Seamless Integration

PSA Software Integration

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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

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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

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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

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

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.

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

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

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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

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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

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ConnectBooster

Quoter integrates with 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. More Information.