Create quotes from Dynamics 365 opportunities
A rep ticks Request quote on the opportunity. A Zap drafts the quote from your approved template, fills in the topic, account and owner, adds the contact as the recipient and writes the reference back to the opportunity.
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- Building QuoteCloud since 2013
Add a Request quote column to the Dynamics 365 opportunity, then build a Zap with QuoteCloud's Zapier app, on Essentials and up. Updated Opportunity starts it, a filter keeps only ticked opportunities without a quote, Create Document drafts the quote from your template and Update Opportunity writes its reference back. A person checks and sends it.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tessmore Engineering's RFQ response TE-Q-2431 for Quenda Robotics: data items filled from the opportunity (topic, account, opportunity ID, sales engineer) and a price table of 1,500 QR-310 brackets, fixtures, first article inspection and packing, $34,452.00 including tax. In front, an illustration of the Dynamics 365 opportunity with Request quote set to Yes and the QuoteCloud reference TE-Q-2431 written by a Zap.
Why start the quote from the opportunity?
Tessmore Engineering logs every RFQ as an opportunity in Dynamics 365. Sales engineer Anjali Desai used to copy the account, contact and part details into a quote by hand, in whatever version of the template was on her desktop.
Now she ticks Request quote on the opportunity. The Zap drafts TE-Q-2431 from the approved RFQ template, so the layout, terms and branding are the ones the business signed off, and estimator Callum Reid only prices the parts.
- One explicit trigger: a Request quote column, not every edit to the opportunity.
- The draft is never sent by the Zap: a person checks it, and the approval workflow can hold it.
- The reference goes back to the opportunity, so later Zaps and people can find the quote.
How do I create a QuoteCloud quote from a Dynamics 365 opportunity?
Six steps. Every name is the exact event you pick in Zapier.
ZapRequest quote: draft it and write the reference back
-
When
Microsoft Dynamics 365 CRMTriggerUpdated OpportunityFires on any change to an opportunity.Passes on
- Topic
- Opportunity ID
- Owner
- Potential customer
- Request quote
- Only if Filter by ZapierFilterOnly continue if Request quote is true and QuoteCloud reference does not exist. The second rule stops the Zap's own update from starting it again.
-
Then
Microsoft Dynamics 365 CRMSearchFind ContactThe opportunity's contact, for the name and email.Searches on
- Contact
-
Then
QuoteCloudSearchFind or Create ContactSearches on
- First and last name
- Company
-
Then
QuoteCloudActionCreate DocumentFrom your template, as a draft. Use the opportunity's topic as the title.Mapped in
- Template
- Title
- Data items
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document
- Contact
-
Then
Microsoft Dynamics 365 CRMActionUpdate OpportunityMapped in
- Opportunity ID
- QuoteCloud reference
- QuoteCloud status: Draft
The same job can be built in Make, bring your own: a scenario that watches the opportunity with Make's own Dynamics 365 modules and calls QuoteCloud's API through Make's built-in OAuth connection.
Anjali ticks Request quote at 10:04 on Wednesday. At 10:05 TE-Q-2431 is a draft with Quenda Robotics, the opportunity ID and her name in its data items, Marcus Oyelaran as the recipient, and its reference on the opportunity.
Result
Every quote starts from the opportunity and the approved template, and the opportunity says which quote is its own.
QuoteCloud's Zapier app: Essentials and up · per-document fee applies
QuoteCloud for manufacturers' RFQ responsesTicked in Dynamics, drafted in QuoteCloud
OpportunityQuenda Robotics · QR-310 bracketsAccount: Quenda Robotics
- Qualify
- Develop
- Propose
- 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 Updated by a Zap
- QuoteCloud status
- Draft
Activity timeline
- QuoteCloud reference: TE-Q-2431Draft ready in QuoteCloudWed 21 Oct · 10:05 am · Added by a Zap
- Request quote set to YesBy Anjali DesaiWed 21 Oct · 10:04 am
- 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.
Zap
- Updated Opportunity
- Create Document
- Update Opportunity
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
Activity
- Draft created by a Zap from the Dynamics 365 opportunityWed 21 Oct, 10:05 am · Updated Opportunity
- Approved by Gareth LyleWed 21 Oct, 3:02 pm · approval workflow
- Sent to Sofia Lindqvist and Marcus OyelaranWed 21 Oct, 3:05 pm · by Anjali Desai
- Viewed by MarcusThu 22 Oct, 8:41 am
- Signed by Sofia and MarcusTue 27 Oct, 4:15 pm · 2 of 2
The opportunity record is our illustration of a generic CRM with sample data, not Dynamics 365's screen.
What the Zap fills, and what people still do
The Zap fills the template's data items, the title and the recipient. Create Document can also add price-table rows from fields you map, such as a part number, quantity and rate kept in opportunity columns.
It doesn't copy the opportunity's product lines into the price table, tick options or choose content blocks. Callum prices the brackets, Quenda ticks engraving if they want it, and Anjali sends.
- Data items: Custom Data Items, Essentials and up.
- Priced from your product library, so list prices stay in one place.
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Parts and set-up | $31,319 | ||
QR-310 gimbal bracket, Rev A6061-T6, machined and anodised black
|
1500 ea | $18.40 | $27,599.100 |
Fixtures & CAM programmingOnce-off; kept for repeat orders
|
1 lot | $2,850 | $2,850.00 |
First article inspection reportFive parts measured to the drawing
|
1 ea | $480 | $480.00 |
Packing, 25 per cartonDivided cartons, pallets wrapped
|
60 ctn | $6.50 | $390.00 |
| Add if you'd like Tick to add | |||
| 1500 ea | $0.60 | $900.00 | |
- Subtotal
- $31,319.100
- Tax (10%)
- $3,132.00
- Total
- $34,452.00
- Plus, monthly
- $0.00/mo
Field map for the quote Zap
| Microsoft Dynamics 365 CRM: Dynamics 365 field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Topic | Microsoft Dynamics 365 CRM to QuoteCloud | Document title and the Opportunity data item | Document field | Quenda Robotics · QR-310 brackets |
|
| Potential customer (account) | Microsoft Dynamics 365 CRM to QuoteCloud | Account data item | Data item | Quenda Robotics |
Check whether your test data shows the name or only an ID. |
| Opportunity ID | Microsoft Dynamics 365 CRM to QuoteCloud | Opportunity ID data item | Data item | 7c1e2a90-…-4b20 |
|
| Owner | Microsoft Dynamics 365 CRM to QuoteCloud | Sales engineer data item | Data item | Anjali Desai |
|
| Contact's email (Find Contact) | Microsoft Dynamics 365 CRM to QuoteCloud | Contact and recipient | Contact field | marcus.oyelaran@example.com |
|
| QuoteCloud reference | QuoteCloud to Microsoft Dynamics 365 CRM | Document reference | Opportunity column | TE-Q-2431 |
|
| QuoteCloud status | QuoteCloud to Microsoft Dynamics 365 CRM | A fixed value | Opportunity column | Draft |
All values are sample data. Request quote, QuoteCloud reference and QuoteCloud status are columns your Dynamics admin adds; see connect, step by step.
Variations on this recipe
Start on a pipeline stage instead
Filter on the opportunity's stage, such as Propose, instead of a Request quote column. Check the stage arrives in your test data first.
Start from a Dynamics quote
If your team builds quotes in Dynamics first, Updated Quote can start the Zap. Its product lines don't become price-table rows; your template's price table does the pricing.
Two templates, one Zap
Add Paths by Zapier on a column such as Business unit, with one Create Document per path: machined parts or sheet metal.
Build it in Make instead
Bring your own: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Dynamics 365 modules. No ready-made QuoteCloud app on Make.
Draft your first quote from Dynamics
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the quote Zap with a test opportunity.
Build the quote Zap in five steps
Add the columns
Ask your Dynamics admin for Request quote (yes/no), QuoteCloud reference and QuoteCloud status on the Opportunity table.
Start with Updated Opportunity
In Zapier, choose Microsoft Dynamics 365 CRM's Updated Opportunity and pull in a test opportunity with Request quote ticked.
Filter it
Continue only if Request quote is true and QuoteCloud reference is empty.
Draft the quote
Add Find Contact, then QuoteCloud's Find or Create Contact, Create Document with your template and Add Document Recipient.
Write it back and test
Add Update Opportunity with the reference and Draft, run it on a test opportunity with an @example.com contact, then switch it on.
Questions about quotes from opportunities
Can QuoteCloud create a quote automatically from a Dynamics 365 opportunity?
Yes, through a Zap you build. Zapier's Updated Opportunity trigger starts it, a filter keeps only opportunities with Request quote ticked and no quote yet, and QuoteCloud's Create Document drafts the quote from your template. QuoteCloud's Zapier app is on the Essentials plan and up.
Why use a Request quote column instead of New Opportunity?
Because most opportunities aren't ready for a quote when they're created. A yes/no column the rep ticks is an explicit request, it's easy to filter on, and it works with Updated Opportunity. Filtering on QuoteCloud reference being empty also stops the Zap's own update from starting it twice.
Do the opportunity's products become price-table rows?
No. A Zap doesn't copy an opportunity's product lines into the price table. Create Document can add rows from fields you map, such as a part number, quantity and rate kept in columns, and your team prices the rest from the template or product library.
Does the quote Zap send the quote?
Not in this recipe. It creates a draft and adds the recipient, and a person checks and sends it from QuoteCloud. That's where QuoteCloud's approval workflow, on the Business plan, holds quotes over your limits until they're approved.
What does each quote the Zap creates cost?
Each document created through Zapier or the API carries a per-document fee of US$2.00, $1.80 or $1.60 by volume, on top of a QuoteCloud plan of Essentials or higher. The other Zaps on this site update Dynamics or post to Teams and don't create documents.
More on QuoteCloud and Dynamics 365
Six use cases with the exact Zapier steps, then the IT review, how to connect and what it costs.
- 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.
- What the Dynamics 365 connection costsEssentials and up for Zapier, Business for the approval workflow, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales, operations and IT ask before connecting QuoteCloud and Dynamics 365.
Ticked in Dynamics. Drafted in QuoteCloud.
Start a free 14-day trial and build the Zap that drafts your quotes from Dynamics 365 opportunities.