Quoter + ConnectWise | Integrations

Quoter + ConnectWise Manage

Our quoting software integrates seamlessly with ConnectWise Manage. Significantly reduce your time spent creating and tracking quotes by integrating with your PSA.

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VIDEO: Quoter + ConnectWise Integration

Watch our video overview of the Quoter integration with ConnectWise.

PSA

ConnectWise Integration Features

When creating a quote, you can search for an existing ConnectWise Contact or create a new one automatically.: You can also pull existing ConnectWise Products into Quoter 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 quote.: Quoter automatically matches your existing Items, or creates new ones if they do not exist.
When a quote is won or lost, Quoter will update the status of the ConnectWise Opportunity according to the mapping settings you configure.