Microsoft Excel + Quotient
"add new Quotient quotes to a Microsoft Excel spreadsheet as rows when sent"
Streamline your workflow by connecting Quotient and Microsoft Excel. With this efficient automation, whenever a quote is sent in Quotient, a new row will be instantly created in your specified Microsoft Excel spreadsheet. You'll save time on mundane data entry tasks, allowing you to focus on crafting winning quotes for your customers.
Streamline your workflow by connecting Quotient and Microsoft Excel. With this efficient automation, whenever a quote is sent in Quotient, a new row will be instantly created in your specified Microsoft Excel spreadsheet. You'll save time on mundane data entry tasks, allowing you to focus on crafting winning quotes for your customers.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
