Connecting Smart Pricing Table to Neo

You connect Smart Pricing Table once at the MSP level, with an API key.

Before you start

Smart Pricing Table includes API access on its Business plan.
A key acts as the user who created it, with that user’s role. Neo can do only what that user may do: a user who may not delete or send proposals gives Neo a key that cannot either. Every proposal Neo creates shows that user.

Open Integrations

In the Neo Dashboard, open Integrations and find the Smart Pricing Table card, under Sales & Quoting.

Save the key

Paste the key into API Key and click Save settings. Neo lists one proposal with it before saving, so a wrong key is rejected straight away.

If you delete the key, or the user who made it leaves, Neo stops reaching Smart Pricing Table. Create a new key (step 1) and save it again.

Open the agent, go to the Integrations section, and pick an access profile for the Smart Pricing Table block, or set each area yourself:

Area	Access levels you can pick	Notes
Proposals & Templates	Disabled, Read Only, Read / Write	Finding proposals and creating them from a template.
Pricing & Content	Disabled, Read Only, Read / Write	Pages, pricing groups, line items, add-ons and packages, and the library. Read Only keeps your prices as they are.
Sending & Status	Disabled, Read / Write	Emailing a proposal to the client, and changing a proposal’s status.

See Smart Pricing Table API for the profiles and what the agent can read and change.