Welcome ConnectWise users!|
Thank you for your interest in
migrating from the ConnectWise written QuoteWerks Addon to the
QuoteWerks built-in ConnectWise integration.
Backgrounder: In 2005, ConnectWise recognized
QuoteWerks as the de facto quoting solution for the
IT industry. ConnectWise then wrote the "ConnectWise
QuoteWerks Addon" to provide a combined solution for
the IT managed services community. This was sold by
ConnectWise for about $800. Fast forward to 2009,
the ConnectWise Community demanded a better
integrated solution to meet their evolving needs.
The QuoteWerks development team wrote our own
built-in, robust integration with ConnectWise which
is available in QuoteWerks version 4.5 build 4.
Executive Summary - "In a
- The QuoteWerks built-in
- What is required and what
does it cost?
How is it better than the
ConnectWise written QuoteWerks Addon?
How to switch/migrate
The QuoteWerks built-in
integration is available. Find out more about the
The QuoteWerks built-in
integration is included in the
QuoteWerks Corporate Edition. No extra modules are required.
ConnectWise Panel Findings - How is the built-in link
Shortly after the
ConnectWise Summit, Aspire Technologies formed a ConnectWise
Panel for the purposes of finding out what the diverse
needed in their ConnectWise to QuoteWerks integration.
The ConnectWise written QuoteWerks Addon was very well received
in the beginning. With the integration, they now had the ability
to select a ConnectWise contact to Quote to, it would schedule
activities in ConnectWise, it would create opportunities in
ConnectWise, and it would create product definitions in
- The ConnectWise fat client
needed to be running and QuoteWerks also needed to be
running. ConnectWise users would sometimes experience
problems like the fat client freezing requiring a restart of
the ConnectWise fat client.
our new integration, only QuoteWerks
needs to be running. QuoteWerks
communicates directly with the
ConnectWise web services proprietary
and partner APIs.
- Every time they started a
new quote, the ConnectWise link would populate the quote
with the last used contact which often was not the contact
they wanted. This was a well intentioned feature that turned
out to not be so favored in the community.
Solution: The QuoteWerks integration
does not do this.
- When associating a quote with
a ConnectWise Opportunity, the user would be presented with a
search screen listing every Opportunity in ConnectWise rather
than limiting the list to the opportunities for the relevant
company. This obviously required that the user run a search to
find only the opportunities for the current company by retyping
the company name..
associating a quote with an existing
ConnectWise opportunity, QuoteWerks presents
the user only with a list of opportunities
for the quoted contact.
- If you wanted to attach
the quote to a new Opportunity, you would have to create a
new Opportunity from the search screen and while creating
that new Opportunity you of course would need to select the
company the Opportunity was for during which you could
accidentally choose the wrong company.
QuoteWerks now automatically creates the new
opportunity for your and associates the new
opportunity with the quoted contact.
Forecast Lines. The ConnectWise link would only create a
single forecast line of a single type for the entire quote
regardless if the quote items were a mixture of product,
service, managed services, or other.
integration forecasts products, services,
managed services, and other separately as
separate forecast lines on the same
multiple quotes are attached to the same
opportunity, QuoteWerks will still create
separate forecast lines for each forecast
- Product Creation. Since
the ConnectWise link lumped all of the item types into one
item forecast type, it would incorrectly create product
definitions for service, managed service, and other types
under the products tab. Along similar lines, it would not
create service items under the services tab.
QuoteWerks integration only creates products
under the products tab for product type
items. Service type items are created under
the services tab.
Recurring Items. The ConnectWise link required the user
to manually specify the recurring portion of the quote
Recurring Revenue is now fully incorporated
into QuoteWerks line items. When, items in
the quote that are flagged as recurring are
sent over to the ConnectWise opportunity,
the recurring details such as amount,
billing cycle, and start and end dates flow
seamlessly into ConnectWise.
When the QuoteWerks integration introduced the ability to forecast
products, services, managed services, and other separately as
separate forecast lines on the same opportunity, a way was
needed to identify which quote items would flow into which
forecast type. Rather than require the ConnectWise user to
manually specify the forecast types (highly prone to error), we opted
to create a mapping system through which all items automatically
funnel into the appropriate forecast type.
Imagine if you had 10, 20, or even
50 lines on a quote and had to manually specify if 10 of the
items scattered amongst the quote were managed services, 10 were
products and 5 were services. This greatly increases the chance
for error and is extremely time consuming. What happens when you
hire a new person? How would they know how to categorize each
Click here to see the
complete details of our current QuoteWerks built-in
integration to ConnectWise.
How to switch between
It is easy to
switch between the ConnectWise written and QuoteWerks
Basically, just install the
QuoteWerks update, disable the ConnectWise written
integration in ConnectWise, create an API integrator login
in ConnectWise, and in QuoteWerks choose ConnectWise as the
default contact manager. To switch back, just do the
For step-by-step details on how to turn off the
ConnectWise written QuoteWerks Addon, read this
section from the QuoteWerks User Manual. If you have
questions on how to accomplish this, please feel free to
QuoteWerks Technical Support.