Display quotes inside of ConnectBooster
This document details out the steps need so your customers will be able to view Quotes, directly from within the customer facing portal!
The prepared quote document will only display for open Opportunities inside of ConnectWise, and if a URL linking to the document exists. If the URL is blank or missing, the custom can still view the open Opportunity name as before. This feature is a convenient way for customers to view proposal documents in the billing portal, vs. typically searching an email inbox.
The setup is broken down into 3 parts, for each system and in the recommended order. This document is tailored to using ConnectWise Manage, and QuoteWerks/QuoteValet.
However, ConnectBooster's functionality will work with the Custom Field, regardless how the URL was inserted into the Manage Opportunity.
Part 1: ConnectWise Manage Custom Field Setup
These steps will detail out how to create a Custom Field on the Opportunity # pod. If you already have one generated, you may be able to skip this step.
Navigate to System + Setup Tables. Search for the "Custom Fields" Table.
Reduce the options by selecting the "My Opportunities" Screen.
Select the "Opportunity #".
Click the "+" to make a new Custom Field.
Label the Field Caption as desired, and set the Field Type to Hyperlink.
Note: you will later need to copy this Field Caption name exactly as appeared into your ConnectBooster.
Save your changes.
In the example below, take note of where this new Custom Field displays on the Opportunity.
Part 2: QuoteWerks & QuoteValet Setup
In order to have the URL automatically injected when a Quote is published (as shown above), you will now need to map your quoting software to use this new Custom Field.
Inside of QuoteWerks, navigate to Contacts + Setup Contact Manager.
Select the ConnectWise option, and DataLink Setup.
Add a new mapping as shown in the image below:
2. Pick the &DH_&QuoteValetCustomerFacingURL data point to "Write out to External System" (ConnectWise)
3. Map the URL data to the Custom Field you created earlier.
Note: "Customer Quote URL" was used as the Field Caption in this example, but feel free to label this as needed.
Part 3: ConnectBooster Setup
Map the Field in ConnectBooster
Navigate to Settings + Integrations. Select ConnectWise.
1. Enter the name of the Custom Field generated in Part 1
2. Save Changes
On the Client Portal, under Service + Quotes, select an open Opportunity.
The "Open Quote" button now displays.
That's it! When the client selects the "Open Quote" option, a new browser tab will open to display the Quote acceptance page.
Note: if your client's report missing the "Service" section, you may need to enable the permission to view "Quotes". This can be found under Settings + Configurations + Client Profiles