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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

The combination of QuoteWerks and Kaseya BMS makes it easier to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.


For more information on the Kaseya BMS integration, please see:

Setting Up the Kaseya BMS Integration

Using the Kaseya BMS Integration


Features available in Kaseya BMS Integration:

QuoteWerks leverages your Kaseya BMS Contacts

Automatically creates and updates Sales Opportunities

Creates products in Kaseya BMS and links to existing Kaseya BMS Item List

When quotes are Won in QuoteWerks, the Kaseya BMS Opportunity is also updated as Won

Use your Kaseya BMS Products and 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

Electronically deliver quotes and proposals to your customers in Kaseya BMS