The QuoteWerks Integration to ConnectWise
Integration OverviewThis video demonstrates the QuoteWerks integration with ConnectWise.
QuoteWerks - Market Leading Sales Quoting and Proposal SolutionQuoteWerks is the Number 1 Rated Solution on the ConnectWise Marketplace
Overview with our CEOWhile speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks.
An Introduction to Creating Tickets with QuoteWerksIn this video we introduce you to creating Service Tickets within ConnectWise via QuoteWerks. In the Thor's Printer example, a total of 3 tickets are created. The first ticket is created during the quoting process for the Accounting department to negotiate better rates with a distributor. After the quote it won in QuoteWerks, we then create a ticket for service and a ticket for all of the products which we then create an invoice for within ConnectWise.
ConnectWise as a Product Source in QuoteWerksQuoteWerks can link to ConnectWise as a Product Source. This enables you to manage your products in one location. This video walks you through the basic setup and use of the integration.
ConnectWise AgreementsDemonstrates the setting up and using Agreements with ConnectWise.
Procurement with ConnectWiseThis video will introduce you to QuoteWerks Procurement with ConnectWise, whether you have the ConnectWise Purchasing module or not. We have other videos on our website that discuss placing online orders, tracking your orders, Purchasing Sourcing, and other features of the purchasing window.
Reasons The ConnectWise Community Chooses QuoteWerks
- QuoteWerks is a Turn-key Solution - No waiting months for implementation.
- QuoteWerks is a One-time purchase - Paying forever is NOT an investment.
- At QuoteWerks, we believe in Phone Support. You can pick up the phone and reach someone. No need to create a ticket!
- We stand behind our product. QuoteWerks comes with a 100% Money Back Guarantee. No Strings Attached.
- With QuoteWerks concurrent licensing, you do not need licenses for occasional users - Saving you money!
- The ConnectWise®
Community has rated
QuoteWerks® with the most 5 stars on the ConnectWise Marketplace.
QuoteWerks Edition RequirementsThe QuoteWerks ConnectWise integration is only available in the Corporate Edition of QuoteWerks.
- QuoteWerks leverages your ConnectWise Contacts
- Automatically creates and updates Sales Opportunities
- Creates products in ConnectWise and attaches products to your Opportunities including Bundles
- Recurring items flow seamlessly into your ConnectWise Opportunity
- Automatically categorizes products, services, managed services, and other forecasts on your Sales Opportunity
- Attach multiple quotes / proposals to the same ConnectWise Opportunity
- When quotes are Won in QuoteWerks, the ConnectWise Opportunity is also updated as Won
- Use your ConnectWise Products in your QuoteWerks Quotes
- Schedule follow-up activities in ConnectWise for your quotes
- Creates ConnectWise Service Tickets from within QuoteWerks
- Creates ConnectWise Sales Orders from QuoteWerks
- Attaches PDFs to ConnectWise so people in your organization without QuoteWerks can view quotes
- QuoteWerks sends Purchase Orders to the ConnectWise Purchasing Module
- QuoteWerks syncs Item Receipts with Serial Numbers to the ConnectWise Purchasing Module
- ConnectWise Bundles created by QuoteWerks can becomes Project Phases in ConnectWise Projects
- Fully integrated Quote Button on ConnectWise Sales Opportunity
- Option to use your CRM for Quoting and ConnectWise for Orders
- Create Quotes from an existing ConnectWise Opportunity that appear as Notifications in QuoteWerks
- Create New ConnectWise Contacts from QuoteWerks
- Electronically deliver quotes and proposals to your customers in ConnectWise
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.
Example of ConnectWise Opportunity Services tab populated by
Example of ConnectWise Opportunity Products tab populated by QuoteWerks:
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.
QuoteWerks Creates/Updates Updates Completed Opportunity Forecasts in 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.
QuoteWerks Attaches Additional Documents/Files to the
Opportunity in ConnectWise
When creating or updating opportunities in ConnectWise, you can add file attachments to the opportunity. You can either select a file using a file selection dialog, or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook. This is really useful for attaching a PDF version of the quote to the ConnectWise Opportunity. Having a PDF version of the quote is an advantage because anyone can then view the quote - they do not have to have QuoteWerks installed on their machine to view the quote. You can attach multiple PDF files to the opportunity, so you can easily attach the customer proposal, and a no frills plain vanilla version for the service technicians to follow, and basically anything else you could want.
For ConnectWise users with the ConnectWise Inventory Module, you can control if products sent to ConnectWise from QuoteWerks are flagged as "Serialized".
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.
QuoteWerks Schedules One-Off Activities in ConnectWise
When saving a quote, QuoteWerks enables you to create
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 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. Watch a Video
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.
Initiate the QuoteWerks Quote from within ConnectWise
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. Watch a Video
QuoteWerks Pulls other ConnectWise Contact Information into the QuoteWhen you select the ConnectWise 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.
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 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.
QuoteWerks Prints Information Pulled from other ConnectWise fieldsQuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from ConnectWise into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the ConnectWise contact fields that you inserted into the print layout resulting in a printed quote that includes information from your ConnectWise contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from ConnectWise and printed, but not saved with the quote. When you need to save the information pulled from ConnectWise into the quote, you would use the DataLink feature. So, for example, if you are using a field in ConnectWise to store the contact's assistant's name, you can insert that ConnectWise field into the print layout so that when the quote is printed, the assistant's name will be printed on the quote, but not saved with the quote.
QuoteWerks Can Pull Lookup List Information from ConnectWiseMany of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in ConnectWise. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in ConnectWise that you use to store your terms.
Example of multiple QuoteWerks quotes attached to the same
ConnectWise Opportunity. Notice how the forecast types are
automatically aggregated for each quote.