Integrating Quoter into Your Portal

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.

Configuration

When connected to a supported PSA, there is no need for additional API keys or steps to integrate Quoter. CloudRadial will pull the opportunities from the relevant companies and show them within the portal.

You will need to list the specific Opportunity Types and Statuses you want to be presented. If you leave these blank, then all opportunities are presented to the company.