Quoteplan is flexible, customizable and connects with your existing tools for seamless integration.
Salesforce
Quoteplan integrates with Salesforce to exchange customer, raw leads and project information
Intuit QuickBooks
Quoteplan connects with QuickBooks for seamless integration of your accounting system from Sales Estimate, PO, Invoice, Labor and Expense tracking
Deltek ERP
Quoteplan acts as an engineering front end interface for your business while exchanging project BOM and other relevant information with your Deltek ERP.
SQL Server
If you have customized in-house system, we can work with you and connect Quoteplan with your existing system.
Microsoft Access database
Quoteplan can connect with your in-house legacy system for seamless business integration.
Google spreadsheet & Google Word
When most of the businesses are migrating towards online office products, Quoteplan is already capable of generating your offer letter and BOM format using google product suites.
Zoho CRM
Quoteplan seamlessly integrates with Zoho CRM eliminates duplicate entries, avoids errors, brings considerable efficiency in Sales cycle.
Account Edge
Account Edge is an accounting package. Quoteplan can be integrated to bring much needed efficiency, flexibility from quotation to project management.
Zapier
Quoteplan can be integrated with leading online automation tool Zapier to integrate with 1000s of apps instantly.
Deltek Vantagepoint
Quoteplan can be integrated to Deltek Vantagepoint to bring your business to industry 4.0 compliant. Quoteplan and Deltek Vantagepoint can work hand in hand. Your sales engineers, estimators, purchasing, apps engineers, designers can interact with Quoteplan and collaborate with Vantagepoint for further project management , project execution and accounting.
Deltek Vision
Quoteplan can be linked to Deltek Vision to streamline your business process. You can perform simple to sophisticated quotes, connecting with vendors to get your special prices, track materials and integrate with Deltek Vision for project execution and accounting. Quoteplan acts as an engineering front end interface for your business while exchanging project BOM and other relevant information with your Deltek ERP.
Sage
Quoteplan connects with Sage for seamless integration of your accounting system from sales to purchasing to managing inventory. Data can be seamlessly integrated for account management with Sage. This integration saves lot of time, eliminates duplicate efforts, avoid mistakes and brings efficiency into your business process.