Quotient + Roll

Create new Roll projects when Quotient quotes are sent

Efficiently manage your projects by connecting Quotient and Roll with this seamless workflow. When a quote is sent in Quotient, a new project will be created in Roll, keeping your project pipeline up-to-date and streamlining your project management process. This automation helps you save time and ensures that no important projects fall through the cracks.

Efficiently manage your projects by connecting Quotient and Roll with this seamless workflow. When a quote is sent in Quotient, a new project will be created in Roll, keeping your project pipeline up-to-date and streamlining your project management process. This automation helps you save time and ensures that no important projects fall through the cracks.

  1. When this happens...
    QuotientQuotient
    Quote Sent

    Triggers when a New Quote is first Sent.

    TriggerInstant
  2. automatically do this!
    RollRoll
    Create Project

    Triggers when a new project is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
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 moreHelp

Related categories

  • Proposal & Invoice Management
roll logo
roll logo

About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.
Help

Related categories

  • Project Management