Quote Roller ♥ SugarCRM

SugarCRM integration for Quote Roller is fresh out of the development! Here is a short video to get you excited.

Excited? You can download and install Quote Roller App via SugarExchange and SugarForge.

For instructions on how to install SugarCRM addon please follow the tutorial under the cut.

Tutorial: How to install SugarCRM addon?

1. Login to SugarCRM as Administrator and go to Admin -> Developer Tools -> Module Loader.

Administration » SugarCRM - Commercial Open Source CRM.jpg

2. Download the latest version (2.0+) of Quote Roller addon from SugarExchange (Download link) or SugarForge (Download link). Please make sure that version is correct and 2.0+.

SugarExchange__Product_Details.jpg

3. Install Addon via Module Loader

Administration___SugarCRM_-_Commercial_Open_Source_CRM-1.jpg

4. You will see Quote Roller Addon in the list of installed modules

5. On every Opportunity page you will see “Create a Quote” button. After clicking on the button you will be take to Quote Roller and all the data will be transferred to newly created quote.

Web_Site_Redesign_____Opportunities___SugarCRM_-_Commercial_Open_Source_CRM.jpg

 

When you’ve got Quote Roller addon installed, please connect Quote Roller to your SugarCRM account.

Tutorial: How to connect Quote Roller and SugarCRM?

1. Login to Quote Roller as Admin and go to Settings -> Integrations -> SugarCRM and enable it. The first step is covered in the first section of this tutorial.

2. To create Consumer Key and Consumer Secret, please login to SugarCRM as admin and go to Admin -> System – oAuth Keys.

Administration___SugarCRM_-_Commercial_Open_Source_CRM-2.jpg

3. Click “Create” and fill in all required information including Consumer Secret, then click Save.

Create___OAuth_Consumer_Keys___SugarCRM_-_Commercial_Open_Source_CRM.jpg

4. Go to Quote Roller and on the SugarCRM integration page fill in Consumer Key and Consumer Secret, your domain. Version of Sugar CRM leave by default, it will be selected automatically. Please put http:// or https:// before domain name (depending on what the URL you have).

SugarCRM_Settings-_Quote_Roller.jpg

5. Click “Connect” and if you have newer version, the integration will be activated automatically. If you have SugarCRM version less than 6.5, you will be asked for Token Authorization. Please copy a link and open it in a new tab. 

SugarCRM_Settings-_Quote_Roller-1.jpg

 

You will see Token Authorization dialog in SugarCRM account. Click Authorize Token.

 OAuth_Tokens___SugarCRM_-_Commercial_Open_Source_CRM-1.jpg

 

And Copy Token Authorization Code to Quote Roller dialog and Click Save.

 SugarCRM_Settings-_Quote_Roller-2.jpg

 

 You will see a message that settings have been updated successfully.

 SugarCRM_Settings-_Quote_Roller-3.jpg

Congratulations! We have set up SugarCRM and Quote Roller integration. Now you can create a quote from SugarCRM (Create a quote button on Opportunity page) and all the information will be transferred to Quote Roller (including clients, project name, etc.). All the history and notifications will be posted back to SugarCRM.

Isn’t it superb? Show some ♥ ♥ ♥  by rating Quote Roller addon either on SugarExchange or SugarForge!

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About

Sasha has been in IT for 8 years, heading digital marketing in startups and boutique development companies. Currently makes Quote Roller shine and consults for freelancers and small dev workshops.

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  • Ganesh Sharma

    Sasha, it’s seems very odd to me that in quoteroller integration, the option is to choose version of sugarcrm less than or greater than 6.5.  But your quoteroller extension is not available for sugarCRM > 6.4. How do you see this?

    • http://www.quoteroller.com Quote Roller

      6.4 < 6.5, so choose < 6.5. The thing is that different versions of Sugar CRM have different API. If you have any issues with this, please let us know via https://quoteroller.zendesk.com/home

      • Jordi Rovira

        But…. is Quote Roller compatible with SugarCRM 6.5 (and earlier versions)?
        Thanks

        • http://www.quoteroller.com Jennifer Riggins

          Yes it is, Jordi. If you have any problems with the integration, our tech support will help. Thanks!

        • http://QuoteRoller.com/ Jennifer

          We are.

  • http://www.mobilehealth.net/ MobileHealth

    Any plans for integrating with SugarCRM 7?

    • http://QuoteRoller.com/ Jennifer

      We should have it in the first quarter of the year. Thanks!

  • http://www.mrdesoto.com/ Sergio DeSoto

    any news on the 7 version?

    • http://www.quoteroller.com Jennifer Riggins

      It’s on our roadmap, but no ETA yet.

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