What QuoteCloud with Microsoft Teams can and can't do
The Zaps carry QuoteCloud's news into Teams: posts, chats, approval requests, kickoffs and signed files. Here's where they stop, so nothing surprises you.
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- Building QuoteCloud since 2013
Through Zapier, QuoteCloud events can post to Teams channels, send one-on-one chats, request approvals and, with Outlook and OneDrive, book kickoff meetings and share signed PDFs. There's no direct connection, Teams' Zapier app has no meeting action, a declined review has no trigger, and quotes are edited and signed in QuoteCloud.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tessmore Engineering's quote TE-Q-2426, In Review for Gareth Lyle because it's over $15,000. In front, an illustrative team channel, Commercial › Quotes, with posts from Zaps when a fleet quote was sent and a café's recommendation was first viewed.
Document workflow
In ReviewTriggered when Total value greater than $15,000
- GLGareth 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
Commercial › QuotesTallowmere Insurance Brokers · channel · 14 members
Illustration · sample data-
SA
Sales automationsFri 16 Oct · 2:20 pmPosted by a Zap
Sent: TI-F-0334 · Fleet insurance for Bramblewood Couriers
- Client
- Bramblewood Couriers
- Total
- $24,420.00
- Owner
- Arun Pillai
- Valid until
- Fri 30 Oct
-
SA
Sales automationsTue 20 Oct · 11:40 amPosted by a Zap
First viewed: TI-Q-2241 · Lantern Lane Café
- Viewed by
- Lena Moretti
- Owner
- Sophie Varga
SVSophie Varga 11:43 am
Calling Lena while she has it open.
Illustration with sample data, not Microsoft Teams’ screen.
What can the Microsoft Teams Zaps do?
Each is a Zap you build and switch on, from a QuoteCloud event to a Microsoft 365 action.
Post to a team's channel
Sent, first viewed, signed, expired, lost and paid quotes, routed by team or region. Posts by team
Chat the owner
A one-on-one chat when a client opens a quote or comments. Chat the owner
Request approvals
Approval requests and approved notices from QuoteCloud's approval workflow (Business). Approvals
Book the kickoff
An online meeting in Outlook when every signer has signed. Kickoff meeting
Share the signed PDF
Filed in OneDrive in the same Zap, with a sharing link in the channel. Signed PDF & channel
Flag and mention
Set a post's importance and mention people with Teams' user tags, for the quotes that need it.
Zapier or Make: which route suits you?
Both reach the same QuoteCloud events. Neither is a direct connection.
Zapier
QuoteCloud's Zapier app with ready-made triggers and actions, beside Microsoft Teams' own Zapier app. Every recipe on this site. Essentials and up; Zapier's own plans apply.
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 Teams modules. No ready-made QuoteCloud app on Make; you design each step.
Where does it stop?
Honest limits, so you can plan around them.
No direct connection
QuoteCloud has no direct Teams integration on any plan. Every job is a Zap or a Make scenario you build.
No Teams meeting action
Microsoft Teams' Zapier app can't create meetings. Outlook's Create Event books an online meeting instead.
No 'declined' trigger
QuoteCloud's Zapier triggers include review requested and accepted, not declined, so declines are seen in QuoteCloud.
Quotes stay in QuoteCloud
Teams shows news about a quote. Editing, signing, payments and engagement tracking stay in QuoteCloud.
Short-lived PDF links
QuoteCloud's PDF link expires, so a signed PDF must be uploaded to OneDrive in the same Zap, never posted as a link.
One post per event
Each event posts a new message. A post doesn't update itself when the quote moves on; the next event posts again.
Try it in a test channel
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and see what your team would get.
What we haven't confirmed yet
These depend on your test data or your Microsoft 365 settings. Check them when you build, before you rely on them.
- Which fields each QuoteCloud trigger carries, such as the document's owner, client and total.
- That an online meeting from Outlook's Create Event is a Teams meeting in your organisation.
- Whether the posting account can reach private channels in your setup.
- The exact choices in Send Channel Message's Importance and OneDrive's Link Scope.
- Whether documents created from a Make scenario carry QuoteCloud's per-document fee.
Questions about the limits
Can Microsoft Teams create or edit a QuoteCloud quote?
Not in the recipes on this site, which all run from QuoteCloud to Teams. Quotes are created, edited and signed in QuoteCloud. A Zap could start from a Teams trigger and use QuoteCloud's Create Document, which would carry the per-document fee.
Does a Teams post update when the quote changes?
No. Each QuoteCloud event posts a new message, so a quote that's sent, viewed and signed makes three posts. Replies under each post keep the team's conversation together.
Can engagement tracking be seen in Teams?
Partly. Teams shows the events you post, such as first viewed and signed. Fuller engagement tracking stays in QuoteCloud, where the dashboard shows every document's status.
Is Make as capable as Zapier here?
It reaches the same QuoteCloud events and actions through QuoteCloud's API, but it's bring-your-own: there's no ready-made QuoteCloud app on Make, so you build each step yourself beside Make's own Microsoft Teams modules.
More on QuoteCloud and Microsoft Teams
Five use cases with the exact Zapier steps, then how to connect, the IT admin side, the limits and the cost.
- 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.
- 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.
- Approval requests for large deals and discountsQuotes over your value or discount limit post an approval request in Teams; approve there or in QuoteCloud.
- Book a kickoff meeting when the quote is signedWhen every signer has signed, Outlook books an online kickoff meeting and the project channel hears.
- 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 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.
Know the limits, then build.
Start a free 14-day trial, connect Microsoft Teams in Zapier and test each Zap in a quiet channel first.
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