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.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
Create Workbook
Creates a new workbook
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Person Updated
Triggers when a contact person is updated.
Trigger
Instant
Try It
Product Created
Triggers when a product is created.
Trigger
Instant
Try It
Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
Try It
Product Directory Updated
Triggers when a product directory is updated.
Trigger
Instant
Try It

Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It

Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
Try It
- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Product Deleted
Triggers when a product is deleted.
Trigger
Instant
Try It
Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated.
Trigger
Instant
Try It
Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
Try It
Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write

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.

Learn more

Related categories

Similar apps

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

Microsoft Excel + Offorte Proposals

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

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Offorte Proposals

Related categories