• Seamless Integration

    Quoter seamlessly integrates with other popular web apps, so your data can be automatically funnelled into the appropriate channels.

PSA Software Integration

Datto Autotask PSA

Quoter integrates with Datto Autotask PSA. Accounts, Contacts, Opportunities, and Quotes are automatically created in Autotask PSA each time a Quote is created in Quoter. Pull in contacts and products from Autotask PSA when creating a Quote in Quoter. More Information.

ConnectWise

Quoter integrates with ConnectWise CRM. Contacts, Companies, Opportunities, and Forecasts are automatically created in ConnectWise each time a Quote is created in Quoter. Pull in contacts, products, and services from ConnectWise when creating a Quote in Quoter. More Information.

Kaseya BMS

Quoter integrates with Kaseya BMS. Contacts, Companies, Opportunities, and Service Quotations are automatically created in Kaseya BMS each time a Quote is created in Quoter. Pull in contacts and products from Kaseya BMS when creating a Quote in Quoter. More Information.


Distributors

Ingram Micro

Quoter integrates with Ingram Micro to provide easy access to real-time pricing and availability of products using your reseller account. More Information.

Tech Data

Quoter integrates with Tech Data to provide easy access to real-time pricing and availability of products using your reseller account. More Information.

Synnex

Quoter integrates with Synnex to provide easy access to real-time pricing and availability of products using your reseller account. More Information.

D&H

Quoter integrates with D&H to provide easy access to real-time pricing and availability of products using your reseller account. More Information.


CRM Software Integration

Salesforce.com CRM

Quoter integrates with Salesforce.com CRM. Accounts, Contacts, Opportunities, Quotes, and Cases are created automatically each time a Quote is created in Quoter. Pull in contacts and products from Salesforce when creating a Quote in Quoter. More Information.

HubSpot

Quoter integrates with HubSpot. Each time a Quote is created in Quoter, a Contact is automatically created in HubSpot, along with a Deal. Pull in contacts from HubSpot when creating a Quote in Quoter using our Person Search feature. More Information.

Agile CRM

Quoter integrates with Agile CRM. Each time a Quote is created in Quoter, a Contact and Company are automatically created in Agile CRM, along with a Deal. Pull in contacts from Agile CRM when creating a Quote in Quoter using our Person Search feature. More Information.

Base CRM Quoting

Base CRM

Quoter integrates with Base CRM. Contacts and Deals are automatically created in Base each time a Quote is created in Quoter. Pull in contacts from Base when creating a Quote in Quoter using our Person Search feature. More Information.

Highrise CRM

Quoter integrates with Highrise CRM. Each time a Quote is created in Quoter, a Contact is automatically created in Highrise, along with a Deal or Note containing the relevant information. Pull in contacts from Highrise when creating a Quote in Quoter using our Person Search feature. More Information.

Infusionsoft Quoting

Infusionsoft

Quoter integrates with Infusionsoft. Contacts and Contact Tags are automatically created in Infusionsoft each time a Quote is created in Quoter. Pull in contacts from Infusionsoft when creating a Quote in Quoter using our Person Search feature. More Information.

InsideSales.com

Quoter integrates with InsideSales.com’s Hosted CRM. Accounts, Contacts, Deals, and Cases are automatically created in InsideSales.com each time a Quote is created in Quoter. More Information.

Nutshell CRM Quoting

Nutshell CRM

Quoter integrates with Nutshell CRM. Accounts, Contacts and Leads are automatically created in Nutshell each time a Quote is created in Quoter, with a PDF version added to the Attached Files. Pull in contacts from Nutshell when creating a Quote in Quoter using our Person Search feature. More Information.

 

OnePage CRM

Quoter integrates with OnePage CRM. Accounts, Contacts, Leads, and Deals are automatically created in OnePage each time a Quote is created in Quoter, with a PDF version added to the Note. More Information.

Pipedrive

Quoter integrates with Pipedrive. Each time a Quote is created in Quoter, a Person is automatically created in Pipedrive, along with a Deal. Pull in contacts from Pipedrive when creating a Quote in Quoter using our Person Search feature. More Information.

Zapier

Zapier

Quoter offers Webhook support to Zapier to allow you to connect to more than 1000+ apps. Some configuration is required. More Information.

Zoho CRM

Quoter integrates with Zoho CRM. Accounts, Contacts, Potentials, and Cases are automatically created each time a Quote is created in Quoter. Pull in contacts from Zoho when creating a Quote in Quoter using our Person Search feature. More Information.


Accounting and Invoicing Software Integration

FreshBooks Classic

Quoter integrates with FreshBooks Classic Invoicing and Billing Software. People, Estimates, Invoices, and Payments are automatically created in FreshBooks each time a Quote or Order is created in Quoter. More Information.

QuickBooks Online

Quoter integrates with QuickBooks Online. Estimates are automatically created in QuickBooks each time a Quote is created in Quoter. Invoices are created when a Quote is marked as ordered in Quoter. A Transaction will be applied to the corresponding Invoice when a Payment is received in Quoter. More Information.

Xero

Quoter integrates with Xero Accounting Software. Customers, Invoices, and Payments are automatically created in Xero each time a Quote is marked as ordered in Quoter. More Information.


E-mail Marketing Software Integration

MailChimp

Quoter integrates seamlessly with MailChimp. Whenever a Quote is created in Quoter, a Contact is automatically added to the Audience of your choice. More Information.

Constant Contact

Quoter integrates seamlessly with Constant Contact. Whenever a Quote is created in Quoter, a Contact is automatically added to your default List, and optionally, a List matching the name of the Quote Form. More Information.


Payment Gateway Integration

If you’d like us to integrate with a payment gateway not included in this list, please contact us.