QUOTESYNC INTEGRATION TEMPLATE
Keep your quotes synced to the way you sell
Quoting is only the first step in closing a deal. QuoteSync ensures that what you build in PartnerFirst doesn't stop there - whether it's a simple single-SKU quote or a complex, multi-line vendor configuration.
With a single action, your complete quote moves directly into your connected CRM or PSA, bringing all associated products, quantities and details with it. No manual re-entry. No duplicate records. No disconnected workflows.
Your sales and operations teams stay aligned from quote creation through order placement.
What you can do with QuoteSync
Streamline your quote-to-order workflow with powerful integration built for accuracy and continuity.
Sync complete quotes automatically
• Create quotes in PartnerFirst (simple or complex)
• Sync products, quantities, and line items into your CRM or PSA
• Ensure opportunities or deals are created with accurate data attached
Reduce manual steps between systems
• Eliminate exports and manual updates
• Avoid duplicate entry across platforms
• Keep records aligned across quoting and selling tools
Support complex, multi-line quotes
• Carry vendor-specific details forward
• Preserve product configurations and quantities
• Map relevant fields into your connected system
Convert deals to orders seamlessly
• Place orders directly from your CRM or PSA when deals close
• Maintain full alignment with the originating quote
• Receive order status updates back into your platform
How QuoteSync works
Create & select your connector
Create your quote in TD SYNNEX PartnerFirst and select the connected CRM or PSA you want to sync it with.
Enable QuoteSync & add deal details
Authenticate your connector and add required deal details such as customer, stage and close date.
Sync both systems
Click submit to sync PartnerFirst with your CRM or PSA. The opportunity or deal is automatically created with all products and details included.
Close the deal & place the order
Once the deal is closed, the order can be submitted directly from your CRM or PSA, with updates syncing back automatically.
Track status automatically
Purchase confirmations and status updates sync back into your system, keeping teams informed.
Built for the teams you rely on
Sales and account teams
- Move from quote to opportunity without rework
- Maintain accurate product and pricing details
- Respond faster with aligned deal records
Purchasing and operations
- Place orders directly from your CRM or PSA
- Eliminate manual reconciliation between systems
- Track order progress without switching tools
Revenue operations and IT
- Reduce duplicate data entry
- Maintain cleaner CRM records
- Leverage secure API-based integration built on Digital Bridge
Powered by PartnerFirst Digital Bridge
QuoteSync is part of PartnerFirst Digital Bridge - the secure integration layer that connects TD SYNNEX systems to partner workflows through APIs and modular integration templates.
- Built on the same secure foundation as Digital Bridge connectors.
- Designed to expand without rebuilding integrations.
- Engineered and supported by TD SYNNEX IT.
As new connectors and workflows are added to Digital Bridge, QuoteSync continues to extend quoting into your existing systems.
Resources to get you started
Enable QuoteSync
Turn on QuoteSync through Connector Bridge and begin syncing quotes in minutes.
View requirements
Everything you need to set up, configure, and use QuoteSync within TD SYNNEX Connector Bridge.
Download the one-pager
Share the QuoteSync overview with sales, operations and IT stakeholders.
Stay connected with Digital Bridge updates
Don't miss new connectors, integration templates, and enhancements that help you scale through PartnerFirst Digital Bridge.
