Support
Sign In To Your Account
  • Integrations
  • Ecosystem
  • Resources
Favorites
Explore ConnectWise Certified Integrations
ConnectWise Asio™ Certified
The purpose-built platform for MSPs.
ConnectWise PSA Certified
Professional services automation designed to run your as-a-service business.
ConnectWise ScreenConnect Certified
Remotely access and support any device, anywhere, any time.
ConnectWise Automate Certified
Powerful RMM for next-level IT support.
ConnectWise RMM Certified
Monitor and manage your client's networks the way you want - hands on, automated or both with our NOC services.
Explore ConnectWise Certified Integrations
ConnectWise Asio™ Certified
The purpose-built platform for MSPs.
ConnectWise PSA Certified
Professional services automation designed to run your as-a-service business.
ConnectWise ScreenConnect Certified
Remotely access and support any device, anywhere, any time.
ConnectWise Automate Certified
Powerful RMM for next-level IT support.
ConnectWise RMM Certified
Monitor and manage your client's networks the way you want - hands on, automated or both with our NOC services.
EXPLORE ALL CERTIFIED INTEGRATIONS
Featured Products
GlassHive
ConnectWise PSA Certified
Avalara AvaTax
ConnectWise PSA Certified
INFIMA
ConnectWise PSA Certified
Zorus
ConnectWise Automate Certified
Featured Products
GlassHive
ConnectWise PSA Certified
Avalara AvaTax
ConnectWise PSA Certified
INFIMA
ConnectWise PSA Certified
Zorus
ConnectWise Automate Certified
Explore By Business Need
Cybersecurity
Solutions to protect your clients’ critical business assets
Finance
Integrated solutions to create greater financial efficiency in your business
Distribution
Find the solutions you need from the distributor you choose
IT Management
Tools and solutions to deliver exceptional IT services
Data Protection
Streamlined backup and disaster recovery solutions to protect your clients
Sales and Marketing
Solutions that empower you to effectively market your services
Productivity
Streamline your processes and increase operational efficiencies
Explore By Business Need
Cybersecurity
Solutions to protect your clients’ critical business assets
Finance
Integrated solutions to create greater financial efficiency in your business
Distribution
Find the solutions you need from the distributor you choose
IT Management
Tools and solutions to deliver exceptional IT services
Data Protection
Streamlined backup and disaster recovery solutions to protect your clients
Sales and Marketing
Solutions that empower you to effectively market your services
Productivity
Streamline your processes and increase operational efficiencies
EXPLORE ALL INTEGRATION PARTNERS
Featured Products
Sxipher
ConnectWise PSA Certified
TimeZest
ConnectWise PSA Certified
CrushBank
ConnectWise PSA Certified
Intermedia
ConnectWise PSA Certified
Featured Products
Sxipher
ConnectWise PSA Certified
TimeZest
ConnectWise PSA Certified
CrushBank
ConnectWise PSA Certified
Intermedia
ConnectWise PSA Certified
Join the ConnectWise Marketplace Ecosystem
Open Ecosystem
Learn about our ecosystem of partners
The ConnectWise Invent Program
Certify your integration and unlock the full Invent benefits
PitchIT
Check out our annual accelerator program
For MSPs
See how our platform fits to your unique business needs, whether you're a partner or vendor
For Vendors
Extensibility and customization through integration. Innovation unleashed.
Featured Products
Sxipher
ConnectWise PSA Certified
TimeZest
ConnectWise PSA Certified
CrushBank
ConnectWise PSA Certified
Intermedia
ConnectWise PSA Certified
Featured Products
Sxipher
ConnectWise PSA Certified
TimeZest
ConnectWise PSA Certified
CrushBank
ConnectWise PSA Certified
Intermedia
ConnectWise PSA Certified
Resources
Blog
Access our library of blogs
Invent Vendor Webinar Schedule
Check out our upcoming vendor-hosted webinars
Invent Vendor Specials
See our newest offerings
FAQs
Check out our FAQs to get the answers to all your Marketplace questions
Developer Network
Access all the necessary resources to develop your integration
Marketplace Billing
Access your billing information
Featured Products
GlassHive
ConnectWise PSA Certified
Avalara AvaTax
ConnectWise PSA Certified
INFIMA
ConnectWise PSA Certified
Zorus
ConnectWise Automate Certified
Featured Products
GlassHive
ConnectWise PSA Certified
Avalara AvaTax
ConnectWise PSA Certified
INFIMA
ConnectWise PSA Certified
Zorus
ConnectWise Automate Certified
  • Overview

  • Integration

  • Support

Our easy-to-use quoting software offers automation workflows and unlimited user pricing plans that will empower your team to create more quotes than ever before.

ConnectWise PSA

Requirements: The ConnectWise Opportunity requires a company to be present. We recommend navigating to Settings > Required Fields to make the Organization a required field in Quoter.

Features:

  • When creating a Quote in Quoter, you can search for an existing ConnectWise Contact or create a new one automatically. You can also pull existing ConnectWise Products into Quoter Quotes in real-time.

  • When a Quote is created or updated in Quoter, the ConnectWise Opportunity will be updated with the value of the Quote, and the line items in the Quoter Quote. Quoter automatically matches your existing Items or creates new ones if they do not exist.

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

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.   

Integrates with:

This integration has not been certified by ConnectWise.

Categories:
Sales and Marketing
PSA Integration

Details

Integrates with:

This integration has not been certified by ConnectWise.

Categories:
Sales and Marketing
PSA Integration

Overview

Our easy-to-use quoting software offers automation workflows and unlimited user pricing plans that will empower your team to create more quotes than ever before.

Integration

ConnectWise PSA

Requirements: The ConnectWise Opportunity requires a company to be present. We recommend navigating to Settings > Required Fields to make the Organization a required field in Quoter.

Features:

  • When creating a Quote in Quoter, you can search for an existing ConnectWise Contact or create a new one automatically. You can also pull existing ConnectWise Products into Quoter Quotes in real-time.

  • When a Quote is created or updated in Quoter, the ConnectWise Opportunity will be updated with the value of the Quote, and the line items in the Quoter Quote. Quoter automatically matches your existing Items or creates new ones if they do not exist.

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

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.   

Customers Also Viewed

GlassHive
ConnectWise Certified

GlassHive is a web-based application for MSPs that makes sales and marketing simple and fun -- and integrates with ConnectWise PSA.

TrustPilot
PSA
Avalara
ConnectWise Certified

Automate tax compliance and help improve accuracy while reducing costs.

TrustPilot
PSA CPQ
INFIMA
ConnectWise Certified

Security Awareness Training with 3-click onboarding and zero management.

TrustPilot
PSA
Zorus
ConnectWise Certified

  DNS Protection for the Modern Era  

TrustPilot
Automate
TimeZest
ConnectWise Certified

Automated scheduling solution designed for MSP's

TrustPilot
PSA
Sxipher
ConnectWise Certified

Deep Learning AI Penetration Testing. 

TrustPilot
PSA
CrushBank
ConnectWise Certified

The CrushBank Data and AI platform uses artificial intelligence and machine learning to transform IT support.

TrustPilot
PSA
Intermedia
ConnectWise Certified

Intermedia makes it easy and profitable for any MSP to offer advanced cloud communications and collaboration solutions that allow customers to take a full office communications suite on the go.

TrustPilot
PSA