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Quotient + Roll

Create Roll projects from newly-accepted Quotient quotes

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.

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.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    RollRoll
    Create Project

    Triggers when a new project is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Quotient triggers, actions, and search

    Quote Accepted

    Triggers when a Quote is Accepted.

    Trigger
    Instant
    Try It
  • 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
    • SubjectRequired

    • MessageRequired

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Notes

    • Potential Value ($)

    Action
    Write
    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
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quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management
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roll logo

About Roll

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

Related categories