Getting started with QuoteCloud

Connect Dynamics 365 to QuoteCloud, with approvals built in

Draft quotes from Dynamics 365 opportunities, approve them in QuoteCloud before they go out, and put every view and signature back on the opportunity and in Microsoft Teams, through QuoteCloud's Zapier app.

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QuoteCloud connects to Microsoft Dynamics 365 through QuoteCloud's Zapier app, on the Essentials plan and up, or through Make as a bring-your-own setup. A Zap can draft a quote from an opportunity, and others write views, signatures and expiry to columns on it and post alerts in Microsoft Teams. QuoteCloud's approval workflow, on Business, checks quotes before they're sent.

Last reviewed by the QuoteCloud team

Illustration with sample data: on the left a generic Dynamics 365 opportunity, Quenda Robotics · QR-310 brackets; on the right Tessmore Engineering's RFQ response TE-Q-2431; a thread joins them (Zapier). Six jobs play in turn: 1, Create: Anjali sets Request quote to Yes; a Zap drafts TE-Q-2431 and writes its reference back (Updated Opportunity then Create Document). 2, Approve: over $25,000, so Gareth Lyle approves it in QuoteCloud before it can be sent (QuoteCloud's approval workflow, Business plan). 3, Track: Marcus opens the quote; the opportunity's QuoteCloud status turns Viewed (Recipient First Viewed Document then Update Opportunity). 4, Signed: Sofia and Marcus both sign; the status turns Signed, ready for Anjali to close (Document Signing Complete then Update Opportunity). 5, Notify: the same Zap posts in the sales channel in Microsoft Teams. 6, Follow up (what if the quote expires instead): the status says Expired. It ends on the signed quote and the opportunity after both signatures.

What can QuoteCloud do with a Dynamics 365 opportunity?

Six jobs across the opportunity's life. Five are Zaps you build; the approval is QuoteCloud's own workflow. Each links to the page with the exact steps.

  1. Create

    Tick Request quote on the opportunity and a draft is created from your template, with the topic, account and owner in data items.

    • Updated Opportunity
    • Create Document
    Quotes from opportunities

  2. Approve

    Over a value, over a discount or from a given team: the quote waits for the right approvers before anyone can send it.

    • Approval workflow
    • Business plan
    Approvals

  3. Track

    Sent, viewed, signed, expired or lost: each one updates your QuoteCloud columns on the opportunity.

    • Recipient First Viewed Document
    • Update Opportunity
    Status on the opportunity

  4. Signers

    Operations, procurement and finance each sign; the opportunity shows who has, and changes when the last one does.

    • Recipient Signed Document
    • Document Signing Complete
    Several signers

  5. Notify

    First views and signatures posted in a Teams channel, and an expiring quote sent to the owner's chat.

    • Document Signing Complete
    • Send Channel Message
    Teams alerts QuoteCloud and Microsoft Teams

  6. Accounts

    New Dynamics contacts found or created in QuoteCloud, and new QuoteCloud contacts created in Dynamics under the right account.

    • New Contact
    • Find or Create Contact
    Accounts & contacts

Every Zap runs one way, from its trigger to its steps, so two directions means two Zaps. The same jobs can be built in Make, bring your own. Before you connect anything, your IT team will want the IT and security review.

Ticked in Dynamics, drafted in QuoteCloud, approved before it's sent

The recipe Dynamics teams build first. The Zap drafts; a person checks, approves and sends.

ZapRequest quote: draft it and write the reference back

  1. When Microsoft Dynamics 365 CRMTriggerUpdated OpportunityFires on any change to an opportunity, so the filter does the choosing.Passes on
    • Topic
    • Opportunity ID
    • Owner
    • Request quote
  2. Only if Filter by ZapierFilterOnly continue if Request quote is true and QuoteCloud reference is empty, so the Zap's own update can't start it again.
  3. Then Microsoft Dynamics 365 CRMSearchFind ContactThe opportunity's contact, for the name and email.Searches on
    • Contact
  4. Then QuoteCloudSearchFind or Create ContactSearches on
    • Email
    • Name
    • Company
  5. Then QuoteCloudActionCreate DocumentFrom your template, as a draft; the title is the opportunity's topic.Mapped in
    • Template
    • Title
    • Data items
  6. Then QuoteCloudActionAdd Document RecipientMapped in
    • Document
    • Contact
  7. Then Microsoft Dynamics 365 CRMActionUpdate OpportunityMapped in
    • Opportunity ID
    • QuoteCloud reference
    • QuoteCloud status: Draft

Anjali Desai ticks Request quote on Quenda Robotics' opportunity at 10:04. A minute later TE-Q-2431 is a draft in QuoteCloud and its reference is on the opportunity. Callum prices the brackets, and because the total is over $25,000, Gareth Lyle approves it before Anjali can send it.

Result

Every quote starts from the opportunity and from an approved template, and nothing reaches the buyer without the approvals your policy asks for.

QuoteCloud's Zapier app: Essentials and up · approval workflow: Business

Build the quote Zap QuoteCloud for manufacturers' RFQ responses

Both sides of the same opportunity

The quote in QuoteCloud, filled from the opportunity by a Zap and approved, and the opportunity the Zaps keep up to date.

Tessmore EngineeringRFQ response · Quote TE-Q-2431 Sample · fictional business

Data items filled by the Zap

Opportunity
Quenda Robotics · QR-310 bracketsFrom Dynamics 365 · Topic
Account
Quenda RoboticsFrom Dynamics 365 · Potential customer
Opportunity ID
7c1e2a90-…-4b20From Dynamics 365 · Opportunity ID
Sales engineer
Anjali DesaiFrom Dynamics 365 · Owner

Document workflow

Approved

Triggered when Total Value greater than $25,000

  • Gareth LyleGeneral managerApproved

Must be approved by any approver selected before it can be sent.

  1. Approval request sent by Anjali Desai · Wed 21 Oct, 2:10 pm
  2. Approved by Gareth Lyle · Wed 21 Oct, 3:02 pm

Approval workflow · Business plan

TE-Q-2431: data items filled from the opportunity, approved by Gareth Lyle before it was sent.

Zaps

  1. Updated Opportunity
  2. Create Document
  3. Document Signing Complete
  4. Update Opportunity
CRM · OpportunityTessmore Engineering Illustration · sample data

OpportunityQuenda Robotics · QR-310 bracketsAccount: Quenda Robotics

  1. Qualify
  2. Develop
  3. Propose
  4. Close
Est. revenue
$31,320.00
Est. close date
20 Nov 2026
Contact
Marcus Oyelaran
Owner
Anjali Desai
Request quote
Yes
QuoteCloud reference
TE-Q-2431
QuoteCloud status
Signed

Activity timeline

  1. QuoteCloud status: SignedSofia Lindqvist and Marcus Oyelaran, 2 of 2Tue 27 Oct · 4:16 pm · Added by a Zap
  2. QuoteCloud status: ViewedOpened by Marcus OyelaranThu 22 Oct · 8:42 am · Added by a Zap
  3. QuoteCloud reference: TE-Q-2431Draft ready in QuoteCloudWed 21 Oct · 10:05 am · Added by a Zap
  4. Request quote set to YesBy Anjali DesaiWed 21 Oct · 10:04 am
  5. Opportunity createdFrom Quenda's RFQ email, by Anjali DesaiMon 12 Oct · 9:30 am

Illustration with sample data: a generic CRM record, not Dynamics 365’s screen.

The opportunity: reference, views and signatures written to its QuoteCloud columns.

The opportunity record is our illustration of a generic CRM with sample data, not Dynamics 365's screen. Every business here is fictional.

Try it on a test opportunity

QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zap against a Dynamics sandbox or a test opportunity.

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What moves between Dynamics 365 and QuoteCloud?

Opportunity details go in, document news comes back. Only the fields you map ever move.

  • From the opportunity into the quote

    The topic, ID, owner and the columns you choose, plus the contact's name and email, mapped into data items and the recipient. Create Document can also add price-table rows you map.

    The full field map

  • From QuoteCloud back to Dynamics

    Sent, viewed, signed, expired and lost, written to columns you add to the opportunity, and new QuoteCloud contacts under their account.

    Status on the opportunity

  • What stays with people

    A Zap never ticks options, chooses content blocks or closes the opportunity as won. Reps edit and send, approvers approve, buyers tick and sign.

    What it can and can't do

Built for teams with a policy

What mid-market and enterprise buyers ask about before a quote leaves the building.

  • Approvals before sending

    QuoteCloud's approval workflow checks total value, discount, the creator's team or role and more, then routes to approvers. Business plan.

    Approvals

  • Several signers

    Procurement, finance and the budget holder each sign the same document; the opportunity knows when the last one has.

    Several signers

  • An IT review that's quick

    Which accounts to connect, which fields move, where they pass through and how to switch it off: one page for your IT team.

    IT & security review

Zapier or Make: how do you want to build it?

There's no direct Dynamics 365 connection on any plan. Both routes reach the same QuoteCloud events and actions.

  • Zapier: QuoteCloud's Zapier app

    Ready-made QuoteCloud triggers, actions and searches beside Zapier's Microsoft Dynamics 365 CRM 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 step

  • Make: 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 Dynamics 365 modules. No ready-made QuoteCloud app on Make: your team designs each step.

    Compare the routes

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Every recipe, set-up guide and answer

Six use cases with the exact Zapier steps, then the IT review, how to connect, which fields to map, the limits and the cost.

Dynamics 365 questions, answered

How does QuoteCloud connect to Microsoft Dynamics 365?

Through QuoteCloud's Zapier app and Zapier's Microsoft Dynamics 365 CRM app, with no code to write. Each Zap starts from one event, such as an opportunity being updated or a QuoteCloud document being signed, and runs steps in the other app. Teams that prefer Make can build the same jobs as a bring-your-own setup with QuoteCloud's API.

Is there a native Dynamics 365 integration?

No. QuoteCloud has no direct or native Dynamics 365 connection on any plan, and nothing syncs by itself. Dynamics 365 connects through Zapier, with QuoteCloud's Zapier app on Essentials and up, or through Make with QuoteCloud's API. Every recipe on this site is a Zap you build and control.

Does it work with Dynamics 365 Business Central?

No. This connection is for Dynamics 365's sales side: opportunities, accounts and contacts, through Zapier's Microsoft Dynamics 365 CRM app. QuoteCloud doesn't connect to Business Central or any other ERP, and nothing on this site creates orders or invoices in a finance system.

Which QuoteCloud plan do I need?

Essentials or higher for the Zapier app and API. The approval workflow, which checks quotes before they're sent, is on Business. 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 update Dynamics or post to Teams don't create documents.

Can the opportunity close as won when the quote is signed?

Not by itself. A Zap starting with Document Signing Complete can write Signed to a QuoteCloud status column on the opportunity and tell the owner in Microsoft Teams, but closing as won stays with your team, through Dynamics' own close step. We haven't confirmed that Update Opportunity can close an opportunity.

More Dynamics 365 questions

Quote from the opportunity. Approve it. Know when it's signed.

Start a free 14-day trial of QuoteCloud, connect Dynamics 365 through Zapier and build your first Zap with a test opportunity.

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