What QuoteCloud with Excel can and can't do
A straight list: what the Spreadsheet block and the Zaps do, where they stop, how Zapier and Make compare, and what we haven't confirmed yet.
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- Building QuoteCloud since 2013
QuoteCloud can import an .xlsx calculator into a Spreadsheet block that sets price lines, add and update rows in Excel tables through Zapier, and create quotes from table rows. It can't keep a workbook and a quote in two-way sync, tick options for the client, or import macros and pivot tables. Everything here is on Essentials and up.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the Spreadsheet block in Tessmore Engineering's quote TE-Q-2441, with price per part $40.90 and setup $528.00 setting price lines and the price table total $10,753.00 brought back into a cell. In front, an illustration of two rows of Corbel Building Co.'s Estimates table, one updated and one added by a Zap.
Costing calculator · Quoteimported from TE costing calculator v7.xlsx
=ROUNDUP(B10/(1-B9)*20,0)/20
| A | B | |
| 1 | Costing | QR-310 Rev A |
|---|---|---|
| ⋯ | ||
| 9 | Target margin | 28% |
| 10 | Cost per part | 29.42 (formula =ROUND(B3*B4+B5/60*B6+B7,2)) |
| 11 | Price per part | 40.90 line 1 unit price |
| 12 | Part description | QR-310 motor mount, 6061-T6, black anodised line 1 description |
| 13 | Setup & programming | 528.00 line 2 unit price |
| 14 | Price table total | 10,753.00 |
| 15 | Setup share of order | 4.9% (formula =B13/B14) |
| 16 | Margin per part | 28.1% (formula =(B11-B10)/B11) |
- Your rates
- Formula
- Sets a price line
- From the price table
| A | B | C | D | E | F | G | H | I | ||
| 1 | Ref | Client | Job | Estimator | Created | Status | Total | Signed | Deposit | |
|---|---|---|---|---|---|---|---|---|---|---|
| 6 | 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 |
| 9 | 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.
What can QuoteCloud do with Excel?
Import a calculator
Bring an .xlsx into a Spreadsheet block, with tabs and functions such as IF, ROUNDUP and lookups. The calculator page.
Price lines from cells
Connect a cell to a price line's description and unit price, and bring the price table total back into a cell.
Log every document
Document Created adds a row with Add Row to Table. The register.
Keep rows current
Status, signing and payment triggers update the row through Find Row and Update Row.
Draft quotes from rows
New Row in Table runs Create Document: data items, a recipient and one price-table row. Quotes from rows.
Tell the team
Add Microsoft Teams or Slack's Send Channel Message to any of these Zaps.
Zapier or Make: which route suits you?
Excel connects through either. Neither is a native or two-way connection.
Zapier
QuoteCloud's Zapier app has ready-made triggers, actions and searches beside Zapier's Microsoft Excel app, so the recipes on this site need no code. 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: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Microsoft Excel modules. No ready-made QuoteCloud app on Make; you design each step. API access is on Essentials and up.
What each route costs
Where does it stop?
The limits we'd want to know before building.
No two-way sync
There's no native or synced Excel connection. Each Zap runs one way, and editing a row never changes a quote.
The import is a copy
The Spreadsheet block doesn't stay linked to the .xlsx. Update the template when your rates change.
Not everything imports
Macros, VBA, pivot tables, some charts and some complex formulas don't survive the import. Only .xlsx files import.
Choices stay with people
A Zap never ticks optional items or chooses content blocks. The client ticks options; your team checks and sends.
Rows aren't line lists
Each new Excel row starts its own Zap. Create Document fills data items and price-table rows from that row's columns; it doesn't gather several rows into one quote.
Where the file lives
OneDrive for Business, the default SharePoint site or a Group Drive only, and Excel's triggers check on a schedule, not instantly.
See 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.
What we haven't confirmed yet
We describe these as we expect them to work, and tell you to check them in your own Zap's test data. We'll update this page when they're confirmed.
- The exact output fields of QuoteCloud's triggers, such as the reference, client, owner, total and amount paid.
- Whether Document Part Paid fires for a deposit taken on signing, and Document Paid for the balance.
- Whether the price table total that comes back into a cell is before or after tax.
- Whether Create Document returns the new document's reference, and New Row in Table the row ID, for the Update Row step.
- The Zapier field for writing values into Spreadsheet block cells.
- Whether documents created from a Make scenario carry the per-document fee.
Questions about the limits
Does QuoteCloud sync with Excel both ways?
No. There's no native or two-way sync. Zaps run one way, from their trigger to their steps: QuoteCloud events can add and update rows, and a new row can create a quote, but editing a row doesn't change a quote. The Spreadsheet block is a copy of your workbook, not a link to it.
Can a Zap tick options or pick content blocks in the quote?
No. Create Document builds the quote from your template and fills data items, the recipient, price-table rows and Spreadsheet block cells. Optional items are ticked by your client, and the template decides which content blocks are in the quote.
Can several Excel rows become the lines of one quote?
Not with these recipes. New Row in Table starts one Zap per row, and Create Document fills price-table rows from the columns you map in that row. For quotes with many lines, keep the pricing in a Spreadsheet block in the template and let its cells set the lines.
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.
- 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 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.
Know the limits, then build.
Start a free 14-day trial and try the Spreadsheet block and the Excel Zaps on your own data.
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