Quoter is integrated through ConnectWise Manage or Autotask opportunities.
When integrated with CloudRadial, selected Quoter opportunities are shown as Quotes under the company's Account > Quotes tab with references to the most recent document PDF.
Only PDFs starting with the word 'Quote' are shown.
To connect Quoter, you will need to:
- Navigate to Partner > Settings
- Navigate to Integrations (Under the Configuration column on the right-hand side)
- Select Quoter on the right-hand side menu
- Enable the checkbox to show Quoter quotes
- Optionally list any statuses of quotes that you wish to display within the portal
If you leave these blank, then all opportunities are presented to the company.
When connected to a supported PSA, there is no need for additional API keys or steps to integrate Quoter. CloudRadial will pull the opportunities tied to their companies and show them in the portal.