Overview

With our Lifecycle Manager > Quoter integration, it's possible to create a Quote directly from a Lifecycle Manager Initiative. This makes it easy to create a Quote for an existing Lifecycle Manager contact and track their linked Quotes.

Integration Features

• Instantly create a Quoter Quote from the Initiative interface in Lifecycle Manager
• Choose existing contacts that will automatically match to your PSA contacts (Connectwise, HaloPSA, etc.)
• Track linked Quotes directly in Lifecycle Manager

Creating a Quote

1. First, navigate to Lifecycle Manager Client and choose or create an Initiative under the Roadmap tab:
    

   

    

2. Once selected, you will see an option to Link Quotes in Quoter, which you can click to show a dropdown menu with an option to Create New Quote:
    

   

    

   Note: If you have already linked Quotes to this initiative, you will see a different window showing your existing Quotes with the option to create a new Quote:
    

   

    

3. Click Create New Quote. You will be redirected to Quoter's interface where you will be able to select a Quote Template as well as a Contact:
    

   

   
   Note: The Contact list will be populated from the Contacts associated with the Client in Lifecycle Manager. If you need to choose a different record, you can change this once on the Quote Create screen. 
    

4. Choose a Quote Template and Contact. 
   
   If the chosen Contact is linked to a PSA that is connected in both Quoter and Lifecycle Manager, we will automatically associate the Quote with that record. Otherwise, we will use the available Contact details (name, email, etc.) from Lifecycle Manager to populate on the Quote:
   
   
    
5. Adjust the contact details if needed and edit and publish the Quote as usual. The Quote will automatically be associated with the Initiative and Client that you chose in Lifecycle Manager after a short sync period (~5-10 minutes).
   
   Happy Quoting!

Additional Notes