Microsoft Excel + Quotient
Add rows in Microsoft Excel for newly accepted quotes in Quotient
Simplify your workflow with this seamless integration between Quotient and Microsoft Excel. Whenever a quote gets accepted in Quotient, a new row is instantly added in your chosen Microsoft Excel spreadsheet. This helps you stay organized and efficient, keeping all your crucial quote information readily available in one place. Let this automation reduce manual data entry and facilitate smoother business operations.
Simplify your workflow with this seamless integration between Quotient and Microsoft Excel. Whenever a quote gets accepted in Quotient, a new row is instantly added in your chosen Microsoft Excel spreadsheet. This helps you stay organized and efficient, keeping all your crucial quote information readily available in one place. Let this automation reduce manual data entry and facilitate smoother business operations.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
