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Automatically log Qwilr proposal data in Microsoft Excel for instant reporting and insights. Latenode's visual editor and affordable execution-based pricing make complex financial tracking easier than ever. Scale effortlessly as your business grows.
Connect Qwilr and Microsoft Excel in minutes with Latenode.
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In the workspace, click the “Create New Scenario” button.

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or Microsoft Excel will be your first step. To do this, click "Choose an app," find Qwilr or Microsoft Excel, and select the appropriate trigger to start the scenario.

Select the Qwilr node from the app selection panel on the right.

Qwilr
Next, click the plus (+) icon on the Qwilr node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.

Qwilr
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Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
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Microsoft Excel
Trigger on Webhook
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Qwilr
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Iterator
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Webhook response
After configuring Qwilr, Microsoft Excel, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Run the scenario by clicking “Run once” and triggering an event to check if the Qwilr and Microsoft Excel integration works as expected. Depending on your setup, data should flow between Qwilr and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + Microsoft Excel + Slack: When a Qwilr proposal is accepted, a new row is added to a Microsoft Excel sheet. A notification is then sent to a Slack channel to alert the sales team.
Microsoft Excel + Qwilr + PandaDoc: When a new row is added to a Microsoft Excel sheet, a Qwilr page is created from a template using data from that row. The resulting document is then saved as a new document in PandaDoc.
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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How can I connect my Qwilr account to Microsoft Excel using Latenode?
To connect your Qwilr account to Microsoft Excel on Latenode, follow these steps:
Can I automatically update Excel with new Qwilr acceptances?
Yes! Latenode lets you trigger Excel updates when Qwilr quotes are accepted. Track sales and automate reporting with powerful no-code and JavaScript tools.
What types of tasks can I perform by integrating Qwilr with Microsoft Excel?
Integrating Qwilr with Microsoft Excel allows you to perform various tasks, including:
CanIusetheQwilrintegrationtocreatecustomreports?
Yes, Latenode's Qwilr integration lets you create custom reports by extracting and transforming Qwilr data using no-code blocks or JavaScript.
Are there any limitations to the Qwilr and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: