What is QuoteCloud for Microsoft Excel?

It connects QuoteCloud to Microsoft Excel through Zapier, so data from your quotes, proposals and contracts can flow into a workbook. You use it to feed sales reports and business intelligence without retyping figures.

How does the integration between QuoteCloud and Excel work?

A Zap watches for a QuoteCloud event, such as a new document being created, and performs an action in Excel, such as adding or updating a spreadsheet row. You choose which QuoteCloud fields go to which columns.

What data can I send from QuoteCloud to Excel?

Zapier can pass document details such as the client, the value and the document status, along with new customer records. Each field can be mapped to the columns your reports already use.

Can I track document status in Excel?

Yes. A Zap can update a row when a document's status changes, so your workbook can show what has been sent and what has been signed.

Can I build charts and pivot tables from QuoteCloud data?

Yes. Once quote data sits in a table in your workbook, Excel's own formulas, charts and pivot tables work on it like any other data.

Do I need a developer to set it up?

No. You build the connection in Zapier in three steps: choose a QuoteCloud trigger, connect your QuoteCloud account, then choose the Excel action and map the fields. There is no code to write.

Can I try the integration before committing?

Yes. QuoteCloud has a free 14-day trial with no credit card required, so you can connect a workbook and test it first.

Who is the Excel integration for?

Sales, finance and operations teams that already report in Excel and want quote and contract figures to arrive there without copying them across.

Microsoft Excel sales reports that update as you sell.

QuoteCloud can send every quote and signature to Excel, so the report you group, total and chart is already current.

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Sales reportHarrow & Vale Fitouts

Up to date

By rep By month By status

Quotes grouped by rep
Rep	Quotes	Value
Marnie Okafor	9	$64,200
Declan Vasey	7	$48,900
Priya Nand	6	$41,300
Anouk Brandt	4	$27,600
Grand total	26	$182,000

Quotes grouped by month
Month	Quotes	Value
July	6	$39,400
August	7	$46,100
September	8	$58,300
October	5	$38,200
Grand total	26	$182,000

Quotes grouped by status
Status	Quotes	Value
Draft	5	$31,500
Sent	9	$62,700
Signed	12	$87,800
Grand total	26	$182,000

Signed Q-7180 Penhallow Marine $6,800

Then ask your report anything.

Once quotes sit in a table, Excel's own formulas, charts and pivot tables work on them like any other data.

Filter to one rep, one client, one month.

Each row carries the fields you mapped, so every filter has something to work with.

Quoting software

Win rate, worked out.

Signed against quoted, straight from the status column.

Trends you can see.

Chart quoted value month on month.

Your formulas keep working.

Values arrive as numbers, ready for the sums you already use.

Know what is still open.

Draft, sent and signed value, side by side.

Three choices, then it runs.

QuoteCloud connects to Excel through Zapier, so there is no code to write.

Start free 14-day trial Connect QuoteCloud to Excel with Zapier

Choose the QuoteCloud trigger

Start from a new document or a signature.
Connect your QuoteCloud account

Sign in once so Zapier can read your documents.
3
Pick the Excel action and map the columns

Add a row or update one, then match each field.

Do thisUpdate row
- RecipientClient
- TotalValue
- StatusStatus