Ascora + Quotient

Ascora + Quotient integrations

Create or update Ascora quotes when new Quotient quotes are accepted

Simplify the estimation process between Quotient and Ascora with this optimized workflow. Whenever a quote is approved in Quotient, it instantly creates or updates the same quote in Ascora. This is a perfect solution to ensure rapid client responses, bridge any communication gaps, and make the entire quote management process efficient and hassle-free.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create or Update QuoteCreates a new Quote or updates an Existing Quote
ActionWrite

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More things you can do with Quotient and Ascora

Discover other triggers and actions you can use with Quotient and Ascora

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Customer Modified
Triggers when an existing Customer is modified.
Trigger
Instant
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Job Modified
Triggers when an existing Job is modified.
Trigger
Instant
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New Customer
Triggers when a new Customer is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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Quote Modified
Triggers when an existing Quote is modified.
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Mobile
- Phone
- Address Line 1
- Address Line 2
- Address Suburb
- Address State
- Address Postcode
- Address Country
- Enquiry Description
  Required
Action
Write
- Quote ID
- Quote Number
- Quote Name
- Quote Description
- Quotation Date
- Valid To Date
- Total Inc Tax
- Total Ex Tax
- Pricing Method
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Job Type
- Site Customer Name
- Billing Customer Name
- Site Contact Name
- Billing Contact Name
Action
Write
- Contact ID
- Customer ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Default Contact
- Fax Number
- Contact Role
Action
Write
- Quote Number
  Required
- Quote Status
  Required
- Reason for Loss
Action
Write
- Filter Text
Action
Search

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer 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.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Enquiry Modified
Triggers when an existing Enquiry is modified.
Trigger
Instant
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Job Status Updated
Triggers when a Job Status has changed.
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Instant
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New Enquiry
Triggers when a new Enquiry is created.
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Instant
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New Quote
Triggers when a new Quote is created.
Trigger
Instant
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Quote Status Changed
Triggers when the Status of a Quotation is changed.
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Instant
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- Job ID
- Job Number
- Job Name
- Job Description
- Work Undertaken
- Job Status
- Date Created
- Pricing Method
- Total Inc Tax
- Total Ex Tax
- Purchase Order Number
- Client Order Number
- Address Line 1
- Address Line 2
- Suburb
- State
- Postcode
- Country
- Latitude
- Longitude
- Job Type
- Site Customer Name
- Site Contact Name
- Billing Customer Name
- Billing Contact Name
- Completed Date
Action
Write
- Supplier ID
- Supplier Number
- Name
- Business Number
- Contact First Name
- Contact Last Name
- Notes
- Phone
- Fax
- Mobile
- Email Address
- Expense Account
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
Action
Write
- Customer ID
- Customer Number
- Company Name
- Contact First Name
- Contact Last Name
- Email Address
- Phone Number
- Mobile Number
- On Hold
- Street Line 1
- Street Line 2
- Street Suburb
- Street State
- Street Postcode
- Street Country
- Street Longitude
- Street Latitude
- Postal Line 1
- Postal Line 2
- Postal Suburb
- Postal Postcode
- Postal State
- Postal Country
- Customer Type
- Lead Source
- Billing Customer
- Assigned User
Action
Write
- Filter Text
Action
Search
- Customer Type
- Lead Source
- Assigned User
- Site or Billing Type
- Filter Text
- Page Size
- Page Number
Action
Search

About Ascora

Ascora is a complete Job Mangement System for trades and services-based businesses

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Related categories

App Builder

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