Quoter’s quoting software integrates seamlessly with 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.
Begin your journey toward sales quoting bliss today
Request a Demo