Quoter + Salesforce
Quoter + Salesforce
Quoter’s quoting software integrates seamlessly with Salesforce.
CRM
Salesforce Integration Features
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When creating a Quote in Quoter, you can search for an existing Salesforce Contact and Opportunity or create a new one automatically.
- You can also pull existing Salesforce products into Quoter Quotes in real-time.
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When a Quote is created or updated in Quoter, the Salesforce Opportunity will be updated with the value of the Quote.
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When a Quoter Quote is won or lost, Quoter will update the status of the Salesforce Opportunity according to the mapping settings you configure.