Dealnote is now available as a custom connector in Claude. You log in to Dealnote, give consent and can then work in plain language.
What can it do
- Search and view quotes
- Make a quote from notes, with your catalogue and calculation rules
- Adjust lines and create a customer link
- Update products and use calculation rules
Secure
Consent goes through OAuth. You see in the app which apps have access and revoke them whenever you want. Permissions stay as in the app.
Read more? See the docs or the blog article Making quotes in a chat.