Quoter + ConnectWise Manage

ConnectWise Manage is a comprehensive PSA platform designed to streamline sales, collaboration, and communication. Its primary strength lies in centralizing data from multiple channels, offering real-time visibility into operations for better decision-making and efficiency.

Quoter integrates with ConnectWise Manage.

Integrating Quoter with ConnectWise Manage enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.

Create or Select an Existing Opportunity When creating a Quote in Quoter, you can search for an existing ConnectWise Manage Contact and Opportunity, or create a new one automatically.

ConnectWise Site Selection Option During quote creation, select any site from ConnectWise that is associated with the company that the contact is from.

Build Quotes using Product and Services in your PSA Maintain a single source or truth for products and services to manage pricing and consistency.

Automatic Status Updates When a Quoter Quote is won or lost, Quoter will update the status of the ConnectWise Manage Opportunity according to the mapping settings you configure.

All your quotes in one place Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.

When signed in to your Quoter Account, navigate to Settings > Integrations to select ConnectWise under Professional Services Automation (PSA).

Follow the step-by-step guide below:

• Integrating with ConnectWise Manage
• ConnectWise Manage Field Mappings