Access Quoter right from ConnectWise Manage to speed up your quote-creation process. It'll take 30 seconds to configure and will save you time every day!
Watch this short video for the setup:
Or follow these steps:
In ConnectWise Manage, navigate to System > Setup Tables
Search for "Custom Menu Entry"
Click the + symbol to add a new entry
Input "Quoter" as the Menu Caption
Input "Sales" as the Menu Location
Input https://[your_account_subdomain].quoter.com as your Link (replacing [your_account_subdomain] with the subdomain for your Quoter account)
Check the box to Open in New Window
Under Locations, click Include All
You can now access Quoter from the ConnectWise Manage navigation menu under Sales > Quoter