Our Product Search feature provides the ability to search supported integrations and distributors for products and services directly from the integration/distributor when creating a Quote, removing the need to manage your products in two places.
What’s currently supported?
Integrations and Distributors currently supported:
- Integrations: QuickBooks Online, Salesforce, ConnectWise, Autotask, and Kaseya BMS
- Distributors: Ingram Micro, Synnex, Tech Data, and D&H
How does it work?
When creating a Quote, simply click on + Add Item, where you’ll see a tab that will allow you to search products and services from your integration via name or SKU, OR search distributor products via MPN. If searching by distributor, we present real-time pricing, product availability, and stock to help you make your choice:
Once you’ve selected a distributor and clicked Add to Quote, you can edit the Item Price, Cost, and details: