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QuoteWerks Development Options and Resources

Extend QuoteWerks with AI Automation, Scripting, Custom Development, and more

Extend QuoteWerks with AI-assisted scripting and event-driven automation to control how quotes are created, validated, and delivered. Define business rules, guide users, and automate processes directly inside QuoteWerks without relying on traditional development or external tools.

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extend quotewerks with ai assisted scripting and quotevalet webhooks

Customize and Automate Your Quoting Workflow

extend quotewerks with ai automation and custom development
QuoteWerks Web Scripting with AI Assistant

Turn Ideas into Working Automation

Describe What You Want. Let QuoteWerks Build It.

QuoteWerks Web introduces a new approach to customization. Instead of writing code from scratch, you can describe the behavior you want in plain English, and the AI assistant generates a working script.

This allows your team to implement business rules, automate workflows, and control quoting behavior without depending on development resources.

What You Can Do

  • Generate scripts from plain-English instructions
  • Automate validation and approval rules
  • Enforce pricing, margin, and configuration logic
  • Guide users through structured workflows
  • Rapidly test and refine automation

How It Works

QuoteWerks combines an AI assistant with an event-driven scripting engine.

  • Start with a prompt describing your rule or workflow
  • AI generates a working script
  • Apply and test immediately
  • Refine or extend as needed


This reduces the time from idea to execution and allows your team to move faster.

Event-Based Automation

Scripts run automatically at key points in the quoting process:

  • Before or after saving a quote
  • When adding or modifying line items
  • Before generating proposals or documents
  • When user inputs or selections change


This ensures your rules are applied consistently without relying on user behavior.

Example Prompts

  • Prevent quotes from being sent without billing terms
  • Auto-generate scope of work based on product category
  • Update pricing automatically based on quantity thresholds
  • Translate the Description into a foreign language

Built for Both Non-Developers and Technical Users

  • Non-developers can generate and use scripts with AI
  • Technical users can refine and extend logic with JavaScript
  • Teams can standardize processes without heavy training

Example Use Cases

  • Quote accepted: trigger fulfillment, order processing, procurement, or project handoff
  • Quote viewed externally: notify the sales rep so they can follow up while the quote is fresh
  • Payment successful: update the internal workflow, mark the opportunity status, or alert accounting
  • Payment failed: notify sales or accounting so they can follow up with the customer
  • Signing fully executed: trigger the next step once all required signatures are complete
  • Customer question posted: notify the sales rep or customer success team that the customer needs a response
  • Quote expired and viewed by customer: prompt sales to re-engage the customer or issue an updated quote
  • QuoteWerks Web document saved: update a connected workflow or notify another system that quote data has changed
  • Contact selected in QuoteWerks Web: update related CRM or customer workflow activity

These are just a few examples of what can be automated with QuoteWerks Web and QuoteValet webhooks. Webhook events can support many different workflows, from sales follow-up and approvals to fulfillment, procurement, accounting notifications, and integrations with other business systems.

Event-Driven Automation

Respond Instantly to QuoteWerks Web and QuoteValet Activity with Webhooks

Turn Quote Engagement into Action

QuoteWerks Web and QuoteValet webhooks help your business respond automatically when important quoting activity happens.

QuoteValet webhooks can trigger actions when customers view, accept, sign, pay, comment on, or upload files related to a quote. QuoteWerks Web webhooks can also respond to document activity inside QuoteWerks Web, such as when a document is created, opened, saved, deleted, renamed, converted, or when line items, contacts, or shipping selections are updated.

This connects quote activity directly to your operational workflow, helping your team move faster without relying on manual follow-up or disconnected email notifications.

What Webhooks Enable

  • Detect customer-facing activity such as quote views, approvals, signatures, payments, comments, and file uploads
  • Respond to QuoteWerks Web document activity such as creating, opening, saving, deleting, renaming, or converting documents
  • Trigger internal workflows automatically
  • Notify your team in real time
  • Start follow-up actions without manual effort
  • Connect QuoteWerks activity to other business systems

Why It Matters

Instead of relying on email notifications or manual updates, webhooks allow your business to react instantly and consistently to customer actions.

This reduces delays, improves response time, and ensures nothing falls through the cracks.

Learn More About Webhooks
QuoteWerks Desktop Development

Access SDK and Legacy Integration Resources

Built for Established Custom Integrations

QuoteWerks Desktop uses a different development model than QuoteWerks Web based on SDK access and external integrations. If you are working with QuoteWerks Desktop, you will need to reference those resources for customization and automation.

QuoteWerks Desktop Development Capabilities

  • COM-based API access
  • External integrations and automation tools
  • Established scripting and customization options

Important Distinction

QuoteWerks Web and Desktop follow different development approaches. QuoteWerks Web focuses on AI-assisted scripting and event-driven automation built directly into the platform with a REST API and Zapier integrations on the roadmap.  QuoteWerks Desktop focuses on SDK-based development and external system customization.

QuoteWerks Desktop Development Resources
Platform Comparison (QuoteWerks Desktop vs QuoteWerks Web)

Choose the Right Development Approach

Match Your Workflow to the Right Platform

QuoteWerks Web and Desktop provide different development models. Choosing the right approach depends on how you want to build and manage your automation.

QuoteWerks Web

  • AI-assisted scripting
  • Event-driven automation
  • Faster implementation and iteration
  • Built into the application

QuoteWerks Desktop

  • Desktop SDK-based customization
  • External Desktop integrations
  • Legacy workflow support
FAQ Section

Common Questions about Development Resources for Extending QuoteWerks

QuoteWerks Web introduces a modern approach to automation using AI-assisted scripting and event-driven workflows. These frequently asked questions explain how scripting, webhooks, and Desktop development resources work together to extend your quoting capabilities.

What is AI scripting in QuoteWerks Web

AI scripting allows you to describe the behavior you want in plain English, and QuoteWerks generates a working script that runs inside your quoting workflow. You can apply the script immediately and refine it further if needed. This approach allows both non-technical and technical users to build automation efficiently and consistently.

Do I need to know JavaScript to use scripting

You do not need to know JavaScript to get started. The AI assistant generates scripts based on your instructions, allowing non-developers to automate workflows quickly. Technical users can extend these scripts for more advanced scenarios as needed.

What types of workflows can be automated

Scripting can be applied throughout the quoting lifecycle to enforce rules, guide users, and automate repetitive steps. This includes validating data, enforcing pricing rules, controlling configurations, and generating dynamic content.

When do scripts run in QuoteWerks Web

Scripts run automatically based on specific events such as saving a quote, modifying line items, generating proposals, or updating user inputs. This ensures consistent execution of your business rules.

What are QuoteValet webhooks

Webhooks are event-based notifications triggered by customer actions such as viewing, accepting, or paying for a quote. These events allow your internal processes to respond automatically, improving speed and reducing manual effort.

Should I use QuoteWerks Web or Desktop for development

If you want AI-assisted automation built directly into your quoting workflow, QuoteWerks Web is the right choice. If you rely on Desktop SDK integrations or need deeper external customization, QuoteWerks Desktop may be more appropriate.

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