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Monitor Quote
Create the optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with Monitor.
About this app
Salespeople use SuperOffice CRM to support their sales processes. Why force them to learn and use your ERP system just to create quotes? This Monitor Quote integration app allows you to create quotations in SuperOffice CRM Quote. By accessing directly from Monitor, where your product and price catalogs live, the integration ensures you always include the latest and correct product details, discounts, and prices.
When a quotation becomes an order, you place the order in SuperOffice CRM Quote, and the information is automatically sent back to Monitor for invoicing. This app is an add-on for Monitor Sync and can't be used standalone.
Key features
- Work in SuperOffice CRM Quote and fetch price details directly from Monitor in real-time.
- Be confident that prices and quotes are correct and up-to-date.
- All product lists and price lists from Monitor are available in SuperOffice CRM Quote – no need to update and manage two lists.
- Transfer order details directly to Monitor by clicking a button in SuperOffice CRM. No double entry. No need for salespeople to work in your financial system.
Price information
Contact the vendor to learn more about the pricing.
Terms & Conditions
- See the subscription agreement for more information.
SuperOffice CRM Plan
- Sales premium plan.
Getting started
- Click the green button to get started.
- Complete the registration form.
- Follow the instructions of the provisioning website.
System Requirements
- The app (connector) is hosted onsite in a windows service using Azure Service Bus Relay for communication with Keyforce online environment.
- The Monitor Sync app.
- Monitor API access. (Reading Monitor data is free; for writing or executing Monitor commands, the Monitor API needs to be purchased,).
