Microsoft Excel + Quotient
Add new Quotient quotes to Microsoft Excel rows as they're sent
Effortlessly keep track of sent quotes from the Quotient app with this seamless workflow. When a quote is sent in Quotient, it will instantly add a new row to a designated Microsoft Excel table with the relevant quote information. This automation not only saves time on manual data entry but also helps maintain a well-organized and easily accessible record for future reference.
Effortlessly keep track of sent quotes from the Quotient app with this seamless workflow. When a quote is sent in Quotient, it will instantly add a new row to a designated Microsoft Excel table with the relevant quote information. This automation not only saves time on manual data entry but also helps maintain a well-organized and easily accessible record for future reference.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try It
