Google Sheets + SumoQuote

Create multiple spreadsheet rows in Google Sheets from new SumoQuote reports sent for signatures

Ensure your sales process runs smoothly with this convenient workflow. Whenever a quote report is sent for signatures in SumoQuote, corresponding data rows are instantly created in your Google Sheets spreadsheet. This seamless integration not only saves you time from manual data entry but also helps watch the progress of your quotes, keeping your team aligned and informed.

Ensure your sales process runs smoothly with this convenient workflow. Whenever a quote report is sent for signatures in SumoQuote, corresponding data rows are instantly created in your Google Sheets spreadsheet. This seamless integration not only saves you time from manual data entry but also helps watch the progress of your quotes, keeping your team aligned and informed.

  1. When this happens...
    SumoQuoteSumoQuote
    Report Sent for Signatures

    Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

  • SumoQuote triggers, actions, and search

    Email Clicked

    Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Project Created

    Triggers when a new SumoQuote project is created.

    Trigger
    Instant
    Try It
  • SumoQuote triggers, actions, and search

    Report Signed

    Triggers when a Report is signed by all signatories.

    Trigger
    Instant
    Try It
    • Customer First NameRequired

    • Customer Last Name

    • Email

    • Phone

    • Address Line 1Required

    • City

    • State

    • Zip Code

    • Project Id

    • Salesperson Email

    • Date Created

    • CompanyCam Project Id

    Action
    Write
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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sumoquote logo

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Related categories

  • Proposal & Invoice Management