What the Dynamics 365 connection costs
A QuoteCloud plan with Zapier access, Business if you want approvals, a Zapier plan for your volume, and a per-document fee only when a Zap creates a document.
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You need QuoteCloud's Essentials plan or higher for its Zapier app, from US$39 per user per month, or Business, US$59, for the approval workflow, plus a Zapier plan for your task volume. Each document a Zap or the API creates carries US$2.00, $1.80 or $1.60, by volume. Status, contact and Teams Zaps carry no QuoteCloud fee.
Last reviewed by the QuoteCloud team
How much is the per-document fee?
Enter how many quotes your Zaps will create in a month. The three rates are shown side by side because the volume they apply at is set by QuoteCloud.
Formula documents a month × fee per document = QuoteCloud document fee a month
-
Standard rate
US$2.00 per document
a month
a year at the same volume
-
Higher-volume rate
US$1.80 per document
a month
a year at the same volume
-
Highest-volume rate
US$1.60 per document
a month
a year at the same volume
- Only documents a Zap or the API creates carry this fee. Status updates, signer tracking, Teams alerts and contact matching don't create documents.
- Of the recipes on this site, only the quote Zap that drafts from an opportunity creates documents.
- Which rate applies depends on your volume: ask QuoteCloud for the tiers that fit yours. Zapier bills its own plans separately.
QuoteCloud's Zapier app: Essentials and upQuoteCloud plans and pricing
Which QuoteCloud plan does your team need?
QuoteCloud plans are priced per user per month. Each plan includes everything below it.
Essentials, US$39 per user per month
The Zapier app and API, custom data items, the product library, Form Builder, custom roles and teams and QuoteCloud Payments: every Zap on this site.
Business, US$59 per user per month
Adds the approval workflow, content locking, scheduled document send and the sales forecast. Needed for approvals before sending.
Enterprise
Adds single sign-on, IP range filtering and a custom URL. Talk to us about Enterprise pricing.
What carries the per-document fee, and what doesn't
Carries the fee
Create Document, run by a Zap or through the API, such as the quote Zap.
No QuoteCloud fee
Status on the opportunity, several signers, Teams alerts and accounts and contacts. Approvals are part of Business.
Building in Make?
Make is bring-your-own, through QuoteCloud's API. If your scenarios will create documents, ask us which fee applies to your volume.
See it on your own opportunities
Start a free 14-day trial and test your Dynamics 365 Zaps before you choose a plan.
Cost questions
How much does the QuoteCloud Dynamics 365 connection cost?
You need QuoteCloud's Essentials plan or higher for its Zapier app, from US$39 per user per month, plus a Zapier plan for your task volume. Each document a Zap or the API creates carries a per-document fee of US$2.00, $1.80 or $1.60 by volume. There's no separate charge for Dynamics 365.
Do we need Business for the Dynamics 365 connection?
Only for the approval workflow. Every Zap on this site works on Essentials; Business, at US$59 per user per month, adds approvals before sending, content locking, scheduled document send and the sales forecast.
Which per-document rate will we pay?
The rate falls from US$2.00 to $1.80 and $1.60 as volume grows. QuoteCloud sets the volumes each rate applies at, so ask us for the tiers that match the number of documents your Zaps or API calls will create each month.
Do Zaps that update Dynamics 365 or post to Teams cost anything in QuoteCloud?
No. The per-document fee is only for documents created through Zapier or the API. Status updates, signer tracking, contact matching and Teams alerts don't create documents, though each step uses a task on your Zapier plan.
More on QuoteCloud and Dynamics 365
Six use cases with the exact Zapier steps, then the IT review, how to connect and the limits.
- Create quotes from Dynamics 365 opportunitiesA rep ticks Request quote on the opportunity and a Zap drafts the quote from your template, then writes its reference back.
- Approve Dynamics 365 quotes before they go outQuoteCloud's approval workflow checks value, discount and who created it before any quote drafted from Dynamics can be sent.
- Procurement buyers and several signersOperations, procurement and finance each sign; the opportunity shows who has signed and changes when the last one does.
- Quote status on the Dynamics 365 opportunityViewed, signed, expired or lost: each QuoteCloud event updates your own columns on the opportunity.
- Microsoft Teams alerts for Dynamics 365 quotesFirst views, signatures and expiring quotes posted to a Teams channel or the owner's chat, in the same Zaps.
- Keep Dynamics 365 accounts and contacts matchedNew Dynamics contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Dynamics with their account.
- IT and security review of the Dynamics 365 integrationWhat passes through Zapier or Make, which accounts to connect with, who can change what, and the controls on each side.
- Connect Dynamics 365 to QuoteCloud, step by stepAdd the columns, connect service accounts in Zapier, build the first Zap, test it and fix the usual problems.
- Dynamics 365 to QuoteCloud field mapEvery field the Dynamics Zaps on this site pass, which way it travels and a sample value: the list your IT team asks for.
- What QuoteCloud with Dynamics 365 can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- FAQAnswers to the questions sales, operations and IT ask before connecting QuoteCloud and Dynamics 365.
Pay for the quotes your Zaps create.
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