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Microsoft Excel + Quotient

Microsoft Excel + Quotient

Microsoft Excel + Quotient integrations

Create new Microsoft Excel workbooks from accepted Quotient quotes

When a quote is accepted in Quotient, this workflow instantly records it as a Quote Accepted in Microsoft Excel. This swift and accurate process eliminates tedious data entry, keeping your quote records organized and up-to-date. Benefit from seamless integration between Quotient and Microsoft Excel, and ensure all approved quotes are diligently tracked.

  1. When this happens...
    Quote Accepted
    Quote Accepted
    Quote AcceptedTriggers when a Quote is Accepted.
  2. automatically do this!
    Create Workbook
    Create Workbook
    Create WorkbookCreates a new workbook
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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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