Microsoft Excel + Quotient
Add new Quotient quotes to Microsoft Excel rows as they're sent
Effortlessly keep track of sent quotes from the Quotient app with this seamless workflow. When a quote is sent in Quotient, it will instantly add a new row to a designated Microsoft Excel table with the relevant quote information. This automation not only saves time on manual data entry but also helps maintain a well-organized and easily accessible record for future reference.
Effortlessly keep track of sent quotes from the Quotient app with this seamless workflow. When a quote is sent in Quotient, it will instantly add a new row to a designated Microsoft Excel table with the relevant quote information. This automation not only saves time on manual data entry but also helps maintain a well-organized and easily accessible record for future reference.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote 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
Quote Completed
Triggers when a Quote is Completed.
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 ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
