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QuoteWerks Integrations

Over 115 Integrations

Don't change your entire workflow! Simply add QuoteWerks into your current sales process to reduce your quoting and proposal creation time.

CRM and PSA Integrations

QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. It's a great fit for any size company in any industry!

Accounting Integrations

QuoteWerks integrates with several of the leading Accounting software solutions. No more duplicate entry. No more re-typing errors. Use QuoteWerks to stop cluttering your accounting software with quotes and products that you haven't sold. Eliminate the re-typing. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for you with no re-typing and eliminating costly mistakes! Keep your sales people out of your Accounting Software with QuoteWerks.

Vendor and Distributor Integrations

QuoteWerks seamlessly integrates with leading IT distributors and product data providers, enabling you to access real-time pricing, availability, and product information directly within your quotes. Eliminate manual lookups, reduce errors, and build accurate, profitable proposals faster. It’s built to support businesses of all sizes that rely on streamlined vendor connectivity to stay competitive.

Shipping Integrations

QuoteWerks integrates with leading shipping carriers to provide real-time rate visibility directly within your quoting workflow. Accurately calculate freight costs, protect margins, and present clear shipping estimates to customers without manual lookups or guesswork. By bringing shipping data into the quote itself, you improve pricing accuracy and reduce surprises at the order stage.

Payment Gateway Integrations

QuoteWerks integrates with leading payment gateways to securely process both ACH and credit card payments directly from your quotes and proposals. Collect deposits or full payments at the time of approval, reduce payment delays, and accelerate cash flow without manual follow-up. By connecting quoting and payment in a single workflow, you shorten the sales-to-revenue cycle while delivering a smooth, professional checkout experience for your customers.

Leasing Integrations

QuoteWerks integrates with leading leasing providers to help you offer flexible financing options directly within the quoting process. Present monthly payment estimates alongside purchase pricing, remove friction from capital budget discussions, and give customers more ways to say yes. By incorporating leasing into your sales workflow, you increase deal size potential while keeping the quoting experience streamlined and professional.

Automation & Developer Tools

QuoteWerks provides a powerful developer platform including REST APIs, Webhooks, SDK access, and scripting capabilities. Whether you need lightweight automation or deep system customization, our extensibility framework allows you to integrate QuoteWerks into virtually any business environment.

CRM and PSA Integrations

QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. It's a great fit for any size company in any industry!

QuoteWerks + Act! for Web

The combination of QuoteWerks and Act! for Web makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services.

QuoteWerks + Autotask

The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and create orders within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources

QuoteWerks + ConnectWise

The combination of QuoteWerks and ConnectWise® PSA (formerly 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 + Halo PSA

The combination of QuoteWerks and HaloPSA enables you to take control of your organization’s sales funnel. QuoteWerks integrates with HaloPSA Customers, Opportunities, Quotes, Products, and more.

QuoteWerks + HubSpot CRM

The combination of QuoteWerks and HubSpot CRM enables you to take control of your sales funnel. QuoteWerks integrates with HubSpot CRM Contacts, Deals, Products, and more.

QuoteWerks + Microsoft Dynamics CRM

Microsoft Dynamics CRM (Dynamics 365 for Sales) is an easy-to-use, integrated and adaptable CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success.

QuoteWerks + Pipedrive CRM

The combination of QuoteWerks and Pipedrive gives your team a seamless way to move from opportunity to quote to close. QuoteWerks integrates directly with your Pipedrive Contacts, Deals, and Products, allowing you to create and update Deals, attach quotes and proposals, and keep your sales pipeline up to date, all without leaving your workflow.

QuoteWerks + Salesforce

Salesforce is the enterprise cloud computing company that has transformed the way companies collaborate and communicate. Salesforce is leading the effort to bring Cloud 2, the next paradigm for computing, to the enterprise by offering its customers the social collaboration, mobility and openness that are the hallmark of this new world.

QuoteWerks + SugarCRM

SugarCRM makes CRM Simple. As the world’s fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than nine million times and currently serve over 800,000 end users in 80 countries. Over 7,000 customers have chosen SugarCRM’s On-Site and Cloud Computing services over proprietary alternatives.

QuoteWerks + Zoho CRM

Zoho CRM Software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in one platform.
QuoteWerks CPQ Software Logo

QuoteWerks Built-In Contact Database

If you do not use a contact manager (CRM) that QuoteWerks integrates with or would prefer not to use a contact manager with QuoteWerks, QuoteWerks has a built-in contact database that allows you to store your contact information.

Accounting Integrations

QuoteWerks integrates with leading Accounting software solutions. No more duplicate entry. No more re-typing errors. Use QuoteWerks to stop cluttering your accounting software with quotes and products that you haven't sold. Eliminate the re-typing. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for you with no re-typing and eliminating costly mistakes! Keep your sales people out of your Accounting Software with QuoteWerks. 

QuoteWerks + QuickBooks Online

QuoteWerks creates QuickBooks Online Estimates, Sales Receipts, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Online and can even create new ones. When you are ready to purchase, QuoteWerks will create purchase orders in QuickBooks Online eliminating extra steps for your procurement team.

Vendor and Distributor Integrations

QuoteWerks seamlessly integrates with leading IT distributors and product data providers, enabling you to access real-time pricing, availability, and product information directly within your quotes. Eliminate manual lookups, reduce errors, and build accurate, profitable proposals faster. It’s built to support businesses of all sizes that rely on streamlined vendor connectivity to stay competitive.

QuoteWerks Integrates with Amazon Business

QuoteWerks + Amazon Business

Search and build quotes for products available on Amazon Business within QuoteWerks’ Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

QuoteWerks + Dell Premier

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.

QuoteWerks + Cisco

Cisco has many quote and configuration utilities. The QuoteWerks development team has worked closely with Cisco and our customers to import many of these configurations including those created with the Cisco Quick Pricing Tool (QPT), Cisco multiline Configurator, and more.

QuoteWerks + HP iQuote

The HP iQuote cloud based system ensures order accuracy, improving the efficiency of presales teams and reducing the risk of error. It also provides additional configurations and options that increase the value channel partners can provide to customers and improve the potential to drive larger deals.

QuoteWerks + Pax8

QuoteWerks enables you to search and retrieve cloud services from Pax8, add subscriptions directly to your quotes, and streamline the sales process with automated SKU formatting and subscription term options. Pax8 is the leading cloud distributor specializing in solutions such as Microsoft 365, Azure, security, backup, and more—empowering Managed Service Providers (MSPs), Value-Added Resellers (VARs), and IT professionals to deliver cloud services with simplicity, automation, and profitability.

QuoteWerks + D&H

QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from D&H. D&H Distributing is a leading technology distributor of IT and electronics offering end-to-end solutions for today’s reseller and retailer and the clients they serve across the SMB and Consumer markets.

QuoteWerks + Ingram Micro

QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Ingram Micro. Ingram Micro helps businesses realize the promise of technology with technology solutions, supply-chain services, mobility and cloud services.

QuoteWerks + TD SYNNEX

QuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from TD SYNNEX. TD SYNNEX Corporation, leading global distributor and solutions aggregator for the IT ecosystem, provides business-to-business services that help our customers and business partners grow and enhance their customer-engagement strategies. TD SYNNEX is a merger of Tech Data and SYNNEX.

QuoteWerks + Accutech

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Accutech Data. Accutech is a wholesale distributor of backup media, imaging supplies, and other related products.

QuoteWerks + ADI

QuoteWerks enables you to retrieve Real-time Pricing and Availability from ADI Global. ADI is the leading global wholesale distributor of security, AV and low-voltage products for licensed contractors.

QuoteWerks + Arbitech

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Arbitech. Arbitech’s primary focus is on stocking new, current products, however they also have expertise in sourcing constrained and end-of-life products which aren’t always available through conventional distribution. As a result, Arbitech’s Reseller partners enjoy true supply chain diversity.

QuoteWerks + ASI

QuoteWerks enables you to retrieve Real-time Pricing and Availability from ASI. ASI has been a leader in the distribution of IT products for over 30 years and also offers custom integration on notebooks, desktops, servers, and NAS systems.

QuoteWerks + BlueStar

QuoteWerks enables you to retrieve Real-time Pricing and Availability from BlueStar. BlueStar is a leading distributor of Point-of-Sale (POS), Auto ID, Mobility, Digital Signage and RFID products.

QuoteWerks + Dicker Data

QuoteWerks has partnered with Dicker Data. Dicker Data’s product portfolio comprises of leading technology vendors including HP, Cisco, Toshiba, ASUS, Lenovo, Microsoft and other tier 1 global brands.

QuoteWerks + EET

QuoteWerks enables you to retrieve Real-time Pricing and Availability from EET. EET Group is a value added niche IT distributor, providing suppliers and customers with expert industry knowledge, intelligent logistics solutions, unique sales service and smart marketing tools.

QuoteWerks + Jenne

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Jenne. Jenne is a leading value-added distributor of business telephony, data, audio and video conferencing, and security technology products, including equipment and software for the SMB and Enterprise markets.

QuoteWerks + Northamber

QuoteWerks enables you to retrieve Real-time Pricing and Availability from Northamber. Northamber is the longest established trade-only distributor of IT equipment in the UK.

QuoteWerks + ScanSource

QuoteWerks enables you to retrieve Real-time Pricing and Availability from ScanSource. ScanSource Inc. delivers best-of-breed technology products, along with the highest level of service and support, to resellers.

Shipping Integrations

QuoteWerks integrates with leading shipping carriers to provide real-time rate visibility directly within your quoting workflow. Accurately calculate freight costs, protect margins, and present clear shipping estimates to customers without manual lookups or guesswork. By bringing shipping data into the quote itself, you improve pricing accuracy and reduce surprises at the order stage.

QuoteWerks + FedEx

QuoteWerks has a shipping rate integration with FedEx enabling you to obtain real-time shipping quotes from your carriers. FedEx Corporation provides customers and businesses worldwide with a broad portfolio of transportation, e-commerce and business services.

QuoteWerks + UPS

QuoteWerks has a shipping rate integration with UPS enabling you to obtain real-time shipping quotes from your carriers. UPS is a global leader in logistics, offering a wide range of solutions to more efficiently navigate the world of business and everyday life.

Payment Gateway Integrations

QuoteWerks integrates with over 80 leading payment gateways to securely process both ACH and credit card payments directly from your quotes and proposals. Collect deposits or full payments at the time of approval, reduce payment delays, and accelerate cash flow without manual follow-up. By connecting quoting and payment in a single workflow, you shorten the sales-to-revenue cycle while delivering a smooth, professional checkout experience for your customers.

QuoteWerks + Authorize.net

QuoteWerks enables you to securely process credit card and ACH payments through Authorize.net directly from your quotes and proposals. Authorize.net is a leading payment gateway provider that helps businesses accept electronic payments online, improving cash flow and reducing manual payment collection. By integrating Authorize.net with QuoteWerks, you can streamline payment processing and accelerate the sales-to-revenue cycle.

QuoteWerks + Chase Paymentech

With QuoteWerks, you can connect to Chase Paymentech to accept secure credit card and ACH transactions directly within your sales workflow. Chase Paymentech, a merchant services provider backed by JPMorgan Chase, delivers enterprise-grade payment processing, fraud protection, and transaction security. Integrating Chase Paymentech with QuoteWerks helps reduce payment friction, improve authorization rates, and move deals from approval to funded revenue faster.

QuoteWerks + ConnectBooster

Cisco has many quote and configuration utilities. The QuoteWerks development team has worked closely with Cisco and our customers to import many of these configurations including those created with the Cisco Quick Pricing Tool (QPT), Cisco multiline Configurator, and more.

QuoteWerks + FirstData

QuoteWerks integrates with First Data to enable secure credit card processing directly within your quoting workflow. First Data, now part of Fiserv, is a global payment technology provider delivering reliable transaction processing, fraud mitigation, and scalable merchant services. By connecting First Data with QuoteWerks, you can simplify card payments, reduce manual follow-up, and move approved quotes to funded revenue faster.

QuoteWerks + Intuit QuickBooks Merchant Services

QuoteWerks integrates with Intuit QuickBooks Merchant Services to enable secure credit card payments directly from your quotes and proposals. Built for businesses using QuickBooks, QuickBooks Merchant Services simplifies card acceptance while keeping payment data aligned with your accounting system. By connecting QuickBooks Merchant Services with QuoteWerks, you can reduce reconciliation time, improve transaction accuracy, and accelerate the path from quote approval to recorded revenue.

QuoteWerks + Stripe

QuoteWerks integrates with Stripe to support secure, online credit card payments directly from your quotes and proposals. Stripe is a modern payment processing platform known for its developer-friendly infrastructure, global payment capabilities, and advanced fraud detection tools. By connecting Stripe with QuoteWerks, businesses can offer a smooth digital checkout experience, improve authorization performance, and capture revenue quickly after customer approval.

All Credit Card Gateways

The QuoteValet payment processing system supports over 80 Payment different gateways. See the complete list…

All ACH Payment Gateways

The QuoteValet payment processing system supports over 50 ACH / eCheck payment Gateways. See the complete list…

Leasing Integrations

QuoteWerks integrates with leading leasing providers to help you offer flexible financing options directly within the quoting process. Present monthly payment estimates alongside purchase pricing, remove friction from capital budget discussions, and give customers more ways to say yes. By incorporating leasing into your sales workflow, you increase deal size potential while keeping the quoting experience streamlined and professional.

QuoteWerks + GreatAmerica

QuoteWerks supports a real-time leasing integration with GreatAmerica Financial Services. QuoteWerks automates the process of submitting the credit application to GreatAmerica. Offer leasing options to your customers via GreatAmerica without leaving QuoteWerks! When you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options.

QuoteWerks + Any Leasing Company

QuoteWerks enables you to create, edit, and maintain your own Lease Rate Cards. You can very easily offer your customer the option to purchase or lease the quote. QuoteWerks makes it effortless to give the customer leasing options with every quote.

Automation & Developer Tools

QuoteWerks provides a powerful developer platform including APIs, Webhooks, SDK access, and scripting capabilities. Whether you need lightweight automation or deep system customization, our extensibility framework allows you to integrate QuoteWerks into virtually any business environment.

QuoteValet Webhooks

Trigger real-time actions in external systems when events happen in QuoteValet, keeping your workflows synchronized automatically.

AI Scripting

Use AI-powered scripting to automate tasks, generate content, and streamline complex quoting workflows with minimal manual effort.

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