

Integrate Quotient with Pandle
Send information between Quotient and Pandle automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Quotient and Pandle using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Supplier invoice created
Triggers when a new supplier invoice is created

Project added
Triggers when a new project is added

Customer added
Triggers when a new customer is added

Quote added
Triggers when a new quote is added

Customer invoice created
Triggers when a new customer invoice is created

Supplier added
Triggers when a new supplier is added
All Actions - Actions are the automated tasks

Create quote
Creates a new quote

Create project
Creates a new project

Create supplier
Creates a new supplier

Create customer
Creates a new customer

Convert quote to invoice
Converts the specified quote to an invoice

Update project
Updates the details of an existing project

Fetch customer
Fetches the details of an existing customer

Fetch supplier
Fetches the details of an existing supplier
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.
Similar apps
What is Pandle?
Pandle is a cloud-based accounting application designed for small businesses. It helps you streamline accounting activities such as invoicing, receipt uploads, payroll services, and more.
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