Salesforce CRM Integration
Quoting Software That Actually Works with Your Salesforce
Salesforce is where your pipeline lives, but quoting often happens somewhere else. That disconnect slows deals, introduces errors, and creates unreliable data.
QuoteWerks connects quoting directly to Salesforce so your team can build accurate proposals, keep opportunity data aligned, and move deals forward without extra steps.
QuoteWerks connects quoting directly to Salesforce opportunities and pipeline data, ensuring accurate forecasting, consistent deal values, and clear revenue visibility.
Salesforce Quoting Challenges
The Problem with Quoting in Salesforce Workflows
Salesforce manages deals, but quoting is disconnected
Most Salesforce teams do not struggle with CRM adoption. They struggle with what happens after the opportunity is created.
Quoting is often handled outside of Salesforce:
- Quotes are created in spreadsheets or separate tools
- Pricing is pulled from multiple sources
- Opportunity values are updated manually
- Sales activity and CRM data fall out of sync
This creates a gap between what your team is doing and what Salesforce reflects.
Sales Impact
How Disconnected Quoting Slows Sales in Salesforce
Manual processes create friction and reduce visibility
The quoting stage is one of the most critical points in the sales cycle and one of the most inefficient when disconnected.
When quoting is not integrated with Salesforce:
- Deals take longer to progress
- Pricing inconsistencies increase risk
- Reps spend time on administrative work instead of selling
- Forecasting becomes less reliable
Small inefficiencies at this stage scale across every opportunity.
QuoteWerks Solution
QuoteWerks Salesforce CPQ Integration Connects Quoting to Your CRM
Create quotes directly from Salesforce opportunities
Quoting should be part of your Salesforce workflow, not something your team works around.
QuoteWerks integrates with Salesforce to bring quoting into the same system where your deals are managed.
Sales reps can:
- Create QuoteWerks quotes tied to Salesforce opportunities
- Use existing customer and deal data without re-entering information
- Keep everything aligned as the deal evolves
This removes friction and keeps your sales process connected from start to finish.
Data Accuracy
QuoteWerks Keeps Salesforce Opportunities Accurate Automatically
Remove the need for manual updates
Salesforce only works if opportunity data is accurate. The problem is that most sales reps do not consistently create or update opportunities, especially as deals change.
Sales reps are focused on closing deals, not maintaining CRM records. Creating opportunities is often skipped or delayed, and keeping them updated is even less consistent.
That leads to:
- Outdated opportunity values
- Inaccurate deal stages
- Pipeline reports that cannot be trusted
QuoteWerks removes this burden from your sales team.
Whenever a quote is created or updated in QuoteWerks, Salesforce is updated automatically. Opportunity amounts stay aligned with the latest quote, and deal progress reflects real activity without requiring manual input.
This ensures Salesforce stays accurate without relying on sales reps to maintain it.
Salesforce accuracy should not depend on whether a sales rep remembers to update it.
Pricing Consistency
QuoteWerks Standardizes Pricing and Quote Creation in Salesforce
Create accurate and consistent quotes across your entire team
Inconsistent quoting leads to inconsistent results and margin risk.
QuoteWerks centralizes how quotes are built so your team uses the same structure and pricing logic across every deal.
QuoteWerks can retrieve products and pricing directly from Salesforce as well as its own connected product and distributor databases. This ensures pricing and sourcing are always current and accurate.
Sales reps can also compare pricing and availability across multiple vendors within the same quote, helping them make better decisions without leaving their workflow.
This helps:
- Reduce pricing errors
- Maintain consistent margins
- Improve sourcing decisions
- Deliver professional proposals
Consistency at the quote level leads to better outcomes across your pipeline.
Sales Velocity
QuoteWerks Reduces Time to Quote in Salesforce
Move from opportunity to proposal without delays
Speed matters most when a deal is actively moving forward.
Eliminate Duplicate Data Entry
Generate Quotes Immediately
Deliver Proposals Faster
Reducing time at this stage directly improves sales velocity and win rates.
Workflow Alignment
QuoteWerks Creates a Connected Salesforce Sales Workflow
From opportunity to QuoteWerks quote to closed deal
Sales processes should flow, not stall between systems.
With QuoteWerks and Salesforce working together:
Opportunity → QuoteWerks Quote → Proposal Sent → Opportunity Updated → Closed Deal
Each step stays connected, eliminating duplicate work and reducing risk.
Platform Fit
QuoteWerks Extends Salesforce Without Adding Complexity
Improve quoting while keeping Salesforce as your CRM
QuoteWerks focuses specifically on the quoting process while Salesforce remains your system of record.
This allows your team to:
- Improve how quotes are created and delivered
- Keep Salesforce data clean and accurate
- Avoid unnecessary operational complexity
Salesforce is built to manage relationships and pipeline, not to handle every detail of quoting.
CPQ Comparison
QuoteWerks vs Salesforce CPQ
A more practical approach to Salesforce quoting
Salesforce CPQ is designed for complex configuration and pricing environments, but that level of capability often comes with added time, cost, and operational overhead.
Salesforce CPQ typically requires:
- Significant setup and customization before it can be used effectively
- Dedicated resources to manage configuration and ongoing changes
- Longer implementation timelines compared to standalone quoting solutions
For many teams, this creates a gap between purchasing CPQ and actually using it effectively in day to day sales workflows.
QuoteWerks takes a more focused approach.
QuoteWerks is designed to be implemented quickly, with a shorter path from setup to real usage. Sales teams can begin creating quotes and integrating with Salesforce without needing extensive configuration or ongoing administration.
This allows organizations to:
- Reduce time to value after implementation
- Avoid unnecessary complexity in the quoting process
- Support sales teams with a solution they will actually use
For teams that need quoting to work reliably inside Salesforce without adding operational burden, QuoteWerks is often the more practical solution.
Built for Sales Teams
QuoteWerks Fits How Sales Teams Actually Work
Less process overhead, more time selling
Sales teams should not have to manage multiple systems just to move a deal forward. QuoteWerks works alongside Salesforce to reduce manual effort, keep data aligned, and support how sales reps actually operate day to day.
Integration Details
How QuoteWerks Integrates with Salesforce CRM
Connect quoting, opportunities, and customer data into a single workflow
QuoteWerks works alongside Salesforce by linking key records such as accounts, contacts, and opportunities. Sales reps can create quotes from within their existing workflow while maintaining a consistent connection between systems.
As quotes are created and updated in QuoteWerks, Salesforce can be updated in real time. This ensures that opportunity values, statuses, and activity reflect what is actually happening in the sales process.
The integration is flexible and can be configured to match your Salesforce environment, including custom fields, workflows, and data structures.
QuoteWerks integrates with salesforce.com enabling you to create professional quotes and proposals. Our quoting tool leverages your salesforce.com contacts and automatically keeps your Opportunities and Sales Pipelines up-to-date.
- QuoteWerks leverages your salesforce.com Contacts
- Automatically creates and updates Sales Opportunities
- Creates products in salesforce.com
- Creates and updates follow up calls in salesforce.com
- When quotes are Won in QuoteWerks, the salesforce.com Opportunity is also updated as Won
- Use your salesforce.com Products in your QuoteWerks Quotes
- Attaches PDFs to salesforce.com so people in your organization without QuoteWerks can view quotes
- Create a New Quote from salesforce.com
- Create New salesforce.com Contacts from QuoteWerks
- Electronically deliver quotes and proposals to your customers in salesforce.com
From our Sold To / Ship To tab of the QuoteWerks quote workbook, QuoteWerks can search your entire salesforce.com database to find the account or contact that you want to use in the quote.
When you select the salesforce.com contact to use in the quote, our innovative DataLink feature can automatically pull other information from salesforce.com into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
The salesforce.com DataLink is bi-directional, so field information can be copied from QuoteWerks into the salesforce.com opportunity and then fields can also be copied from the salesforce.com Opportunity into QuoteWerks. Information from QuoteWerks line items can be copied into salesforce.com Opportunity Product Line Items and information can be copied from the salesforce.com Opportunity Product Line Items into the QuoteWerks line items.
When saving a quote, QuoteWerks automatically creates or updates an existing opportunity for the account. When you are in salesforce.com and select the opportunity, you will see the quote attached to the opportunity, and will see the history of the stages the quote has progressed through during the life of the opportunity.
salesforce.com Opportunity Product Details
You also have the option of writing product details from QuoteWerks into a salesforce.com Opportunity. If the products on your quote do not exist in salesforce.com there is an option to create them, right from QuoteWerks! Furthermore, you can set a default Price Book for the salesforce.com Opportunities QuoteWerks created, which is where the line items from the QuoteWerks quote will be created/updated.
Share/update Information between salesforce.com Opportunity and your Quote
You can configure the DataLink to copy information from QuoteWerks into salesforce.com opportunity fields when QuoteWerks creates or updates a salesforce.com opportunity. This can be done on the opportunity level, or at the line item level. The DataLink is bi-directional so after the Opportunity is created/updated in salesforce.com you can setup a DataLink mapping to copy information from the salesforce.com opportunity back into the QuoteWerks quote. This can be done at the opportunity level and also the opportunity product items level enabling you to update QuoteWerks line item columns with information from the salesforce.com opportunity or opportunity product items.
When saving a quote, QuoteWerks can schedule a follow up call for you in salesforce.com. By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Open Activities section of the salesforce.com Opportunity.
From within QuoteWerks you can close the opportunity as “Closed Won” or “Closed Lost” providing a very seamless integration.
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 salesforce.com.
Salesforce CPQ Integration FAQs
QuoteWerks Salesforce Integration FAQs
Common questions about using QuoteWerks with Salesforce
Sales teams evaluating Salesforce quoting solutions are typically trying to solve one core issue. They need to manage quotes without breaking their workflow. These answers explain how QuoteWerks fits into that process and what to expect when connecting quoting with Salesforce.
QuoteWerks integrates directly with Salesforce accounts, contacts, and opportunities, allowing sales reps to create quotes within the context of a deal. Instead of working in separate systems, QuoteWerks connects quoting to the existing Salesforce workflow.
When a quote is created or updated in QuoteWerks, key Salesforce fields such as opportunity amount, quote status, and activity can be updated automatically. This ensures that Salesforce reflects what is actually happening in the sales process without requiring manual updates.
The integration can also be configured to match your Salesforce environment, including custom fields, workflows, and data structures.
No. Salesforce remains your CRM and system of record for managing accounts, contacts, and pipeline activity. QuoteWerks is designed to enhance Salesforce by improving how quotes are created, structured, and delivered.
Instead of replacing Salesforce, QuoteWerks works alongside it. Salesforce manages the relationship and pipeline, while QuoteWerks manages the quoting process. This separation allows each system to do what it is best at, resulting in a more effective overall workflow.
Yes. One of the primary benefits of using QuoteWerks with Salesforce is the ability to keep opportunity data aligned automatically.
When a quote is updated in QuoteWerks, Salesforce can be updated in real time. This includes changes to opportunity amount, deal progression, and quote status. As a result, your pipeline remains accurate without relying on sales reps to manually maintain records.
This is especially important for forecasting and reporting, where outdated data can lead to incorrect assumptions and missed opportunities.
Yes. QuoteWerks can retrieve product and pricing information from Salesforce, allowing your team to work with existing product catalogs.
In addition, QuoteWerks can connect to external product databases and distributor sources, providing access to real time pricing and availability. This gives sales reps a more complete view when building quotes.
Because QuoteWerks can combine multiple data sources, your team can compare pricing and availability across vendors while still maintaining alignment with Salesforce.
Yes. QuoteWerks is designed to handle a wide range of quoting scenarios, from simple quotes to more detailed and structured proposals.
Sales reps can create multi line quotes, include optional items, build bundles, and apply structured pricing. This flexibility allows QuoteWerks to support real world sales processes without forcing rigid workflows.
At the same time, quotes remain connected to Salesforce, ensuring that complexity in quoting does not lead to complexity in your CRM data.
Yes. Forecasting accuracy improves when opportunity values are directly tied to actual quote data rather than manual estimates.
Because QuoteWerks updates Salesforce based on real quote activity, your pipeline reflects current deal values and status. This leads to more reliable reporting and better visibility into revenue projections.
For leadership teams, this means fewer surprises and more confidence in the numbers coming out of Salesforce.
Yes. The integration is flexible and can be configured to match your Salesforce setup.
Field mappings can be customized to ensure that the right data flows between systems. This includes standard and custom fields, as well as specific workflows based on your business process.
This flexibility allows QuoteWerks to fit into your existing environment rather than forcing changes to how your team operates.
Implementation time depends on your Salesforce environment and how much customization is required, but most teams can get started quickly.
QuoteWerks is designed to provide a shorter path from setup to real usage. Sales teams can begin creating quotes and working within Salesforce without needing extensive configuration or dedicated development resources.
This faster time to value is one of the key differences compared to more complex CPQ solutions.
Salesforce includes basic quoting capabilities, but many teams find they do not provide enough flexibility or control for real world sales scenarios.
QuoteWerks adds structure to the quoting process, improves pricing accuracy, and connects quotes directly to Salesforce opportunities. This results in faster quote creation, more consistent proposals, and better alignment between sales activity and CRM data.
For teams that rely on accurate pricing and professional proposals, a dedicated quoting solution provides a more complete approach.
Salesforce CPQ is designed for complex configuration and pricing environments, but it often requires significant setup, customization, and ongoing management.
Many organizations find that this level of complexity slows implementation and makes it harder for sales teams to adopt and use consistently.
QuoteWerks provides a more focused approach by simplifying the quoting process while maintaining strong integration with Salesforce. This allows teams to improve quoting without adding unnecessary operational overhead.
For organizations that want faster implementation and easier adoption, QuoteWerks is often the more practical choice.