QuoteWerks

Overview
Integration
Support

QuoteWerks provides the tools necessary for MSPs, IT Professionals, and VARs to efficiently and accurately prepare, manage, and deliver interactive sales quotes and proposals to their customers. With QuoteWerks, you can create quotes in minutes - streamlining your sales. Our complete distributor procurement integration saves you countless hours by enabling you to retrieve your pricing, place orders, track your shipments, and serial numbers. Gain insight into your pipeline - Know when your customers view your interactive quotes, approve the deal, electronically sign the document, and make payment. With QuoteWerks, your opportunities are always up-to-date.

QuoteWerks integrates with ConnectWise Manage Companies, Products, Opportunities, Service Tickets, Sales Orders, Agreements, Projects, Purchase Orders, and more.

With over 85,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turnkey implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, and more.

ConnectWise PSA

Features:

The QuoteWerks ConnectWise Manage integration includes:

Leveraging your ConnectWise Manage Contacts and Products in QuoteWerks
Creating/Updating Sales Opportunities in ConnectWise Manage
Include product/service line item detail in the ConnectWise Manage Opportunity
Recurring revenue flows seamlessly from QuoteWerks into the ConnectWise Manage Opportunity
QuoteWerks Creates/Updates Completed Opportunity Forecasts in ConnectWise Manage.
Creating Attachments in ConnectWise Manage, including proposal PDFs.
Create one-off service tickets related to the quote for doing site surveys, pricing research, etc, and then when converting to an order, have options to create a separate service ticket for each hardware item, or labor item.
Creating/Updating Agreements in ConnectWise Manage when winning the Opportunity
Creating Sales Orders in ConnectWise Manage when winning the Opportunity
Creating Purchase Orders and Receiving Items in ConnectWise Manage
QuoteValet Mobile offering included with QuoteValet quote delivery and acceptance vehicle - no extra fees. Also over 80 payment gateways supported including QuickBooks Merchant Services, Google Checkout and PayPal.
Create online order forms in minutes with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.
Procurement Tracking. Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

QuoteWerks integrates with ConnectWise Manage Companies, Products, Opportunities, Service Tickets, Sales Orders, Agreements, Projects, Purchase Orders, and more.

Integration

ConnectWise PSA

Features:

The QuoteWerks ConnectWise Manage integration includes:

Leveraging your ConnectWise Manage Contacts and Products in QuoteWerks
Creating/Updating Sales Opportunities in ConnectWise Manage
Include product/service line item detail in the ConnectWise Manage Opportunity
Recurring revenue flows seamlessly from QuoteWerks into the ConnectWise Manage Opportunity
QuoteWerks Creates/Updates Completed Opportunity Forecasts in ConnectWise Manage.
Creating Attachments in ConnectWise Manage, including proposal PDFs.
Create one-off service tickets related to the quote for doing site surveys, pricing research, etc, and then when converting to an order, have options to create a separate service ticket for each hardware item, or labor item.
Creating/Updating Agreements in ConnectWise Manage when winning the Opportunity
Creating Sales Orders in ConnectWise Manage when winning the Opportunity
Creating Purchase Orders and Receiving Items in ConnectWise Manage
QuoteValet Mobile offering included with QuoteValet quote delivery and acceptance vehicle - no extra fees. Also over 80 payment gateways supported including QuickBooks Merchant Services, Google Checkout and PayPal.
Create online order forms in minutes with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.
Procurement Tracking. Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

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QuoteWerks

ConnectWise PSA

Currently this vendor is not Certified under ConnectWise Invent.

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Integrates with:

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Overview

Integration

ConnectWise PSA

Support

Currently this vendor is not Certified under ConnectWise Invent.

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