Solved

Quoting Tool for Copper

  • 13 July 2022
  • 3 replies
  • 42 views

Is there a third party quoting tool available that integrates with Copper? If so, then can it support a parts list and tiered pricing structure?

icon

Best answer by Michelle from Copper 14 July 2022, 16:17

View original

3 replies

Userlevel 6
Badge +5

Hi @lauradavis, thanks for posting!

For quoting, I recommend Quickbooks Online (QBO) - this is the “standard” solution for small business invoicing. You can create custom products and services to add to your invoices and estimates. (note: they use the term estimate instead of quote)

Our integration shows the related invoices in the Related section of a Person, Company, or Opportunity. 

 

Plus, lots of bookkeepers and accountants are familiar with QBO so that might simplify things on the finance side.

We also have a native integration with Vogsy, but their quoting is more centered around billable hours and project-based work. It might work, but I’d recommend looking at QBO first.

 

Let me know if you have any questions!

Thank you @Michelle from Copper!

Userlevel 6
Badge +5

@lauradavis happy to help! Let me know if anything comes up while you’re looking into possible solutions.

In the meantime, I’m going to mark my first response as “Best Answer” so that others can see it easily.

Reply