3rd Party Accounting Add-on Products:

 
 

ConnectIT: QuoteWerks to Sage 50 Link by Hilltops IT
ConnectIT-Sage gives the QuoteWerks user the ability to create the current active QuoteWerks document in Sage 50 Accounts.

ConnectIT-Sage is simple to use so there is no need for additional staff training - the order processing clerk simply clicks the "Create document in Sage" menu option from the QuoteWerks Tools menu and it's done! ConnectIT is proven to save huge amounts of time manually entering details, removing the potential for human error and the cost of correcting mistakes.

ConnectIT-Sage supports:

  • Creating Product Sales Order, Product Purchase Order, Product Invoice, Product Credit Note, Service Invoice and Service Credit Note document types in Sage (plus various “back-to-back” document combinations of these).
  • Multi-vendor documents - creating multiple Product Purchase Order documents in Sage from a single QuoteWerks document.
  • Creating new products, customers and suppliers in Sage in bulk without needing to leave the QuoteWerks application.
  • Many configuration options so that ConnectIT-Sage will work to suit your business.
  • Bi-directional transfer of unique document reference numbers for auditing purposes and inclusion in document templates.
  • QuoteWerks v4 build 17+ Standard, Professional and Corporate editions.
  • Sage 50 Accounts v9+ Accountant, Accountant Plus and Professional (Financial Controller) editions.

 

GUMU for Sage Pro ERP Order Entry – QuoteWerks® By Greytrix and Silverware Inc.
Using our GUMU for Sage Pro ERP OE – QuoteWerks integration, users having QuoteWerks and Sage Pro ERP can now quickly create orders in the ERP system from quote information available in QuoteWerks. With the integration abilities, while creating orders from the quotes information entered, if the items ordered do not exist in the Sage Pro ERP database, users can quickly add the new items required for creating an SO with the information available from QuoteWerks.



GUMU for Sage Pro ERP JC – QuoteWerks® By Greytrix and Silverware Inc.
With the help of GUMU for Sage Pro ERP JC – QuoteWerks integration link, users can now integrate their QuoteWerks application with Sage Pro ERP to create Estimates and/or Budget for existing Jobs in PRO ERP from Quotes in QuoteWerks. Also, items that were not made available in Sage Pro ERP for the job assigned are added instantly with information available from QuoteWerks.

 

Linked Systems 2005 by Linked Systems Corporation
Linked Systems 2005 provides four major integration points between QuoteWerks and Great Plains:

  1. ORDERS: It allows users to Synchronize quotes/orders from QuoteWerks into Great Plains SOP

  2. INVENTORY: Synchronizes inventory bidirectionally between Great Plains and QuoteWerks

  3. CUSTOMERS: Synchronizes customers/vendors from Great Plains into QuoteWerks (if not using a CRM).

  4. ACT!/GOLDMINE AND QUOTEWERKS: If you are using ACT!/GoldMine, the integration between QuoteWerks/Great Plains can also be combined to provide real-time lookups of Great Plains Orders, inventory and customer information as well as QuoteWerks quotes right from ACT!/GoldMine. It also includes direct integration of Great Plains billto's into QuoteWerks quotes right from ACT!/GoldMine as well as combined CRM / Great Plains / QuoteWerks synchronizations.

 

QuoteWerks / Pro Series Integration Module by Integral Computer Services, Inc.
Use QuoteWerks to create and manage quotes and concentrate on the selling side of your business.

QuoteWerks/Pro Series Integration Module takes over once your quotation becomes an order.  A salesperson simply indicates that a quotation has become an order in QuoteWerks and then your accounting department can take over using the Order Processor System is designed to fully integrate to SAGE – Pro Series, including: 

  • Import / Sync Product Catalogs with the accounting system’s Inventory Items

  • Import / Sync Customers and Ship-To information

  • Creates New Customers and / or Ship To’s

  • Creates New Items and / or Locations as necessary

  • Sales Tax processing for orders

  • Interfaces with Pro Series Auto-PO and Drop Shipping capabilities

  • Enables quoted cost to flow to Purchase Order

  • Synchronizes Sales Order and Purchase Order Numbers with QuoteWerks™

  • Complete Exception checking and accounting data verification

  • Streamlines order processing for Accounting Staff

Bring the power of QuoteWerks and SAGE Pro Series to your organization!