C
Cotizera
🇺🇸
Back to blog
Cotizera TeamApril 1, 2026
integrationsgoogle-sheetsautomationzapier

Auto-Export Cotizera Quotes to Google Sheets for Real-Time Reporting

The report nobody wants to build

Every Monday, someone on your team opens a spreadsheet and starts copying last week's quote data. Quote number, client name, amount, status. It takes 20 minutes on a quiet week, 45 when volume picks up. By the time they finish, the data is already stale because three more quotes went out that morning.

With Cotizera's Zapier integration and Google Sheets, every quote automatically lands in your spreadsheet the moment it's created. No copying, no pasting, no typos. The report builds itself.

What you need

  • Cotizera with an active API key (from Settings → API Keys)
  • Google Sheets (any Google account)
  • Zapier (free plan handles one Zap)

Step 1: Create your reporting sheet

Open Google Sheets and create a new spreadsheet called "Cotizera Quotes." Set up these headers in row 1:

A B C D E F G
Date Quote No. Client Email Total Status Rep

No formulas yet. Zapier will populate each row automatically.

Tip: Freeze the header row (View → Freeze → 1 row) so your column labels stay visible as the sheet grows to hundreds of rows.

Step 2: Build the Zap

  1. In Zapier, create a new Zap
  2. Trigger: Select Cotizera → event New Quote
  3. Authenticate with your API key
  4. Action: Select Google Sheets → action Create Spreadsheet Row
  5. Connect your Google account and select the spreadsheet
  6. Map the fields:
Sheets Column Cotizera Value
Date quote.createdAt
Quote No. quote.number
Client quote.clientName
Email quote.clientEmail
Total quote.total
Status quote.status
Rep quote.createdBy

Turn on the Zap and create a test quote. A new row should appear in your sheet within 5 minutes.

Step 3: Add formulas for automatic reporting

With data flowing in, add a second sheet tab with formulas that update themselves:

Monthly sales total:

=SUMIFS(E:E, A:A, ">="&EOMONTH(TODAY(),-1)+1, A:A, "<="&EOMONTH(TODAY(),0))

Quotes by status:

=COUNTIF(F:F, "Accepted")

Conversion rate:

=COUNTIF(F:F, "Accepted") / COUNTA(F2:F) * 100

Average deal size:

=AVERAGEIF(F:F, "Accepted", E:E)

Tip: Build a dashboard sheet with charts that reference these formulas. Every new quote automatically updates the visuals.

How a sales manager uses this

Say you manage a team of 5 reps. Before, you checked each rep's pipeline in Cotizera individually. Now you open your sheet and see:

  • A pivot table showing sales by rep and by month
  • A bar chart with weekly quote volume
  • A conversion rate indicator that updates in real time
  • Filters to surface quotes that need follow-up

The Monday report meeting turns into a 2-minute glance at a shared link. The numbers are always current.

Second Zap: status updates

To keep the Status column in sync when quotes move through the pipeline, add a second Zap:

  1. Trigger: Quote Status Changed in Cotizera
  2. Action: Update Spreadsheet Row in Google Sheets
  3. Look up the row by quote number
  4. Update only the Status column

Warning: Google Sheets has a limit of 10 million cells per spreadsheet. For most teams this is not a concern, but if you generate thousands of quotes monthly, archive older data quarterly.

What to do next

Your reporting sheet now maintains itself. From here you can:

  • Share the sheet with leadership (view-only access)
  • Connect Google Sheets to Looker Studio for richer dashboards
  • Use IMPORTRANGE to consolidate data across multiple sheets
  • Add manual columns (follow-up notes, priority, lead source) without disrupting the automation

Generate your API key at Settings → API Keys and set up the Zap. In 10 minutes you'll have a sales report you never have to update manually again.