Integrations

Datto Autotask

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.

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.

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.

Syncro

Quoter integrates with Syncro. Customers and estimates are automatically created in Syncro each time a quote is created in Quoter. Invoices are automatically created in Syncro when a quote is accepted in Quoter.

Halo

HaloPSA built an integration with Quoter to streamline sales activity with your PSA and accounting software. This integration is currently in beta.

CloudBlue

CloudBlue built an integration with Quoter to streamline sales activity with your PSA and accounting software.

Ingram Micro

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

TD SYNNEX

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

D&H Distributing

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

Dicker Data

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

Salesforce

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.

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.

Agile

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.

Highrise

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.

Nutshell

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.

OnePage

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.

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.

Zoho

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.

Keap

Quoter’s quoting software integrates seamlessly with Keap CRM. When creating a quote in Quoter, you can search for an existing Keap contact or create a new one automatically.

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.

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.

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.

MailChimp

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

Avalara

Quoter integrates with Avalara Tax to automate your tax compliance and ensure your local tax codes are added correctly to your quotes.

ConnectBooster

ConnectBooster allows you to accept payment by ACH, e-Check, and credit card. Your customers can electronically accept, sign, and pay for quotes, either as a deposit amount or full payment.

Custom Webhook

When a Quote, Person, or Payment is created or updated in Quoter, the record will be sent via HTTP POST to the URL of your choice.

Datagate

Datagate built an integration with Quoter for telcom billing automation. Accepted quotes in Quoter are pushed to Datagate for bill processing.

Zapier

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