Microsoft Excel and QuoteCloud, priced to reported
Bring the pricing calculator your estimators trust into the quote itself, then let Zaps keep your Excel register current as every quote is sent, signed and paid.
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QuoteCloud works with Microsoft Excel in two ways. The Spreadsheet content block imports your .xlsx calculator into a quote and sets the price lines from its cells. QuoteCloud's Zapier app adds and updates rows in Excel tables stored in OneDrive for Business or SharePoint, and can draft quotes from rows. Both are on Essentials and up.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left one row of Corbel Building Co.'s Estimates table in an Excel workbook, CB-C-0431 for Halloran Optometry; on the right QuoteCloud's fit-out proposal CB-C-0431; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Log: Tessa creates the proposal and a Zap adds a row to the Estimates table (Document Created then Add Row to Table). 2, Price: in QuoteCloud, Corbel's cost book, imported from Excel into a Spreadsheet block, prices the lines, total $95,062.00 (no Zap). 3, Status: Tessa sends it; a Zap finds the row and writes Sent and the total (Document Status Changed then Update Row). 4, Signed: Grace Halloran signs; the row shows Signed and the date (Document Signing Complete then Update Row). 5, Deposit: the $4,753.10 deposit is paid through Stripe; the row's Deposit column fills (Document Part Paid then Update Row). 6, What if the quote expires instead: the row's status reads Expired (Document Expired then Update Row). It ends on the signed proposal and the up-to-date row.
What can QuoteCloud do with your Excel workbooks?
Six jobs, from pricing the quote to closing the month. The first runs inside QuoteCloud; the rest are Zaps between QuoteCloud and an Excel table.
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Price
Import your .xlsx calculator into a Spreadsheet block. Its cells set each price line's description and unit price.
- Spreadsheet block
- .xlsx import
-
Create
A new row in a request table drafts the quote from your template and writes its reference back to the row.
- New Row in Table
- Create Document
-
Log
Every new QuoteCloud document adds a row to your register table, with its reference, client and estimator.
- Document Created
- Add Row to Table
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Update
Sent, viewed, signed or expired: a Zap finds the document's row and writes the new status, total and dates.
- Document Status Changed
- Update Row
-
Report
Deposits and payments land in the same rows, so the month-end pivot table is ready when finance opens it.
- Document Part Paid
- Update Row
-
Tell the team
One more step in a Zap posts the signed quote to a Microsoft Teams channel, beside the row update.
- Document Signing Complete
- Send Channel Message
Every Zap runs one way, from its trigger to its steps: editing a row doesn't change a quote. The same jobs can be built in Make, bring your own. See Spreadsheet block or workbook? to choose where your pricing lives.
Sent, signed or expired in QuoteCloud, updated in the register
The recipe Excel teams build first: the register's Status column is never out of date.
ZapStatus changed: update the row
-
When
QuoteCloudTriggerDocument Status ChangedFires when a document moves to a new status.Passes on
- Document reference
- Status
- Total
-
Then
Microsoft ExcelSearchFind RowLooks up the Ref column for the document's reference.Searches on
- Workbook
- Worksheet
- Lookup Column: Ref
- Lookup Value
-
Then
Microsoft ExcelActionUpdate RowMapped in
- Row
- Status
- Total
-
Or
Microsoft TeamsAction · optionalSend Channel MessagePost it to the estimating channel, with a Filter so only Signed goes through.Mapped in
- Channel
- Message
Excel's Zapier steps work on workbooks stored in OneDrive for Business, a SharePoint site or a Group Drive. Check the requirements before you start.
Tessa Gray sends Halloran Optometry's fit-out proposal on Tuesday morning. Within a few minutes, row 6 of Corbel's Estimates table reads Sent with the $95,062.00 total, and when Grace signs a week later it reads Signed.
Result
The register in SharePoint shows every quote's real status, so nobody updates it by hand and the Monday meeting starts from the right numbers.
QuoteCloud's Zapier app: Essentials and up
Build the register Zaps QuoteCloud for buildersThe quote in QuoteCloud, the row in Excel
The proposal priced by its Spreadsheet block, and the register row the Zaps keep up to date.
Cost book · Summaryimported from Corbel cost book 2026.xlsx
| Item | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Strip-out & make good | 86 | m² | 38.00 (formula =XLOOKUP(A2,Rates!A:A,Rates!D:D)) | 3,268.00 line 1 |
| Partitions & doors | 32 | lm | 420.00 (formula =XLOOKUP(A3,Rates!A:A,Rates!D:D)) | 13,440.00 line 2 |
| Joinery, display & dispensing | 24 | lm | 1,150.00 (formula =XLOOKUP(A4,Rates!A:A,Rates!D:D)) | 27,600.00 line 3 |
| Ceiling & lighting | 86 | m² | 185.00 (formula =XLOOKUP(A5,Rates!A:A,Rates!D:D)) | 15,910.00 line 4 |
| Flooring | 86 | m² | 96.00 (formula =XLOOKUP(A6,Rates!A:A,Rates!D:D)) | 8,256.00 line 5 |
| Electrical & data | 1 | job | 9,400.00 | 9,400.00 line 6 |
| Preliminaries | 1 | job | 8,546.00 | 8,546.00 line 7 |
| Price table total | 86,420.00 |
- Typed in
- Your rates
- Formula
- Sets a price line
- From the price table
Zaps
- Document Created
- Document Status Changed
- Document Signing Complete
- Update Row
| Ref | Client | Job | Estimator | Created | Status | Total | Signed | Deposit | |
|---|---|---|---|---|---|---|---|---|---|
| CB-2336 | Brennan family | Garage conversion | Dan Okafor | 12 Oct | Viewed | 70,730.00 | |||
| CB-C-0431 | Halloran Optometry | Shop fit-out | Tessa Gray | 19 Oct | Signed | 95,062.00 | 27 Oct | 4,753.10 | Updated by a Zap |
| CB-2341 | Nguyen family | Rear deck & laundry | Dan Okafor | 21 Oct | Sent | 51,975.00 | |||
| CB-2342 | Pike family | Kitchen renovation | Dan Okafor | 26 Oct | Draft | 58,080.00 | |||
| CB-C-0434 | Easton Vets | Reception refit | Tessa Gray | 28 Oct | Draft | 36,465.00 | Added by a Zap |
Illustration of a workbook table with sample data, not Excel’s screen.
The workbook is our illustration with sample data, not Excel's screen. Every business here is fictional.
Try it with your own workbook
The Spreadsheet block and QuoteCloud's Zapier app are on the Essentials plan and up. Start a free 14-day trial and import your calculator today.
Two ways QuoteCloud works with Excel
Most Excel teams use both: the calculator moves into the quote, the reporting stays in the workbook.
Your calculator, inside the quote
Import the .xlsx into a Spreadsheet block. It keeps tabs and Google-Sheets-style functions such as IF, ROUNDUP and XLOOKUP; its cells set price lines, and the price table total can come back into a cell. No Zapier needed.
Import your calculatorYour workbook, kept current by Zaps
Keep the register, request list or report in Excel. Zaps add and update rows as documents are created, sent, signed and paid, and can draft quotes from new rows.
Log every document
What moves between Excel and QuoteCloud?
Rows go in, document news comes back. The buyer's choices stay with the buyer.
From a row into the quote
Columns such as customer, lane, pallets and rate map into data items, the recipient and a price-table row when a Zap creates the document.
The full field mapFrom the quote into a row
Reference, client, status, total, signed date and deposit, written to an Excel table by Add Row to Table and Update Row.
Month-end reportingWhat stays with people
A Zap never ticks options or chooses content blocks, and editing a row never changes a quote. Your client ticks options; your estimator checks and sends.
What it can and can't do
Zapier or Make: how do you want to build it?
Excel 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 Zapier's Microsoft Excel 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 Microsoft Excel modules. No ready-made QuoteCloud app on Make: you design each step.
Compare the routes
Every recipe, set-up guide and answer
Four use cases and a guide to where your pricing should live, then how to connect, which columns to map, the limits and the cost.
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Import your Excel pricing calculator into a quoteImport the .xlsx into a Spreadsheet block; its cells set the price lines and the total comes back into a cell.Explore
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Log every QuoteCloud document to an Excel tableEach new document adds a row to your register, and its status, signed date and value update as it moves.Explore
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Create QuoteCloud quotes from Excel table rowsA new row in a request table drafts the quote from your template and writes its reference back to the row.Explore
- Month-end quote reporting in ExcelQuoted, signed and deposit figures already in the table, ready for the pivot table finance runs at month end.
- Spreadsheet block or Excel workbook?When to move your calculator into the quote, when to keep the workbook and move rows with Zaps, and when to do both.
- Connect Microsoft Excel to QuoteCloud, step by stepCheck where the workbook lives, format a table, connect both apps in Zapier and build the first Zap.
- Excel to QuoteCloud field mapEvery column the Excel Zaps on this site fill or read, which way it travels and a sample value.
- Test and troubleshoot the Excel ZapsTest with a copy of the workbook, then fix the usual problems: no workbook listed, no table, no row found.
- What QuoteCloud with Excel can and can't doWhat the Spreadsheet block and the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed.
- What the Excel connection costsEssentials and up for the Spreadsheet block and Zapier, plus a fee only for documents a Zap creates.
- FAQAnswers to the questions estimators and finance teams ask before connecting QuoteCloud and Excel.
Excel questions, answered
How does QuoteCloud connect to Microsoft Excel?
Two ways. The Spreadsheet content block imports your .xlsx calculator into a quote and sets price lines from its cells. For workbooks you keep in Excel, QuoteCloud's Zapier app adds and updates rows in an Excel table when documents are created, sent, signed or paid, and can create quotes from new rows. Make works too, as a bring-your-own setup.
Is there a native or two-way Excel integration?
No. There is no native or synced Excel connection. Workbooks connect through Zapier or Make, and each Zap runs one way, from its trigger to its steps, so editing a row doesn't change a quote. The Spreadsheet block is a copy of your workbook inside the quote, not a live link to the file.
Can I use my Excel pricing calculator inside a QuoteCloud quote?
Yes. Import the .xlsx into a Spreadsheet block, on Essentials and up. It supports tabs and functions such as IF, ROUNDUP and XLOOKUP, any cell can set a price line's description and unit price, and the price table total can come back into a cell. Macros and pivot tables don't come across.
Where does my workbook need to be for the Zaps?
In Microsoft 365: Zapier's Excel app works on workbooks stored in OneDrive for Business, a SharePoint site or a Group Drive. For SharePoint it lists folders in the default site only. The table steps, such as Add Row to Table and New Row in Table, also need the data formatted as an Excel table.
Which QuoteCloud plan do I need?
Essentials or higher. The Spreadsheet block and QuoteCloud's Zapier app are both on Essentials and up. Zaps that add or update rows carry no QuoteCloud fee; documents created through Zapier or the API carry US$2.00, $1.80 or $1.60 each by volume. You also need a Zapier plan for your task volume.
Price it in the quote. Report it in Excel.
Start a free 14-day trial of QuoteCloud, import your Excel calculator into a Spreadsheet block and connect your register through Zapier.