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Is It Possible Actively USE an Excel File inside Trello?

Eisley Yates HVAC February 20, 2024

I've created an automated estimating Excel worksheet that I would like to use by linking to Trello with techs that are in the field. They open the excel sheet, type in a few variables and an accurate quote is provided instantly. Ideally this excel file would then be saved as part of the card. Is this in any way possible to do? If not, I can do this a different way without the techs doing the quotes.

2 answers

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Antonio Panea Pastor February 21, 2024

Hi @Eisley Yates HVAC ,

You can indeed add quotes and your catalog of products and services using the Crmble Power-Up . Additionally, you can easily send these templates directly to clients if you have a Gmail account.

Let me know if you need further assistance.

Thanks!

0 votes
Hannah Humbert - Simpla Workflows
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February 20, 2024

Hi @Eisley Yates HVAC welcome to the community. I know you can embed a google sheets link into a card and edit the file directly from within the card, but I'm not sure this is possible with Excel. Are you able to use google sheets instead? If not, you could look at creating some custom fields in Trello to host these variables and use a tool like Zapier to automatically copy them into your spreadsheet. 

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