Microsoft Excel + Quotient
Add rows in Microsoft Excel when new quotes are viewed in Quotient
Easily keep track of customer engagement by updating a Microsoft Excel worksheet whenever a customer views a quote with Quotient. This workflow ensures that each time a customer views a quote, a new row of data is added to your chosen Excel sheet. It's an efficient way to stay organized and maintain a clear view of customer interactions with your quotes in real-time.
Easily keep track of customer engagement by updating a Microsoft Excel worksheet whenever a customer views a quote with Quotient. This workflow ensures that each time a customer views a quote, a new row of data is added to your chosen Excel sheet. It's an efficient way to stay organized and maintain a clear view of customer interactions with your quotes in real-time.
- When this happens...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.
- automatically do this!Add Row(s)
Adds one or more rows to the end of a worksheet (with line item support).
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer 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 ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
