QuoteWerks seamlessly integrates with leading CRM (Customer Relationship Management) and PSA (Professional Services Automation) platforms, ensuring a smooth flow of data between your sales, service, and support teams. Enhance productivity, improve customer relationships, and streamline quoting with powerful two-way integrations.
Quotewerks can communicate directly with a number of different Customer Relationship Management systems to keep your records consolidated.
Built-in integration is available for ACT!, ACT for web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, Microsoft Dynamics CRM, Microsoft Outlook, Outlook with Business Contact Manager, Salesforce, SalesLogix/Infor CRM, and SugarCRM.
Quintadena offers integration software for Vtiger CRM and INFOR CRM.
Other third party QuoteWerks partners offer CRM/PSA integrations via the QuoteWerks API. To find out whether thirdparty integration with your CRM/PSA already exists, or to enquire about getting a new integration written, contact us.
QuoteWerks seamlessly integrates with leading CRM (Customer Relationship Management) and PSA (Professional Services Automation) platforms, ensuring a smooth flow of data between your sales, service, and support teams. Enhance productivity, improve customer relationships, and streamline quoting with powerful two-way integrations.
Combining QuoteWerks with HubSpot allows you to take full control of your sales funnel. You can integrate QuoteWerks with HubSpot CRM Contacts, Deals, Products and more. Your sales team will be able to generate leads within HubSpot, close deals more efficiently and create remarkable customer experiences.
Autotask is a professional services automation tool that offers a range of opportunities to streamline your sales funnel, making the process of providing estimates and proposals to potential customers simpler and easier. What’s more, it allows you to create orders and service tickets within Autotask, as well as get a complete view at revenue generated across products and services.
Microsoft Dynamics CRM allows you to make quicker, better decisions when it comes to responding to market shifts and new trends, giving you an edge over your competitors and helping increase revenue. This AI-powered CRM software is also highly adaptable and easy to use so that your team can work efficiently with minimal training.
QuoteWerks integrates with GoldMine contacts, predicted sales, potential opportunities, calls and more, allowing better control of your sales funnel. This gives your team the tools to create accurate quotes and proposals quicker, track every stage of the sales pipeline with clarity and close deals more efficiently.
Zoho CRM allows you to manage your sales, marketing and support all within the same platform. When integrated with this software, QuoteWerks leverages your existing contacts, allows you to track follow-up calls, automatically creates and updates deals, creates products and services that it attaches to quotes, and more.
Salesforce is a major cloud software provider that helps companies work together and communicate more efficiently. They’re embracing the next generation of cloud technology by focusing on social features, mobile access and open integration, allowing businesses to work smarter and stay connected.
SAP is an enterprise-level CRM system that helps large organisations manage customer relationships, sales and services across complex operations. Its data management, automation and analytics features allow teams to streamline complex workflows and make better informed decisions. What’s more, SAP uses a modular approach, meaning solutions can be customised to meet specific industry and operational needs.
GoldVision is a CRM platform for sales, marketing and project management with strong customisation and reporting capabilities. It’s designed to support businesses of all sizes and has a user-friendly interface allowing your team to work more efficiently. GoldVision offers a wide variety of tools that help streamline operations and improve customer engagement.
QuoteValet, an innovative add-on for QuoteWerks, revolutionises the quoting process by enabling online quote delivery, tracking, and acceptance. Say goodbye to static PDFs and lost emails—QuoteValet provides an interactive, cloud-based quoting experience that enhances customer engagement and speeds up sales cycles.
Vendor RFQ, a powerful feature within QuoteWerks, makes it easy to request pricing and availability from multiple vendors, ensuring you get the best deals for your customers. Say goodbye to time-consuming manual RFQs—automate and centralize your supplier communications for faster, more competitive quoting.
The Product Content Subscription powered by Etilize enhances QuoteWerks by providing up-to-date, detailed product information, helping sales teams create professional and accurate quotes effortlessly. Say goodbye to manual data entry—access rich product descriptions, images, and specifications directly within QuoteWerks.
The Excel Integration Module for QuoteWerks allows you to leverage your existing spreadsheet-based pricing tools by seamlessly transferring products and line-item details from your Excel configurator directly into your QuoteWerks CPQ documents. This advanced integration eliminates the need for manual data entry, ensuring a smooth and efficient quoting process.
Stay ahead of renewals with Quintadena’s Automated Renewal Quoting Module for QuoteWerks! This powerful solution automatically generates renewal quotes for products and services, ensuring you never miss a renewal opportunity. By seamlessly pulling data from your CRM/PSA, or other contract management system, it creates accurate, ready-to-send quotes in QuoteWerks—eliminating manual effort and reducing errors.
The Alternate Currency Pricing module streamlines international sales by enabling spot (line-by-line) pricing in foreign currencies. This flexible solution allows users to apply foreign pricing instantly—without needing to add items to the product database—making it ideal for quick, on-the-fly quoting.
This is our most widely-used module, including:
This module allows you to have raw materials set up in your product database and to calculate the cost of building a bespoke item for your customer.
You build your item in the Estimator and transfer it as a group. A typical use of the Estimator would be for pricing a job in a sign-writing or large format digital print environment where costs depend upon area to be printed. Units can be entered and calculated in Imperial or Metric (and automatically converted to the desired system if necessary).
The Quintadena Part Invoicing for module allows an order to be converted to an invoice in stages, for the times when you dispatch an order in multiple parts with an invoice for each delivery. With easy-to-follow Red/Amber/Green highlighting on Not/Part/Fully invoiced items, and items can be selected individually or in bulk, by percentage or by specific quantities.
The QuickBooks Integration for QuoteWerks streamlines your workflow by seamlessly transferring quotes, orders, and invoices between QuoteWerks and QuickBooks. Eliminate double data entry, reduce errors, and improve efficiency by keeping your sales and accounting systems perfectly in sync.
The Xero Integration by Quintadena seamlessly links QuoteWerks with Xero, enabling smooth and efficient transfer of quotes, invoices, and customer data. Say goodbye to manual data entry and accounting errors—this integration ensures your sales and financial records stay perfectly aligned.
The Connect-It Sage 50 Integration seamlessly links QuoteWerks with Sage 50, streamlining the transfer of quotes, orders, and invoices between your sales and accounting systems. Eliminate manual data entry, reduce errors, and ensure accurate financial records with this powerful integration.
The Connect-It Sage 200 Integration seamlessly connects QuoteWerks with Sage 200, enabling efficient transfer of quotes, orders, and invoices. This powerful integration eliminates manual data entry, enhances accuracy, and ensures a smooth workflow between your sales and finance teams.
