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QuoteWerks Integrates with ConnectWise PSA (Manage)

Sell More with QuoteWerks and ConnectWise

QuoteWerks Desktop

QuoteWerks Web

How long does it take you to create a quote or proposal with ConnectWise PSA (formerly Manage)?

Save time and make your quotes and proposals look compelling and impressive!

Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.

QuoteWerks Web & ConnectWise

Introducing QuoteWerks Web with ConnectWise Manage! During this video we walk through how you can use QuoteWerks Web inside of ConnectWise to generate a quote, create an opportunity, deliver and close the quote in QuoteWerks Web without having to leave ConnectWise!
Opportunities Integration

Quick Overview of Opportunities in ConnectWise Manage including creating Agreements, Sales Orders, and Tickets.
Complete Integration Overview

This video demonstrates the QuoteWerks integration with ConnectWise Manage.
#1 ConnectWise Marketplace

QuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace
Overview with our President

While speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks.
Sales Tax

Demonstrates how to use the Datalink feature to pull the Sales Tax Rate from ConnectWise PSA (Manage) into QuoteWerks.
Service Tickets

In this video we introduce you to creating Service Tickets within ConnectWise Manage via QuoteWerks. In the Joes Brewing Printer example, a total of 3 tickets are created. The first ticket is created during the quoting process for the Accounting department to negotiate better rates with a distributor. After the quote it won in QuoteWerks, we then create a ticket for service and a ticket for all of the products.
Recurring Products

Demonstrates how to use ConnectWise Manage Catalog Items as Recurring Products on your QuoteWerks quote.
Agreements

Demonstrates the setting up and using Agreements with ConnectWise Manage.
Procurement

This video will introduce you to QuoteWerks Procurement with ConnectWise Manage, whether you have the ConnectWise Purchasing module or not. We have other videos on our website that discuss placing online orders, tracking your orders, Purchasing Sourcing, and other features of the purchasing window.

QuoteWerks CPQ offers a hybrid web Quoting Solution

QuoteWerks Web - New!

Use the web version of QuoteWerks to create, edit, and view your quotes from anywhere using a web browser. Learn More or Watch the Video

The combination of QuoteWerks and ConnectWise® 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.

QuoteWerks CPQ Partner - ConnectWise Manage Sell More

We have been using QuoteWerks since 2004 and absolutely love it! The features that you talk about below have been a tremendous asset to us. The integration between QuoteWerks and ConnectWise is flawless, I use the convert to order option on a daily basis as well as the service ticket creation option. These features have really allowed me to free-up some of my time to focus on more important tasks. Also, having everything flow automatically in to ConnectWise has greatly improved our time-to-invoice. The parts are already a part of the service ticket, there's no second guessing or manual adjusting that has to come later. I just wanted to share my experience with you, thank you for developing such an awesome product!

Brandi Daloyan w/ Federico Consulting, Inc. Read Full Review on the ConnectWise Marketplace

I just want to say that hands down you folks are THE best software company I've worked with...

Tom w/ MHK Consultants, Inc.

Reasons The ConnectWise Community Chooses QuoteWerks

QuoteWerks is a Turn-key Solution - No waiting months for implementation.
Easy to learn, easy to use.
Easily modify the look of your quotes and proposals.
It's really fast!
At QuoteWerks, we believe in Phone Support. You can pick up the phone and reach someone. No need to create a ticket!
We stand behind our product. QuoteWerks comes with a 100% Money Back Guarantee. No Strings Attached.
With QuoteWerks concurrent licensing, you do not need licenses for occasional users - Saving you money!
The ConnectWise® Community has rated
QuoteWerks® with the most 5 stars on the ConnectWise Marketplace.

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

ConnectWise PSA/Manage Compatibility

QuoteWerks integrates with ConnectWise 2017.x and higher (Cloud and On-Premise).

There is limited support for ConnectWise 2016.x due to limitations in the ConnectWise REST API. Please contact QuoteWerks Technical Support if you are using ConnectWise 2016.x or previous versions of ConnectWise.

QuoteWerks Edition Requirements

The QuoteWerks ConnectWise integration is only available in the Corporate Edition of QuoteWerks.

How QuoteWerks Integrates with ConnectWise PSA/Manage

QuoteWerks leverages your ConnectWise Contacts
Automatically creates and updates Sales Opportunities
Creates products in ConnectWise and attaches products to your Opportunities including Bundles
Recurring items flow seamlessly into your ConnectWise Opportunity
Automatically categorizes products, services, managed services, and other forecasts on your Sales Opportunity
Use your ConnectWise Products in your QuoteWerks Quotes
Schedule follow-up activities in ConnectWise for your quotes
Creates ConnectWise Service Tickets from within QuoteWerks
Creates/Updates ConnectWise Sales Orders from QuoteWerks
Creates/Updates ConnectWise Agreements from QuoteWerks
Creates/Updates ConnectWise Projects from QuoteWerks
Attaches PDFs to ConnectWise so people in your organization without QuoteWerks can view quotes
QuoteWerks sends Purchase Orders to the ConnectWise Purchasing Module
QuoteWerks syncs Item Receipts with Serial Numbers to the ConnectWise Purchasing Module
ConnectWise Bundles created by QuoteWerks can becomes Project Phases in ConnectWise Projects
Fully integrated Quote Button on ConnectWise Sales Opportunity
Option to use your CRM (HubSpot, salesforce.com, Microsoft Dynamics CRM, etc) for Quoting and ConnectWise for Orders and Tickets
Create Quotes from an existing ConnectWise Opportunity that appear as Notifications in QuoteWerks
Create New ConnectWise Contacts from QuoteWerks
Electronically deliver quotes and proposals to your customers in ConnectWise

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 searches the ConnectWise database for a contact to use in the quote

QuoteWerks Creates Document Attachments in ConnectWise

When emailing a quote or proposal to your customer, the PDF of the document is automatically attached to the opportunity so that other people in your organization that do not have QuoteWerks can open and view quotes. This is especially useful for your technicians and service reps.

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.

QuoteWerks Creates/Updates Sales Opportunities in ConnectWise

Include product/service line item detail in the ConnectWise Opportunity

QuoteWerks populates ConnectWise Opportunity Services

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 products and/or revenue forecast line(s).

QuoteWerks Creates Bundles in ConnectWise

QuoteWerks Creates/Updates Bundles/Groups in ConnectWise

QuoteWerks Groups, Bundles, and Configurations are supported as ConnectWise Bundles on ConnectWise Opportunities. When creating/updating a ConnectWise Opportunity QuoteWerks "Grouped Bundles" can be created in the ConnectWise Opportunity as Bundles (under the Forecast and Product tabs). In the ConnectWise Opportunity, you will see the bundle header and the corresponding products that make up that bundle. When sending over groups to ConnectWise Opportunities as ConnectWise bundles you can control if the bundle product in the ConnectWise Opportunity should create a Project phase when the Opportunity is converted to a Project from within ConnectWise.

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.

Serialized Products

For ConnectWise users with the ConnectWise Inventory Module, you can control if products sent to ConnectWise from QuoteWerks are flagged as "Serialized".

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) Watch a Video

QuoteWerks Creates Sales Orders in ConnectWise

QuoteWerks enables you to create Sales Orders in ConnectWise. When winning the ConnectWise Opportunity from QuoteWerks, you can choose to create a ConnectWise Sales Order! This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise. Sales Orders in ConnectWise enable you to process, receive, enter and track your client orders with visibility and control.

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. Watch a Video

QuoteWerks searches the ConnectWise for Products to use in the quote

Create Quotes from ConnectWise Dashboard Notifications

From the My Summary Dashboard in QuoteWerks, you will see all Opportunities in ConnectWise that need a Quote created. This feature was designed so people on the road using ConnectWise Mobile can enter basic specifications for the ConnectWise opportunity. Then, in the office, the person assigned to create quotes will automatically be notified that s/he needs to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular ConnectWise instead of Mobile.

Products on the ConnectWise Opportunity will also be added to the new quote. This is helpful when using outside solutions like Labtech or JoomConnect that create Opportunities in ConnectWise.

Initiate the QuoteWerks Quote from ConnectWise Opportunities

Initiate the QuoteWerks Quote from within ConnectWise

Using the "Quote Button" Method

Initiate the QuoteWerks Quote from ConnectWise using the Quote Button

From the fully integrated Quote Button on ConnectWise Sales Opportunity, you can start a new quote or open an existing quote in QuoteWerks and populate it with the opportunity's details from within ConnectWise even if QuoteWerks is not already running. You can initiate this new or updated quote from the ConnectWise Opportunity.

Using the "Links" Method

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.

Initiate the QuoteWerks Quote from ConnectWise

QuoteWerks Creates Purchase Orders in ConnectWise

QuoteWerks can easily create ConnectWise Purchase Orders that contain items from a single or multiple orders. Items that do not exist in ConnectWise will be created. Additionally if using the Online Ordering feature of the real-time module, after the items are ordered you will be asked if you want to create a Purchase Order in ConnectWise for the items you just ordered electronically. The ConnectWise Purchasing Module is required to use this feature. If you do not have the ConnectWise Purchasing Module, QuoteWerks can create POs in QuickBooks. Watch a Video

Exchange information between QuoteWerks and ConnectWise PSA/Manage

When you select the ConnectWise PSA (formerly Manage) 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.

The ConnectWise DataLink is bi-directional, so field information can be copied from QuoteWerks into the ConnectWise opportunity and then fields can also be copied from the ConnectWise Opportunity into QuoteWerks. Additionally, information from QuoteWerks line items can be copied into ConnectWise Opportunity Line Items.

As an example, you can use the Datalink to auto-retrieve the Sales Tax Rate for the Company in ConnectWise into QuoteWerks.

QuoteWerks Pulls other ConnectWise Contacts for Emails

When emailing from QuoteWerks, you can select to send the email to ConnectWise Contacts that are not associated with the QuoteWerks document.

ConnectWise as a Secondary CRM

Does your sales team utilize a CRM other than ConnectWise? QuoteWerks integrates with the leading CRM packages and provides the ability to use ConnectWise as a secondary CRM. This lets ConnectWise users use QuoteWerks with a CRM like HubSpot, Microsoft Dynamics CRM, salesforce.com, or the other supported CRMs to do all their prospecting and quoting leveraging our dynamic CRM integrations. Then, when the quote becomes an order, QuoteWerks can create or link to the customer in ConnectWise and create the sales opportunity, products, and service tickets, and more in ConnectWise.

QuoteWerks Creates New ConnectWise Contacts

From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in ConnectWise.

QuoteWerks Creates Contacts in ConnectWise

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.

QuoteWerks has integrations with other Leading PSA Solutions like Autotask, Kaseya BMS, RangerMSP, and others.