1.Detect RFQ parts table updates
Integrate Zapier Tables and analytics tools to capture updated RFQ part records and start quote row processing.
Create quote worksheet rows from approved RFQ parts
Automatically detect RFQ parts table record updates across Zapier Tables and Microsoft Excel. Create quote worksheet rows when status moves to approved, approved lines match part number, or approved lines match RFQ referenceβso you can prepare master quote data, populate material lists, and brief sales without manual copying.
How this automation prepares quote worksheet rows
When RFQ part approvals sit in a table, quote and material lists lag behind and copying lines becomes time-consuming. This automation watches RFQ part updates, finds approved line items, and adds mapped rows to master quote and material quote workbooksβso your team can ship quotes faster.
Zapier Tablesor swap with your favorite app
2.Filters for approved status
Integrate Filter by Zapier and workflow rules to continue only when status equals the configured approved value.
Filter by Zapieror swap with your favorite app
3.Find matching RFQ part rows
Integrate Zapier Tables and data lookup tools to search for related line items matching part number or RFQ reference.
4.Loops over matched line items
Integrate Looping by Zapier and field mapping tools to iterate results and map source fields to worksheet columns.
Looping by Zapieror swap with your favorite app
5.Adds rows to quote workbooks
Integrate Microsoft Excel and spreadsheet update tools to append mapped rows to Master Quote and Material Quote sheets.
Microsoft Excelor swap with your favorite app
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