What is kind of use case do you need for this integration?
We would like to use this integration to report on Sales data such as Quotes Sent, Quotes Won, Total Value of Quotes Sent, Number of Quotes Viewed, etc.
Do you have the dataset API in your mind already?
Yes. The dataset should include quote number, quote date, quote amount, quote status, quote line items, and much more.
Do you have widgets design already?
Yes, we have a few widgets in mind such as Win/Loss Ratio, Number of Managed Services Agreement Quotes sent, Total value of sales per month, Total value of sales per sales person, etc.
Do you have bot use case already?
Yes, we would like a Bot to trigger an alert when a quote expires. There are several others that will come up as we think of them.
Can you help to connect with the vendor to provide the help needed to do the development?
Yes
Where is the API documentation URL?
Created by Homard Parnacio
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