What the Excel connection costs
The Spreadsheet block costs nothing beyond your plan. Zaps that write to Excel carry no QuoteCloud fee. Only documents a Zap creates carry a per-document fee: work it out below.
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You need QuoteCloud's Essentials plan or higher, from US$39 per user per month, for both the Spreadsheet block and the Zapier app, plus a Zapier plan for your task volume. Adding and updating Excel rows carries no QuoteCloud fee. Each document a Zap or the API creates carries US$2.00, $1.80 or $1.60, by volume.
Last reviewed by the QuoteCloud team
How much is the per-document fee?
Enter how many documents your Zaps will create from Excel rows 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. Logging documents, updating status, signed dates and deposits in Excel doesn't create documents.
- Of the recipes on this site, only quotes from table rows creates documents. The Spreadsheet block is part of your plan.
- Which rate applies depends on your volume: ask QuoteCloud for the tiers that fit yours. Zapier bills its own plans separately.
Spreadsheet block and QuoteCloud's Zapier app: Essentials and upQuoteCloud plans and pricing
Which QuoteCloud plan do you need?
QuoteCloud plans are priced per user per month. Each plan includes everything below it.
Essentials, US$39 per user per month
The Spreadsheet block, the Zapier app and API, custom data items and QuoteCloud Payments: everything on this site.
Business, US$59 per user per month
Adds the Reports Dashboard, Sales Forecast and approval workflow, if you'd rather report inside QuoteCloud. None of the Excel recipes needs it.
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 Zap that drafts quotes from Excel rows.
No QuoteCloud fee
The Spreadsheet block, logging every document and month-end Zaps: they add and update rows, not documents.
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 with your own workbook
Start a free 14-day trial and test the Spreadsheet block and your Excel Zaps before you choose a plan.
Cost questions
How much does the QuoteCloud Excel connection cost?
You need QuoteCloud's Essentials plan or higher, from US$39 per user per month, plus a Zapier plan for your task volume. The Spreadsheet block and Zaps that add or update rows carry no extra QuoteCloud fee. Each document a Zap or the API creates carries US$2.00, $1.80 or $1.60 by volume.
Does the Spreadsheet block cost extra?
No. The Spreadsheet block is part of QuoteCloud's Essentials plan and higher, with no Zapier and no per-document fee. Importing your .xlsx calculator and pricing quotes from its cells costs nothing beyond your plan.
Which per-document rate will I 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.
Is there a free trial?
Yes. QuoteCloud has a free 14-day trial with no credit card required, so you can import your calculator and test your Excel Zaps on a copy of your workbook before you choose a plan.
More on QuoteCloud and Excel
Use cases with the exact steps, then how to connect and test.
- 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.
- 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.
- 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.
- 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.
- FAQAnswers to the questions estimators and finance teams ask before connecting QuoteCloud and Excel.
Pay for the documents your Zaps create.
Start a free 14-day trial, import your calculator, connect your workbook and see your real volume before you choose.
Excel connection costFree 14 days · no card
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