When a quote is fully signed, the Layer saves a PDF copy of that signed quote straight into your SharePoint, automatically. No one has to download the quote and upload it by hand.

The PDF is tidied away into a clear, predictable folder path and named after the quote, so anyone on the team can find the official copy quickly.

● No more manual filing. Signed quotes save themselves, so there's nothing to remember and nothing to upload.

● One official copy. SharePoint holds the real document. The Layer just keeps a link to it, so there's never confusion about which version is the authoritative one.

● Easy to find. Every signed quote lands in the same logical place, following a folder path you can predict.

● Nothing gets lost. Each signed quote gets its own PDF, so a full history builds up automatically over time.

The Layer files each signed quote using a simple, consistent folder structure inside your SharePoint:

The first level (a letter or number) is based on the first letter of the customer name — so “Acme” sits under A. Customer names that start with a number or symbol are grouped together under a 0–9 folder.

This grouping keeps every folder a sensible size, so SharePoint remains performant and links stay short and reliable - even as the number of quotes grows over the years.

The file itself is named exactly the same as in The Layer for consistency (for example QUO-1234signed.pdf).

Customers sign quotes exactly the way they do today. There's no new screen or extra step. The filing happens quietly in the background.

Once a quote is filed, two things appear on the quote:

2. A filing status. This shows “Filed” when everything worked,

or “Failed” if something went wrong. If it failed, hovering over the status shows a short reason.

The folder structure in SharePoint is as per the example:

A › Acme › OPP-001 › QUO-1234signed.pdf

Therefore The Layer also provides you with an option to create SharePoint folders manually from your customer record, opportunity and quotation manually.

Trigger the manual folder creation only in case that folder is required for additional document storage prior to having a signed quotation.

From customer and lead screen access SharePoint action button

and select 'Manage SharePoint Folder' function.

You will be presented with the following screen:

If you require the SharePoint folder to be created click 'Continue' otherwise this will be created automatically once there is a first signed quotation.

Once you click 'Continue' you will be presented with the confirmation of the SharePoint folder creation.

Trigger the folder creation manually in the scenario where a sales or presales team want to upload required documents to the share point before the quotation is signed.

To create and sync a SharePoint folder to your opportunity go to 'Run Action' at the bottom of the opportunity screen and select operation 'Manage Folder in SharePoint'

In case the automation has failed, you can trigger the syncing of the signed file manually by selecting operation 'Manage Signed File in SharePoint'

Only signed quotations can be synced to the SharePoint folder.

If permission allows (Quotation Manual Sign) a user is able to mark a quotation as 'Won' via status change. This is used in case a wet signature in a quote was accepted.

In this case the SharePoint folder can be linked via Opportunity screen and signed copy of the quotation is uploaded to the SharePoint manually.

If an opportunity has more than one signed quote over time, that's fine. Each signed quote gets its own PDF, and they all sit together in the same opportunity folder. The date stamp and quotation sequence number will make it clear which is the latest signed quote.

Renaming a customer in The Layer does not move or rename the folders already in SharePoint. Quotes filed before the rename stay where they are (and their links keep working), while any new signed quotes are filed under the new name. This is deliberate — it keeps every existing link valid.

The PDF lives in SharePoint and are also stored in The Layer. The Layer keeps a copy of the PDFs against a customer record against the 'File' tab.

Within the Lead record -> SharePoint -> Manage SharePoint Folder

Within the Customer record -> SharePoint -> Manage SharePoint Folder

Within the opportunity screen -> Run Action -> Manage Folder in SharePoint

and also Opportunity - > Quotations TAB -> Signed Documents

Within the quotation screen -> Select Operation -> Manage Signed File in SharePoint

and also quotation screen -> Signed.

Folder creation and file writes respect tenant-level SharePoint permissions, The Layer doesn't attempt to overwrite individual users permissions to your company's SharePoint.

A generic failure of the script is sent via an email notification to email/s selected at the configuration. A specific quotation failed to sync to SharePoint is sent via an email notification to specified users.

Contact your Account Manager to request a set up of this feature.