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QuoteWerks Integrations

Don't change your entire workflow! Simply add QuoteWerks into your current sales process to reduce your quoting and proposal creation time.

Features            Integrations            Overview

CRM and PSA Integrations

QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. It's a great fit for any size company in any industry!

 

The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services.

Extend your QuoteWerks CPQ experience from ACT! Desktop to ACT! for Web.
The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and create orders within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources

The combination of QuoteWerks and ConnectWise® PSA (formerly Manage) makes it simpler to provide quotes, 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.
The combination of QuoteWerks and GoldMine enables you to take control of your sales funnel. QuoteWerks integrates with GoldMine contacts, forecasted sales, opportunities, calls, and more.

With QuoteWerks, you can utilize your Google Contacts on your quotes and estimates without retyping contact information. QuoteWerks will Send your quotes and proposals through your Gmail account to your prospects and leads.
The combination of QuoteWerks and HubSpot CRM enables you to take control of your sales funnel. QuoteWerks integrates with HubSpot CRM Contacts, Deals, Products, and more.

The combination of QuoteWerks and Kaseya BMS enables you to take control of your sales funnel. QuoteWerks integrates with Kaseya BMS Opportunities, Quotes, Products, Activities, and more.
QuoteWerks searches Maximizer Desktop for contacts, creates document links, and logs emails sent in Maximizer's history.

Microsoft Dynamics CRM (Dynamics 365 for Sales) is an easy-to-use, integrated and adaptable CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success.

QuoteWerks integrates with Microsoft Outlook. QuoteWerks pulls contact information, creates linked documents, schedules followup calls and sends emails through Outlook.
Salesforce.com is the enterprise cloud computing company that has transformed the way companies collaborate and communicate. Salesforce.com is leading the effort to bring Cloud 2, the next paradigm for computing, to the enterprise by offering its customers the social collaboration, mobility and openness that are the hallmark of this new world.

SugarCRM makes CRM Simple. As the world's fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than nine million times and currently serve over 800,000 end users in 80 countries. Over 7,000 customers have chosen SugarCRM's On-Site and Cloud Computing services over proprietary alternatives.
Zoho CRM Software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in one platform.

If you do not use a contact manager (CRM) that QuoteWerks integrates with or would prefer not to use a contact manager with QuoteWerks, QuoteWerks has a built-in contact database that allows you to store your contact information.
If you use different contact management software, we also have 3rd party CRM add-ons such as RangerMSP, SageCRM, Tigerpaw, and others.


Accounting Integrations

QuoteWerks integrates with several of the leading Accounting software solutions. No more duplicate entry. No more re-typing errors. Use QuoteWerks to stop cluttering your accounting software with quotes and products that you haven't sold. Eliminate the re-typing. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for you with no re-typing and eliminating costly mistakes! Keep your sales people out of your Accounting Software with QuoteWerks.

QuoteWerks has built-in purchasing and receiving functionality that integrates with our accounting integrations.

QuoteWerks creates QuickBooks Desktop Estimates, Sales Orders, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Desktop and can even create new ones. When you are ready to purchase, QuoteWerks will create purchase orders in QuickBooks Desktop eliminating extra steps for your procurement team.

QuoteWerks creates QuickBooks Online Estimates, Sales Receipts, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Online and can even create new ones. When you are ready to purchase, QuoteWerks will create purchase orders in QuickBooks Online eliminating extra steps for your procurement team.
Reckon, an Australian company, was Intuit's Distributor of QuickBooks in Australia. In 2014, Reckon's relationship with Intuit, Inc. ended and they could no longer use the QuickBooks® brand. Reckon purchased a branch of the QuickBooks source code and rebranded the product as Reckon Accounts Desktop. QuoteWerks integrates with Reckon Accounts Desktop the same way it integrates with QuickBooks Desktop.

QuoteWerks integrates with Sage 50 - US Edition (formerly known as Peachtree). Export your QuoteWerks Quotes/Orders/Invoices to Peachtree as Peachtree Invoices/Sales Orders one at a time or in batches.
If you use different accounting software, we also have 3rd party Accounting add-ons such as Sage 100, Sage 200, Xero, Great Plains, and more. QuoteWerks also has an Open Export Module that generically exports data that can be imported by Accounting Software.

Vendor and Distributor Integrations

Search and build quotes for products available on Amazon Business within QuoteWerks' Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.
Cisco has many quote and configuration utilities. The QuoteWerks development team has worked closely with Cisco and our customers to import many of these configurations including those created with the Cisco Quick Pricing Tool (QPT), Cisco multiline Configurator, and more.

The HP iQuote cloud based system ensures order accuracy, improving the efficiency of presales teams and reducing the risk of error. It also provides additional configurations and options that increase the value channel partners can provide to customers and improve the potential to drive larger deals.
QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from D&H. D&H Distributing is a leading technology distributor of IT and electronics offering end-to-end solutions for today's reseller and retailer and the clients they serve across the SMB and Consumer markets.

QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Ingram Micro. Ingram Micro helps businesses realize the promise of technology with technology solutions, supply-chain services, mobility and cloud services.
QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from TD SYNNEX. TD SYNNEX Corporation, leading global distributor and solutions aggregator for the IT ecosystem, provides business-to-business services that help our customers and business partners grow and enhance their customer-engagement strategies. TD SYNNEX is a merger of Tech Data and SYNNEX.



QuoteWerks enables you to retrieve Real-time Pricing and Availability from Accutech Data. Accutech is a wholesale distributor of backup media, imaging supplies, and other related products.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from ADI Global. ADI is the leading global wholesale distributor of security, AV and low-voltage products for licensed contractors.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Arbitech. Arbitech's primary focus is on stocking new, current products, however they also have expertise in sourcing constrained and end-of-life products which aren't always available through conventional distribution. As a result, Arbitech's Reseller partners enjoy true supply chain diversity.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Arlington. Arlington combined the power of three of the imaging industry's largest distributors, Arlington Industries, Carolina Wholesale and Digitek.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from ASI. ASI has been a leader in the distribution of IT products for over 30 years and also offers custom integration on notebooks, desktops, servers, and NAS systems.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from BlueStar. BlueStar is a leading distributor of Point-of-Sale (POS), Auto ID, Mobility, Digital Signage and RFID products.

QuoteWerks has partnered with Dicker Data. Dicker Data's product portfolio comprises of leading technology vendors including HP, Cisco, Toshiba, ASUS, Lenovo, Microsoft and other tier 1 global brands.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Dexxxon Digital Storage. Dexxxon Digital Storage is a leading wholesale distributor of computer backup media and office technology products such as LTO Tape, DLT Tape, Ink, Toner, Optical Discs, CD's and DVD's.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from EET. EET Group is a value added niche IT distributor, providing suppliers and customers with expert industry knowledge, intelligent logistics solutions, unique sales service and smart marketing tools.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Jenne. Jenne is a leading value-added distributor of business telephony, data, audio and video conferencing, and security technology products, including equipment and software for the SMB and Enterprise markets.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Northamber. Northamber is the longest established trade-only distributor of IT equipment in the UK.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Provu Communications. ProVu are the Business to Business market leader in VoIP hardware distribution within the UK.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from ScanSource. ScanSource Inc. delivers best-of-breed technology products, along with the highest level of service and support, to resellers.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Supplies Network. Supplies Network is a distributor for print and imaging supplies, equipment and Managed Print Services for resellers seeking a high-value, category-focused supplier to help them growtheir business.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Synergy Micro. Synergy Micro Solutions is an innovative provider of computer products and solutions.
QuoteWerks enables you to retrieve Real-time Pricing and Availability from Westcoast. The Westcoast product range spans across the whole IT, consumable, software and electrical spectrum.

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Westcon-Comstor. Westcon-Comstor is a value-added technology distributor of category-leading solutions in Security, Collaboration, Networking and Data Center.

Shipping Integrations

QuoteWerks has a shipping rate integration with FedEx enabling you to obtain real-time shipping quotes from your carriers. FedEx Corporation provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services.

QuoteWerks has a shipping rate integration with UPS enabling you to obtain real-time shipping quotes from your carriers. UPS is a global leader in logistics, offering a wide range of solutions to more efficiently navigate the world of business and everyday life.

Payment Gateway Integrations





The QuoteValet payment processing system is supports over 80 Payment gateways.

The QuoteValet payment processing system supports over 50 ACH / eCheck payment Gateways.

Leasing Integrations

QuoteWerks has built-in lease payment calculation support. You can very easily offer your customer the option to purchase or lease the quote. All leasing companies are supported, simply enter your leasing company's lease rate factor data into QuoteWerks.

QuoteWerks supports a real-time leasing integration with GreatAmerica Financial Services. QuoteWerks automates the process of submitting the credit application to GreatAmerica. Offer leasing options to your customers via GreatAmerica without leaving QuoteWerks! When you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options.

QuoteWerks has partnered with Ingram Micro Financial Solutions and supports real-time leasing integration with Ingram Micro Flexible Payment Solutions. When you select your Ingram Micro Flexible Payment Solutions lease card, the real-time query to Ingram Micro Flexible Payment Solutions will enable you to see all the lease options available from Ingram Micro Flexible Payment Solutions such as terms, advance payments, points, and purchase options. The QuoteWerks integration also has the ability to submit a credit application.

QuoteWerks enables you to create, edit, and maintain your own Lease Rate Cards. You can very easily offer your customer the option to purchase or lease the quote. QuoteWerks makes it effortless to give the customer leasing options with every quote.

API, SDK, Scripting, and Add-ons

At QuoteWerks, we believe it is very important for every application to offer an API. Without APIs, each application is simply its own isolated island, incapable of interacting or sharing data with other applications. Without APIs you are not able to leverage the individual strengths of each application.

3rd party add-on products are products written by other companies that integrate with QuoteWerks (using the QuoteWerks SDK) in order to provide a more complete customer solution.


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