Copper + Quotient Integration

If your business uses Quotient to create quote, you'll want to make sure that your Copper account is up-to-date with the latest person 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 person in Copper 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 person in Copper.

With this Copper and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in Copper.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!