Categories
More Info
Age
Latest release
Markets
Languages
View Quote
The optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with View Production.
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 View Production Quote integration app allows you to create quotations in SuperOffice CRM Quote. By accessing directly from View Production, 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 View Production for invoicing. This app is an extension to the View Production Sync and will complete your seamless integration with View Production.
This app is an add-on for View Production Sync and can't be used standalone.
Key features
- Work in SuperOffice CRM Quote and fetch price details directly from View Production in real-time.
- Be confident that prices and quotes are correct and up-to-date.
- All product lists and price lists from View Production are available in SuperOffice CRM Quote – no need to update and manage two lists.
- Transfer order details directly to View Production 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
- 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 View Production Sync app.
- The app (connector) is hosted onsite in a windows service using Azure Service Bus Relay for communication with Keyforce online environment.
