What is the QuoteCloud and Microsoft Dynamics CRM integration?

It connects QuoteCloud's quoting, proposal and eSignature software to Microsoft Dynamics 365 through Zapier. Quotes and proposals can be created with the account, contact, product and pricing data on your Dynamics records, and each document's status can be written back so the opportunity shows where the quote is.

How do I connect QuoteCloud to Dynamics 365?

Through Zapier, in three steps. Choose QuoteCloud as the trigger app with an event such as New Document Created or New Customer Created, connect your QuoteCloud account, then choose Microsoft Dynamics as the action app with an action such as Create Record or Update Record. Map the fields, test the Zap and turn it on.

Do I need a developer to set it up?

No. Zapier is a no-code tool, so a sales admin can choose the trigger and action and map the fields without writing anything. If you need something more tailored, the QuoteCloud API lets you build your own integration.

What data moves between Dynamics 365 and QuoteCloud?

The fields you map in Zapier. Typically that is account, contact, product and pricing data going into the quote or proposal, and the document's status going back to the Dynamics record.

Can I track document engagement and signatures from Dynamics 365?

QuoteCloud tracks when a document is received, how it is read and when it is signed. Through Zapier those status changes can update the related Dynamics record, while the detailed reading analytics stay in your QuoteCloud dashboard.

How does QuoteCloud manage templates and brand content across teams?

Templates and content live in one central library of pre-approved, branded material. Every team builds from the same source, so quotes, proposals and contracts stay consistent and on brand.

Are QuoteCloud eSignatures secure and legally binding?

Yes. QuoteCloud eSignatures are legally binding and eIDAS compliant, and documents are protected with 256-bit encryption. QuoteCloud is hosted on AWS and is GDPR compliant.

Is there a free trial or demo of QuoteCloud with Microsoft Dynamics 365?

Yes. QuoteCloud has a free 14-day trial with no credit card required, and you can book a demo for a guided walkthrough of the product and the Dynamics 365 setup.

Quotes that keep Microsoft Dynamics 365 up to date.

Build the quote from the record, and every send, view and signature can be written back to the opportunity.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

OpportunityClinic fit-out Won

100% Win probability

Est. revenue$48,400.00 Actual revenue$48,400.00

Timeline

Opportunity qualifiedHalden Street Dental · Imogen TranMon 9:02
Quote Q-5206 sentFrom QuoteCloud · $48,400.00Mon 9:40
Quote viewedOpened by Imogen TranTue 8:15
Quote signedeSignature by Imogen TranTue 4:31
Opportunity wonActual revenue recordedTue 4:31

One quote, there and back.

Out of the record, in front of your client, and back as a status.

Start from the record.

Account, contact and pricing can fill your QuoteCloud template for you.
Send something worth opening.

A branded, interactive quote your client reads and signs on any device.
Let the answer come back.

Each status can be written to the opportunity as it happens.

What the quote brings to the record.

See where your client slowed down.

Document analytics show when a quote was received, how it was read and when it was signed.
Proposal software
Pricing arrives with the record.

Product and pricing data can be pulled into the quote, so nobody retypes a price.
Quoting software
One approved library for every team.

Templates and content live in one place, pre-approved and on brand.
Document generation
Signed online, on any device.

A legally binding, eIDAS compliant eSignature is part of every quote.
eSignatures

Connect Dynamics 365 without code.

QuoteCloud connects to Dynamics 365 through Zapier, and you choose what triggers what.

Choose the QuoteCloud trigger

Pick the event that starts it, such as a new document or a new customer.
Connect your QuoteCloud account

Authorise Zapier once so it can work with your documents.
Choose the Dynamics action

Create or update a record, map the fields, test it and turn it on.