QuoteWerks API/SDK:

Our API is a powerful way to extend the functionality of QuoteWerks by creating custom applications that perform any specialized task you need by reading and writing information to the active QuoteWerks document.

The COM based QuoteWerks API with events is available for QuoteWerks 4.0 (all builds) and QuoteWerks 3.0 build 18
and higher.

Programming knowledge is required to use our API. If you do not have access to a developer, we have a list of developers that have experience with the QuoteWerks API.

The SDK contains sample code in Visual Basic 6.0 including the following:

  • Contact Manager Integration
  • Leasing
  • Rounding

Here are some examples of functionality that you can add to QuoteWerks using the API:

  • You can create an application to retrieve shipping weight information from the active quote, and present your user with a list of rate tables, and when the user selects how they want to ship the order, you can write the shipping method and amount back to the QuoteWerks quote.
  • You can create an application that analyzes the quote totals, and the items on the quote to provide your customer with lease payment options. Once the user selects an option, the details can be written back to the quote.
  • You can create applications that analyze the content of the quote to perform validation and checks that normally would require a supervisor to review.
  • You can retrieve all the information from the 5 tabs of the QuoteWerks workbook, and the line item information and write the information out to a a text file or other proprietary format to be used for importing into another system. Or along the same lines, you can write an application that retrieves information from the current quote and then send it to another application using another applications API (like accounting software).
  • You can even write your own contact management integration to QuoteWerks using the API. You can capture events triggered in QuoteWerks when a contact is requested to be pulled into the quote, when the quote is being saved, converted to an order, printed and more!

The SDK is available free of charge. To request the SDK, please email support@quotewerks.com.