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.