Microsoft Excel + Quotient
Add new rows to Microsoft Excel each time a quote is accepted in Quotient
Keep your Microsoft Excel tables up-to-date whenever a quote is accepted in the Quotient app with this automation. Whenever a client approves a quote in Quotient, this workflow instantly adds a new row to your preferred table in Excel. Stay organized and ensure all accepted quotes are tracked accurately and quickly without having to manually update the data.
Keep your Microsoft Excel tables up-to-date whenever a quote is accepted in the Quotient app with this automation. Whenever a client approves a quote in Quotient, this workflow instantly adds a new row to your preferred table in Excel. Stay organized and ensure all accepted quotes are tracked accurately and quickly without having to manually update the data.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- 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
