3rd Party Contact Management
Add-on Products

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

Looking for a NetSuite integration or other CRM not listed on this page? We have additional developers that have written custom integrations to NetSuite and other contact managers listed on our Developer Projects page.

RangerMSP-QuoteWerks Link by RangerMSP

RangerMSP-QuoteWerks Link helps users manage new business opportunities while streamlining their workflow by enabling all quoting and sales opportunities to be managed from within RangerMSP, a centralized professional services automation (PSA) solution. By linking QuoteWerks Quotes to RangerMSP Opportunities, users save time and increase data accuracy, as contact information can be pushed from RangerMSP to QuoteWerks, Quotes can be tracked and managed from within RangerMSP, and, upon completion, Quote amounts can be converted into RangerMSP Charge for easy billing.

Using the link between RangerMSP and QuoteWerks users benefit by being able to:

ConnectIT-MSCRM: QuoteWerks to Microsoft CRM by Hilltops IT

ConnectIT-MSCRM gives the QuoteWerks user the ability to link the current active QuoteWerks document to an existing Microsoft Dynamics CRM Opportunity.

ConnectIT-MSCRM is simple to use so there is no need for additional staff training - the quote processing clerk simply clicks the "Link document to MSCRM Opportunity" menu option from the QuoteWerks Tools menu, selects the Opportunity from the list and it's done!

ConnectIT-MSCRM features:

• QuoteWerks users can link a QuoteWerks document to an existing Microsoft Dynamics CRM opportunity. Once linked, the opportunity will seamlessly update each time the QuoteWerks document is revised.
• QuoteWerks users can re-link a document from one opportunity within Microsoft Dynamics CRM to another opportunity.
• Intuitive and user friendly set-up. Simply click the Link to MSCRM Opportunity menu option from the QuoteWerks Tools menu, select the required Opportunity and let ConnectIT-MSCRM do the rest.
• Multiple configuration options ensure that ConnectIT-MSCRM will work to suit your business requirements.
• Supports Microsoft Dynamics CRM 3.0 Small Business and Professional editions.
• Supports Microsoft Dynamics CRM 4.0 Workgroup, Professional and Enterprise editions.
• Supports all editions of QuoteWerks 4.0 Build 17 and above.

dpQWsync by Hogan Data^*

With dpQWsync, QuoteWerks users can now create and update Sales Opportunities in ACT! with line item details.

dpQWsync features:

• Creates and updates the ACT! Opportunity with the QuoteWerks document line item details upon saving the QuoteWerks document.
• Line item details created in the ACT! Opportunity include manufacturer part number, item description, item cost, extended price, and quantity.
• Supports ACT! by Sage Premium versions 9, 10, and 11.
• Supports all editions of QuoteWerks 4.0.

^*Please Note: Starting with QuoteWerks 4.0 build 49, QuoteWerks now has built-in line item support for ACT! Sales Opportunities. The dpQWsync add-on however, works with all builds of QuoteWerks 4.0.

KASEYA^® BMS^™

Kaseya BMS is a next-generation business management solution that was built specifically to help MSPs spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management.

TanamiGold - integrating Pipedrive or ActiveCampaign with QuoteWerks by Gold Rush Technology

TanamiGold provides bi-directional integration between QuoteWerks and Pipedrive or ActiveCampaign. Each integration has slightly different functionality, which is determined by the application and the API features. While they are similar, they also have differences.

• Add contact and address details to your quote
• Link to a deal or create a new one (when saving the quote)
• Map field values both ways between QuoteWerks and your CRM
• Update a deal
• Update or create a deal
• Change pipeline and stage
• Update the deal value
• Create, Edit and Delete activities/tasks linked to the deal
• Add notes to the deal
• Create Address Groups, as a group of related custom fields and define them as an address
• Control when the update to Pipedrive window appears by document status

Pulseway PSA by Pulseway

QuoteLinx by TimeLinx Software

QuoteLinx features:

• Sold To / Ship To fields in QuoteWerks are automatically populated with the Primary Contact from the InforCRM or SageCRM Opportunity.
• Line-item details from QuoteWerks are seamlessly passed into the InforCRM or SageCRM opportunity including Discounts, markups, and formulas which are applied to groups of items in QuoteWerks passed into the CRM opportunity items. With the line-item detail, item costs are tracked, so you can calculate profitability from within InforCRM or SageCRM
• Optional items for a quote are passed back to the Opportunity as $0 items and are not included in the Sales Potential of the Opportunity.
• Users can create multiple revisions of a quote within a single InforCRM or SageCRM opportunity.

With QuoteLinx and TimeLinx, there are integrations with Sage100/200/300/X3, various Infor ERP Systems, QuickBooks as we as MS Great Plaines.

QuoteLinx+ adds enhanced quoting capabilities for professional services when also using TimeLinx PSM. With QuoteLinx+, items on a quote are moved into TimeLinx Projects when the Opportunity is marked as won and a Project is created. From the Quote, Products are copied into the Products area of a Project, labor items become Project Tasks, and items categorized as a maintenance or service contract becomes a Project Contract. This is all 100% configurable to meet any requirement. Labor selling prices and costs from the Quote are also transferred included, so profits and margins are computed on the fly.

Sage CRM integration for QuoteWerks by Wizard Systems

The Wizard Systems integration between Sage CRM and QuoteWerks gives you the ability to launch QuoteWerks directly from the Sage CRM interface, passing with it the details of the current company and/or contact you have in front of you. Additional fields can be mapped from Sage CRM to custom fields in QuoteWerks to bring over other information like Salesperson's Name, Pricing Profiles of the Customer etc. Additional contact information for shipping and billing addresses can be accessed from the QuoteWerks interface, accessing the contact information directly from the Sage CRM database. All saved quotations can be viewed within the Sage CRM interface and will be displayed relative to the current company, contact or opportunity. Previously saved quotations can be accessed by clicking on a hyperlink in Sage CRM, which will open the quote with QuoteWerks.

Integration Summary:

• Create new quotes directly from Sage CRM, passing current contact details.
• Create quotations linked to Sage CRM Opportunities (optional).
• Access the Sage CRM contact information for shipping and billing address details.
• Display quotation summary information in the Sage CRM interface.
• Launch previous QuoteWerks quotations from Sage CRM and open them in QuoteWerks for editing