ITQuoter + ConnectWise

Connectwise users can create and manage quotes and proposals for their products and service offerings.
ITQuoter integrates with your supplier price feeds allowing Connectwise users to manage pricing for different suppliers and products in one central place.
Overview

About ConnectWise

Our integration seamlessly incorporates Quotes into ConnectWise Opportunity, streamlining the entire process. Whether initiating a new opportunity from within ITQuoter into Connectwise or linking to an existing opportunity, the experience is intuitive and efficient.

Modules Integrated
  • Quotes → Connectwise Opportunity Header/ Opportunity Header Products
  • Sales Orders → Connectwise Opportunity Header/ Opportunity Header Products
Integration Summary
  • Sync Users
  • Link Accounts & Contacts
  • Import Products from ConnectWise Catalogue
  • Create/update opportunities.
    This creates a forecast entry
  • Push products across to opportunities CW
  • Opportunities
  • Accounts & Contacts
  • Users
  • Products
  • Orders
  • Renewals
features

You Choose what is Syncronized.

Our ITQuoter + ConnectWise integration is customisable, empowering you to align it seamlessly with your specific system requirements and business objectives.

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