QuoteWerks Link

<under construction for version 5.6 BETA >

Overview

With the Commit-QuoteWerks Link, you can easily link your Quotes from QuoteWerks to Sales Opportunities in CommitCRM, allowing you to track the sale stages and bill your customer easily from within CommitCRM.

How does it work?

QuoteWerks Quotes are managed in CommitCRM under Opportunities. Quotes are linked to Opportunities, and the Opportunity amount is a summary of all linked Quote's amounts.

The Quote itself is edited and managed solely in QuoteWerks. Any updates to the Quote can be pulled to CommitCRM, and the Opportunity amount will be updated accordingly.

Note that each Opportunity may be linked to several Quotes in QuoteWerks. The Quotes may relate to several sales which are managed under the same Opportunity, or different versions of quotes for the same sale. Once a Quote is approved for a sale, you should keep only the relevant Quote linked to the Opportunity, and remove the link to the irrelevant Quotes.

When a sale is approved, a Charge can be created in CommitCRM to bill your customer, based on the total amount of the Quote linked to the Opportunity. Each Charge is created from a single Quote.

Typical Workflow:

1. Create a sales Opportunity in CommitCRM for the expected sale.
2. Create the Quote in QuoteWerks from the CommitCRM Opportunity window, while Account details (Sold-to, Ship-to and Bill-to) are transferred from CommitCRM.
3. Add products to the quote in QuoteWerks and save your changes.
4. The Quote is now linked to the Opportunity and the amount of the Quote is added to the Opportunity's amount.
5. Once the sale is approved, create a Charge in CommitCRM to bill your customer, based on the quote's total amount.

Setup

In order for the CommitCRM application to be able to access QuoteWerks it should be registered with a dedicated Developers Access Key in your QuoteWerks installation. This is done automatically by CommitCRM when activating the Commit-QuoteWerks Link for the first time (e.g. when creating the first Quote from within CommitCRM).

After the first registration, a message will be displayed notifying you that the Developer Access Key is registered, but should be granted and confirmed in QuoteWerks.

To grant CommitCRM permission to access QuoteWerks:

1. After the system notifies you that you need to grant access to CommitCRM.
2. Login to QuoteWerks as an Administrator.
3. Go to Tools > Options > Security tab, select CommitCRM and click Edit.
4. Change the Access Level to Full. And Click Ok to save your changes.

Only after granting the access you can start working with the Commit-QuoteWerks Link.