Connect Microsoft Teams to QuoteCloud, channel by channel
Post sent, viewed and signed quotes to the channel that owns them, chat the account owner the moment a client opens one, ask approvers in Teams and book the kickoff on signature, all through QuoteCloud's Zapier app.
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QuoteCloud connects to Microsoft Teams through QuoteCloud's Zapier app, on the Essentials plan and up. Zaps post sent, first viewed, signed and approval updates to the channel you choose, send one-on-one chats to the quote's owner and, with Outlook, book a kickoff meeting on signature. Make works too, as a bring-your-own setup.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left a generic Microsoft Teams channel, Sales › Deal desk, posting about Tessmore Engineering's quote TE-Q-2426 for Quenda Robotics; on the right the QuoteCloud quote, $22,253.00 including tax. A thread joins them (Zapier). Six jobs play in turn: 1, Approve: the quote is over $15,000, so it goes In Review and the channel asks Gareth Lyle (Document Review Requested then Send Channel Message). 2, Approved: Gareth approves in QuoteCloud and the channel hears (Document Review Accepted then Send Channel Message). 3, Sent: Callum Reid sends it and the channel sees the client and value (Document Status Changed then Send Channel Message). 4, Chat: Marcus Oyelaran opens it and Callum gets a one-on-one chat (Recipient First Viewed Document then Create Chat and Send Message). 5, Kick off: both signers sign; Outlook books an online kickoff meeting and the channel hears (Document Signing Complete then Send Channel Message). 6, Follow up (what if the quote expires instead): Callum gets a chat (Document Expired then Create Chat and Send Message). It ends on the signed quote and the kickoff.
What can QuoteCloud post to Microsoft Teams?
Six jobs across a quote's life, each one a Zap. Each links to the recipe that builds it, with the exact Zapier steps.
-
Approve
A quote over your value or discount limit goes In Review, and the approvers' channel gets the request with the approver mentioned.
- Document Review Requested
- Send Channel Message
-
Post
Sent, first viewed and signed quotes post to the channel of the team or region that owns them.
- Document Status Changed
- Send Channel Message
-
Chat
When a client first opens a quote or leaves a comment, the owner gets a one-on-one chat.
- Recipient First Viewed Document
- Create Chat and Send Message
-
Kick off
When every signer has signed, Outlook books an online kickoff meeting and the project channel hears.
- Document Signing Complete
- Create Event
-
File
The signed PDF goes to OneDrive in the same Zap, and the channel gets a sharing link to it.
- Generate or Fetch Document PDF Link
- Upload File
-
Follow up
A quote that expires unsigned, or a new comment from the client, becomes a chat to the owner so nothing goes quiet.
- Document Expired
- Create Chat and Send Message
Every Zap runs one way, from a QuoteCloud event to Teams. The same jobs can be built in Make, bring your own. See what it can and can't do.
Over the limit in QuoteCloud, asked in Teams
The recipe larger teams build first: big quotes and deep discounts reach the approver where they already work.
ZapApproval needed: post to the deal desk
-
When
QuoteCloudTriggerDocument Review RequestedFires when a document enters workflow review.Passes on
- Document title
- Reference
- Total
- Owner
-
Then
Microsoft TeamsActionSend Channel MessageMention the approver with <user>Gareth Lyle</user> in the text.Mapped in
- Team
- Channel
- Message Text
- Importance: high
-
Or
Microsoft TeamsAction · optionalCreate Chat and Send MessageOr message the approver directly, one-on-one.Mapped in
- Team Member(s)
- Message Text
Callum Reid's quote for 1,000 QR-220 housings comes to $22,253.00, over Tessmore's $15,000 limit. A minute after he requests approval, the Deal desk channel has it, with Gareth Lyle mentioned, and Gareth approves in QuoteCloud before ten.
Result
Approvers hear about a waiting quote in the channel they watch, so big deals don't sit In Review overnight.
Approval workflow: Business · QuoteCloud's Zapier app: Essentials and up
Build the approval Zaps Approvals and margins for manufacturersThe quote in QuoteCloud, the request in Teams
The approval rule and the quote it caught, and the channel post the Zap wrote.
Document workflow
In ReviewTriggered when Total value greater than $15,000
- Gareth LyleGeneral managerWaiting
Must be approved by all approvers
- Approval request sent by Callum Reid
- Waiting for Gareth Lyle
- Request posted to Deal desk in Teams by a Zap
Approval workflow · Business plan
Your quote at the 1,000 break
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Parts | $18,100 | ||
QR-220 sensor housing, Rev B6061 aluminium, black anodised, at the 1,000+ price
|
1000 pcs | $18.10 | $18,100.00 |
| One-off | $2,130 | ||
Fixtures, programming & first-article inspectionOnce, before the first release
|
1 lot | $2,130 | $2,130.00 |
- Subtotal
- $20,230.00
- Tax (10%)
- $2,023.00
- Total
- $22,253.00
- Plus, monthly
- $0.00/mo
Zap
- Document Review Requested
- Send Channel Message
-
@Gareth Lyle
TE-Q-2426 is waiting for your approval
- Client
- Quenda Robotics
- Total incl. tax
- $22,253.00
- Prepared by
- Callum Reid
- Rule
- Total over $15,000
Approve or decline it in Workflow Review on your QuoteCloud dashboard.
Gareth Lyle 9:44 am
Margin holds at the 1,000 break. Approving now. -
TE-Q-2426 approved by Gareth Lyle
- Owner
- Callum Reid
- Next
- Ready to send
Callum Reid 9:52 am
Sending it to Marcus and Sofia now.
Illustration with sample data, not Microsoft Teams’ screen.
The channel is our illustration of a team chat with sample data, not Microsoft Teams' screen. Every business here is fictional.
Try it in a quiet channel first
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and point your first Zap at a test channel.
What reaches Teams, and what stays in QuoteCloud?
Teams gets the news you map. The quote, its signatures, payments and approvals stay in QuoteCloud.
What a post carries
Only the fields you map from the QuoteCloud event, such as the document's title, client, total and status, with a mention or importance if you set one.
Posts by teamWho sees it
Your Teams channel and chat membership decides who reads each post, so pick the channel to suit the details you send.
IT admin & permissionsWhat stays in QuoteCloud
Editing, signing, payments and engagement tracking. Approvals happen in QuoteCloud too, unless you build the approve-from-Teams variation.
What it can and can't do
Set up for a Microsoft 365 organisation
Three decisions for whoever looks after Teams, made once before the Zaps go live.
Which account posts
Each Zap posts as the Microsoft account it connects with. A dedicated account, such as Sales automations, keeps posts out of one person's name.
Choose the accountWhich channels it can reach
That account must be a member of the teams and channels the Zaps post to; membership controls who reads them.
Channels and permissionsThe Zapier app in Teams
Bot messages and approval cards need the Zapier app installed from the Teams Store. Plain channel messages and chats don't.
What needs the app
Zapier or Make: how do you want to build it?
There's no direct Teams connection. Both routes reach the same QuoteCloud events.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers and actions beside Microsoft Teams' own Zapier app: the recipes on this site. Essentials and up; posting to Teams creates no documents, so it carries no per-document fee.
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 Teams modules. No ready-made QuoteCloud app on Make: you design each step.
Compare the routes
Every recipe, set-up guide and answer
Five use cases built with the exact Zapier steps, then how to connect, the IT admin side, the limits and the cost.
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Approval requests for large deals and discountsQuotes over your value or discount limit post an approval request in Teams; approve there or in QuoteCloud.Explore
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Post quote news to each team's channelSent, first viewed and signed quotes posted to the channel of the team or region that owns them.Explore
-
Book a kickoff meeting when the quote is signedWhen every signer has signed, Outlook books an online kickoff meeting and the project channel hears.Explore
- Chat the account owner when a client actsA one-on-one Teams chat to the person who owns the quote when the client opens it or leaves a comment.
- File the signed PDF in OneDrive and share it in TeamsThe signed PDF uploaded to OneDrive in the same Zap, with a sharing link posted to the operations channel.
- Connect Microsoft Teams to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Teams in Zapier, build the first Zap and test it in a quiet channel.
- Microsoft Teams set-up for IT adminsWhich account posts, who can see each channel, the Zapier app in the Teams Store and what reaches Teams.
- What QuoteCloud with Microsoft Teams can and can't doWhat the Zaps post, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Microsoft Teams connection costsEssentials and up for Zapier; the Teams Zaps create no documents, so they carry no per-document fee.
- FAQAnswers to the questions teams and IT admins ask before connecting QuoteCloud and Microsoft Teams.
Microsoft Teams questions, answered
How does QuoteCloud connect to Microsoft Teams?
Through Zapier, with QuoteCloud's Zapier app on the Essentials plan and up. Each Zap starts from a QuoteCloud event, such as a quote being signed or entering approval, and runs a Microsoft Teams action such as Send Channel Message. Teams that build their own can use Make instead, with QuoteCloud's API.
Is there a direct Microsoft Teams integration?
No. QuoteCloud has no direct Teams connection on any plan. Everything on this site runs through Zapier, or through Make as a bring-your-own setup, so each job is a Zap you build, test and switch on.
Can different teams or regions get their own channel?
Yes. Use one Zap per channel with a filter, or one Zap with Paths by Zapier that sends each quote to its team's channel, based on a value in the QuoteCloud event such as the document's owner. Check your test data for the field you route on.
Can approvers approve a quote from Teams?
They can be asked in Teams, and the approval itself is recorded in QuoteCloud. A Zap on Document Review Requested posts the request; the approver decides in QuoteCloud's Workflow Review. A variation with Teams' approval card and QuoteCloud's Approve or Reject Document Workflow action is on the approvals page.
Does posting to Teams cost anything in QuoteCloud?
No per-document fee. That fee applies only to documents created through Zapier or the API, and these Zaps post messages instead. You need QuoteCloud's Essentials plan or higher for the Zapier app, plus a Zapier plan for your task volume.
Quote news in the right channel.
Start a free 14-day trial of QuoteCloud, connect Microsoft Teams through Zapier and point your first Zap at a test channel.