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Quoter + OnePage CRM

Quoter + OnePage CRM

Quoter’s quoting software integrates seamlessly with OnePage CRM


OnePage Integration Features

When creating a Quote in Quoter, you can search for an existing Socket contact using our person search feature or create a new one automatically that will be pushed to OnePage CRM as a Contact.

When a Quote is created, a Deal will be added to the Deal List with the value of the Quote.

When a Quote is updated, a new Deal will be added and updated with the value of the Quote

When a Quoter Quote is won or lost, Quoter will update the status of the Deal.

Integrate OnePage with your Quoter account

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