The QuoteWerks Integration to ConnectWise Overview
Integration Overview
This video demonstrates the QuoteWerks integration with ConnectWise.
The combination of QuoteWerks and ConnectWise makes it simpler
to provide estimates and proposals to prospective customers,
combine sales quotes with business development opportunities
in the pipeline, create orders and service tickets within
ConnectWise, and gain visibility into revenue streams from
products, services, managed services, and other sources.
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ConnectWise Compatibility
QuoteWerks integrates with
ConnectWise 2011.2 and higher.
Still using the ConnectWise written QuoteWerks Addon?
See the differences
between the integrations and find out how to switch to
the QuoteWerks built-in integration - no extra modules, a
more robust integration, and the legendary QuoteWerks
support you've heard of.
QuoteWerks Searches the ConnectWise Database for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook,
you can search the ConnectWise database for a contact by name,
company name, or phone number. QuoteWerks will fill in the
contact information in the quote by pulling the contact
information from the contact that you searched for. You will
never have to re-type your customer information.
QuoteWerks Creates Document Attachments in
ConnectWise
When saving a quote, QuoteWerks automatically creates a link to
the quote under the Documents tab in the ConnectWise
Opportunity. Additionally, when you are in ConnectWise working
with a contact, you will see all the quotes that you have
created for them. You can even
click on the attachment and QuoteWerks will open and
display the quote the attachment refers to. This feature is very
useful for organizing and finding your quotes from within
ConnectWise. If this is a remote install or satellite office,
opening that document link will import that quote into that
QuoteWerks installation.
QuoteWerks Creates/Updates Sales Opportunities in
ConnectWise
When saving a quote, QuoteWerks automatically creates an Opportunity
in ConnectWise. When you are in ConnectWise, you will see the sales opportunities and their sale amounts for each quote you have created for this contact.
The Opportunity
feature is very useful in determining your projected cash flow.
When creating/updating a ConnectWise Opportunity, QuoteWerks
can automatically aggregate your forecast types on the
quote, create the products, services, and more in the
opportunity. The QuoteWerks mappings enable you to configure
QuoteWerks for your specific ConnectWise environment.
Include product/service line item detail in the ConnectWise
Opportunity
Example of ConnectWise Opportunity Services tab populated by
QuoteWerks: Example of ConnectWise Opportunity Products tab populated by
QuoteWerks:
Recurring revenue flows seamlessly from QuoteWerks into the
ConnectWise Opportunity
QuoteWerks supports the recurring revenue options in the
ConnectWise opportunity. QuoteWerks line items configured as
recurring flow seamlessly into the ConnectWise opportunity
as recurring revenue forecast line(s).
Attach multiple quotes to the same ConnectWise Opportunity
Multiple quotes can be attached the same ConnectWise
opportunity which is useful when customers would like to see
multiple options, when customers require orders to be split
for budgetary reasons, or when larger projects are split
into phases. When multiple forecast lines from multiple
quotes are written to the ConnectWise opportunity, a prefix
enables you to indicate which forecast lines are for which
quote.
Example of multiple QuoteWerks quotes attached to the same
ConnectWise Opportunity. Notice how the forecast types are
automatically aggregated for each quote.
QuoteWerks Creates/Updates Updates Completed Opportunity
Forecasts in ConnectWise
We create quotes with the expectation that the quotes will
become orders. When the customer accepts the quote, QuoteWerks
will convert the quote to an order and also convert your
existing ConnectWise Opportunity Forecasts to Won. If no
Opportunity exists in ConnectWise! (This would be the case
if a customer called to place an order without requesting a
quote first), QuoteWerks will simply create a new completed
Opportunity Forecast in ConnectWise. In ConnectWise, you can run reports that tell you how much income
was generated from the orders you have received. QuoteWerks also
has a built-in reporting module that can create similar reports.
QuoteWerks Attaches Additional Documents/Files to the
Opportunity in ConnectWise
When creating or updating opportunities in ConnectWise, you
can add file attachments to the opportunity. You can either
select a file using a file selection dialog, or choose a file
that is already linked to the quote under the Links tab on the
Quote WorkBook. This is really useful for attaching a PDF
version of the quote to the ConnectWise Opportunity. Having a
PDF version of the quote is an advantage because anyone can then
view the quote - they do not have to have QuoteWerks installed
on their machine to view the quote. You can attach multiple PDF
files to the opportunity, so you can easily attach the customer
proposal, and a no frills plain vanilla version for the service
technicians to follow, and basically anything else you could
want.
QuoteWerks Creates Products in ConnectWise
When creating opportunities in ConnectWise, if line item
detail is selected to be included with the opportunity, those
products and services will be created in the ConnectWise product
and services databases for future use.
In fact, you can even use this feature to completely populate
your ConnectWise product database (effectively importing
products into ConnectWise) with products from QuoteWerks product
databases or your QuickBooks items list.
QuoteWerks Schedules Call Activities in ConnectWise
When saving a quote, QuoteWerks offers to schedule a call
activity for you in ConnectWise. As you update your quote, you
have the ability to update this same call activity in
ConnectWise. By scheduling follow up calls, you
increase your chances of closing the sale! The call activity
will be listed under the Activities tab of the Opportunity and
the Contact in ConnectWise.
QuoteWerks Schedules One-Off Activities in ConnectWise
When saving a quote, QuoteWerks enables you to create
additional
activities in ConnectWise. These one-off activities can be one
of the pre-defined activities in ConnectWise or one that you
have customized for your own internal business process flow. The activity
will be listed under the Activities tab of the Opportunity and
the Contact in ConnectWise.
QuoteWerks creates Service Tickets in ConnectWise
QuoteWerks enables you to create Service Tickets in ConnectWise. When saving the quote, you can choose to create a single
ticket or multiple service tickets (with or without creating/attaching an opportunity)! This is great for creating a service ticket for a site survey or to initiate any processes needed when creating a new quote or saving changes to an existing quote.
(ConnectWise 2012 and higher required)
Use ConnectWise products in QuoteWerks
QuoteWerks enables you to use the products you already have in
ConnectWise. QuoteWerks can link to the ConnectWise product
database as a Product Data Source. From within QuoteWerks, you
can search the ConnectWise product database and add these
products to your QuoteWerks quote.
Initiate the QuoteWerks Quote from within ConnectWise
You can start a new quote in QuoteWerks and populate it with
the contact's details from within ConnectWise even if QuoteWerks
is not already running. You can initiate this new quote from the
ConnectWise Contact or Opportunity.
QuoteWerks Pulls other ConnectWise Contact Information into the
Quote
When you select the ConnectWise contact to use in the quote, our innovative DataLink feature can automatically pull other information from
ConnectWise into the quote such as sales tax, customer terms, customer profile,
shipping method, etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
QuoteWerks Prints Information Pulled from other
ConnectWise fields
QuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from
ConnectWise into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the
ConnectWise contact fields that you inserted into the print layout resulting in a printed quote that includes information from your
ConnectWise contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from
ConnectWise and printed, but not saved with the quote. When you need to save the information pulled from
ConnectWise into the quote, you would use the DataLink
feature. So, for example, if you are using a field in
ConnectWise
to store the contact's assistant's name, you can insert that
ConnectWise field into the print layout so that when the quote is
printed, the assistant's name will be printed on the quote,
but not saved with the quote.
QuoteWerks Can Pull Lookup List Information from
ConnectWise
Many of the fields in QuoteWerks have a lookup list option.
When you press the F2 key while in one of these fields,
QuoteWerks will display a list of values that you can choose for
the field. You can create a macro value that pulls information
from a field in ConnectWise. For example, if you press the F2 key while
in the terms field in QuoteWerks, QuoteWerks will display a list
of terms options that you have previously entered. You can
create a new option that retrieves a value from a field in
ConnectWise
that you use to store your terms.
QuoteWerks Integration to ConnectWise - Designed for
Automation
The QuoteWerks built-in ConnectWise integration is designed so
that the administrator can setup how they want the information
to flow from QuoteWerks to ConnectWise. There is an emphasis on
the automation aspect of the integration. QuoteWerks does not
require the sales rep to manually specify that "these 3 line
items need to go into the Product forecast line, these 2 items
need to go into the Manages Service forecast line, etc"; doing
so, would introduce a myriad of user errors. When user input is
required, such as when saving the quote, QuoteWerks prompts the
sales rep with a simple checkbox asking if they want to create a
ConnectWise opportunity and if they choose to do so, they will
be prompted with a window to supply the required information.
