Connect OneDrive to QuoteCloud, step by step
From the plan check to a signed test document sitting in the right OneDrive folder: the set-up for every recipe on this site, the fields to map, and what to do when a test doesn't land.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
You need QuoteCloud on Essentials or higher, a Zapier account and a Microsoft account with OneDrive. In Zapier, connect QuoteCloud and OneDrive, start a Zap with Document Signing Complete, add Find Folder, Generate or Fetch Document PDF Link and Upload File, test it with a signed test document, then turn it on.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the activity of a signed test document, LG-2417: sent, signed by Mia Brennan, signed by both, paid on signing. In front, an illustration of the OneDrive folder where the signed-PDF Zap uploaded it, Matters › Brennan, Mia & Lachlan.
How do I connect OneDrive to QuoteCloud?
Check the plan
QuoteCloud's Zapier app is on the Essentials plan and up. You also need a Zapier account and a Microsoft account with OneDrive.
Connect both apps
In Zapier, sign in to QuoteCloud for the trigger and to your Microsoft account when you add OneDrive as an action app.
Pick the trigger and test it
Choose Document Signing Complete and pull in a fully signed test document, so the next steps have real fields to map.
Add the OneDrive steps
Find Folder, Generate or Fetch Document PDF Link, then Upload File, mapped as in the field map below.
Test, then turn it on
Run the Zap with the test document, open the file in OneDrive, then switch the Zap on.
Every field the OneDrive Zaps map
One table for the five recipes on this site. Everything travels one way, from QuoteCloud into OneDrive, Excel or Teams.
| Microsoft OneDrive: OneDrive, Excel or Teams field | Direction | QuoteCloud: QuoteCloud field or fixed value | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Client folder (New Contact Created) | |||||
| Folder Name (Create Folder) | QuoteCloud to Microsoft OneDrive | Company name, or the contact's name | Folder field | Hearth Lane Bakery Ltd |
|
| Parent folder (Create Folder) | QuoteCloud to Microsoft OneDrive | Fixed: your Clients folder | Folder field | Clients |
|
| Signed PDF (Document Signing Complete) | |||||
| Query (Find Folder) | QuoteCloud to Microsoft OneDrive | Client name | Search value | Brennan, Mia & Lachlan |
|
| File (Upload File) | QuoteCloud to Microsoft OneDrive | PDF link (Generate or Fetch Document PDF Link) | File field | A link that works for a short time |
Same Zap only. |
| Name (Upload File) | QuoteCloud to Microsoft OneDrive | Signed date, reference and title | File field | 2026-11-05 LG-2417 Purchase of your first home (signed).pdf |
|
| Form answers (Form Submitted on Document) | |||||
| Filename (Create Text File) | QuoteCloud to Microsoft OneDrive | Date, reference and form name | File field | 2026-10-27 KH-2611 About you (form answers).txt |
|
| Content (Create Text File) | QuoteCloud to Microsoft OneDrive | Each question and answer | File field | Preferred visit times: Mornings, from 8:00 am |
|
| Sharing and alerts | |||||
| Recipients (Create Sharing Invitation) | QuoteCloud to Microsoft OneDrive | Fixed: your team's emails | Sharing field | oscar.bayne@fenwickarden.example.com |
|
| Message (Send Channel Message) | QuoteCloud to Microsoft OneDrive | Reference, title and client name | FA-2405 Okoro house signed, folder shared |
||
| Columns (Excel Add Row) | QuoteCloud to Microsoft OneDrive | Reference, client, signed date, file name | Excel column | KH-2611 · Rosalind Avery · 29 Oct 2026 |
|
All values are sample data. The trigger fields you see depend on your documents: check them in Zapier's test data.
Before you start
Settle the folder names
The Zaps find folders by name. Name client folders the way clients are named in QuoteCloud, or let the client-folder Zap make them.
Settle the file names
Date, reference, title and an outcome in brackets reads well and sorts by date: 2026-11-05 LG-2417 Purchase of your first home (signed).pdf.
Use fictional test data
Sign test documents as @example.com recipients with made-up names, in a test folder, and delete them afterwards.
Ready to build your first Zap?
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and file a signed test document this afternoon.
The test didn't land? The usual problems, and the fix
Find Folder found nothing
The folder name doesn't match the client's name in QuoteCloud. Rename the folder, or search on the field that matches.
The file is empty or won't open
The PDF link expired before Upload File used it. Keep Generate or Fetch Document PDF Link directly before Upload File, in the same Zap.
A half-signed PDF was filed
The trigger is Recipient Signed Document, which fires per signer. Use Document Signing Complete for the signed copy.
The file name is blank
The trigger test had no reference or title. Pull in a newer test document that has both, then remap Name.
It landed in the wrong folder
Upload File's Folder is fixed instead of mapped. Map the folder from Find Folder or Create Folder.
Two files for one document
Two Zaps file the same event. Turn one off, or give each a different trigger.
Can I connect OneDrive through Make instead?
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, such as fetching a document's PDF link, beside Make's own OneDrive modules for the folders and files.
The jobs are the same as the Zaps on this site; you design each step yourself. API access is on the Essentials plan and up. See the document automation API for what the API covers.
Set-up questions
What do I need to connect OneDrive to QuoteCloud?
QuoteCloud on the Essentials plan or higher, a Zapier account and a Microsoft account with OneDrive, plus a folder for the files to land in. You sign in to QuoteCloud and to OneDrive inside Zapier; there's nothing to install in either app.
Why test with a signed test document?
Because Zapier maps fields from real test data. A fully signed test document gives Document Signing Complete its reference, title and client name, so Find Folder and the file name have something to map, and you can open the uploaded PDF to check it.
Do the Zaps change anything in QuoteCloud?
No. The Zaps on this site read QuoteCloud documents and contacts and write folders and files in OneDrive. They don't edit, send or create documents, and nothing comes back from OneDrive into QuoteCloud.
Can I see a list of every field to map?
Yes. The field map on this page lists every field the five recipes use, with where each value comes from and a sample. The fields your trigger shows depend on your documents, so check Zapier's test data as you map.
More on QuoteCloud and OneDrive
Five use cases with the exact Zapier steps, the limits and the cost.
- File signed PDFs in each client's OneDrive folderWhen the last signer signs, a Zap finds the client's folder and uploads the signed PDF, named from the document.
- A OneDrive folder for every new clientA new QuoteCloud contact gets a client folder, with a subfolder for the year, before the first letter is signed.
- Audit and compliance records in OneDriveThe signed copy and the client's form answers in your own storage; the certificate and audit trail stay with the document.
- Share signed documents with project teamsA project folder for the signed job, shared with the people working on it, and a message in their Teams channel.
- Keep every version and outcome on fileRevised documents filed beside the original, and expired or lost ones kept too, for your retention policy.
- What QuoteCloud with OneDrive can and can't doWhat the Zaps file and share, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the OneDrive connection costsEssentials and up for Zapier. Filing doesn't create documents, so it carries no per-document fee.
- FAQAnswers to the questions teams ask before filing QuoteCloud documents in OneDrive.
Your first signed PDF, filed this afternoon.
Start a free 14-day trial of QuoteCloud, connect OneDrive through Zapier and file a signed test document.