Quotes Access in DeskDirector

This global setting will only appear for ConnectWise and not on Autotask instances

Quotes in DeskDirector work straight out the box for our ConnectWise Sell (Quosal) partners. You can access this under under Portal > Global Settings > Quote Access.

On this page, you can select which quote statuses and types you want to appear globally for all contacts under your DeskDirector instances. Any settings on this are overridden by settings for specific companies (under Portal > Companies > "Company Name" > Quote Access ) or contacts (under Portal > Contacts > "Contact Name" > Quote Access).

If you do not use ConnectWise Sell (Quosal), DeskDirector seamlessly integrates with QuoteWerks, so you can check that out as an alternative.

How did we do?

Contact