Configure Integrations
You can integrate Quote Manager with the Service Desk module.
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 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.