When this happens...
QuotientQuote Accepted
Then do this...
RollCreate Project

Now you've won the job, but you need to manage it all with your team, track your hours and invoice your client! Use Zapier to automatically create a project in Roll whenever a quote is accepted in Quotient.

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It's easy to connect Quotient + Roll and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Customer Asked Question

Triggers when a Customer asks a New Question.

Create Project

Creates a new project.

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.

Create Company

Creates a new company.

Quote Accepted

Triggers when a Quote is Accepted.

Create Lead

Creates a new Lead.

New Project

Triggers when a new project is created.

Create Contact

Creates a new Contact.

New Company

Triggers when a new company is created.

Create Time Record

Creates a new time record.

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

Learn More

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

See Roll Integrations