407-248-1481

QuoteWerks Real-time Integrations

The QuoteWerks Real-time Data Module offers several real-time integrations including a Tax Rate lookup service for US postal codes, FedEx & UPS shipping rates service, real-time leasing rates, and real-time pricing & warehouse availability with many of the leading IT/AV distributors, and Online Ordering and Procurement Tracking (shipping tracking, product serial numbers) for IT distributors.

  • Overview for VARs and MSPs
    In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.

Distributor Real-Time Pricing and Availability

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


Submit Orders Electronically

Order items for multiple orders electronically with D&H, Ingram Micro, SYNNEX, and Tech Data. Use real-time pricing or your sales rep negotiated prices.
Learn More...


Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving. Learn More.


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

Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers, & serial numbers. Learn More.


Real-time Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!.
 


QuoteWerks CPQ Integrates with Dell

Dell Premier Integration

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. Learn More.


Are you an MSP, VAR, or IT Service Provider? Check out our IT Community Page.


Real-time Licensing

The real-time data module licensing and pricing is based on the "reserved concurrency" model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks.  The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks. For Real-time Module pricing, click here.