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Xledger Quote
Create the optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with Xledger.
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 Xledger Quote integration app allows you to create quotations in SuperOffice CRM Quote. By directly accessing Xledger, 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 Xledger for invoicing.
This app is an add-on for Xledger Sync and can't be used standalone.
Key features
- Work in SuperOffice CRM Quote and fetch price details directly from Xledger in real-time.
- Be confident that prices and quotes are correct and up-to-date.
- All product lists and price lists from Xledger are available in SuperOffice CRM Quote – no need to update and manage two lists.
- Transfer order details directly to Xledger 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
- There are no specific system requirements.
