API & Integrations

OCAT Quotes & Orders 

Commerce, Productivity, Finance

Maximizer users have an opportunity to streamline quotes creation and order management process for both sales and purchases with the OCAT Quotes & Orders integration. This powerful native integration allows you to seamlessly create quotes, get approvals, and receive payments all within Maximizer, while also providing inventory management, product catalog, and e-commerce tools. Faster quote creation and order processing enable you to improve customer experience and build stronger relationships with your customers. With the full integration of OCAT, you can control all your key business processes right inside Maximizer and boost the efficiency of your business processes.

To install the OCAT Quotes & Orders integration, please log in to your Maximizer account and visit our App Directory.

Set Up

Highlights:

  • Streamlined sales and purchasing processes: seamlessly create quotes for opportunities & address book entries, get approvals, and receive payments within Maximizer 
  • Stock control & Inventory management: powerful inventory management tools, including customer stock tracking 
  • Product catalog: browse pictures, PDFs, pricing, and stock information 
  • E-commerce order processing and B2B online ordering tools 
  • Export invoices to most accounting packages 
  • OCAT integrates with SAP Business One, providing additional functionality for businesses using this ERP system.