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DocumentationAPI Reference

Getting Started

  • Getting Started with Monetizenow
  • Platform Overview
    • Tenants

Product Catalog

  • Product Catalog
    • Products
    • Offerings
    • Rates
  • Creating your first Offering

Quoting

  • Quoting Overview
  • Creating your first Quote
  • Creating a Quote - Basics
    • Quote Name
    • Contacts on Quotes
    • Start Date and Contract Length
    • Quote Expiration Date
    • Net Terms
    • Attaching Documents
    • Adding Offerings
    • Auto Renewal
    • eSign
    • Terms and Conditions
    • Validations - Info, Warning, and Error
    • Approvals
    • Billing Schedule Output
    • Prices Output
    • Quote Stages
  • Creating a Quote - Advanced
    • Schedule Changes / Ramps
    • Pricing model / tiering customization
    • Quote Analytics
    • Customization of Quote PDF
    • CRM Association
    • Primary Quote
    • Percentage Price Uplift
    • Custom Display Frequency
  • Amendments
  • Renewals

Accounts and Contacts

  • Accounts
  • Contacts

BILLING

  • Billing Overview
  • Bill Groups
  • Proration

Tenant Settings

  • API Keys
  • Company Settings
  • Notifications
  • Users & Roles

Quoting Settings

  • Quote Approval Rules
  • Quote Validation Rules
  • Quote Settings
  • Teams

integrations

  • Accounting Systems
    • Quickbooks
    • Netsuite
  • CRM
    • Salesforce
  • eSign Integrations
    • DocuSign
  • Payment Gateways
    • Stripe
  • Webhooks

Provisioning

  • Provisioning Life Cycle
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CRM Association

Suggest Edits

If the Quote was created from MonetizeNow, it may not be linked to an Opportunity in your CRM. You may link the Quote to any Opportunity in your CRM that does not already have a processed Quote.

If multiple Quotes exist on an Opportunity, the Primary Quote is determined by MonetizeNow.

Updated 2 months ago