Our Product Cloud BETA 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, Kaseya BMS and Xero Beta
- Distributors: Ingram Micro, Synnex, Tech Data, D&H and Dicker Data
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, SKU or MPN. The Product Cloud BETA tab will allow you to search distributor products via Keyword or Manufacturer Part #. 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: