• QuoteWerks leverages your existing Kaseya BMS Contacts
• Automatically creates and updates Kaseya BMS Sales Opportunities
• Automatically creates and updates Kaseya BMS Quotes
• Creates products and Services in Kaseya BMS and attaches them to your Quotes
• Recurring items flow seamlessly into your Kaseya BMS quotes
• Use your Kaseya BMS Products & Services in your QuoteWerks Quotes
• Schedule follow-up activities in Kaseya BMS for your quotes
• Attaches PDFs to Kaseya BMS so people in your organization without QuoteWerks can view quotes
• Create New Kaseya BMS Contacts From QuoteWerks

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 Attachments tab in the Kaseya BMS Opportunity. Additionally, when you are in Kaseya BMS 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 Kaseya BMS.

When saving a quote, QuoteWerks automatically creates an Opportunity in Kaseya BMS. When you are in Kaseya BMS, 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 Quotes in Kaseya BMS, if line item detail is selected to be included with the Quote, those products and services will be created in the Kaseya BMS product and services databases for future use. In fact, you can even use this feature to completely populate your Kaseya BMS product database (effectively importing products into Kaseya BMS) with products from QuoteWerks product databases or your QuickBooks items list.

When saving a quote, QuoteWerks offers to schedule a call activity for you in Kaseya BMS. As you update your quote, you have the ability to update this same call activity in Kaseya BMS. 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 Kaseya BMS.

One-Off Activities

When saving a quote, QuoteWerks also enables you to create additional activities in Kaseya BMS. These one-off activities can be one of the pre-defined activities in Kaseya BMS 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 Kaseya BMS.

QuoteWerks enables you to use the products and services you already have in Kaseya BMS. QuoteWerks can link to the Kaseya BMSProducts and/or Services databases as Product Data Sources. From within QuoteWerks, you can search the Kaseya BMS databases and add these products and services to your QuoteWerks quote.

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 Kaseya BMS.

While working in QuoteWerks, you can easily launch the contact, opportunity, or quote that you are working with. You can launch the contact anytime in Kaseya BMS from the Sold To/Ship To tab in QuoteWerks. While updating an existing Kaseya BMS Opportunity or Quote, you can easily view them in Kaseya BMS with a click of a button ensuring you have a seamless integration with Kaseya BMS.