Native ConnectWise CPQ Integration

We need a better CPQ integration. The current method of integrating has a major stumbling block for new clients or project clients that don’t already exist in Alternative Payments. It causes and issue where before the client can make payment from a CPQ quote through alternative payments, we have to manually approve them in Alternative Payments. The solution would be for a native CPQ integration that automatically creates the company and signer in Alternative Payments

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Status

🤔 In Review

Board
💡

Feature Request

Date

8 months ago

Author

spayerle

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