Comodo One

• Introduction To Quote Manager
  • Quick Start Guide
  • Login To Quote Manager
  • The Quote Manager Admin Console
• The Home Screen
• Manage Items
  • Add A New Item
  • Add Bulk Items
  • Edit An Item
  • Archive Out-Dated Items
• Manage Customers
  • Add A New Customer
  • Edit A Customer
  • Archive A Customer
• Manage Quotes
  • Generate A New Quote
  • Answer Feedback And Process Quotes
  • Set A Reminder
  • View Quote Activity
  • Archive A Quote
• Manage Quote Templates
  • Create A New Quote Template
  • Remove A Quote Template
• Settings
  • Personal Settings
  • My Company Settings
    • General Settings
    • Quote Appearance Settings
    • Quote Parity Settings
    • Quote Currencies Settings
    • Configure Email Templates
    • Configure Company Settings
    • Configure Tax Rates
  • Configure Integrations
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

Configure Integrations

You can integrate Quote Manager with the Service Desk module and with QuickBooks online.

QuickBooks Integration:

• QM can be integrated to QuickBooks online for accounting purposes. Once complete, QuickBook items and contacts will be synchronized with Quote Manager

• You need a valid QuickBooks account in order sync your data with QM. You can sign-up for a new account or use an existing account.

Service Desk Integration:

• Service Desk staff can initiate a quote direct from a ticket.

• The quote is added as a draft in Quote Manager. These quotes have 'Service Desk' in the quote title.

• The QM admin can edit the quote if required, forward it to the customer, and handle the process going forward.

• See Generate a Quote from Service Desk if you want to read more about this.

To open the 'Integrations' interface

• Click the gear icon at top-right then click 'Settings'.

• Click the 'Integrations' link to open the interface:

To Integrate CQM to QuickBooks online

• Use the slider beside 'QuickBooks Integration' to enable QuickBooks integration

• Click on the 'Connect to QuickBooks' button

• Enter your username and password in the respective fields for authorizing QM to connect to QuickBooks and start synchronizing data. If you do not have a subscription, you can signup for a new account from this interface.

To Integrate QM to Service Desk

• Use the slider beside 'Service Desk Integration' to enable Service Desk integration

QM will be integrated to Service Desk module of your Comodo One console. Your staff will now be able to initiate quotes from the Staff Panel of Service Desk console.