Holded + Quotient

Holded + Quotient integrations

Create Holded quotes when new Quotient quotes are accepted

Easily manage your sales process by connecting Quotient and Holded with this seamless workflow. When a quote is accepted in Quotient, a new quote will be created in Holded, streamlining your sales documentation and keeping all your data in one place. Save time and improve organization with this convenient sales automation.

When this happens...
Quote AcceptedTriggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Create QuoteCreates a quote
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Quotient and Holded

Discover other triggers and actions you can use with Quotient and Holded

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
Try It
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Try It
Quote Sent
Triggers when a New Quote is first Sent.
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
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It

New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It

- Contact Name
  Required
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
Try It
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Try It
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
New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management