Elfsquad CPQ + Microsoft Excel
Add rows to Microsoft Excel for new verified quotations in Elfsquad CPQ
Efficiently manage verified quotations in your Elfsquad CPQ by integrating it with Microsoft Excel. This workflow triggers when a new quotation is verified in Elfsquad and automatically adds a row to your Excel spreadsheet, streamlining your data organization process. Save time and ensure accurate record-keeping as you enhance your product quotation management.
Efficiently manage verified quotations in your Elfsquad CPQ by integrating it with Microsoft Excel. This workflow triggers when a new quotation is verified in Elfsquad and automatically adds a row to your Excel spreadsheet, streamlining your data organization process. Save time and ensure accurate record-keeping as you enhance your product quotation management.
- When this happens...New Quotation Verified
Triggers when a quotation is verified
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Configuration Model Published
Triggers when a configuration model is published
Try ItConfiguration Added to Quotation
Triggers when configuration is added to a quotation
Try ItNew Quotation Pending
Triggers when a quotation is pending
Try ItNew Quotation Submitted
Triggers when a quotation is submitted
Try It
