Quotient + Simpro

Turn newly accepted Quotient quotes into Simpro service jobs

Do your sales staff use Quotient for managing the quote process? Impress your customers by ensuring accepted quotes are actioned quickly with this integration. Just set it up, and it'll create a new Service Job, populate it with key information and set the Job Status to Pending, for your scheduling team to action.

Do your sales staff use Quotient for managing the quote process? Impress your customers by ensuring accepted quotes are actioned quickly with this integration. Just set it up, and it'll create a new Service Job, populate it with key information and set the Job Status to Pending, for your scheduling team to action.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Service Job

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    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
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
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
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management