Microsoft Excel + Quotient integrations
"add new Quotient quotes to a Microsoft Excel spreadsheet as rows when sent"
Streamline your workflow by connecting Quotient and Microsoft Excel. With this efficient automation, whenever a quote is sent in Quotient, a new row will be instantly created in your specified Microsoft Excel spreadsheet. You'll save time on mundane data entry tasks, allowing you to focus on crafting winning quotes for your customers.
- When this happens...Quote SentTriggers when a New Quote is first Sent.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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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
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.
Related categories
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Related categories
Related Zap Templates
- Add new Quotient quotes to Microsoft Excel rows as they're sent
- Add new rows to Microsoft Excel each time a quote is accepted in Quotient
- 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 rows in Microsoft Excel when new quotes are viewed in Quotient






