Elfsquad CPQ + Microsoft Excel
Add new Elfsquad CPQ quotations to a Microsoft Excel table as rows
Easily streamline your sales process with this seamless workflow. When a new quotation is created in Elfsquad CPQ, the details will be immediately added as a row to your chosen Microsoft Excel table. This efficient process ensures all your important client quotes are stored in one accessible place, saving you the hassle of manual data entry and enhancing your productivity.
Easily streamline your sales process with this seamless workflow. When a new quotation is created in Elfsquad CPQ, the details will be immediately added as a row to your chosen Microsoft Excel table. This efficient process ensures all your important client quotes are stored in one accessible place, saving you the hassle of manual data entry and enhancing your productivity.
- When this happens...New Quotation Created
Triggers when a quotation is created
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Configuration Model Published
Triggers when a configuration model is published
Try ItConfiguration Added to Quotation
Triggers when configuration is added to a quotation
Try ItNew Quotation Pending
Triggers when a quotation is pending
Try ItNew Quotation Submitted
Triggers when a quotation is submitted
Try It
