TD SYNNEX Integration
Simplify Quoting and Procurement with TD SYNNEX
QuoteWerks integrates with TD SYNNEX, allowing MSPs and IT solution providers to search products, access real-time pricing and availability, build accurate quotes, and manage purchasing without switching systems.
Instead of working across multiple distributor portals and manual processes, your team can centralize quoting and procurement into a single workflow. This improves speed, reduces errors, and helps maintain control over margins and purchasing decisions.
Connect distributor sourcing, quoting, and purchasing into one workflow
How It Works
From Product Sourcing to Order Fulfillment with TD SYNNEX
A connected process designed for MSP sales and operations teams
QuoteWerks integrates TD SYNNEX into a structured workflow that connects product sourcing, quoting, and purchasing:
- Search and source products from TD SYNNEX
- Access real-time pricing and availability
- Build quotes and generate proposals
- Import existing TD SYNNEX quotes into QuoteWerks
- Convert approved quotes into purchase orders or online orders
- Consolidate orders to reduce shipping costs
- Track order status, shipping details, and serial numbers
This approach reduces manual work, improves accuracy, and keeps sales and purchasing aligned throughout the process.
Key Capabilities
Core TD SYNNEX Functionality Inside QuoteWerks
Everything your team needs to quote and procure efficiently
QuoteWerks brings TD SYNNEX directly into your quoting and procurement workflow, allowing your team to move faster while maintaining accuracy and control. These capabilities eliminate manual steps and create a consistent process across sales and purchasing.
Real-Time Pricing and Availability
Product Search Without Price Files
Quote Importer for Ingram Micro
Online Ordering and Procurement
Order Status and Tracking
Rich Product Content in Proposals
Product Data
Work with Live TD SYNNEX Data Without Maintaining Price Files
Keep quotes accurate without administrative overhead
Managing distributor price files is time-consuming and often leads to outdated data. QuoteWerks removes this requirement by allowing your team to search TD SYNNEX products without importing or maintaining price files.
Using the Product Content Subscription with PartLocator, you can access real-time product data, pricing, and availability directly within the quoting workflow.
You can also include product images and specifications in your proposals, improving clarity and helping customers make decisions faster.
Procurement
Turn Quotes Into Efficient TD SYNNEX Orders
Streamline purchasing while reducing costs and complexity
QuoteWerks allows your team to convert approved quotes into purchase orders or submit orders directly to TD SYNNEX, depending on your setup. Products, pricing, and quantities carry over automatically, eliminating duplicate entry and reducing errors.
For customers in the United States and Canada, QuoteWerks supports direct online ordering with TD SYNNEX, along with order status updates, shipping tracking numbers, and serial number visibility. This enables a complete quote-to-order workflow within a single system.
You can also consolidate items into fewer orders to reduce shipping costs and simplify purchasing workflows. This is especially valuable for MSPs managing multiple deployments or larger projects.
For customers outside the United States and Canada, QuoteWerks still supports generating and managing purchase orders directly within the system. These purchase orders can be submitted to TD SYNNEX through your existing processes, allowing you to maintain a consistent quoting and procurement workflow across regions.
Reduce shipping costs by consolidating orders and minimizing unnecessary shipments
Business Impact
Improve Efficiency Across Sales and Purchasing
Faster quotes, better margins, and reduced operational overhead
By integrating TD SYNNEX into QuoteWerks, your team removes friction across the quoting and procurement process.
- Faster quote turnaround using real-time data
- Reduced pricing errors from manual entry
- Improved margin consistency across quotes
- Reduced workload between sales and purchasing
- Lower shipping costs through order consolidation
- Greater visibility into order status and fulfillment
The result is a more scalable and predictable workflow for MSPs and IT solution providers.
Why QuoteWerks
Go Beyond Basic Distributor Integrations
Manage the full quoting and purchasing lifecycle in one system
Many tools that integrate with TD SYNNEX focus only on product lookup or basic quoting.
QuoteWerks is designed to manage the entire process, including sourcing, pricing, quote creation, proposal delivery, order submission, and post-sale tracking. This allows your team to standardize workflows and maintain control across the full sales and fulfillment lifecycle.
Getting Started
Adopt TD SYNNEX Integration Without Changing Your Workflow
Designed for fast onboarding and immediate value
QuoteWerks fits into how your team already works. Sales teams can begin sourcing products and building quotes immediately, while purchasing teams can manage orders and tracking within the same system.
This allows your organization to improve efficiency without requiring major process changes.
If your team works with TD SYNNEX, QuoteWerks helps you streamline quoting, reduce manual work, and manage purchasing more efficiently in one unified workflow.
TD SYNNEX Integration FAQ for MSPs and IT Professionals
How does QuoteWerks help MSPs work with TD SYNNEX?
A unified quoting workflow for your entire team
QuoteWerks allows MSPs to integrate TD SYNNEX into a single quoting and procurement workflow. Instead of switching between distributor portals, spreadsheets, and proposal tools, your team can search products, access pricing, build quotes, and manage purchasing in one system. This reduces errors, improves speed, and creates consistency across sales and operations.
Online ordering and order tracking with TD SYNNEX are currently available for customers in the United States and Canada. This includes submitting orders, retrieving shipping tracking numbers, and accessing serial number information directly within QuoteWerks.
For customers in other regions, QuoteWerks still supports generating purchase orders that can be submitted through existing TD SYNNEX processes. This ensures a consistent workflow for quoting and purchasing across all regions.
Yes, QuoteWerks allows MSPs to import distributor quotes directly into the system. This eliminates the need to manually rebuild quotes and allows your team to quickly convert distributor data into structured quotes and professional proposals, improving both speed and accuracy.
QuoteWerks retrieves real-time pricing and availability from TD SYNNEX while building quotes. This ensures accuracy and allows sales teams to respond quickly to customer requests without checking multiple systems.
Yes, QuoteWerks enables your team to consolidate orders into fewer shipments. This reduces shipping costs, simplifies logistics, and minimizes the number of vendor interactions required to fulfill customer orders.
No, QuoteWerks eliminates the need to import and maintain price files by using real-time product data through PartLocator. This ensures your team always works with current pricing and product information.
TD SYNNEX was formed through the merger of Tech Data and SYNNEX in 2021, creating one of the largest global IT distributors. This combination brought together the strengths of both organizations into a single platform serving MSPs, resellers, and IT solution providers.