Connect Quoter (CPQ)
Send your estimate to Quoter as a draft quote without re-keying the scope, BOM, or labor.
Quoter is a CPQ (Configure, Price, Quote) platform, now part of the ScalePad product family. DarkBird pushes your finished estimate into a Quoter draft quote so you can send a professional proposal without re-keying the scope, bill of materials, or labor. DarkBird connects using a single ScalePad API key (no OAuth, no user login required).
Step 1 — Generate an API key
- Your personal API keys page
Sign in to ScalePad and open your personal API keys page. Administrator permission is required — the tab is hidden for other roles.
- New API key
Click New API key, give it a name (e.g. DarkBird), and choose an expiration (default 2 years).
- Copy the key
ScalePad displays the key once after generation. Copy it immediately — it is used as-is, there is no separate secret to pair it with.
Step 2 — Enter the key in DarkBird
Go to Settings → Integrations → Quoter and click Connect. Fill in the fields:
| Field | Where to find it |
|---|---|
| API Key | Shown once on your ScalePad personal API keys page after generating it |
| API URL | Defaults to https://api.scalepad.com/quoter — leave as-is unless ScalePad has given you a different API host |
What DarkBird does in Quoter
- Push to Quoter — On the Deliver tab, the Quoting section appears while the project is in Planning. Click Push to Quoter to create a new draft quote pre-filled with your scope summary, BOM, and labor.
- Quote template — Every push requires selecting one of your Quoter quote templates; DarkBird lists the templates configured on your account and cannot create a quote without one.
- Scope Summary — A plain-text summary of the project (install card names and quantities) is added to the quote, not the full formatted Statement of Work.
- Bill of Materials — Every product on the project is pushed as line items under a "Hardware" category. Products are matched to Quoter's supplier catalog by manufacturer part number (MPN) where available; unmatched products appear as description-only lines.
- Labor Hours — Choose how labor is pushed: a single Labour-category line item with the total estimated hours, or one line per install card for a more itemized quote.
- Contact Linking — Search and select a Quoter contact to attach to the quote, the same way you link a company when creating a PSA opportunity.
Quoter supplements your PSA — it does not replace it. Use Quoter to produce the customer-facing proposal, then continue to ConnectWise or HaloPSA for project delivery and actuals. DarkBird only ever creates a draft — it never sends or publishes the quote to the customer.