Create QuoteCloud quotes from Excel table rows
Your team logs requests in an Excel table they already use. Each new row drafts the quote from your template, with the customer, the details and a priced line, and the quote's reference lands back on the row.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up. Excel's New Row in Table starts it; QuoteCloud's Find or Create Contact and Create Document draft the quote from your template, filling data items and a price-table row from the row's columns; Excel's Update Row writes the quote reference back. Each document created this way carries the per-document fee.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Wexmoor Freight & Logistics' draft lane quote WF-Q-4857 for Orchard & Pine Furniture, its data items filled from an Excel row (request R-2214, customer, lane Northgate to Lakeview, 6 pallets) and one price line, 6 pallets at $118.75, $783.75 including tax. In front, an illustration of the request row R-2214 in the Requests table, its Quote column now WF-Q-4857 and its Status Drafted, both updated by a Zap.
Why start quotes from an Excel table?
At Wexmoor Freight & Logistics, Kai Moreno logs every pallet-freight request in a Requests table in the pricing desk's group drive: customer, contact, lane and pallets. The workbook's own Lanes sheet looks up the rate per pallet, fuel included.
When Kai adds Orchard & Pine Furniture's request for six pallets to Lakeview, a Zap drafts the lane quote from Wexmoor's template, priced from the row, and writes WF-Q-4857 back beside it. Pricing desk lead Callan Mercer checks it and sends it.
- The request list stays in Excel, where the team already works and filters.
- The quote is a draft: a person checks it and sends it, and the customer ticks any options.
- Each document a Zap creates carries the per-document fee; see the cost.
How do I create a QuoteCloud quote from a new Excel row?
Five steps, one Zap. Every name is the exact event you pick in Zapier.
ZapNew request row: draft the lane quote
-
When
Microsoft ExcelTriggerNew Row in TableChecks the Requests table for new rows on Zapier's polling schedule.Passes on
- Request
- Customer
- Contact
- Lane
- Pallets
- Rate/pallet
-
Then
QuoteCloudSearchFind or Create ContactFinds Lewis by email, or adds him.Searches on
- Name
- Company
-
Then
QuoteCloudActionCreate DocumentFrom the Lane quote template. The price-table row's fields take the row's columns: label from Lane, quantity from Pallets, price from Rate/pallet.Mapped in
- Template
- Title
- Data items
- Price-table row: label, qty, price
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document
- Contact
-
Then
Microsoft ExcelActionUpdate RowWrites the quote's reference and Drafted back to the same row.Mapped in
- Row
- Quote
- Status: Drafted
The same job can be built in Make, bring your own: Make's own Microsoft Excel modules watch the table, and QuoteCloud's API or Zapier endpoints, through Make's built-in OAuth connection, create the document.
Kai adds R-2214 at 10:12 am on Thursday 29 October. By 10:14 the draft WF-Q-4857 is waiting in QuoteCloud, six pallets at $118.75, and the row reads WF-Q-4857 · Drafted. Callan sends it at 10:31.
Result
Every request in the table becomes a priced draft within minutes, and the table shows which quote answers which request.
QuoteCloud's Zapier app: Essentials and up · per-document fee applies
Lane quotes for freight businessesThe request row, and the quote it drafted
The draft in QuoteCloud, filled from the row by a Zap, and the row with the quote's reference written back.
Data items filled by the Zap
Request- R-2214From Excel · Request
Customer- Orchard & Pine FurnitureFrom Excel · Customer
Lane- Northgate → LakeviewFrom Excel · Lane
Pallets- 6From Excel · Pallets
Your freight, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Pallet freight | $712 | ||
Pallet freight, Northgate → Lakeview From the rowRate per pallet includes the fuel surcharge
|
6 pallet | $118.75 | $712.50 |
| Add if you need it Tick to add | |||
Tail-lift deliveryFor a site without a forklift
|
1 drop | $65 | $65.00 |
- Subtotal
- $712.50
- Tax (10%)
- $71.25
- Total
- $783.75
- Plus, monthly
- $0.00/mo
- Deposit on signing (0%)
- $0.00
Zap
- New Row in Table
- Find or Create Contact
- Create Document
- Update Row
| Request | Received | Customer | Contact | Lane | Pallets | Rate/pallet | Quote | Status | ||
|---|---|---|---|---|---|---|---|---|---|---|
| R-2209 | Mon 26 Oct | Coldwater Fresh Co. | Marcus Abara | marcus.abara@example.com | Lakeview → Port Ellery | 4 | 142.60 | WF-Q-4846 | Sent | |
| R-2211 | Tue 27 Oct | Bramblewood Homewares | Sophie Lindqvist | sophie.lindqvist@example.com | Northgate → Port Ellery | 10 | 104.30 | WF-Q-4850 | Sent | |
| R-2214 | Thu 29 Oct | Orchard & Pine Furniture | Lewis Tran | lewis.tran@example.com | Northgate → Lakeview | 6 | 118.75 | WF-Q-4857 | Drafted | Updated 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.
Field map for the quote Zap
| Microsoft Excel: Excel column | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| New Row in Table → Find or Create Contact | |||||
| Microsoft Excel to QuoteCloud | Contact email | Contact field | lewis.tran@example.com |
||
| Contact | Microsoft Excel to QuoteCloud | Contact name | Contact field | Lewis Tran |
|
| Customer | Microsoft Excel to QuoteCloud | Contact company | Contact field | Orchard & Pine Furniture |
|
| → Create Document | |||||
| Request | Microsoft Excel to QuoteCloud | Data item: Request | Data item | R-2214 |
|
| Customer | Microsoft Excel to QuoteCloud | Data item: Customer | Data item | Orchard & Pine Furniture |
|
| Lane | Microsoft Excel to QuoteCloud | Data item: Lane, and the price-table row's label | Price-table column | Northgate → Lakeview |
|
| Pallets | Microsoft Excel to QuoteCloud | Price-table row: quantity | Price-table column | 6 |
|
| Rate/pallet | Microsoft Excel to QuoteCloud | Price-table row: price | Price-table column | 118.75 |
A number, without the $ sign. |
| → Update Row | |||||
| Quote | QuoteCloud to Microsoft Excel | Document reference | Table column | WF-Q-4857 |
|
| Status | QuoteCloud to Microsoft Excel | Fixed text | Table column | Drafted |
|
All values are sample data. Here one Excel row fills one price-table row; options such as tail-lift delivery stay in the template for the customer to tick.
Variations on this recipe
Start when the row is ready
Add a Ready column and use Excel's Updated Row trigger with Ready as the Trigger Column, plus a Filter for Yes, so a half-typed row never starts a quote.
Let the calculator price it
If the template holds your rate calculator in a Spreadsheet block, the Zap can write the row's pallets and weights into its cells instead, and the cells price the lines.
Send standard lanes straight away
For lanes you never adjust, add QuoteCloud's Send Document after Add Document Recipient. Keep a person in the loop for anything unusual.
Build it in Make instead
Bring your own: Make's own Microsoft Excel modules beside QuoteCloud's API or Zapier endpoints, through Make's built-in OAuth connection. No ready-made QuoteCloud app on Make.
Turn your request list into drafts
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and test the Zap on a copy of your table.
Build the quote Zap in five steps
Prepare the template
In QuoteCloud, add the data items the row will fill and a price table, with any options for the customer to tick.
Format the request list as a table
In Excel, make the list a table with headers, in a workbook in OneDrive for Business, SharePoint or a group drive.
Start with New Row in Table
In Zapier, choose Excel's New Row in Table, pick the workbook, worksheet and table, and pull in a test row.
Contact, then document
Add Find or Create Contact, Create Document with the template, data items and price-table row, then Add Document Recipient.
Write the reference back
Add Excel's Update Row with the Quote and Status columns, test with a fictional @example.com request, then turn the Zap on.
Questions about quotes from rows
Can a new row in Excel create a QuoteCloud quote?
Yes. Excel's New Row in Table trigger starts a Zap that runs QuoteCloud's Create Document from one of your templates, filling data items and a price-table row from the row's columns. Find or Create Contact and Add Document Recipient add the customer, and Update Row can write the quote's reference back to the row.
Can the Zap fill the price table from the Excel row?
Yes, from the row's columns. Create Document's price-table row fields take the columns you map, such as the lane as the label, pallets as the quantity and the rate as the price. Each Excel row starts its own Zap, so several rows don't gather into one quote, and it never ticks options: your customer ticks those.
How quickly does the quote appear after I add a row?
Within minutes, not instantly. Excel's Zapier triggers check the table on a schedule that depends on your Zapier plan. If people type rows in by hand, add a Ready column and start the Zap with Updated Row on that column, so it only runs when the row is complete.
Does creating quotes from rows cost extra?
Yes, per document. Each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 by volume, on top of QuoteCloud's Essentials plan or higher and a Zapier plan for your task volume. The Update Row step itself carries no QuoteCloud fee.
More on QuoteCloud and Excel
Use cases with the exact steps, then how to connect, test and what it costs.
- 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.
- 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.
Logged in Excel. Drafted in QuoteCloud.
Start a free 14-day trial and turn each new row in your request table into a priced draft quote.