Quoter + Salesforce Integration | CRM Integrations

Quoter + Salesforce

Quoter’s quoting software integrates seamlessly with Salesforce.

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VIDEO: Quoter + Salesforce Integration

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CRM

Salesforce Integration Features

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.
When a Quote is created or updated in Quoter, the Salesforce Opportunity will be updated with the value of the Quote.
When a Quoter Quote is won or lost, Quoter will update the status of the Salesforce Opportunity according to the mapping settings you configure.

Integrate Salesforce with your Quoter account

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Salesforce Field Mappings

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