Slack integration

Quote-to-cash, in your Slack channels

Send quotes and invoices to channels, drop receipts to log expenses, and run /inquote without leaving the conversation.

Free on every InQuote plan. Need an account first? Sign up.

Send quotes and invoices to channels

Post quotes and invoices into the channels where deals close and approvals happen. One click from the document, no copy/paste.

Receipts in Slack become expenses

Drop a receipt or invoice PDF in a channel where the bot is present. InQuote downloads it, classifies it, and logs the expense.

Run /inquote anywhere

Run /inquote in any channel for recent quotes and invoices, expense status, or to link your Slack identity to your InQuote account.

How it works

From signing in to your first message in Slack in under two minutes.

  1. Step 01

    Sign in to InQuote

    Sign in or create an InQuote account. Slack connects to a specific InQuote workspace, so we need to know which one to attach.

  2. Step 02

    Click Add to Slack

    Click Add to Slack. Slack will ask you to pick a workspace and review what InQuote can do.

  3. Step 03

    Authorize the workspace

    Approve the requested permissions. Each scope is documented below in plain language.

  4. Step 04

    Pick your channels

    Pick which channels InQuote should post quotes, invoices, or expenses into. You can change this any time from your InQuote company settings.

What we can see in your Slack workspace

Plain-language explanation of every Slack permission InQuote requests.

ScopeWhat it's used for
chat:writePost quotes, invoices, and expense confirmations into channels you choose.
channels:readList your public channels so you can pick where InQuote should post.
groups:readList private channels you've already invited the bot to so they appear in the channel picker.
files:readDownload receipts and PDFs you share with the bot so they can be turned into expenses.
commandsPower the /inquote slash command for status, recent docs, and expense flows.
app_mentions:readListen for @InQuote mentions so you can ask the bot questions in any channel it's in.
im:historyRead direct messages sent to the InQuote bot so you can DM it to log an expense or check a quote.

We never request channels:history or message-reading scopes. The bot only sees messages it's directly mentioned in or DMed.

Tokens encrypted at rest

Slack tokens are stored with AES-256-GCM and only decrypted in-memory when InQuote needs to call the Slack API on your behalf.

Verified signatures

Every interaction, command, and event from Slack is cryptographically verified using the Slack signing secret before it's processed.

No user impersonation

InQuote uses a bot token only. We never act on behalf of a Slack user, and we don't request a user OAuth scope.

For more, see our privacy policy and subprocessors list.

Included on every InQuote plan

Slack works on Free, Starter, Growth, and Scale. No additional charge for the integration itself.

Compare plans →

Ready to bring InQuote into your Slack?

Two minutes to install. Disconnect any time from your InQuote company settings.