Add monthly quotation records to your spreadsheet log

Your quotation exports sit in the source API, delaying visibility into outstanding quotes and contact info. Get rows added to a shared spreadsheet so teams can review them ahead of monthly close.

Overview

Stop relying on manual quotation exports that delay month-end visibility; this workflow fetches configured quotation statuses, cleans the data, and appends rows to a shared sheet on a monthly schedule. Reporting and operations get a ready dataset the same day each month, reducing lookup time before close.