

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.
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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.
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