Quoter’s quoting software integrates seamlessly with ConnectWise
Integration Features
- When creating a Quote in Quoter, you can search for an existing ConnectWise Contact or create a new one automatically. You can also pull existing ConnectWise Products into Quoter Quotes in real-time.
- When a Quote is created or updated in Quoter, the ConnectWise Opportunity will be updated with the value of the Quote, and the line items in the Quoter Quote. Quoter automatically matches your existing Items, or creates new ones if they do not exist.
- When a Quoter Quote is won or lost, Quoter will update the status of the ConnectWise Opportunity according to the mapping settings you configure.
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