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Published

28.08.2017

Markets

Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom

Languages

Czech, Danish, Dutch, Finnish, French, English, German, Norwegian, Italian, Japanese, Swedish, Polish, Russian, Spanish, Chinese (simplified)

Unit4 Agresso Quote

Create the optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with Unit 4 ERP.

About this app

Salespeople use SuperOffice CRM Online to support their sales processes. Why force them to learn and use your ERP system just to create quotes? This Unit 4 Agresso Quote integration app allows you to create quotations in SuperOffice CRM Quote. By accessing directly from Unit 4 Agresso, where your product and price catalogs live, the integration ensures you always include the latest and correct product details, discounts, and prices.

When a quotation becomes an order, you place the order in SuperOffice CRM Quote, and the information is automatically sent back to Unit 4 Agresso for invoicing. This app is an extension to the Unit 4 Agresso ERP Sync and will complete your seamless integration with Unit 4 Agresso.

This app is an add-on for Unit4 Agresso Sync and can't be used standalone.

Key features

  • Work in SuperOffice CRM Quote and fetch price details directly from Unit 4 Agresso in real-time.
  • Be confident that prices and quotes are correct and up-to-date.
  • All product lists and price lists from Unit 4 Agresso are available in SuperOffice CRM Quote. No need to update and manage two lists.
  • Transfer order details directly to Unit 4 Agresso by clicking a button in SuperOffice CRM. No double entry. No need for salespeople to work in your financial system.

Price information

Contact the vendor to learn more about the pricing.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • The Unit 4 Agresso Sync app.
  • Access to the Unit 4 ERP SQL instance
  • The app (connector) is hosted onsite in a windows service using Azure Service Bus Relay for communication with Keyforce online environment.

Getting started

  1. Click the green button to get started.
  2. Complete the registration form.
  3. Follow the instructions of the provisioning website.

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