bexio + Microsoft Excel
Create new Microsoft Excel spreadsheets from new quotes in bexio
Experience smooth document management with this seamless workflow. When new quotes are generated in bexio, it prompts the creation of a related spreadsheet in Microsoft Excel. This system dramatically cuts down on data management efforts and ensures your essential quote details are well-organized and readily accessible in Excel. Simplify your business data handling and keep productivity at its peak.
Experience smooth document management with this seamless workflow. When new quotes are generated in bexio, it prompts the creation of a related spreadsheet in Microsoft Excel. This system dramatically cuts down on data management efforts and ensures your essential quote details are well-organized and readily accessible in Excel. Simplify your business data handling and keep productivity at its peak.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Workbook
Creates a new workbook
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required
