Microsoft Excel + GoProposal
Create rows in Microsoft Excel for new proposals in GoProposal
Take the hassle out of managing your proposals with this smart workflow. When a new proposal is created in GoProposal, it immediately and seamlessly adds a new row in your Microsoft Excel spreadsheet. This automation eliminates manual data entry, ensures your spreadsheets stay updated in real-time, and lets you focus more on creating impressive proposals. The result is a streamlined process that makes proposal management easier, efficient, and more accurate.
Take the hassle out of managing your proposals with this smart workflow. When a new proposal is created in GoProposal, it immediately and seamlessly adds a new row in your Microsoft Excel spreadsheet. This automation eliminates manual data entry, ensures your spreadsheets stay updated in real-time, and lets you focus more on creating impressive proposals. The result is a streamlined process that makes proposal management easier, efficient, and more accurate.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Draft Proposal Created
Triggers when a new draft proposal is created.
Try ItProposal Won
Triggers when a proposal is won.
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try It
