CRM and PSA Integrations
Don't change your entire workflow! Simply add QuoteWerks into your current sales process to reduce your quoting and proposal creation time.
QuoteWerks seamlessly integrates with the most powerful CRM/PSA and accounting systems, enabling you to easily and accurately transfer your important sales data directly into these software solutions for forecasting and reporting. It's a great fit for any size company in any industry!
QuoteWerks + Datto Autotask PSAThe combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and create orders within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources
QuoteWerks + ConnectWise ManageThe combination of QuoteWerks and ConnectWise® Manage makes it simpler to provide quotes, estimates, and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within ConnectWise, and gain visibility into revenue streams from products, services, managed services, and other sources.
QuoteWerks + Microsoft DynamicsMicrosoft Dynamics CRM (Dynamics 365 for Sales) is an easy-to-use, integrated and adaptable CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success.
QuoteWerks + Salesforce.comSalesforce.com is the enterprise cloud computing company that has transformed the way companies collaborate and communicate. Salesforce.com is leading the effort to bring Cloud 2, the next paradigm for computing, to the enterprise by offering its customers the social collaboration, mobility and openness that are the hallmark of this new world.
QuoteWerks + Infor CRMSalesLogix is an award-winning CRM software system providing customer tracking solutions for sales, marketing and customer service. SalesLogix / Infor CRM offers a complete view of customer interactions across departments - providing information and insights for better planning, managing, and forecasting.
QuoteWerks + SugarCRMSugarCRM makes CRM Simple. As the world's fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than nine million times and currently serve over 800,000 end users in 80 countries. Over 7,000 customers have chosen SugarCRM's On-Site and Cloud Computing services over proprietary alternatives.
QuoteWerks integrates with several of the leading Accounting software solutions. No more duplicate entry. No more re-typing errors. Use QuoteWerks to stop cluttering your accounting software with quotes and products that you haven't sold. Eliminate the re-typing. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for you with no re-typing and eliminating costly mistakes! Keep your sales people out of your Accounting Software with QuoteWerks.
QuoteWerks has built-in purchasing and receiving functionality that integrates with our accounting integrations.
QuoteWerks + QuickBooks DesktopQuoteWerks creates QuickBooks Desktop Estimates, Sales Orders, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Desktop and can even create new ones. When you are ready to purchase, QuoteWers will create purchase orders in QuickBooks Desktop eliminating extra steps for your procurement team.
QuoteWerks + QuickBooks OnlineQuoteWerks creates QuickBooks Online Estimates, Sales Orders, and Invoices. QuoteWerks leverages the customer and product information you already have in QuickBooks Online and can even create new ones. When you are ready to purchase, QuoteWers will create purchase orders in QuickBooks Online eliminating extra steps for your procurement team.
QuoteWerks + Reckon AccountsReckon, an Australian company, was Intuit's Distributor of QuickBooks in Australia. In 2014, Reckon's relationship with Intuit, Inc. ended and they could no longer use the QuickBooks® brand. Reckon purchased a branch of the QuickBooks source code and rebranded the product as Reckon Accounts Desktop. QuoteWerks integrates with Reckon Accounts Desktop the same way it integrates with QuickBooks Desktop.
QuoteWerks + 3rd Party IntegrationsIf you use different accounting software, we also have 3rd party Accounting add-ons such as Sage 100, Sage 200, Xero, Great Plains, and more. QuoteWerks also has an Open Export Module that generically exports data that can be imported by Accounting Software.
Vendors and Distributors
QuoteWerks + CiscoCisco has many quote and configuration utilities. The QuoteWerks development team has worked closely with Cisco and our customers to import many of these configurations including those created with the Cisco Quick Pricing Tool (QPT), Cisco multiline Configurator, and more.
QuoteWerks + HP iQuoteThe HP iQuote cloud based system ensures order accuracy, improving the efficiency of presales teams and reducing the risk of error. It also provides additional configurations and options that increase the value channel partners can provide to customers and improve the potential to drive larger deals.
QuoteWerks + D&HQuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from D&H. D&H Distributing is a leading technology distributor of IT and electronics offering end-to-end solutions for today's reseller and retailer and the clients they serve across the SMB and Consumer markets.
QuoteWerks + Ingram MicroQuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Ingram Micro. Ingram Micro helps businesses realize the promise of technology with technology solutions, supply-chain services, mobility and cloud services.
QuoteWerks + SYNNEXQuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from SYNNEX. SYNNEX Corporation, a business process services company, provides business-to-business services that help our customers and business partners grow and enhance their customer-engagement strategies.
QuoteWerks + Tech DataQuoteWerks enables you to retrieve Real-time Pricing and Availability, Place Online Orders, Track Shipments and Serial Numbers, and more from Tech Data. Tech Data is the leading end-to-end distributor of technology products, services and solutions around the world.
QuoteWerks + ArbitechQuoteWerks enables you to retrieve Real-time Pricing and Availability from Arbitech. Arbitech's primary focus is on stocking new, current products, however they also have expertise in sourcing constrained and end-of-life products which aren't always available through conventional distribution. As a result, Arbitech's Reseller partners enjoy true supply chain diversity.
QuoteWerks + Digital StorageQuoteWerks enables you to retrieve Real-time Pricing and Availability from Dexxxon Digital Storage. Dexxxon Digital Storage is a leading wholesale distributor of computer backup media and office technology products such as LTO Tape, DLT Tape, Ink, Toner, Optical Discs, CD's and DVD's.
QuoteWerks + EET GroupQuoteWerks enables you to retrieve Real-time Pricing and Availability from EET. EET Group is a value added niche IT distributor, providing suppliers and customers with expert industry knowledge, intelligent logistics solutions, unique sales service and smart marketing tools.
QuoteWerks + JenneQuoteWerks enables you to retrieve Real-time Pricing and Availability from Jenne. Jenne is a leading value-added distributor of business telephony, data, audio and video conferencing, and security technology products, including equipment and software for the SMB and Enterprise markets.
QuoteWerks + Supplies NetworkQuoteWerks enables you to retrieve Real-time Pricing and Availability from Supplies Network. Supplies Network is a distributor for print and imaging supplies, equipment and Managed Print Services for resellers seeking a high-value, category-focused supplier to help them growtheir business.
Payment Gateway Integrations
QuoteWerks has built-in lease payment calculation support. You can very easily offer your customer the option to purchase or lease the quote. All leasing companies are supported, simply enter your leasing company's lease rate factor data into QuoteWerks.