QuoteWerks Development Options and Resources
Extend QuoteWerks with AI Automation and Custom Development
Extend QuoteWerks with AI-assisted scripting and event-driven automation to control how quotes are created, validated, and delivered. Define business rules, guide users, and automate processes directly inside QuoteWerks without relying on traditional development or external tools.
Customize and Automate Your Quoting Workflow
QuoteWerks Web Scripting with AI Assistant
Turn Ideas into Working Automation
Describe What You Want. Let QuoteWerks Build It.
QuoteWerks Web introduces a new approach to customization. Instead of writing code from scratch, you can describe the behavior you want in plain English, and the AI assistant generates a working script.
This allows your team to implement business rules, automate workflows, and control quoting behavior without depending on development resources.
Event-Driven Automation
Respond Instantly to Customer Activity with QuoteValet Webhooks
Turn Quote Engagement into Action
QuoteValet enables customers to view, accept, and pay for quotes online. With webhooks, QuoteWerks can respond immediately to those actions, allowing your internal processes to move forward without delay.
This connects customer behavior directly to your operational workflow.
QuoteWerks Desktop Development
Access SDK and Legacy Integration Resources
Built for Established Custom Integrations
QuoteWerks Desktop uses a different development model than QuoteWerks Web based on SDK access and external integrations. If you are working with QuoteWerks Desktop, you will need to reference those resources for customization and automation.
Platform Comparison (QuoteWerks Desktop vs QuoteWerks Web)
Choose the Right Development Approach
Match Your Workflow to the Right Platform
QuoteWerks Web and Desktop provide different development models. Choosing the right approach depends on how you want to build and manage your automation.
FAQ Section
Common Questions about Development Resources for Extending QuoteWerks
QuoteWerks Web introduces a modern approach to automation using AI-assisted scripting and event-driven workflows. These frequently asked questions explain how scripting, webhooks, and Desktop development resources work together to extend your quoting capabilities.
AI scripting allows you to describe the behavior you want in plain English, and QuoteWerks generates a working script that runs inside your quoting workflow. You can apply the script immediately and refine it further if needed. This approach allows both non-technical and technical users to build automation efficiently and consistently.
You do not need to know JavaScript to get started. The AI assistant generates scripts based on your instructions, allowing non-developers to automate workflows quickly. Technical users can extend these scripts for more advanced scenarios as needed.
Scripting can be applied throughout the quoting lifecycle to enforce rules, guide users, and automate repetitive steps. This includes validating data, enforcing pricing rules, controlling configurations, and generating dynamic content.
Scripts run automatically based on specific events such as saving a quote, modifying line items, generating proposals, or updating user inputs. This ensures consistent execution of your business rules.
Webhooks are event-based notifications triggered by customer actions such as viewing, accepting, or paying for a quote. These events allow your internal processes to respond automatically, improving speed and reducing manual effort.
If you want AI-assisted automation built directly into your quoting workflow, QuoteWerks Web is the right choice. If you rely on Desktop SDK integrations or need deeper external customization, QuoteWerks Desktop may be more appropriate.