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CloudBlue PSA Integration
CloudBlue PSA Integration

Learn how CloudBlue integrates with Quoter

Jon Turner avatar
Written by Jon Turner
Updated over a week ago

CloudBlue's Quoter integration allows you to build Quotes within Quoter for any customers that are linked with CloudBlue PSA.

Once these Quotes have been completed in Quoter, they can then be processed onto a contract or project in CloudBlue PSA. This allows you to take advantage of suppliers and distributors within Quoter, whilst including them on projects and contracts so that you can recognise the cost for these items within your project/contract budget.

You are also able to export product items created in CloudBlue PSA into Quoter. You can read more about how to import Items into Quoter here.

Learn more about CloudBlue's integration with Quoter here.

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