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QuoteWerks Integrates with Kaseya BMS

  • How to Setup the Kaseya BMS Integration
    Setting Up the Kaseya BMS Integration
    This video will walk you through how to setup the QuoteWerks integration with Kaseya BMS to create opportunities, link to the Kaseya BMS item lists, and much more.
  • How to Use the Kaseya BMS Integration
    Using the Kaseya BMS Integration
    This video will demonstrate how to use the Kaseya BMS integration with QuoteWerks. You'll be able to search for contacts, create and update opportunities, create and update Kaseya BMS quotes, and much more!
  •  QuoteWerks and Kaseya BMS Integration Webinar
    QuoteWerks and Kaseya BMS Integration Webinar
    This webinar focuses on the QuoteWerks written integration into Kaseya BMS! We demonstrate how to use the integration and some steps you can take for setup to get the most out of your integration.
  • QuoteWerks Web & Kaseya BMS
    This video demonstrates the available features in QuoteWerks Web and how it seamlessly integrates with Kaseya BMS

Create Winning Quotes and Proposals

Enhance your Kaseya BMS quoting experience by integrating QuoteWerks as your CPQ software solution to streamline the quote and proposal process, giving you a better chance to win every opportunity.

Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.

QuoteWerks Edition Requirements

The QuoteWerks Kaseya BMS integration is only available in the Corporate Edition of QuoteWerks and QuoteWerks Web.

How QuoteWerks Integrates with Kaseya BMS

QuoteWerks Integrates with Kaseya BMS

QuoteWerks Searches the Kaseya BMS Database for Contacts

From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the Kaseya BMS 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.

QuoteWerks Searches the Kaseya BMS Database for Contacts

QuoteWerks Creates Document Attachments in Kaseya BMS

QuoteWerks Creates Document Attachments in Kaseya BMS
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.

QuoteWerks Creates/Updates Opportunities in 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.

QuoteWerks Creates/Updates Opportunities in Kaseya BMS

QuoteWerks Creates Quotes in Kaseya BMS with Line Item Detail

QuoteWerks Creates Quotes in Kaseya BMS with Line Item Detail

When saving a quote, QuoteWerks can create a Kaseya BMS Quote associated with the Opportunity. Line item detail from the QuoteWerks Quote will automatically transfer to the BMS Quote. QuoteWerks line items configured as recurring flow seamlessly into the Kaseya BMS Quote as recurring products and/or services.

QuoteWerks Creates Products and Services in Kaseya BMS

QuoteWerks Creates Products and Services in Kaseya BMS
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.

QuoteWerks Schedules Activities in Kaseya BMS

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 Schedules Activities in Kaseya BMS

Use Kaseya BMS Products and Services in QuoteWerks

QuoteWerks Creates Products and Services 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.

QuoteWerks is fully integrated with Kaseya BMS

QuoteWerks Integrates with Kaseya
The QuoteWerks Business and Software Development teams worked with the Kaseya BMS team originally when Kaseya wrote their integration to QuoteWerks. The latest, native integration to Kaseya BMS was handled the same way looking for functionality that was not available to the Kaseya BMS team via the API. The collaboration included new APIs added by the Kaseya team and fully integrated solution by the QuoteWerks team. Functionality like Auto-links and the Datalink would not have been possible without the collaboration between the teams.

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.

QuoteWerks is fully integrated with Kaseya BMS

QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Baltimore 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Milwaukee 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Columbus 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Newport 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII NY 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Austin 2016 QuoteWerks was honored to be awarded Best Partner Involvement at ASCII Columbus 2017 QuoteWerks was honored to be awarded Best Partner Involvement at NJ  2017 QuoteWerks was honored to be awarded Best Partner Involvement at NJ 2018 QuoteWerks was honored to be awarded Best Partner Involvement at Toronto 2018 QuoteWerks was honored to be awarded Best Partner Involvement at Charlotte 2019    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2015    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2016    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2017    For the 6th year, QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2018    QuoteWerks CPQ wins Best Quoting Solution - Proposals and Estimates (CPQ) - Channel Pro 2019    QuoteWerks named 2020 Channel's Best Quoting Software Vendor by ChannelPro-SMB QuoteWerks was honored to be awarded Best Software Solution Dalla 2018    QuoteWerks CPQ wins Best Channel Vendor - Quoting Solution - Proposals and Estimates (CPQ) - Business Solutions Magazine 2016    QuoteWerks CPQ wins Best Channel Vendor - Quoting Solution - Proposals and Estimates (CPQ) - Business Solutions Magazine 2017 CardRates.com Recognizes QuoteWerks with Editors Choice Award - 2020 QuoteWerks Named as a Top Rated Configure Price Tool for 2018    QuoteWerks Named as a Top Rated Configure Price Tool for 2019    QuoteWerks Named as a Top Rated Configure Price Tool for 2020    QuoteWerks CPQ is a Top Rated Proposal and Quoting Software Solution on G2Crowd based on reviews by our customers