Quotient + TeamWave Integration

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Quotient + TeamWave Integration

Create TeamWave person for new Quotient quote

If your business uses Quotient to create quote, you'll want to make sure that your TeamWave 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 TeamWave 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 TeamWave.
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Quotient + TeamWave Integration

Create TeamWave task for new Quotient quote

With this TeamWave 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 TeamWave.

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!
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Quotient + TeamWave Integration

Create TeamWave deal for new Quotient quote

With this integration, whenever a quote is created in Quotient, it can be automatically create an deal in TeamWave. This saves time and ensures that your quote and deal are always in sync.

Having your quote and deal data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Quotient and TeamWave, you'll be able to work smarter, not harder.
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Quotient + TeamWave 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
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
2.
  • TeamWave
    Create person in TeamWave
  • TeamWave
    Search person in TeamWave
  • TeamWave
    Update person in TeamWave
  • TeamWave
    Create deal in TeamWave
  • TeamWave
    Update deal in TeamWave
  • TeamWave
    Search deal in TeamWave
  • TeamWave
    Create task in TeamWave
  • TeamWave
    Create activity in TeamWave
  • TeamWave
    Create organization in TeamWave
  • TeamWave
    Update organization in TeamWave
  • TeamWave
    Search organization in TeamWave
  • TeamWave
    Create event in TeamWave
  • TeamWave
    Search user in TeamWave
  • TeamWave
    Create milestone in TeamWave
  • TeamWave
    Create project in TeamWave
  • TeamWave
    Add follower in TeamWave
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