bexio + Quotient Integration

If your business uses Quotient to create quote, you'll want to make sure that your bexio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in bexio each time you created a quote? With this integration, you can! When you create a new quote in Quotient, Integrately will automatically create a new contact in bexio.

If you're using Quotient to create your quote, you'll be happy to know that you can also create invoice straight from bexio.

This automation will automatically generate an invoice in bexio for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.