QuoteWerks Real-time Integrations

The QuoteWerks Real-time Module offers several real-time integrations including a Tax Rate lookup service for US postal codes, FedEx & UPS shipping rates service, real-time leasing rates, and real-time pricing & warehouse availability with many of the leading IT/AV distributors, and Online Ordering and Procurement Tracking (shipping tracking, product serial numbers) for IT distributors.

  • Overview for VARs and MSPs
    In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.

Distributor Real-Time Pricing and Availability

Easily retrieve your distributor pricing and availability from over 15 distributors.

Submit Orders Electronically

Order items for multiple orders electronically with Amazon Business, D&H, Dell, Ingram Micro, SYNNEX, and Tech Data. Use real-time pricing or your sales rep negotiated prices.

Procurement Tracking

Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

Save Time looking up Sales Tax rates

Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.

FedEx & UPS Integration

Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers, & serial numbers.

Real-time Leasing Integration

Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!

Dell Premier Integration

The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.

Import Distributor and Vendor Quotes

Import Quotes created by your distributors and vendors with full BOM line item detail.

Amazon Business Integration

Search and build quotes for products available on Amazon Business within QuoteWerks' Product Lookup. QuoteWerks integrated purchasing makes it easy to create Purchase Orders and send them directly to your Amazon Business account.

Are you an MSP, VAR, or IT Service Provider? Check out our IT Community Page.

Real-time Licensing

The real-time module licensing and pricing is based on the "reserved concurrency" model. Whenever a user on the network uses the real-time module, a license is reserved for that user and is not released until the user exits QuoteWerks.  The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks. Find out more about the Real-time Module pricing.

To find out more about what Procurement functionality is included in each QuoteWerks edition, use the QuoteWerks Purchasing, Procurement, and Receiving Comparison Matrix.

Note: Some features listed on this page also require the Product Content Subscription.