I suggest you ...

QuoteWerks integration

We currently use QuoteWerks and there addon QuoteValet for our quoting system. Just thought I make a suggestion on some kind of integration.

Some info on there SDK. http://quotewerks.com/sdk.asp

Something simple like the quotes are pushed from QW to RS like they do for Autotask and other CRM/PSA's. No photos or anything fancy QW does that just need the basic quote info to beadded to the quotes/Estimates in RS. I hope I'm making since.

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Justin Walling shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

10 comments

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  • Will Reynolds commented  ·   ·  Flag as inappropriate

    I am looking at getting QuoteWerks just to help simplify my life and try and have things running much smoother. Any updates on this???

  • Rob Lloyd commented  ·   ·  Flag as inappropriate

    I've replaced CW with RS it's been great. The estimates are ok for a quick one but Quotewerks allows us to look at live inventory and pricing from all our distributors. Having that integrated would be very helpful. Probably help with more RS sales too :)
    2 way sync would be great - RS to QW for customer info to create a quote. QW to RS for creating a ticket with the items and/or creating an estimate.

  • Rob Lloyd commented  ·   ·  Flag as inappropriate

    I also use QW and this would be a great integration. I'm currently on Connectwise and looking at getting RS to replace it. Having product info and pricing come over would be great.

  • David Lawrence commented  ·   ·  Flag as inappropriate

    agreed. just need to be able to query RS in QW for customer data (to easily populate the QW quote) and then push the quote to RS. Nothing to fancy. But that way, a quote in QW could turn into an Invoice in RS. We also use the QuoteValey service to get paid on quotes which is awesome, but its a pain to then get that into our billing system.

  • steve commented  ·   ·  Flag as inappropriate

    I actually just bought QuoteWerks in the last 60 days. I love it. I can quote somebody something, use Etilize data, get real-time availability from distribution, and automatically require a pre-payment from the customer when they approve the order. :)

  • acscva commented  ·   ·  Flag as inappropriate

    Would love to see this integration and think that it would make RepairShopr even more liked over the other CRM/PSA/Ticketing systems....

  • Steven commented  ·   ·  Flag as inappropriate

    I have this and it would be very handy as my suggest for options in estimates was not thought to be needed but this is what I use in quotewerks.

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