Elfsquad CPQ + Microsoft Excel
Create Microsoft Excel spreadsheet rows from features in newly submitted Elfsquad quotations
This integration retrieves features in Elfsquad, and will help you get the right information from the submitted quotation. The features will be retrieved from Elfsquad and then be added to an Excel spreadsheet as a new row.
This integration retrieves features in Elfsquad, and will help you get the right information from the submitted quotation. The features will be retrieved from Elfsquad and then be added to an Excel spreadsheet as a new row.
- When this happens...New Quotation Pending
Triggers when a quotation is pending
- automatically do this...
- then do this!Add Row
Adds a new row to the end of a worksheet.
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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
About Elfsquad CPQ
Integrate your existing workflow with the Elfsquad Product Configurator.
Related categories
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
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