The integration is seamless and simple:
- When a Quote or Person is created in Quoter, the Person information will be pushed as ConnectWise Company and ConnectWise Contact. Companies will be compared by names, and contacts will be compared by emails.
- When a Quote is created or updated in Quoter, the Quote information will be pushed as ConnectWise Opportunity. The Quote’s Line Items will be posted as ConnectWise Opportunity Forecast.
- All monetary values will be posted to ConnectWise using its settings. Recurring payment is currently not yet supported in this version.
- Our Person Search feature can search for contacts in ConnectWise when a Quote is created
Our quoting software also integrates with several other popular third-party apps. You can read more about our other supported integrations here.