With the Quotation Avalara Tax add-on, your sales and service teams can generate more accurate quotations from within SuiteCRM based on customer zip codes and corresponding tax rates in the United States.
Generate more precise customer quotes based on current zip code tax rates
Brainvire Infotech has implemented the very popular Avalara TaxRates API to help users create quotes within SuiteCRM. Now, sales and customer services reps can easily create more accurate quotations with appropriate tax rates right inside the CRM. Important: this add-on and tax information is based on U.S. addresses only.
Free TaxRates API
Avalara’s TaxRates API is a no-cost option for estimating sales tax rates in the U.S. Any business can request a free AvaTax account and make use of the TaxRates API to get started. Then, once the Quotation Avalara Tax add-on is installed, any sales tax rates in SuiteCRM quotes will be dynamically populated based on customer addresses in the United States.
How it Works
In the Quotes section of SuiteCRM, users will see the checkbox option to apply Avalara Tax. See example blow.
To get started, you simply need to enter your Avalara Tax account number and licence key in your admin settings. Follow example below.
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