All Collections
Access Quoter from ConnectWise Manage
Access Quoter from ConnectWise Manage
Ash Welsh avatar
Written by Ash Welsh
Updated over a week ago

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:

  1. In ConnectWise Manage, navigate to System > Setup Tables

  2. Search for "Custom Menu Entry"

  3. Click the + symbol to add a new entry

  4. Input "Quoter" as the Menu Caption

  5. Input "Sales" as the Menu Location

  6. Input https://[your_account_subdomain] as your Link (replacing [your_account_subdomain] with the subdomain for your Quoter account)

  7. Check the box to Open in New Window

  8. Under Locations, click Include All

  9. Click Save

  10. You can now access Quoter from the ConnectWise Manage navigation menu under Sales > Quoter

Happy Quoting!

Did this answer your question?