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Microsoft Excel + Quotient

Microsoft Excel + Quotient

Microsoft Excel + Quotient integrations

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.

  1. When this happens...
    Quote Accepted
    Quote Accepted
    Quote AcceptedTriggers when a Quote is Accepted.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    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

  • Quotient triggers, actions, and search
    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
  • Quotient triggers, actions, and search
    Customer Asked Question

    Triggers when a Customer asks a New Question.

    Trigger
    Instant
    Try It
  • Quotient triggers, actions, and search
    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.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Message
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Company
    • Phone
    • Notes
    • Potential Value ($)
    • Address Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    Action
    Write
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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