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Tripletex Quote
Create the optimal quote-to-cash user experience by connecting SuperOffice CRM with Tripletex.
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 Tripletex Quote integration app allows you to create quotations in SuperOffice CRM. By accessing directly from Tripletex, 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, and the information is automatically sent back to Tripletex, for invoicing.
This app is an add-on for Tripletex Sync and can't be used standalone.
Key features
- Work in SuperOffice CRM and fetch price details directly from Tripletex in real-time.
- Be confident that prices and quotes are correct and up-to-date.
- All product lists and price lists from Tripletex are available in SuperOffice CRM – no need to update and manage two lists.
- Transfer order details directly to Tripletex 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.
CONSULTANCY SERVICES (OPTIONAL)
Consultancy services are available for product training and configuration. Contact the vendor or your SuperOffice CRM implementation partner.
Terms & Conditions
- See the subscription agreement for more information.
SuperOffice CRM Plan
- All user plans.
Getting started
- Click the green button to get started.
- Complete the registration form.
- Follow the instructions of the provisioning website.
System Requirements
- The Tripletex Sync app.
- An active “Smart” or “Komplett” Tripletex subscription.
