1.Captures sent quote details
Integrate Quotient to capture sent quote payloads and quote references for row matching.
Update quote tracker rows when a proposal is sent
Automatically monitor quote sent events across Quotient and Google Sheets. Create and update quote tracker rows when quotes sent, quotes accepted, or quote status changesβso you can resolve category codes, populate subscription status, and refresh totals without manual spreadsheet updates.
How this automation updates your quote tracker faster
When quotes are sent but row mapping gets delayed, pricing visibility and subscription status can fall out of date. This automation captures quote payloads, resolves category codes, and updates Google Sheets quote tracker fieldsβso your team can keep quotes accurate without manual spreadsheet work.
Quotientor swap with your favorite app
2.Converts line items for category mapping
Integrate Formatter by Zapier and text formatting tools to map source line items into a single text string.
Formatter by Zapieror swap with your favorite app
3.Looks up category code from mapping table
Integrate Formatter by Zapier to resolve category text to a maintained category code using a lookup table.
4.Finds and updates the quote tracker row
Integrate Google Sheets and worksheet mapping tools to update totals, customer name, quote link, category code, and subscription.
Google Sheetsor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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