Quoting Software Should Work With Your Existing Business Systems, Not Replace Them
Most businesses don't need another disconnected application.
You already have a CRM or PSA managing customers and opportunities. You have accounting or ERP software handling financials, orders, invoicing, and other back-office processes. You may rely on distributors to supply products, payment processors to collect money, and other systems to support everything that happens after a sale.
The real challenge is getting all of those systems to work together.
That's one of the areas where QuoteWerks has always been different.
The Short Answer
QuoteWerks is specialized quoting and CPQ software designed to work with the business systems you already use. With more than 115 integrations across CRM, PSA, accounting and ERP, payment processing, distributors, and other business applications, QuoteWerks connects the quoting process to the rest of your technology stack rather than trying to replace it. Deep native integrations handle critical workflows, while upcoming integrations with Xero and Zapier for QuoteWerks Web will expand those capabilities even further.
More Than 115 Integrations, But Depth Matters More Than the Number
QuoteWerks supports more than 115 integrations across a broad ecosystem of business applications, including:
- CRM and PSA platforms
- Accounting and ERP software
- Payment gateways
- Distributors and technology vendors
- Shipping and leasing systems
- Sales tax services
- Product content and pricing services
- Purchasing and procurement tools
- Automation and developer tools
But the raw number isn't the most important part.
What matters is what those integrations actually do.
There is a significant difference between software that lists an integration because it can send a few fields to another application and software that has been designed around the actual workflows between those systems.
QuoteWerks doesn't just check the "integrates with your CRM" or "integrates with your accounting software" box.
Our integrations are designed to make the systems you already use active parts of the quoting and sales process.
Why an Integration-First Approach Can Be Better Than All-in-One
There is an understandable appeal to an all-in-one platform.
One vendor. One login. One database. One solution that promises to handle CRM, quoting, accounting, payments, reporting, service management, and everything else.
For some businesses, that can make sense.
But consolidation also comes with a trade-off: one solution has to perform a lot of very different jobs.
A dedicated CRM is built around managing customer relationships, marketing, and sales activity. A PSA is designed around service delivery and operational workflows. Accounting and ERP software is built around financial, order, inventory, and other back-office processes. Dedicated quoting and CPQ software is built around configuring products and services, protecting margins, generating professional proposals, managing approvals, and moving opportunities toward a sale.
Trying to make one solution perform every role can mean accepting compromises in the areas that matter most to your business.
An integration-first approach offers another option:
Use the right system for each job and connect them.
That allows a company to choose the CRM, PSA, accounting or ERP platform, payment processor, distributors, and other applications that fit its business without forcing every department into a single vendor's ecosystem.
It also gives you flexibility as your business changes.
If your CRM needs change, you should be able to change your CRM without replacing your quoting system.
If your accounting or ERP platform changes, you shouldn't have to rebuild your entire sales process.
If your quoting requirements become more sophisticated, you shouldn't be limited by whatever quoting functionality happens to be included with your CRM, PSA, accounting, or ERP solution.
A strong integration strategy lets each system specialize while still participating in one connected workflow.
That's the approach QuoteWerks has taken for decades.
Deep CRM and PSA Integrations: The Heart of the Sales Process
Your sales process often starts in your CRM or PSA.
Adopting dedicated quoting or CPQ software shouldn't mean abandoning that system or creating a separate sales process your CRM knows nothing about.
QuoteWerks Web integrates with leading CRM and PSA platforms, including:
- Act! for Web
- Autotask PSA
- ConnectWise PSA
- HaloPSA
- HubSpot CRM
- Microsoft Dynamics 365 Sales
- Pipedrive CRM
- Salesforce
- SugarCRM
- Zoho CRM
Use Your CRM for Sales and Marketing, and Your PSA for Service Delivery
For many MSPs and IT solution providers, the CRM and PSA serve different purposes.
A PSA is typically designed around areas such as ticketing, service delivery, procurement, contracts, projects, and other operational workflows. While many PSA platforms include CRM functionality, they aren't necessarily designed to be the primary sales and marketing engine for the business.
That can create a challenge.
Your sales and marketing teams may prefer to work in a dedicated CRM such as HubSpot, Salesforce, Pipedrive, or another CRM platform, while your service and operations teams depend on ConnectWise PSA, Autotask PSA, HaloPSA, or another PSA.
You shouldn't have to choose one system and force every department to work inside it.
QuoteWerks can help connect the two.
Your dedicated CRM can remain the primary system for marketing, lead management, sales activity, and pipeline management. Your PSA can act as a secondary CRM and become more involved as the opportunity moves toward fulfillment, procurement, service delivery, and ongoing support.
QuoteWerks sits between these systems, helping connect the sales process to the downstream operational workflow.
A typical process might look like:
CRM → QuoteWerks → PSA
The sales team can manage the relationship and opportunity in the CRM, create and manage the quote in QuoteWerks, and then continue the downstream operational process in the PSA.
That means the business doesn't have to sacrifice the sales and marketing capabilities of a dedicated CRM simply because the service organization relies on a PSA.
Use the CRM for what it does best. Use the PSA for what it does best. QuoteWerks helps connect the process between them.
Integration Means More Than Moving a Contact
Simply having an integration isn't enough.
There are plenty of software products that can technically claim to "integrate" with a CRM or PSA because they can retrieve a contact, create a record, or pass a few fields between systems.
QuoteWerks integrations go much deeper.
Depending on the CRM or PSA, QuoteWerks can work with contacts, companies, opportunities or deals, products, quotes, activities, documents, tickets, and other information.
The objective is to make your CRM or PSA an active part of the quoting workflow, not simply a place to dump data after the quote is finished.
For businesses using a CRM as their primary sales system, that creates a connected process:
CRM → QuoteWerks → CRM
Salespeople can start with customer and opportunity information already in their CRM, build the quote in software specifically designed for quoting and CPQ, and keep the CRM updated as the deal progresses.
Your CRM is where your organization expects to understand the customer relationship and sales pipeline. Moving the quoting process into dedicated software shouldn't make that information less accurate or create a second, disconnected pipeline.
A good integration should make both systems better.
Your CRM or PSA remains the system your organization depends on for managing the parts of the customer lifecycle it does best. QuoteWerks provides the specialized quoting capabilities and helps connect those workflows.
Accounting Integrations That Eliminate Work, Not Create It
The same principle applies after the sale.
A weak accounting integration may amount to exporting data that someone still has to review, re-enter, or clean up.
That's not the goal with QuoteWerks.
For example, the QuoteWerks integration with QuickBooks Online can use existing customer and product information during the quoting process and create accounting transactions such as estimates, sales receipts, invoices, and purchase orders.
Information can move between the systems as part of the workflow rather than requiring sales and accounting teams to repeatedly enter the same information.
This matters because accounting software and quoting software serve very different purposes.
Your sales team shouldn't need to work inside accounting software to create sophisticated quotes. And your accounting team shouldn't have to retype everything the sales team already entered when a customer says yes.
QuoteWerks handles quoting. Your accounting system handles accounting. The integration connects them.
Xero Is Coming to QuoteWerks Web
We're also expanding the accounting options available to QuoteWerks Web customers.
Xero integration is coming to QuoteWerks Web.
The upcoming Xero integration follows the same philosophy as our other accounting integrations: information that already exists in one system shouldn't have to be manually re-entered into another.
The goal is to help bridge the workflow between creating the quote in QuoteWerks Web and the accounting processes that follow in Xero.
This is particularly important for businesses that have chosen Xero because it fits their accounting needs.
You shouldn't have to give up your preferred accounting platform simply because you need more capable quoting or CPQ software.
That's the advantage of an integration-first approach.
Choose the CRM, PSA, and accounting systems that are right for your business. Then connect them to a quoting platform designed to work with them.
We'll share more details about the Xero integration for QuoteWerks Web as we get closer to release.
From Quote to Cash: Payments, Distributors, and More
CRM, PSA, and accounting integrations are at the center of the QuoteWerks integration strategy.
But the sales process involves much more.
Getting a quote accepted is important. Getting paid matters too.
QuoteWerks and QuoteValet connect the quoting process with a large ecosystem of payment gateways, including credit card, ACH, and eCheck processing options.
Customers can review proposals, accept quotes, and make deposits or payments as part of the overall sales process.
That lets the workflow continue naturally:
Quote → Delivery → Acceptance → Payment
Again, the value isn't simply having another integration logo on a website.
It's removing another handoff.
The fewer times information has to be manually moved between systems, the fewer opportunities there are for delays, mistakes, and lost information.
For IT solution providers, MSPs, VARs, and other technology businesses, QuoteWerks also integrates with leading distributors and product sources.
These integrations can bring capabilities such as real-time pricing and availability, product information, electronic ordering, shipment tracking, and other information directly into the quoting and purchasing workflow.
Instead of looking up information in one system, copying it into another, and hoping nothing changed along the way, QuoteWerks can connect those steps.
This broader ecosystem of payment, distributor, shipping, leasing, tax, purchasing, and other integrations is what brings the total QuoteWerks integration ecosystem to more than 115 integrations.
Native Integrations Provide Depth
APIs, webhooks, and automation platforms have made it easier than ever to connect software.
But there is an important distinction between connecting two applications and integrating two business processes.
Connecting applications is relatively easy.
Understanding how they should work together during a real sales process is much harder.
When an opportunity becomes a quote, what information should move between systems?
When the quote changes, should the opportunity amount change?
When the customer accepts, what happens next?
What happens to the products and services being sold?
When should accounting become involved?
What happens to purchasing, deposits, invoices, fulfillment, and service delivery?
Those are workflow questions, not simply API questions.
That's why our CRM, PSA, and accounting integrations remain such an important part of QuoteWerks.
We focus on deep native integrations where workflow depth matters most.
They aren't simply connectors.
They're designed around how businesses actually use those systems together.
Zapier Is Coming to QuoteWerks Web: Adding Integration Breadth
Deep native integrations are important, but no software company can build a native integration for every application its customers may ever want to use.
That's where automation platforms become extremely powerful.
Zapier is coming to QuoteWerks Web.
Zapier connects with thousands of applications, which will make it significantly easier to connect QuoteWerks Web with applications outside of our existing native integration ecosystem.
Businesses could build workflows that:
- Add a customer to a marketing automation sequence
- Start a project or customer onboarding process
- Notify a team through Slack or Microsoft Teams
- Send information to reporting or analytics tools
- Update databases or spreadsheets
- Trigger workflows in specialized industry applications
- Connect QuoteWerks Web with thousands of other applications available through Zapier
This gives businesses two complementary integration strategies:
Native integrations provide depth where critical business workflows demand it.
Zapier provides breadth for connecting QuoteWerks Web to the much larger application ecosystem.
That distinction matters.
For core CRM, PSA, and accounting workflows, businesses benefit from purpose-built integrations that understand the systems and processes involved.
For everything else, Zapier can provide the flexibility to build workflows around the applications and processes unique to your business.
Combined with QuoteWerks Web's existing integration and automation capabilities, the upcoming Zapier integration will make the possibilities for connecting QuoteWerks Web to the rest of your technology stack virtually limitless.
We'll share more as we get closer to release.
Don't Replace Your Technology Stack. Connect It.
Businesses invest significant time, money, training, data, and process knowledge into the systems they already use.
Your sales team may depend on HubSpot, Salesforce, Pipedrive, or another dedicated CRM.
Your service organization may run on ConnectWise PSA, Autotask PSA, or HaloPSA.
Your accounting and back-office teams may rely on QuickBooks Online, Xero, or an ERP solution.
Your purchasing team may work with multiple distributors.
Those systems were chosen for a reason.
Moving to an all-in-one platform can mean giving up functionality, retraining teams, migrating years of data, and changing established business processes simply to consolidate vendors.
Sometimes consolidation makes sense.
But consolidation isn't automatically an improvement.
Sometimes the better approach is to let each system do what it does best and make sure they communicate properly.
QuoteWerks isn't trying to replace your CRM.
It isn't trying to replace your PSA.
It isn't trying to replace your accounting or ERP system.
QuoteWerks is designed to connect them through the quoting process.
Let your CRM manage sales, marketing, customer relationships, and pipeline.
Let your PSA handle ticketing, service delivery, procurement, and operations.
Let your accounting or ERP system handle the financial and back-office processes.
Let your distributors supply the products.
Let your payment processor collect the money.
And let QuoteWerks handle the complexity of creating, delivering, and managing professional quotes and proposals while helping keep those systems connected.
Use the right solution for each job. Then make them work together.
That's what a real integration strategy should accomplish.
Explore more than 115 QuoteWerks integrations
Frequently Asked Questions About QuoteWerks Integrations
How many integrations does QuoteWerks have?
QuoteWerks supports more than 115 integrations across CRM, PSA, accounting and ERP systems, payment gateways, distributors, shipping, leasing, sales tax, purchasing, and other business applications.
The number is only part of the story. QuoteWerks focuses on deep integrations with the systems that play important roles in the quoting and sales process, rather than simply connecting applications to check an integration box.
Why choose QuoteWerks instead of an all-in-one solution?
All-in-one solutions can be appealing because they promise to handle everything in one place. The trade-off is that one solution has to perform many very different jobs, from CRM and marketing to quoting, service delivery, accounting, and operations.
QuoteWerks takes a different approach.
Instead of trying to replace the business systems you already rely on, QuoteWerks provides specialized quoting and CPQ capabilities while integrating with your CRM, PSA, accounting or ERP system, payment processors, distributors, and other applications.
This allows your sales team to use a dedicated CRM such as HubSpot, Salesforce, or Pipedrive, your service team to use a PSA such as ConnectWise PSA, Autotask PSA, or HaloPSA, and your accounting team to continue using the accounting or ERP system that works for them.
You don't have to compromise on each part of your technology stack just to get everything from one vendor.
QuoteWerks lets you choose the right solutions for your business and connects them through the quoting process. That gives you the benefits of specialized software while maintaining a connected workflow.
Which CRM systems integrate with QuoteWerks Web?
QuoteWerks Web integrates with leading CRM platforms including Act! for Web, HubSpot CRM, Microsoft Dynamics 365 Sales, Pipedrive CRM, Salesforce, SugarCRM, and Zoho CRM.
These integrations allow QuoteWerks to work with information from the CRM as part of the quoting process and, depending on the CRM, keep opportunities, quotes, activities, and other information updated as the sales process progresses.
Which PSA systems integrate with QuoteWerks Web?
QuoteWerks Web integrates with Autotask PSA, ConnectWise PSA, and HaloPSA.
For MSPs and IT solution providers, these integrations can help connect quoting with downstream processes such as procurement, service delivery, ticketing, and other PSA workflows.
Can QuoteWerks connect a CRM and PSA together?
Yes. QuoteWerks can help businesses use a dedicated CRM for sales and marketing while continuing to use a PSA for service delivery and operations.
For example, a business could manage marketing, leads, opportunities, and pipeline in a CRM such as HubSpot, Salesforce, or Pipedrive, create and manage quotes in QuoteWerks, and use a PSA such as ConnectWise PSA, Autotask PSA, or HaloPSA for downstream operational processes.
That creates a workflow such as:
CRM → QuoteWerks → PSA
This allows each system to focus on the job it was designed to do without forcing the sales and marketing team to work primarily from the PSA.
Does QuoteWerks integrate with accounting and ERP software?
Yes. QuoteWerks integrates quoting with accounting and back-office systems so sales and accounting teams don't have to repeatedly enter the same information.
For example, the QuickBooks Online integration can use existing customer and product information during the quoting process and create accounting transactions such as estimates, sales receipts, invoices, and purchase orders.
QuoteWerks can also be used as part of broader workflows involving ERP and other back-office systems.
Why use QuoteWerks instead of the quoting features built into a CRM or PSA?
CRM and PSA platforms are designed to solve different business problems.
A CRM is primarily designed for managing customer relationships, marketing, sales activity, and pipeline. A PSA is typically designed around service delivery, ticketing, projects, procurement, contracts, and operational workflows.
QuoteWerks is specialized quoting and CPQ software.
Using dedicated quoting software allows businesses to add more sophisticated quoting capabilities without giving up the CRM, PSA, accounting, or ERP systems they already depend on.
Is an integrated technology stack better than an all-in-one solution?
It can be, particularly when a business has specialized requirements.
An all-in-one solution can simplify the number of vendors and systems a business manages, but it may also require compromises because one solution has to perform many different jobs.
An integration-first approach allows businesses to choose the CRM, PSA, accounting or ERP system, quoting software, payment processor, and other applications that best fit their requirements and connect them into a coordinated workflow.
What makes a deep integration different from a basic connector?
A basic connector may simply move a few fields or records between applications.
A deeper integration is designed around the actual business workflow between the systems. Depending on the integration, that can include working with customers, contacts, opportunities, products, quotes, activities, documents, transactions, purchasing information, and other data at different stages of the sales process.
The goal isn't simply to make two applications communicate.
The goal is to make the business process work.