Microsoft Excel + Quotient

Add new rows to Microsoft Excel each time a quote is accepted in Quotient

Keep your Microsoft Excel tables up-to-date whenever a quote is accepted in the Quotient app with this automation. Whenever a client approves a quote in Quotient, this workflow instantly adds a new row to your preferred table in Excel. Stay organized and ensure all accepted quotes are tracked accurately and quickly without having to manually update the data.

Keep your Microsoft Excel tables up-to-date whenever a quote is accepted in the Quotient app with this automation. Whenever a client approves a quote in Quotient, this workflow instantly adds a new row to your preferred table in Excel. Stay organized and ensure all accepted quotes are tracked accurately and quickly without having to manually update the data.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Declined

    Triggers when a Quote is Declined.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search

    Quote Sent

    Triggers when a New Quote is first Sent.

    Trigger
    Instant
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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Related categories

  • Proposal & Invoice Management