Manage customer relationships, sales and services across complex operations with the SAP integration for QuoteWerks. Streamline complex workflows and make better informed decisions using a modular approach, customised to meet specific industry and operational needs.
✔ Effortless Quote-to-Invoice Conversion
✔ Generate SAP documents—including Sales Orders, Purchase Orders, and Invoices—directly from active QuoteWerks documents with a single click.
✔ Automated Data Synchronization
✔ Seamlessly transfer customer, supplier, and product information between QuoteWerks and SAP, ensuring consistency across platforms.
✔ Real-Time Document Reference Linking
Maintain audit trails by synchronizing unique document reference numbers between QuoteWerks and SAP.
✔ Customizable Workflow Options
✔ Tailor the integration to your business needs with configurable settings that adapt to your existing processes.
✔ User-Friendly Interface
✔ Initiate the creation of SAP documents from within QuoteWerks using an intuitive menu option, streamlining user experience.
Ideal for businesses utilizing SAP for accounting and QuoteWerks for sales quoting, this integration ensures a smooth, automated connection between sales and finance. By reducing manual tasks and enhancing data accuracy, it empowers your teams to operate more efficiently and effectively.
The SAP Integration for QuoteWerks bridges the gap between your sales and finance operations by linking QuoteWerks with SAP ERP systems. This integration streamlines the transfer of quotes, orders, and invoices, eliminating manual data entry and reducing errors. By automating these processes, your teams can focus on what they do best—closing deals and managing finances.
Other CRM/PSA Integrations From Quintadena
Take advantage of a wide range of QuoteWerks CRM integrations to access all of your information in one place for a seamless experience.
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.
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.
