Unify Sales & Finance: Seamless Epicor E9 & Quotewerks Integration
Automate your quote-to-cash process, eliminate manual entry, and empower your sales team with accurate, real-time data from Epicor E9 in Quotewerks.
The Disconnect: Why Manual Quote-to-Cash is Holding You Back
Businesses relying on manual processes to bridge their sales quoting in Quotewerks with financial operations in Epicor E9 face a myriad of challenges. This disconnect creates bottlenecks, introduces errors, and slows down the entire revenue cycle.
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**Manual Data Entry:** Sales teams waste valuable time re-entering quote details into Epicor E9, prone to human error.
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**Inaccurate Pricing & Inventory:** Sales reps quote outdated prices or unavailable products due to disconnected data from Epicor E9.
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**Delayed Order Processing:** Long lead times to convert approved quotes into sales orders, impacting customer satisfaction.
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**Data Silos & Inconsistency:** Customer and product information varies between Quotewerks and Epicor E9, leading to confusion and rework.
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**Lack of Visibility:** Limited insights into the true status of a quote once it moves to the ERP, hindering sales follow-up.
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**Missed Revenue Opportunities:** Slow processes mean missed deadlines and potentially lost deals.
The Intelligent Solution: Bridging Epicor E9 and Quotewerks with iPaaS
Our powerful integration platform seamlessly connects Epicor E9 and Quotewerks, automating critical workflows and ensuring a single source of truth for your sales and financial data. Built on a modern iPaaS, this solution empowers your business with efficiency, accuracy, and agility.
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**Automated Quote-to-Order Workflow:** Instantly convert approved Quotewerks quotes into Epicor E9 sales orders.
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**Bi-directional Data Synchronization:** Keep customer and product data consistent across both systems.
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**Real-time Pricing & Inventory:** Ensure Quotewerks always reflects accurate pricing and stock from Epicor E9.
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**Custom Field Mapping:** Support for your unique business data and custom fields.
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**Robust Error Handling & Monitoring:** Proactive identification and resolution of integration issues.
Comprehensive Solution Details
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**Automated Quote-to-Order Workflow:** Instantly convert approved Quotewerks quotes into Epicor E9 sales orders.
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**Bi-directional Data Synchronization:** Keep customer and product data consistent across both systems.
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**Real-time Pricing & Inventory:** Ensure Quotewerks always reflects accurate pricing and stock from Epicor E9.
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**Custom Field Mapping:** Support for your unique business data and custom fields.
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**Robust Error Handling & Monitoring:** Proactive identification and resolution of integration issues.
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**Scalable Cloud-Native Architecture:** Grows with your business needs, handling any data volume.
Technical Integration Details: How Data Flows
Our integration platform provides a robust and secure conduit for data exchange between Epicor E9 and Quotewerks. It leverages the native APIs of both systems, orchestrating complex data flows with precision and reliability.
Data Flow Steps
**1. Authentication:** Secure API keys, OAuth 2.0, or Basic Authentication establish trusted connections to Epicor E9 and Quotewerks.
**2. Event Triggering:** Integration flows are initiated by either real-time events (e.g., Quotewerks webhooks for quote status changes) or scheduled polling for updates in Epicor E9 (e.g., new customer records).
**3. Data Extraction:** Data is pulled from the source system (e.g., Quotewerks Quote data, Epicor E9 Customer/Part data) using their respective REST or SOAP APIs.
**4. Transformation & Mapping:** The extracted data undergoes a series of transformations (e.g., data type conversions, concatenation, conditional logic) and is mapped visually to the target system's schema.
**5. Validation:** Data integrity checks are performed to ensure compliance with target system rules and prevent invalid data from being processed.
**6. Ingestion:** Transformed and validated data is pushed to the target system (e.g., Epicor E9 Sales Order Entry, Quotewerks Customer Update) via its API.
**7. Error Handling & Logging:** Any failures are captured, logged, and trigger alerts. Configurable retry mechanisms ensure data delivery resilience.
Data Touchpoints
"Quotewerks (Quote Approved Event) -> iPaaS (Extract Quote Data -> Transform & Map to Epicor E9 Sales Order Schema -> Validate Data) -> Epicor E9 (Create Sales Order API) -> iPaaS (Log Success/Failure, Alert) -> (Optional) Quotewerks (Update Quote Status with Epicor Order ID). Parallel flows for Customer & Product Sync: Epicor E9 (Customer/Part Update Event/Schedule) -> iPaaS (Extract Data -> Transform & Map to Quotewerks Schema -> Validate Data) -> Quotewerks (Update Customer/Product API)."
Simple, transparent pricing for Epicor E9 + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Epicor E9 + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Automated Quote-to-Sales Order Creation
When a quote is approved in Quotewerks, the integration automatically creates a corresponding sales order in Epicor E9, including all line items, pricing, and customer details, without any manual intervention.
Integration Steps:
- 0 Sales rep finalizes and marks quote as 'Approved' in Quotewerks.
- 1 iPaaS detects the status change via Quotewerks webhook.
- 2 Quote data is extracted, transformed, and validated against Epicor E9 rules.
- 3 A new sales order is created in Epicor E9 via its API.
- 4 Confirmation or order number is optionally pushed back to Quotewerks.
Business Outcome
Reduced order entry time from hours to minutes, eliminated data entry errors, and accelerated order fulfillment.
Real-time (event-driven)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- [rule, Customer ID Resolution],[detail, Lookup Epicor E9 `CustNum` using Quotewerks `CustomerID` or `CompanyName`. Create new `CustNum` if not found, based on configurable logic.]
- [rule, Part Number Validation & Lookup],[detail, Verify Quotewerks `PartNumber` against Epicor E9 `Part Master`. Fetch Epicor E9 specific details (e.g., `TaxCatID`, `ProductGroup`).]
- [rule, Pricing Logic Application],[detail, Apply Epicor E9's complex pricing rules, customer-specific discounts, or honor Quotewerks' final selling price for sales order creation.]
- [rule, Address Normalization],[detail, Standardize address formats and concatenate/split fields to match target system requirements.]
- [rule, Status Mapping],[detail, Map Quotewerks quote status (e.g., 'Approved') to Epicor E9 internal status or custom flags.]
🛡️ Error Handling
- Epicor E9 API becomes temporarily unavailable.
- Quotewerks returns a 'Part Not Found' error during sales order creation.
- Customer record in Quotewerks has an invalid email format, failing Epicor E9 validation.
- Network latency causes timeouts during large data transfers.
- An unexpected custom field is present in Quotewerks but not mapped in Epicor E9.
Simple, transparent pricing for Epicor E9 + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor E9 + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Simple, transparent pricing for Epicor E9 + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor E9 + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.