Quote, Win, and Push Everything to ConnectWise Automatically

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.

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.

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 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 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.

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.

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

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.

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 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. 

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. 

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.

Using the “Quote Button” Method

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.

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. 

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.

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

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.

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.

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.