Connect Quoter, save its quote-link address, start a quote sync, and manage an existing connection.
Connect Quoter through Settings > Integrations to bring its quotes and line items into MSPortal. The wizard has two steps: Connect and Complete. Company association happens during quote synchronization; there is no manual Map Companies step in this wizard.Audience: MSP staff with permission to manage integrations. Company users ask their MSP to connect Quoter, repair synchronization, or change quote access.
Have your Quoter Client ID, Client Secret, and Quoter URL Name ready. Use credentials for the intended Quoter account. The app points to Account > API Keys in Quoter; ask your Quoter administrator if you cannot obtain the credentials.For an address such as https://example.quoter.com, the URL name is just example. Do not paste the complete URL, .quoter.com, or a quote’s path into this field. The form accepts letters, numbers, and hyphens and saves the name in lowercase.You need permission to manage integrations (manage_settings_integrations). Reading Quotes does not let you save credentials, change the URL name, sync, or delete the connection.
Open Settings > Integrations and search for Quoter. Under Add integration, select Connect. To manage a connection that already exists, open that connection’s Manage or Configure action.
2
Enter the three fields
In Connect, enter Client ID, Client Secret, and Quoter URL Name. All three must contain a value before Test & Connect becomes available.Keep credentials out of tickets, chat messages, and screenshots. The connected view does not display the saved Client Secret.
The three blank fields on the Connect step.
3
Test and save the connection
Select Test & Connect and wait for the result. This authenticates with Quoter and saves the connection; it is not a test-only button. The URL name is saved as part of the same user workflow.If an error appears after authentication, return to the integration list and check whether the connection already exists before retrying. Connection and URL-name saving can fail separately.
4
Open Complete
After connecting, select Next or the available Complete step. There is no company-mapping screen between these steps.
The wizard has two steps. Complete stays locked until you connect.
Click Sync Quotes. Wait for Sync started. This means the request started, not that every record has imported.
3
Open Quotes
Click View Quotes when it appears, or open Quotes from the sidebar later.
4
Check a known quote
Compare a known quote’s company, number, revision, line items, and totals with Quoter.
5
Click Complete Setup
Click Complete Setup to leave the wizard.
Complete Setup finishes the wizard; it does not itself start a quote sync. Use Sync Quotes explicitly. A connected or ready message also does not prove that every quote is assigned to the right company.
Active Quoter connections are scheduled to sync quotes every four hours. This is a background schedule, not an immediate delivery guarantee. Connection errors, provider responses, and task failures can delay updates. There is no separate client-mapping import you need to complete in the current Quoter wizard.
For an existing connection, open Connect. The connected view shows Quoter URL Name.
2
Edit the name
Replace the name with the account subdomain only.
3
Click Save URL Name
Click Save URL Name and wait for Saved.
4
Check a link
Open a known quote and check its Open in Quoter link.
This button saves the URL name directly. Next and Complete Setup do not save an unsaved edit to that field. The URL name supplies the account portion of quote links; it does not change the quote’s company association or portal permissions. A quote also needs its synchronized Quoter identifier to produce a link.
From the connected Connect view, choose Reconnect with Different Credentials. The form returns to blank credential and URL-name fields. Enter the intended account’s credentials and URL name, then select Test & Connect.Opening that form alone does not disconnect the saved account. Before submitting, check that you are updating the intended connection. If more than one Quoter connection is listed, ask MSPortal support which one you are changing before you submit.After a successful reconnect, review the saved URL name and run Sync Quotes. Check actual quote results rather than assuming that a success message also verifies company matching or every downstream import.
For an existing connection, use Delete in the wizard footer. Read the confirmation. Choose Cancel to keep the connection, or Delete Integration to confirm removal.
Confirmed deletion removes the MSPortal connection and its synchronized Quoter quotes, line items, and legacy client data. Reconnecting later requires credentials and another import. This action does not delete the original quotes in Quoter.
Deletion is separate from pausing updates or closing the wizard. Do not delete a connection merely to troubleshoot an incorrect URL name or one missing quote.
Enter nonblank Client ID, Client Secret, and Quoter URL Name.
Authentication fails
Confirm the intended Quoter account and its API credentials; ask its administrator to check API access.
A connection error appeared after submitting
Reopen the integration list before retrying; connection saving may have succeeded before the URL name failed.
Complete says clients are mapped, but a quote has no company
Verify the actual quote. The current wizard does not provide a manual mapping step. See the troubleshooting guide below.
Sync started, but Quotes is still empty
Allow the background run to finish, check connection status, and review company scope and quote-access filters.
Open in Quoter is missing or opens the wrong account
Check the saved URL name and the quote’s synchronized identifier.
An older quote did not change after a company correction
A normal sync can skip unchanged older quotes. Ask for a targeted import investigation; repeating Sync Quotes does not guarantee a full historical reimport.
No. MSP staff manage the integration. Company users ask their MSP for quote access or help with missing records.
Where do I enter my Quoter API credentials?
Open Settings > Integrations, find Quoter, and open setup. Enter Client ID and Client Secret in Connect, along with Quoter URL Name. Do not put them in the AI Assistant or a support ticket.
What belongs in Quoter URL Name?
Only the account subdomain: use example for example.quoter.com. Do not include the protocol, domain suffix, or quote path. The saved name uses lowercase letters, numbers, and hyphens.
Is Test & Connect a harmless connection test?
It authenticates and saves credentials and the connection when successful. Treat it as a save operation.
Why can I not select Next before connecting?
The wizard needs a saved connection before you can advance normally. Complete all three fields, select Test & Connect, and wait for a successful result.
Where are Map Companies and Quick Match in the Quoter wizard?
They are not steps in the current Quoter wizard. It has Connect and Complete. Company association is resolved during quote synchronization from an available linked opportunity or the billing organization name.
Does a ready message prove my companies are matched?
No. Check a sample of imported quotes and their actual companies. The message does not validate every association.
Does Complete Setup start the initial quote import?
No. Select Sync Quotes in the Complete step. Complete Setup leaves the wizard.
Does Sync started mean all quotes have imported?
No. It indicates a started request. Check Quotes after the background work completes and investigate missing records separately.
How often are Quoter quotes synchronized?
Active connections are scheduled every four hours. Errors or provider delays can prevent a particular update from appearing on that schedule.
Do I need to wait for a daily client sync?
No separate client-mapping import is required in the current Quoter wizard. Use Sync Quotes and verify the resulting company associations.
Does Sync Quotes force a full historical import?
No. Normal sync can be incremental and process changed quotes only. Ask support to investigate older missing records or associations that remain stale.
How do I correct a Quoter link without replacing credentials?
Open the existing connection’s Connect step, change Quoter URL Name, and select Save URL Name. Verify a known quote link afterward.
Does Next save a changed URL name?
No. In the connected view, use Save URL Name and wait for Saved. Advancing or completing the wizard is not a substitute.
Does changing the URL name move quotes to another company?
No. It affects the account address used in Quoter links. Company association and quote visibility are separate.
Does Reconnect with Different Credentials immediately disconnect Quoter?
No. Opening the blank reconnect form alone does not change the saved connection. Submitting Test & Connect is the operation that saves replacement credentials.
Can I retrieve the saved Client Secret from this page?
The connected view does not show it. Obtain authorized credentials from your Quoter administrator when a replacement is needed.
Can I connect a second Quoter account independently?
Confirm that workflow with MSPortal support before submitting another account’s credentials, especially if multiple Quoter connections are listed. Do not assume that opening another setup form guarantees a separate saved connection.
Will deleting the integration delete my original Quoter proposals?
It removes the MSPortal connection and synchronized Quoter data. It does not delete the original provider proposals. Cancel keeps the connection.
Does connecting Quoter give every Company user access to its quotes?
No. Quotes still need the correct company association, and the user’s role and quote visibility rules must allow access. Your MSP manages these permissions.
Does this connection create or accept quotes?
It imports quotes and line items for the portal. Creating, revising, publishing, and accepting a proposal take place through the appropriate Quoter workflow, not through this setup form.
