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Quoter + FreshBooks Classic

Quoter + FreshBooks Classic

Quoter’s quoting software integrates seamlessly with FreshBooks Classic


FreshBooks Classic Integration Features

When a Quote or Person is created in Quoter, the customer’s contact information will be automatically added to your FreshBooks Classic account under People.

If a Person with a matching email address already exists in FreshBooks, it will be updated.

When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, an Invoice will be automatically created in FreshBooks.

If the Quote has any recurring items, a Recurring Invoice will be created in FreshBooks as well.

If enabled, when a Quote is created, an Estimate will be created in FreshBooks.

When a Payment is accepted for a Quote via Quoter, a Payment will be automatically applied to the corresponding Invoice in FreshBooks.

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