Microsoft Excel and QuoteCloud FAQ

Two ways. The Spreadsheet block imports an .xlsx calculator into the quote itself. For workbooks you keep in Excel, QuoteCloud's Zapier app, on Essentials and up, adds and updates rows in Excel tables and can create quotes from new rows. Teams that build their own can use Make instead, with QuoteCloud's API.

No. There's no native or synced Excel connection. Zaps run one way, from their trigger to their steps, so a QuoteCloud event can update a row and a new row can create a quote, but editing a row never changes a quote.

In Microsoft 365. Zapier's Excel app works on workbooks in OneDrive for Business, a SharePoint site or a Group Drive, and for SharePoint it lists folders in the default site only. Personal OneDrive and files on your computer aren't supported. The Spreadsheet block has no such limit: it's a copy inside the template.

Yes, as a bring-your-own setup. QuoteCloud has no ready-made app on Make: you connect Make to QuoteCloud with Make's built-in OAuth connection and call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own Microsoft Excel modules.

Yes. QuoteCloud's Document Created trigger and Excel's Add Row to Table add a row for each new document. Further Zaps on Document Status Changed, Document Signing Complete and Document Part Paid find the row by its reference and update status, signed date and deposit.

Yes. Excel's New Row in Table starts a Zap that runs Find or Create Contact and Create Document from your template, filling data items and a price-table row from the row's columns. Update Row can write the quote's reference back. It never ticks options or chooses content blocks.

Within minutes. Zapier checks for new QuoteCloud events and new Excel rows on a schedule set by your Zapier plan, so changes aren't instant. For live figures inside QuoteCloud, the Reports Dashboard and Sales Forecast are on the Business plan.