This article is intended for Accounting Users / Administrators. 

 

This article will guide you through installing our QuoteToMe app integration within Procore.

 
Prerequisites: Your completed QuoteToMe Project Permissions Template.

  


 

  1. In the Procore App Marketplace, search for and install QuoteToMe.
    Visit: https://marketplace.procore.com
     
    On the Procore App Marketplace home page, QuoteToMe is being entered into the search field, and the app appears below it for selection.
    Below: You will be presented with the Install App dialogue.  
  2. Select your permitted projects from the drop-down list, then click Add.

    The projects you select from the Select Projects drop-down list will become available for integration with QuoteToMe.
     In the Add Permitted Projects window, a project is being selected from the "Select Projects" drop-down menu. 
  3. Navigate to your company's Directory page.
    Top menu > Company Tools > Directory  |  The Directory link is in the Core Tools list.

  4. Locate your DMSA and click Edit.
    Search for quotetome to locate your DMSA, or find it under the No Company header at the bottom.
     
    This account will be name with the format: quotetome-12345 (ending with a sequence of letters and/or numbers).On the Directory page, the "Edit" button is highlighted for the "quotetome" DMSA  
  5. Set your Default Template.
    1. Select Default Template under the New Project Settings header.
       
    2. Select QuoteToMe Integration from the template drop-down menu.
       
    3.  Click Apply.
       
    4. Select the checkmark Add quotetome-12345 to all new projects in (your company name).
       
    5. Change the template to QuoteToMe Integration for all projects that have already been added to the service account before this step.
       
  6. Scroll down to the Current Project Settings header, and select Change Template.
    This header is near the bottom of the page.On the Project Settings page, the Current Project Settings header, and the Change Template link are both is highlighted with a red box.  
  7. Select the QuoteToMe Integration project permissions template (which you created already) from the Template drop-down menu.

     

    Pro tip: To make future set-up easier, select the checkbox that says "Apply this template to all projects [the service account] belongs to."
     
    This will apply the permissions template to all future projects automatically.


  8. Click Apply.

  9. Click Save.
     

Your Procore project and vendor data will begin to sync with QuoteToMe!


If you need assistance, please reach out to our Customer Success team (see below).

 
 

Related articles 

Service Account: Configuration Options

 

 


 

Need help?

There are three ways to reach our Customer Success team: