Getting started with QuoteCloud

Connect OneDrive to QuoteCloud, signed to filed

Every signed quote, proposal and engagement letter saved in the right client folder in OneDrive, named so you can find it, and shared with the people who need it, through QuoteCloud's Zapier app. Teams that build their own can use Make.

Start free 14-day trial Book a demo

QuoteCloud connects to Microsoft OneDrive through QuoteCloud's Zapier app, on the Essentials plan and up. Zaps make a folder for each new client, upload each signed PDF to that folder, save form answers as text files and share the folder with your team. Filing doesn't create documents, so there's no per-document fee. Make works too, as a bring-your-own setup.

Last reviewed by the QuoteCloud team

Illustration with sample data: on the left a client folder in Microsoft OneDrive, Clients › Okoro, Nadia & Sam; on the right Fenwick Arden's fee proposal FA-2405 in QuoteCloud; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Folder: Nadia Okoro is added as a contact; a Zap makes her client folder (New Contact Created then Create Folder). 2, Brief: Nadia answers the project brief form in the proposal; the answers are saved as a text file (Form Submitted on Document then Create Text File). 3, File: Nadia and Sam sign and pay the retainer; the signed PDF is uploaded to the folder (Generate or Fetch Document PDF Link then Upload File). 4, Share: the same Zap shares the project folder with the project team (Document Signing Complete then Create Sharing Invitation). 5, Notify: one more step tells the project channel in Microsoft Teams (Document Signing Complete then Send Channel Message). 6, Keep (what if the proposal expires instead): the unsigned PDF is kept in a Not proceeding folder (Document Expired then Upload File). It ends on the signed proposal with the folder after filing.

What can QuoteCloud file in OneDrive?

Six jobs from a new client to a closed file, each one a Zap. Each links to the recipe that builds it, with the exact Zapier steps.

  1. Folder

    A new QuoteCloud contact gets a client folder, with a subfolder for the year or the job if you want one.

    • New Contact Created
    • Create Folder
    Client folders

  2. Answers

    What the client fills in on a Forms block is saved as a text file in their folder.

    • Form Submitted on Document
    • Create Text File
    Audit & compliance

  3. File

    When the last signer signs, the signed PDF is uploaded to the client's folder, named from the document.

    • Document Signing Complete
    • Upload File
    Signed PDFs by client

  4. Share

    The job's folder is shared with the project team, and their Teams channel hears it's signed.

    • Create Sharing Invitation
    • Send Channel Message
    Share with the team Microsoft Teams alerts

  5. Versions

    A revised document is filed under its own reference, so the signed original stays beside it.

    • Document Signing Complete
    • Upload File
    Versions & outcomes

  6. Outcomes

    Expired and lost documents are kept too, in a folder of their own, for your retention policy.

    • Document Expired
    • Document Lost
    Keep every outcome

Every job runs one way, from QuoteCloud into OneDrive. QuoteCloud keeps each document, with its certificate of authenticity and audit trail; OneDrive gets your copy.

How do I save signed QuoteCloud PDFs to OneDrive?

The recipe OneDrive teams build first: one Zap, the signed copy in the client's folder a minute after the last signature.

ZapSigning complete: file the signed PDF

  1. When QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
    • Document reference
    • Document title
    • Client name
  2. Then Microsoft OneDriveSearchFind FolderFinds the client's folder by name.Searches on
    • Client name
  3. Then QuoteCloudActionGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
    • Document
    • Mode
  4. Then Microsoft OneDriveActionUpload FileSaves the PDF in the folder Find Folder returned.Mapped in
    • File (the PDF link)
    • Folder
    • Name
  5. Or Microsoft OneDriveAction · optionalCreate Sharing InvitationShare the job with the project team.Mapped in
    • Recipients
    • Roles

Nadia and Sam Okoro sign Fenwick Arden's fee proposal on the evening of 10 March and pay the retainer. At 8:41 pm the signed PDF is in Clients › Okoro, Nadia & Sam, named with the date, reference and title, and Oscar's project team can open it.

Result

The signed copy is filed where the firm already keeps client files, under a name anyone can search, with nobody downloading and saving it.

QuoteCloud's Zapier app: Essentials and up

Build the signed-PDF Zap QuoteCloud for architects & engineers

Signed in QuoteCloud, filed in OneDrive

The signed proposal, and the client folder the Zaps filled.

Fenwick ArdenFee proposal · Architectural services FA-2405 Sample · fictional business

Accept, sign and pay

2 of 2 signed

  • Nadia OkoroClient Signed10 Mar, 7:12 pm
  • Sam OkoroClient Signed10 Mar, 8:40 pm

Commencement retainer on signing (10%)

$14,371.50

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Activity

  1. Sent to Nadia and Sam OkoroEach with their own signature block
  2. 3D visualisations tickedNadia Okoro
  3. Signed by bothNadia and Sam Okoro, 10 Mar
  4. Retainer paid$14,371.50 through Stripe
FA-2405: signed by Nadia and Sam Okoro, retainer paid through Stripe.

Zap

  1. Document Signing Complete
  2. Find Folder
  3. Generate or Fetch Document PDF Link
  4. Upload File
OneDrive Illustration · sample data

Folder: My filesClientsOkoro, Nadia & Sam

  • Folder: CorrespondenceKept by the studio
  • Folder: FA-2405 Okoro houseProject folder Added by a Zap
  • PDF file: 2026-03-10 FA-2405 Okoro house, Riverside Lane (signed).pdf10 Mar, 8:41 pm Added by a Zap
  • Text file: 2026-03-05 FA-2405 Project brief (form answers).txt5 Mar, 9:20 am Added by a Zap
The project folder in Nadia and Sam's client folder, with the signed PDF and the brief answers.

The folder is our illustration of a cloud drive with sample data, not OneDrive's screen. Every business here is fictional.

Try it with your own client folders

QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and file your first signed test document in OneDrive.

Start free 14-day trial Book a demo

What goes into OneDrive, and what stays in QuoteCloud?

OneDrive gets your copy, filed your way. QuoteCloud keeps the document and its records.

  • Into OneDrive

    Client and job folders, each signed PDF, form answers as text files, and who the folder is shared with. All of it in the folders and names you choose.

    Signed PDFs by client

  • Stays with the document

    Every completed QuoteCloud document includes a certificate of authenticity and an audit trail, and Document History lists views, edits and signatures.

    Audit & compliance

  • Stays with your people

    A Zap never edits a document, ticks options or chooses content. Your team writes and sends; the client chooses, signs and pays.

    What it can and can't do

Zapier or Make: how do you want to build it?

Both reach the same QuoteCloud events and actions. The difference is how much you build yourself.

  • Zapier: QuoteCloud's Zapier app

    Ready-made QuoteCloud triggers, actions and searches beside OneDrive's own Zapier app: the recipes on this site. Essentials and up. Filing doesn't create documents, so it carries no per-document fee.

    Connect it, step by step

  • Make: 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 OneDrive modules. No ready-made QuoteCloud app on Make: you design each step.

    Compare the routes

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Every recipe, set-up guide and answer

Five use cases built with the exact Zapier steps, then how to connect and test, the limits and the cost.

OneDrive questions, answered

How does QuoteCloud connect to Microsoft OneDrive?

Through QuoteCloud's Zapier app, with no code to write. Each Zap starts from a QuoteCloud event, such as Document Signing Complete or New Contact Created, and runs OneDrive steps such as Find Folder, Upload File or Create Folder. Files move one way, from QuoteCloud into OneDrive. Make works too, as a bring-your-own setup.

Can signed PDFs be saved in each client's OneDrive folder automatically?

Yes, with one Zap. Document Signing Complete starts it once every signer has signed. OneDrive's Find Folder finds the client's folder, Generate or Fetch Document PDF Link gets the signed PDF, and OneDrive's Upload File saves it in that folder, named with the date, reference and title.

Where are the certificate of authenticity and the audit trail kept?

With the document in QuoteCloud. Every completed QuoteCloud document includes a certificate of authenticity and an audit trail, and Document History lists views, edits, status changes and signatures. The Zap files a copy of the signed PDF in OneDrive, so your records hold the signed copy as well.

Does filing documents in OneDrive carry a QuoteCloud fee?

No. Filing, folder and sharing Zaps read documents and write files in OneDrive; they don't create documents. The per-document fee of US$2.00, $1.80 or $1.60 by volume is for documents created through Zapier or the API. QuoteCloud's Zapier app is on the Essentials plan and up.

Can we use Make instead of Zapier with OneDrive?

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, then call QuoteCloud's API or Zapier endpoints from your scenario, beside Make's own OneDrive modules. API access is on Essentials and up.

More OneDrive questions

Signed in QuoteCloud. Filed in OneDrive.

Start a free 14-day trial of QuoteCloud, connect OneDrive through Zapier and file your first signed test document in a client folder.

Start free 14-day trial Book a demo

See pricingQuoteCloud on ZapierAll integrations