Connect Quotient integrations
Standardize your team's sales pipeline by integrating Quotient to send interactive pricing proposals and track customer views. Linking your quoting software to our workflow automation tool lets you instantly generate invoices upon acceptance, alert Slack channels of new questions, and sync billing data. Register for a free account today to simplify your deal closure.
Quotient
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Quotient
Popular Quotient workflows
Connect Quotient to Make to automate your proposals. Sync customer data, track quotes, and simplify your sales workflows.
Create a new Trello card for a new accepted quote in Quotient
When a new quote in Quotient is accepted, a new Trello card is created.
Send a notification about viewed quote in Quotient to Slack
When a quote in Quotioent is viewed by a customer, a notification about this event is sent to Slack.
Connect Quotient with Make to automate your business workflows
Integrate Quotient with Make to automatically sync your data across Slack, Trello, and your CRM. Instantly generate invoices and update team tasks without writing code.
Immediate team updates
Keep your team in the loop by automatically sending Slack alerts the moment a client views a quote.
Automated invoicing
Instantly generate invoices in your accounting software the moment a customer accepts a quote.
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Effortless task creation
Automatically turn accepted quotes into new Trello cards to kickstart your project delivery instantly.
Up-to-date customer records
Keep your sales pipeline accurate by automatically syncing customer interactions from Quotient directly to your CRM.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.