Microsoft 365 Integration

Connect Your Project Files
To Microsoft 365.

Keep working from OneDrive, SharePoint or Teams without re-uploading documents. Offertes.ai tracks versions, sync direction and approvals.

Try OneDrive Integration

Kanaalplaat

Active
Sources
OneDrive
SharePoint
Teams
Sync Direction
OneDrive → Offertes.aiSynced
Approval Queue
Drawings_v2.pdf → Project folder
From: Jan de Vries
No conflictsLast sync: 2 min ago

Connect Project Folder

Link existing OneDrive, SharePoint or Teams folders directly to a project file. No more separate uploads.

  • Choose OneDrive, SharePoint or Teams per project
  • Project folder immediately available in your file

Choose Sync Method

Decide per project which side is leading: follow OneDrive, keep Offertes.ai leading, or sync both ways.

  • One-way or bidirectional sync
  • Configurable per project

Approval Queue

Changes written back to OneDrive first go through an approval queue. Prevent accidental overwrites of shared folders.

Conflict Checks

Prevent team members from accidentally overwriting shared project folders. Offertes.ai detects conflicts before changes are applied.

Immediately Usable in Your Workflow

Microsoft files are automatically available for document chat, requests, inbox follow-up and quote comparison.

OneDrive

Personal project folders directly linked to your file.

SharePoint

Team libraries and project documents centrally managed.

Teams

Files from Teams channel folders automatically available.

Sync method per project, with writeback control

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