Connected workflow

Keep the quote moving into the tools that run your business.

Use built-in connections and protected data interfaces where they remove duplicate work.

Stripe

Collect deposits and payments through your connected account.

Send quote and invoice messages through managed or configured delivery.

Notify other systems when important supplier and platform events happen.

Move structured supplier and product information without manual re-entry.

Connect quoting decisions to recommended products and supplier ordering.

Use protected application interfaces for approved custom workflows.