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QuoteWerks Integration
Maximize Your Sales Process!
ConnectWise is committed to forming strategic relationships with "best in class" applications, such as QuoteWerks, allowing you to improve productivity,  increase revenue and lower costs. What can QuoteWerks do for you?
 Place orders with Tech Data online from within QuoteWerks.
Comprehensive management reporting for maximum conversion of opportunities in pipeline.
Instant "on the fly" quoting for maximum exposure and recognition by your client.
Real-time pricing and availability for Tech Data, Ingram Micro, Synnex, and D&H.
Direct QuoteWerks to QuickBooks integration.
Concurrent licensing with volume-based discounts ensure low total cost of ownership with
rapid ROI.
Allows complete tracking through all phases of business development so opportunities are
not lost.
 ConnectWise & QuoteWerks Integration Features:
- Workflow access & real-time visibility between ConnectWise and QuoteWerks.
- Sales opportunity creation in ConnectWise when new quotes are created.
- Automatic tracking of revised quotes in ConnectWise for client records.
- Roll-up of multiple quotes into a single ConnectWise sales opportunity.
- One-click conversion of quotes into ConnectWise service tickets and projects.
 Our goal is to continue designing and developing ConnectWise to grant you more time for client-facing activities that drive your business. For more information click here.
Check out the demo right now to see how QuoteWerks and ConnectWise can take your business to the next level.
If you are a ConnectWise Partner and would like to purchase the ConnectWise QuoteWerks integration or have questions, please contact us.
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