How to configure Quosal Order Porter integration



If you use Quosal's Order Porter solution DeskDirector will automatically navigate the user to the Order Porter page of a quote when they open the opportunity in DeskDirector.

There are times, however, when Quosal Order Porter quotes will not automatically appear when a user clicks on an opportunity in DeskDirector.

This is generally because Quosal is not adding a "View Order Porter" link to the documents section of the opportunity that DeskDirector relies on. 

The following video shows you how to configure Quosal Order Porter Integration and also how to troubleshoot any issues with it.