When this happens...
QuotientQuote Accepted
do these tasks!
Digest by ZapierAppend Entry and Schedule Digest
Email by ZapierSend Outbound Email

As a manager, it’s helpful to be informed about quotes that have been accepted. With this integration, Zapier can automatically collate accepted quotes into a handy weekly digest. This will give you a sense of how your business is performing week-to-week.

How this Quotient-Digest-Email integration works

  1. Anytime a quote is accepted, we’ll append it to the weekly digest
  2. At the end of the week, we’ll email you the summary

Apps involved

  • Quotient account with administrator access
  • Digest by Zapier
  • Email by Zapier

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Email by Zapier + Quotient and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Email by Zapier
New Inbound Email

Triggers when an email is forwarded to your own custom zapiermail.com address.

Email by Zapier
Send Outbound Email

Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

Quotient
Customer Asked Question

Triggers when a Customer asks a New Question.

Quotient
Create Lead

Creates a new Lead.

Quotient
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.

Quotient
Create Contact

Creates a new Contact.

Quotient
Quote Accepted

Triggers when a Quote is Accepted.

Quotient
Quote Sent

Triggers when a New Quote is first Sent.

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About Email

Built-In

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.