Microsoft Excel + Offorte Proposals

Track new Offorte Proposals wins by automatically creating spreadsheets in Microsoft Excel

Save time and streamline your workflow by automating the transition from proposal approval to task tracking. With this integration, the moment a proposal is won in Offorte Proposals, a new spreadsheet will be created in Microsoft Excel. This allows you to efficiently track project progress and keeps all your important data in one accessible place.

Save time and streamline your workflow by automating the transition from proposal approval to task tracking. With this integration, the moment a proposal is won in Offorte Proposals, a new spreadsheet will be created in Microsoft Excel. This allows you to efficiently track project progress and keeps all your important data in one accessible place.

  1. When this happens...
    Offorte ProposalsOfforte Proposals
    Proposal Won

    Triggers when a proposal is won.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Workbook

    Creates a new workbook

    ActionWrite
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Supported triggers and actions

  • Offorte Proposals triggers, actions, and search

    Contact Person Created

    Triggers when a contact person is created.

    Trigger
    Instant
    Try It
  • Offorte Proposals triggers, actions, and search

    Product Directory Deleted

    Triggers when a product directory is deleted.

    Trigger
    Instant
    Try It
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excel logo

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. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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offorte-proposals logo

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

  • Proposal & Invoice Management