Quotient + Square
Create invoices in Square when new quotes are accepted in Quotient
Effortlessly turn accepted quotes into invoices with this seamless workflow between Quotient and Square. Upon the approval of a quote in Quotient, an invoice is instantly created in your Square account, streamlining your billing process and saving valuable time. Experience an organized and efficient financial system by letting this automation work for you.
Effortlessly turn accepted quotes into invoices with this seamless workflow between Quotient and Square. Upon the approval of a quote in Quotient, an invoice is instantly created in your Square account, streamlining your billing process and saving valuable time. Experience an organized and efficient financial system by letting this automation work for you.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Invoice
Triggers when a new invoice is added.
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Quote Accepted
Triggers when a Quote is Accepted.
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 ($)
Quote 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
New Appointment
Triggers when a new appointment is created.
Try It
