ConnectIT-Workflow by Hilltops IT
ConnectIT-Workflow manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).

ConnectIT-Workflow validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.

When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).

ConnectIT-Workflow features:

• When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
• Validates fields based on the particular document type and document status.
• Contains many different rule expressions – that a field is not blank, that a fields value is in a particular range, that a fields value is one of a particular list of options, etc.
• Contains many different rule targets – Document Header fields, Document Item fields, first Document Item row, all Optional Document Item rows, etc.
• Supports all editions of QuoteWerks 4.0.

KnowledgeSync by Vineyardsoft Corporation
KnowledgeSync is an enterprise-class Business Activity Monitoring solution. That means KnowledgeSync integrates with all of your business applications – both individually and collectively. KnowledgeSync can, for instance, trigger an alert when a new sales quote is created in QuoteWerks for a client on credit hold within your financial application.

KnowledgeSync integration features:

• Alerts can be set for any type of QuoteWerks document including quotes, orders, and invoices.
• QuoteWerks events that trigger alerts are user defined and can alert the user to such conditions as:  QuoteWerks documents have been created, revised or closed when missing key components; documents contain abnormally high discounts or excessive charges; and much more.
• Alerts can be set for sales rep performance to track under and over quota performance.
• Alerts can be set to monitor aging documents and upcoming due dates.
• Alerts can be sent to multiple devices and communication mediums including email, cell phone, fax, page, and PDA.
• Supports all three editions of QuoteWerks 4.0.