The combination of QuoteWerks and ConnectWise makes it simpler to provide 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.
For more information on the ConnectWise integration, please see:
•Setting Up the ConnectWise Integration
•Using the ConnectWise Integration
Features available in ConnectWise Integration:
•QuoteWerks leverages your ConnectWise Contacts
•Automatically creates and updates Sales Opportunities
•Create Agreements in ConnectWise
•Creates products in ConnectWise and links to existing ConnectWise Item List
•Creates Bundles in ConnectWise
•Recurring items flow seamlessly into your ConnectWise Opportunity
•When quotes are Won in QuoteWerks, the ConnectWise Opportunity is also updated as Won
•Use your ConnectWise Products in your QuoteWerks Quotes
•Schedule follow-up activities in ConnectWise for your quotes
•Creates ConnectWise Service Tickets
•Creates ConnectWise Sales Orders
•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 for Quoting and ConnectWise for Orders
•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