Quoter intergration

Quoter intergration

by Quoter Software Inc.

Quoter’s quoting software integrates seamlessly with Pipedrive. A Person and Deal are created automatically each time a Quoter is created in Quoter.

Manage contracts, Enable payments and tracking

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Description

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

Integration Features • When creating a Quote in Quoter, you can search for an existing Pipedrive Contact and Deal, or create new ones automatically. • When a Quote is created or updated in Quoter, the Pipedrive Deal will be updated with the value of the Quote. • When a Quoter Quote is won or lost, Quoter will update the status of the Pipedrive Deal Opportunity according to the mapping settings you configure.

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