> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Quoter Integration

> Connect your Quoter account to MSPortal.ai to sync quotes and proposals

This guide walks you through connecting your Quoter (by ScalePad) account to MSPortal.ai. Once connected, your quotes will sync automatically every 4 hours, giving your team a centralized view of all proposals alongside company data, meetings, and other modules.

## Prerequisites

Before you begin, ensure you have:

* An active [Quoter](https://www.quoter.com) account
* API credentials (Client ID and Client Secret) from your Quoter account
* Your Quoter subdomain (the part before `.quoter.com` in your account URL)
* Admin access to MSPortal.ai with the **manage\_settings\_integrations** permission

<Info>
  To obtain your Quoter API credentials, log in to your Quoter account and navigate to your account settings or contact Quoter support for API access.
</Info>

***

## Setup Wizard

MSPortal.ai provides a guided wizard to connect and configure your Quoter integration.

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal.ai, go to **Settings > Integrations**.
  </Step>

  <Step title="Find the Quoter Card">
    Locate the **Quoter** integration card in the integrations grid. Click **Configure** to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

Enter your Quoter API credentials to establish the connection.

<Steps>
  <Step title="Enter API Credentials">
    Fill in the following fields:

    | Field             | Description                   |
    | ----------------- | ----------------------------- |
    | **Client ID**     | Your Quoter API Client ID     |
    | **Client Secret** | Your Quoter API Client Secret |

    <Warning>
      Keep your API credentials secure. They are stored encrypted in MSPortal.ai's vault and are never exposed after initial entry.
    </Warning>
  </Step>

  <Step title="Test Connection">
    Click **Test Connection** to verify your credentials. MSPortal.ai will authenticate with the Quoter API using OAuth and confirm the connection.

    If the connection fails:

    * Verify your Client ID and Client Secret are copied correctly
    * Confirm your Quoter account has API access enabled
    * Check that your Quoter subscription includes API access
  </Step>

  <Step title="Proceed">
    Once connected, click **Next** to continue to company mapping.
  </Step>
</Steps>

***

### Step 2: Map Companies

Map your Quoter clients to MSPortal companies so quotes are associated with the correct company records.

<Steps>
  <Step title="Review Quoter Clients">
    MSPortal.ai displays a list of all clients from your Quoter account. Each client needs to be mapped to an existing MSPortal company.
  </Step>

  <Step title="Use Quick Match">
    Click **Quick Match** to let MSPortal.ai automatically suggest mappings based on company name similarity. The system uses intelligent matching to find the best fit for each Quoter client.

    * Matches are ranked by confidence score
    * Review suggested mappings before confirming
    * You can adjust or override any suggestion
  </Step>

  <Step title="Manual Mapping">
    For clients that weren't matched automatically, use the dropdown next to each client to manually select the corresponding MSPortal company.

    <Tip>
      If a Quoter client doesn't have a corresponding MSPortal company yet, you can create the company first in **Settings > Companies** and then return to complete the mapping.
    </Tip>
  </Step>

  <Step title="Save Mappings">
    Click **Save** to confirm your company mappings. You can update these at any time by returning to the integration settings.
  </Step>
</Steps>

***

### Step 3: Complete

<Steps>
  <Step title="Configure Quoter Subdomain">
    Enter your **Quoter subdomain** - this is the part before `.quoter.com` in your Quoter URL.

    For example, if you access Quoter at `https://yourcompany.quoter.com`, enter `yourcompany`.

    | Field         | Description           | Example       |
    | ------------- | --------------------- | ------------- |
    | **Subdomain** | Your Quoter subdomain | `yourcompany` |

    <Note>
      The subdomain is used to generate direct links from MSPortal.ai to your quotes in Quoter. Without it, the "Open in Quoter" action won't be available.
    </Note>
  </Step>

  <Step title="Complete Setup">
    Click **Complete** to finish the wizard. MSPortal.ai will trigger an initial sync of your quotes in the background.
  </Step>
</Steps>

***

## After Setup

Once the integration is active:

* **Automatic sync** runs every 4 hours, pulling new and updated quotes from Quoter
* **Quotes** appear in the **Quotes** module in the main sidebar
* **Company mapping** ensures quotes are linked to the correct MSPortal companies
* **PSA linking** automatically associates quotes with companies when matching PSA opportunity IDs are found (ConnectWise, Autotask, Halo, HubSpot, Kaseya, Pipedrive, Salesforce)

***

## Managing the Integration

After setup, you can manage your Quoter integration from **Settings > Integrations**:

| Action                 | Description                                                            |
| ---------------------- | ---------------------------------------------------------------------- |
| **Configure**          | Re-open the setup wizard to modify credentials, mappings, or subdomain |
| **Sync Quotes**        | Trigger a manual sync of quotes from Quoter                            |
| **Update Mappings**    | Re-map Quoter clients to MSPortal companies                            |
| **Remove Integration** | Disconnect Quoter and remove synced data                               |

<Warning>
  Removing the integration will delete all synced quote data from MSPortal.ai. This action cannot be undone. Your quotes in Quoter are not affected.
</Warning>

***

## Troubleshooting

| Issue                          | Solution                                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------------ |
| Connection test fails          | Verify Client ID and Client Secret are correct and that your Quoter account has API access |
| Quotes not appearing           | Check that the initial sync has completed; trigger a manual sync from integration settings |
| Quotes not linked to companies | Verify company mappings in the integration wizard or run Quick Match again                 |
| "Open in Quoter" not working   | Ensure the Quoter subdomain is configured in the integration settings                      |
| Stale quote data               | Trigger a manual sync; automatic sync runs every 4 hours                                   |
| Missing line items             | Line items sync alongside quotes; trigger a manual sync if they're missing                 |

***

## Next Steps

* [Quotes Overview](/user-guides/quotes/index) - Learn how to browse, filter, and use your synced quotes
* [Calendar & Meetings](/user-guides/calendar/index) - Add quotes to meeting agendas for client reviews
* [Integrations Overview](/user-guides/integrations/index) - Manage all your integrations