft drinks
|
70 guests | $45 | $3,150.00 |
| Your celebration | $990 | ||
DJ · 5 hoursYour playlist plus requests
|
1 lot | $990 | $990.00 |
| Extras Tick to add | |||
Balloons & floralsNumber balloons and table flowers
|
1 lot | $450 | $450.00 |
- Subtotal
- $7,780.00
- Tax (10%)
- $778.00
- Total
- $8,558.00
- Plus, monthly
- $0.00/mo
- Deposit to hold the date (25%)
- $2,139.50
Zaps
- New Spreadsheet Row
- Create Document
- Update Spreadsheet Row
| Client | Event date | Guests | Document | Status | Deposit |
|---|---|---|---|---|---|
| Corvel Partners | Fri 4 Dec | 120 | TP-2829 | Expired | |
| Harlow & Finch | Sat 14 Nov | 54 | TP-2838 | Viewed | |
| Mara Quinlan | Sat 12 Dec | 110 | TP-2841 | Signed | $3,737.50 |
| Priya Raman (row added by a Zap) | Sat 28 Nov | 70 | TP-2846 | Signed | $2,139.50 |
- Proposals
- Log
- Summary
Row added by a Zap
The sheet is our illustration of a generic spreadsheet with sample data, not Google's screen. Every business here is fictional.
Google Sheets or QuoteCloud's Spreadsheet block?
Two different spreadsheets, often used together. One lives in your Google Drive; the other lives inside the quote your client opens.
| Google SheetsGoogle SheetsYour team's spreadsheet, outside QuoteCloudThrough Zapier or Make | QuoteCloudSpreadsheet blockA content block inside a QuoteCloud documentEssentials and up | |
|---|---|---|
| Who sees it | Your team, with whoever you share the file with. | Your team while building the quote, and the client inside it if you show it. |
| Best for | Logs, pipeline reports, enquiry lists and price lists. | Calculators and workings that set the quote's prices. |
| How it connects | Zaps add and update rows, and rows start Zaps. | Its cells link to price-table lines; Zapier can write values into its cells. |
| See the quote log | Compare them in full |
Try it with a copy of your own sheet
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zap against a test copy of the sheet.
What moves between Google Sheets and QuoteCloud?
Rows go in, document news comes back. The client's choices stay with the client.
From a row into a document
Column values mapped into the template's data items, the recipient, the document title and price-table rows: a label, notes, price, quantity, term, tax and discount for each.
The full column mapFrom QuoteCloud back to the sheet
Sends, first views, signatures, payments, expiry and lost documents, written as new rows in a log or as updates to the quote's own row.
The quote logWhat stays with people
A Zap never ticks options or chooses content blocks: the client ticks options, and your team checks and sends when the document is a draft.
What it can and can't do
Zapier or Make: how do you want to build it?
Google Sheets connects through Zapier or Make. Both reach the same QuoteCloud events and actions.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers, actions and searches beside Google Sheets' own Zapier app: the recipes on this site. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Google Sheets modules. No ready-made QuoteCloud app on Make: you design each step.
Compare the routes
Every recipe, set-up guide and answer
Six use cases built with the exact Zapier steps, then how to connect, which columns to map, the limits and the cost.
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Log every quote event in Google SheetsSent, viewed, signed, paid and expired: each QuoteCloud event adds a row, and sheet formulas turn the log into a report.Explore
-
Feed the product library from a Google Sheets price listKeep prices in the sheet you already maintain: a Zap creates or updates each QuoteCloud product from its row.Explore
-
Create quotes from Google Sheets rowsA new row creates the document from your template, with the row's details in data items and price-table rows.Explore
- Keep a quote pipeline tracker in Google SheetsOne row per quote: a Zap adds it when the document is created and updates its status as it changes.
- Fill a price table from Google Sheets linesOne sheet row per product line: a Zap looks the lines up and adds them to the new quote's price table.
- Google Sheets or QuoteCloud's Spreadsheet block?Two different spreadsheets: your Google Sheet outside, the Spreadsheet block inside the quote, and how a Zap reaches each.
- Connect Google Sheets to QuoteCloud, step by stepCheck the plan, set up the sheet's header row, connect both apps in Zapier and test your first Zap.
- Google Sheets column mapWhich column each Zap on this site writes or reads, which way it travels and a sample value.
- Test and troubleshoot the Google Sheets ZapsTest with a copy of the sheet, then fix the usual problems: no row found, blank columns, duplicate documents.
- What QuoteCloud with Google Sheets can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Google Sheets connection costsEssentials and up for Zapier, plus a fee only for documents a Zap or the API creates. Logging rows is free.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Google Sheets.
Google Sheets questions, answered
How does QuoteCloud connect to Google Sheets?
Through QuoteCloud's Zapier app, with no code to write. Each Zap starts from one event, such as a new row in your sheet or a QuoteCloud document being signed, and runs steps in the other app. A Zap runs one way, so you build one Zap for each job, such as logging signatures or creating quotes from rows.
Can Google Sheets keep a log of every quote?
Yes. Build one small Zap per QuoteCloud event you want to log, such as Recipient First Viewed Document, Document Signing Complete, Document Part Paid and Document Expired, each running Google Sheets' Create Spreadsheet Row. Every event becomes a new row, and your own formulas turn the log into a report.
Can a sheet row create a QuoteCloud quote?
Yes. Google Sheets' New Spreadsheet Row trigger starts the Zap and QuoteCloud's Create Document makes the document from your template, with the row's columns in data items and price-table rows. It doesn't tick options or choose content blocks; the template decides those.
Is Google Sheets the same as QuoteCloud's Spreadsheet block?
No. Google Sheets is your own spreadsheet, outside QuoteCloud, reached through Zapier or Make. The Spreadsheet block is a content block inside a QuoteCloud document, on Essentials and up, with formulas, tabs and cells that can link to price-table lines.
Which QuoteCloud plan do I need for Google Sheets?
Essentials or higher: Zapier and API access are on QuoteCloud's Essentials plan and up. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Zaps that only add or update rows in your sheet don't create documents.
Let the sheet fill itself in.
Start a free 14-day trial of QuoteCloud, connect Google Sheets through Zapier and build your first Zap against a copy of your sheet.