Coda + Quotient
Create new rows in Coda when quotes are sent in Quotient
Elevate your record-keeping with this efficient workflow. When you send a quote using Quotient, a row is immediately added to Coda, building an organized inventory of quote data. Save time and effort with this seamless integration, letting you focus more on crafting perfect quotes and less on meticulous data entry.
Elevate your record-keeping with this efficient workflow. When you send a quote using Quotient, a row is immediately added to Coda, building an organized inventory of quote data. Save time and effort with this seamless integration, letting you focus more on crafting perfect quotes and less on meticulous data entry.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Row
Creates a new row in the selected table.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote 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
Quote Completed
Triggers when a Quote is Completed.
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
