Quoter + Kaseya BMS
Quoter’s quoting software integrates seamlessly with Kaseya BMS
- When creating a Quote in Quoter, you can search for an existing Kaseya BMS Contact or create a new one automatically. You can also pull existing Kaseya BMS Products into Quoter Quotes in real-time.
- When a Quote is created or updated in Quoter, the Kaseya BMS Opportunity will be updated with the value of the Quote, and a Service Quotation will be created or updated with 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 Kaseya BMS Opportunity according to the mapping settings you configure.