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 is the first character of the customer name, so “Acme” sits under A, and a customer name that starts with a number, such as “123 Builders”, sits under 1. If you set a base folder (see Configuration), these folders sit inside it.

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 is named after the quotation file in The Layer, with -Signed added (for example QUO-1234-Signed.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-1234-Signed.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.

This is an add-on. Ask your Account Manager to enable it for your account, and The Layer sets it up for you. Your part is a one-off task for your Microsoft 365 administrator, taking about 10 to 15 minutes: give The Layer's SharePoint app access to one SharePoint site, then send us a few details.

The integration runs in the background with no one signed in, using an app provided by The Layer. The app asks for one Microsoft Graph permission: Sites.Selected (Application).

On its own, Sites.Selected gives the app access to nothing. The app can only use a SharePoint site that your administrator grants to it (Step 4). You choose the site, and you can check or remove the access at any time. The app cannot see or change any other site, anyone's OneDrive, mail, Teams or any other data in your Microsoft 365.

You will need:

Steps 2 to 5 use Microsoft's Graph Explorer, a free web tool with nothing to install.

The consent screen shows the app's name and the permission Access selected site collections. It does not name a site. That is expected: you choose the site in Step 4. Afterwards the app is listed in the Microsoft Entra admin centre under Enterprise applications.

In Graph Explorer, run this GET request with your own site address:

In the response, copy the whole id value. It is your SharePoint address followed by two long codes, separated by commas, for example yourcompany.sharepoint.com,7a1e9c2b-0d4f-4c3a-9b8e-2f6d5c4b3a21,3c2b1a09-8f7e-4d6c-a5b4-392817161514. Copy all of it, commas included. This is your Site ID.

Run this POST request, with your Site ID in place of {site-id}:

Use this as the request body, with the Application (client) ID and app name from your Account Manager in place of {client-id} and {app-name}:

A 201 Created response means access was granted. Write lets the app create folders and upload files on this site only. Full control is not needed. The grant can take a few minutes to take effect.

If you prefer PowerShell, New-MgSitePermission in Microsoft Graph PowerShell makes the same grant.

Run this GET request, with your Site ID in place of {site-id}:

Each document library on the site is listed with its name. The site's main library is usually called Documents. Copy the id of the library the files should go to. It starts with b!. This is your Drive ID.

Send these to your Account Manager:

The Layer then finishes the set-up on your account.

Folders are created at the top of the document library unless you give a base folder. With a base folder of Quotes/Signed, for example, a signed quote is filed under Quotes › Signed › A › Acme › OPP-001. Any folder in the path that does not exist yet is created for you.

Once The Layer has finished the set-up:

To see which apps can use the site, run this GET request. The Layer's app should be listed with the role write.

To remove the app's access to the site, run a DELETE request, using the id of the app's entry from the list above in place of {permission-id}:

To remove the app from your Microsoft 365 completely, go to Enterprise applications in the Microsoft Entra admin centre, open the app, then Properties and Delete. Signed quotes are no longer filed once access is removed.

You can also remove the Sites.FullControl.All consent you gave Graph Explorer in Step 2: open Enterprise applications, then Graph Explorer and Permissions. This does not affect The Layer's app.