What does the QuoteCloud integration with Microsoft Teams do?

It posts QuoteCloud document updates into a Microsoft Teams channel, so your team can see when a quote, proposal or contract is sent, viewed or signed without leaving Teams. The two are connected through Zapier, with no code to write.

How does QuoteCloud connect to Microsoft Teams?

Through Zapier, in three steps. Choose QuoteCloud as the trigger app and pick the event, connect your QuoteCloud account, then choose Microsoft Teams as the action app, pick an action such as sending a message, map the fields and turn it on.

What do I need on the Microsoft Teams side?

A Microsoft Teams account you can sign in to from Zapier, and a team and channel for the updates to go to. You also need a QuoteCloud account and a Zapier account.

Which QuoteCloud events and details can be posted to Teams?

You choose both. Each Zap starts from one QuoteCloud event, such as a document being sent, viewed or signed, and posts the fields you map, for example the document name, the client, the total and the status. Leave an event out and the channel stays quiet for it.

Can we discuss and approve quotes inside Teams?

The conversation can happen in Teams: once an update is in the channel, colleagues can reply under it, share the quote and agree who follows up. Approval notifications can be posted to a channel too, and the document itself is reviewed, approved and signed in QuoteCloud.

Is it secure to send quote updates to Teams?

QuoteCloud documents are protected with 256-bit encryption and hosted on AWS, and eSignatures are eIDAS compliant. Only the fields you choose to map are sent to Teams, and who can see the channel is controlled by your Microsoft Teams permissions.

Can I track document engagement from within Teams?

Teams shows the updates you send to it, such as sent, viewed and signed. Viewer engagement is tracked in QuoteCloud, where the dashboard shows the status of every document.

How do I get started, and is there a free trial?

Start a free 14-day QuoteCloud trial, no credit card required, then set up your first Zap to Microsoft Teams. You can also book a demo for a guided walkthrough of the setup.

Choose what Microsoft Teams hears about every quote.

Sent, viewed or signed: switch on the moments that matter and QuoteCloud can post each one to your Teams channel.

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No credit card required4.2 on Capterra

Tell the channel when a quote is

Deal deskSales channel

Nothing posted yet

QuoteCloud3:05 pm Sent Viewed Signed Q-7418 · Reception fit-out ClientMerrow Dental Group Value$48,950.00

Sent9:12 am Viewed11:40 am Signed3:05 pm

Each switch is one Zap. Flip them, then play the quote.

One quote, one working day, nobody chasing.

The same card, three times, as the deal moves.

9:12 am
Out the door, and the whole team knows.

A card can post as the quote is sent, with the client and the value.
11:40 am
Opened, and your rep picks up the phone.

The first view can be posted too, while your client is still reading.
3:05 pm
Signed, and delivery starts the same afternoon.

The signature can reach the people who schedule and invoice the work.

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A channel that keeps up with every deal.

Status, timing and signatures, where your team already works.

Every open quote, at a glance.

Client, value and status in each post, so the channel reads like your pipeline.
Quoting software
Only the moments you asked for.

Leave an event out and the channel stays quiet for it.
How it connects
Call while the quote is open.

A first view can be posted to the channel, the best moment to follow up.
Proposal software
Signed online, and the team hears the same minute.

Legally binding eSignatures on any device, with nothing to print or scan.
eSignatures

Switch it on in three steps.

QuoteCloud connects to Teams through Zapier, with no code to write.

Choose the QuoteCloud trigger

Pick the event that starts it, such as a quote being signed.
Connect your QuoteCloud account

Follow the prompts once, and Zapier can see your document events.
Send it to a Teams channel

Choose Microsoft Teams as the action app, pick the channel, map the fields, test it and turn it on.