Microsoft To Do + Quotient

Create tasks in Microsoft To Do when new quotes are accepted in Quotient

Streamline your sales process with this efficient workflow. When a quote is accepted in Quotient, a new task will be created in Microsoft To Do to help you stay organized and on top of your projects. Save time and ensure all necessary actions are taken promptly with this seamless automation.

Streamline your sales process with this efficient workflow. When a quote is accepted in Quotient, a new task will be created in Microsoft To Do to help you stay organized and on top of your projects. Save time and ensure all necessary actions are taken promptly with this seamless automation.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
microsoft-todo logo
microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.
Learn more

Related categories

  • Microsoft
  • Task Management

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quotient logo
quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management