Add new rows to Microsoft Excel each time a quote is accepted in Quotient
Keep your Microsoft Excel tables up-to-date whenever a quote is accepted in the Quotient app with this automation. Whenever a client approves a quote in Quotient, this workflow instantly adds a new row to your preferred table in Excel. Stay organized and ensure all accepted quotes are tracked accurately and quickly without having to manually update the data.
- When this happens...Quote AcceptedTriggers when a Quote is Accepted.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with Quotient and Microsoft Excel
Discover other triggers and actions you can use with Quotient and Microsoft Excel
- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant - Quote Declined
Triggers when a Quote is Declined.
Try ItTriggerInstant - Quote Sent
Triggers when a New Quote is first Sent.
Try ItTriggerInstant - EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
- Quote Completed
Triggers when a Quote is Completed.
Try ItTriggerInstant - Customer Asked Question
Triggers when a Customer asks a New Question.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
ActionWrite
Related Zap Templates
- Add new Quotient quotes to Microsoft Excel rows as they're sent
- Add new Quotient customer questions to Microsoft Excel rows as a table entry
- Add rows in Microsoft Excel for newly accepted quotes in Quotient
- "add new Quotient quotes to a Microsoft Excel spreadsheet as rows when sent"
- Add rows in Microsoft Excel when new quotes are viewed in Quotient






