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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

This section takes you through using the ConnectWise Integration in QuoteWerks. This will show you how to pull ConnectWise customer records into sales quotes, create ConnectWise opportunities, and more.

Most of the features described in this topic's sub-topics require that you've already pulled the account/contact information into the Sold to / Ship to tab of the Quote Workbook.

Note:When this is done, the ConnectWise account number embeds into the quote. QuoteWerks uses this account number to write information back to ConnectWise.

Please click the following topics to learn more about writing information back to ConnectWise:

Pulling ConnectWise Account/Contact Information into QuoteWerks

ConnectWise Online/Offline Status

Recurring Revenue in ConnectWise

Creating/Updating ConnectWise Sales Opportunities

Creating ConnectWise Projects

Creating ConnectWise Service Tickets

Writing Grouped Bundles from QuoteWerks into ConnectWise

Creating or Updating a Linked Document in ConnectWise

Creating or Updating a Follow-Up Call in ConnectWise

Creating a One-Off Activity in ConnectWise

Viewing a Quote in ConnectWise

Starting a New Quote from Inside ConnectWise

Creating a ConnectWise Sales Order from an Opportunity

Creating New ConnectWise Company from QuoteWerks

QuoteWerks Dashboard Notifications for ConnectWise

Sending Agreements from QuoteWerks to ConnectWise

Creating Purchase Orders in ConnectWise

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing


Note:Writing information to ConnectWise requires that you have access to ConnectWise. If you are running QuoteWerks but do not have access to your locally hosted or ConnectWise hosted copy of ConnectWise, you will not be able to write information back to ConnectWise.