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Published

27.03.2017

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)

Visma Global Quote

Create the optimal quote-to-cash user experience by connecting SuperOffice CRM Quote with Visma Global.

About this app

Salespeople use SuperOffice CRM to support their sales processes. Why force them to learn and use your ERP system just to create quotes? This Visma Global Quote integration app allows you to create quotations in SuperOffice CRM Quote. By directly accessing Visma Global, 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 Visma Global for invoicing.

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

Key features

  • Work in SuperOffice CRM Quote and fetch price details directly from Visma Global in real-time.
  • Be confident that prices and quotes are correct and up-to-date.
  • All product lists and price lists from Visma Global are available in SuperOffice CRM Quote – no need to update and manage two lists.
  • Transfer order details directly to Visma Global 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 Visma Global Sync app.
  • 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 Sign Up and accept terms and conditions to confirm your purchase.
  2. Confirm that you allow this app to access SuperOffice CRM Online.
  3. Follow the instructions of the provisioning website and your app will automatically be set up for you.

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