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Quoter now integrates with Kaseya BMS

We’re excited to announce that Quoter now integrates with Kaseya BMS.

How Quoter integrates with Kaseya BMS

The integration is seamless and simple:

  • When creating quotes, you can pull products from Kaseya BMS (their API currently has limitations with the retrieval of Product prices, therefore it’s not available when using our Product Catalog feature).
  • Quotes will be posted to Kaseya BMS as Opportunities and Service Quotations. Each revision in Quoter will retain the same Opportunity with a unique Service Quotation.
  • Our Person Search feature can search for contacts in Kaseya BMS when a Quote is created.

Our quoting software also integrates with several other popular third-party apps, including other PSAs. You can read more about our other supported integrations here.

 

 


Quoter optimizes the sales process for technology service providers, allowing teams to send quotes out faster and close more deals. Quoting software built by industry experts with top-notch support to ensure your team is onboarded right the first time. Book a demo with us to see how Quoter can fit into your business. 

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