Quoter + Salesforce
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.