Quotient + FastBill Integration

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Quotient + FastBill Integration

Create FastBill invoice from new Quotient quote

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

This automation will automatically generate an invoice in FastBill 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.
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Quotient + FastBill Integration
1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
2.
  • FastBill
    Create customer in FastBill
  • FastBill
    Create offer in FastBill
  • FastBill
    Create invoice in FastBill
  • FastBill
    Create revenue in FastBill
  • FastBill
    Finalize invoice in FastBill
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