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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.

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!

 

Seamless CRM / PSA Integrations

Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow-up calls and much more with your PSA/CRM solution.

Integrates with QuickBooks and Sage 50

QuoteWerks automatically creates Estimates, Invoices, Sales Orders, and even Purchase Orders in QuickBooks and Sage-50 US Edition (Peachtree). Automatically creates and updates items including customer's information. No more duplicate entry. QuoteWerks partners have created integrations with Sage 100, Sage 200, etc.


Save Time looking up Sales Tax rates

Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.


FedEx & UPS Integration

The QuoteWerks Shipping Integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers.


Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.


No More Importing Products (Product Content Subscription)

Customer Friendly Descriptions, Product Images, Spec Sheets and more.


Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services.
 


Word Based Proposals

Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.


Learn about the QuoteWerks API, SDK, and Scripting