Quoter’s quoting software integrates seamlessly with Base CRM
Integration Features
- When creating a Quote in Quoter, you can search for an existing Base CRM Contact or create a new one automatically.
- When a Quote is created, the Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.
- When a Quote is updated, a new Base CRM Deal will be added to the Quote stage and updated with the value of the Quote.
- When a Quoter Quote is won or lost, Quoter will update the status of the Base CRM Deal.
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