To get Vooma set up in Front, first, an organization IT admin will need to create organization level credentials. Then, each Vooma user will need to set up the extension in Front.
IT admins
Install the Front application from the Front App store.
Click 'Manage' in the right sidebar. Then click the blue 'Go to all plugins' button. Search for 'Vooma'.
Follow the instructions in the app:
Create a Front API token.
Name it whatever you need to be recognizable as your Vooma Front token.
When prompted, select the 'Private' and 'Shared' resources.
Enter in the API token value in the Vooma integrations page.
Refresh the add-in.
Vooma users
Important: Before you begin, make sure you have a Front account: get an invitation to your company's Front account, and log in.
If needed, follow step 1 from the IT admin section to install the Vooma app in Front.
Click the Vooma Plugin icon on the right-hand sidebar.
Follow the instructions to log into your account.
Vooma will require you to log in once every 7 days.
Authorize the connection via the onscreen instructions. You'll only need to do this once.
You're live!
🤔 Troubleshooting: If you're unable to locate the Vooma add-in, or encounter another error, please send an email to support@vooma.ai with a description and/or screenshot of your error.
How to use the Front add-in
Create quotes quickly
Click ‘Get Quote’ to extract and generate a quote.
Vooma will identify missing required information.
View quote history for this customer.
View and adjust rates from connected pricing sources.
Click ‘Reply’ to instantly draft a quote response.
Instantly build orders
Click into an email.
Click the Vooma add-in.
Click ‘Build order’.
It's that easy.
