Integrate Excel with Quotient

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

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Supported 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

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

New row in table

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

Customer Viewed Quote

Triggers every time 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

Customer Asked Question

Triggers when a customer asks a new question

New Quote Accepted

Triggers when a quote is accepted

All Actions - Actions are the automated tasks

Add row to table

Adds a new row to the bottom of the selected table

Add row

Adds a new row to the bottom of the selected worksheet

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

Bulid 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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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