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Integra

Integra Customer Suite · Quotes & Selling

Quotations & Proposals

Professional quotes in minutes, approved and tracked.

Available from the Starter plan

What it includes

  • Quote templates
  • Discount approvals
  • E-sign acceptance
  • Quote to order

Get started

Let's build your connected customer teams

Tell us how your teams work and we will show you the Customer Suite running your sales and service.

  1. 01

    Discover

    We map your sales, marketing and service processes.

  2. 02

    Configure

    Pipelines, fields, SLAs, templates and roles are set up.

  3. 03

    Connect

    Email, telephony, chat and WhatsApp are linked.

  4. 04

    Migrate

    Contacts, accounts, open deals and tickets are loaded.

  5. 05

    Train

    Sales, marketing and service teams get started.

  6. 06

    Grow

    Add teams, channels and partners any time.