Integrate Excel with Quotient

Send information between Excel and Quotient automatically, without writing any code, using Zoho Flow.

Build your own integrations between Excel and Quotient

Connect Excel and Quotient with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and Quotient using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New worksheet

Triggers when a new worksheet is added to the selected workbook

New row in table

Triggers when a new row is added at the bottom of the selected table

New row

Triggers when a new row is added at the bottom of the selected worksheet

Quote accepted

Triggers when a new quote is accepted

Quote viewed by customer

Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.

Quote Declined

Triggers when a quote is declined

Quote Sent

Triggers when a new quote is sent

Question asked by customer

Triggers when a customer asks a new question

All Actions - Actions are the automated tasks

Add row

Adds a new row to the bottom of the selected worksheet

Add row to table

Adds a new row to the bottom of the selected table

Update row

Updates the details of an existing row

Find row

Finds a row based on a column value

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

What is Quotient?

Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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