Send only the quotes you want to only the (integrated) tools you want
We're making pushing quotes to integrations more flexible by including a per-status push toggle.
[Image pending import: https://lh7-rt.googleusercontent.com/docsz/AD_4nXcO8WeIRynEKsjmoi0E1hBLoVEx3qQmNi9zvruwdiRv24sgAi-k6JuIhOoswglqF4iANek_zZu4dwkHRXLUyBFWOuNc-u40WMcRwYq9oEI7WjbOxdeG2ItSqF0eeDNC1EL1qZjoFA?key=gwatnY-wh0Os83L71gZw_O1D]
We’ve heard you. There are times when you don't want to update your PSA or CRM with quote details from Quoter.
- When a quote is first created and is in Pending status, there's no need for this information to be in your PSA because there’s no action to be taken. At this point, it’s just clutter.
- Some organizations use statuses such as Ordered or Fulfilled differently, and don't want these to push to one or more of their CRM/PSA integrations.
This feature puts the power in the hands of your MSP to determine when quote details should be pushed to your integrations. Push only quotes in relevant statuses and cut the clutter.
Does per-status push work with every CRM or PSA that Quoter integrates with?
Almost! Toggling per-status push quotes works with these:
PSAs
ConnectWise PSA (Manage), Autotask, Kaseya BMS, and HaloPSA. The latter already had the ability to push Won Quotes (quotes in a status of Accepted, Ordered, or Fulfilled), but all other native Quoter PSA integrations always pushed quotes to the integration independent of the status they are moving into. Now there’s flexibility.
CRM systems
Salesforce, Zoho, Hubspot, and Pipedrive. For Pipedrive and Hubspot, the push by quote status can also be configured by Pipelines.
Not in scope
The only Quoter-integrated PSA and CRMs that per-status push will not work with are Syncro, Agile, Nutshell, Highrise, and OnePage.
What are the status options that you can select?
Any Won Quotes can be selected; these are quotes in a status of Accepted, Ordered, or Fulfilled.
Is it all really that simple?
Truly. Here’s a Help Center article on how to get it set up, but it’s as easy as going into the settings for the desired integration under Settings > Integrations > Edit Integration and selecting the checkboxes you want.
Already a ScalePad Partner using Quoter? Please let us know what you think in the comments in this Community Product Update; did we hit the mark with the status-selectable push quotes?
Not using Quoter yet?