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Visma eAccounting Quote
The optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with Visma eAccounting.
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 Visma eAccounting Quote integration app allows you to create quotations in SuperOffice CRM Quote. By accessing directly from Visma eAccounting, 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 Visma eAccounting, for invoicing.
This app is an add-on for Visma eAccounting Sync and can't be used standalone.
Key features
- Work in SuperOffice CRM Quote and fetch price details directly from Visma eAccounting in real-time.
- Be confident that prices and quotes are correct and up-to-date.
- All product lists and price lists from Visma eAccounting are available in SuperOffice CRM Quote – no need to update and manage two lists.
- Transfer order details directly to Visma eAccounting 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 Sign Up and accept terms and conditions to confirm your purchase.
- Confirm that you allow this app to access your SuperOffice.
- Follow the instructions of the provisioning website.
System Requirements
- TheVisma eAccounting Sync app.
- A Visma eAccounting client.
