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Quoter + Salesforce

Quoter + Salesforce

Quoter’s quoting software integrates seamlessly with Salesforce.

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VIDEO: Quoter + Salesforce Integration

Watch a video overview of our integration with Salesforce.

CRM

Salesforce Integration Features

When creating a Quote in Quoter, you can search for an existing Salesforce Contact and Opportunity or create a new one automatically.

You can also pull existing Salesforce products into Quoter Quotes in real-time.

When a Quote is created or updated in Quoter, the Salesforce Opportunity will be updated with the value of the Quote.

When a Quoter Quote is won or lost, Quoter will update the status of the Salesforce Opportunity according to the mapping settings you configure.

Integrate Salesforce with your Quoter account

Support Documentation
Salesforce Field Mappings

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