Epicor P21 + QuoteWerks: Seamless Quote-to-Cash Automation
Connect your ERP and Quoting solutions for real-time data, faster sales cycles, and error-free order processing.
The Disconnect Between Sales Quoting and ERP Operations
Without a robust integration, your sales team in QuoteWerks operates in a silo from your financial and operational backbone in Epicor P21. This disconnect leads to a cascade of inefficiencies, delays, and lost revenue opportunities.
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**Manual Data Entry:** Sales teams manually re-enter won quote details into P21, leading to errors and delays.
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**Outdated Information:** QuoteWerks lacks real-time inventory or accurate pricing from P21, resulting in inaccurate quotes and customer dissatisfaction.
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**Delayed Order Fulfillment:** The time lag between quote approval and P21 sales order creation slows down the entire order-to-cash cycle.
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**Inconsistent Customer Data:** Customer records in QuoteWerks and P21 become mismatched, hurting customer service and reporting.
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**Limited Visibility:** Sales management lacks immediate insight into actual order status and financial impact from won quotes.
The Integrated Solution: Epicor P21 and QuoteWerks Powered by iPaaS
Our integration solution seamlessly connects Epicor P21 and QuoteWerks, leveraging a modern iPaaS (Integration Platform as a Service) to automate critical workflows, synchronize data in real-time, and provide a unified view across your sales and ERP functions. This solution is designed to be robust, scalable, and easy to manage, empowering your business to operate with unparalleled efficiency.
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**Real-time Quote-to-Order Automation:** Transform approved QuoteWerks quotes directly into Epicor P21 Sales Orders.
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**Bi-directional Data Synchronization:** Keep Customer, Product, and Pricing data consistent across both systems.
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**Inventory & Pricing Accuracy:** Empower sales with real-time P21 inventory levels and customer-specific pricing within QuoteWerks.
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**Automated Error Handling & Alerts:** Proactive identification and resolution of integration issues.
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**Configurable Business Logic:** Adapt workflows to your unique sales processes and P21 rules.
Comprehensive Solution Details
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**Real-time Quote-to-Order Automation:** Transform approved QuoteWerks quotes directly into Epicor P21 Sales Orders.
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**Bi-directional Data Synchronization:** Keep Customer, Product, and Pricing data consistent across both systems.
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**Inventory & Pricing Accuracy:** Empower sales with real-time P21 inventory levels and customer-specific pricing within QuoteWerks.
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**Automated Error Handling & Alerts:** Proactive identification and resolution of integration issues.
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**Configurable Business Logic:** Adapt workflows to your unique sales processes and P21 rules.
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**End-to-End Visibility:** Gain insights into the entire sales cycle from quote creation to order fulfillment.
Technical Integration Details: Connecting Epicor P21 and QuoteWerks
Our integration solution leverages an advanced iPaaS to provide a robust, scalable, and secure connection between Epicor P21 and QuoteWerks. It's built on an API-first, event-driven architecture, ensuring real-time data flow and maximum operational efficiency.
Data Flow Steps
1. **API Connectivity:** Establish secure API connections to both Epicor P21 (via its REST API) and QuoteWerks (via its API/SDK, typically SOAP or REST).
2. **Authentication & Authorization:** Configure OAuth 2.0 or API key authentication for P21 and QuoteWerks, ensuring granular role-based access control.
3. **Event Listeners/Webhooks:** Set up event listeners or webhooks in QuoteWerks (e.g., on 'Quote Status Change') to trigger immediate workflows.
4. **Data Polling (Fallback/Batch):** Implement scheduled polling for less time-sensitive data or as a fallback for systems without robust webhooks.
5. **Data Transformation & Mapping:** Utilize the iPaaS's visual mapping engine to define field-level transformations, lookup tables, and business logic for each entity.
6. **Workflow Orchestration:** Design multi-step integration flows, including conditional logic, error handling, and parallel processing.
7. **Error Handling & Monitoring:** Implement centralized logging, automated retries with exponential backoff, dead-letter queues, and real-time alerts.
8. **Deployment & Governance:** Deploy integration flows through a Dev-QA-Prod pipeline with version control and automated testing.
Data Touchpoints
"QuoteWerks (Quote Status Changed Event) -> iPaaS (Data Transformation & Validation) -> Epicor P21 (Create Sales Order) | Epicor P21 (Inventory/Price Update) -> iPaaS (Data Transformation) -> QuoteWerks (Update Product/Price)"
Simple, transparent pricing for Epicor P21 + 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 P21 + 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 Processing
A customer accepts a quote generated in QuoteWerks. The integration automatically converts this 'won' quote into a fully detailed Sales Order in Epicor P21, initiating the fulfillment process without any manual data entry.
Integration Steps:
- 0 1. Sales Rep finalizes and marks a quote as 'Won' in QuoteWerks.
- 1 2. QuoteWerks webhook/event triggers the iPaaS.
- 2 3. iPaaS fetches Quote details (customer, products, pricing, quantities) from QuoteWerks.
- 3 4. iPaaS transforms and validates data against P21 schemas, ensuring `CustomerID` and `PartNum` exist.
- 4 5. iPaaS creates a new `Sales Order` in Epicor P21 via its API, including all line items and pricing.
- 5 6. P21 allocates inventory and updates inventory levels.
- 6 7. iPaaS optionally updates QuoteWerks with P21 `OrderNum` confirmation.
Business Outcome
Significantly reduced order processing time, elimination of manual data entry errors, improved order fulfillment speed, and real-time sales visibility in P21.
Real-time (event-driven)
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- **Customer Address Normalization:** Standardize address formats (e.g., street abbreviations) between systems.
- **Price List Interpretation:** Translate complex pricing rules from P21 (e.g., tiered pricing, customer-specific discounts) into Quotewerks' pricing structure.
- **PartNum/ProductID Mapping:** Ensure consistent identification of products across both systems, handling any SKU discrepancies.
- **Quote Line Item to Sales Order Line Item Conversion:** Map all relevant fields including quantity, unit price, discounts, and descriptions.
🛡️ Error Handling
- Quotewerks quote fails to create P21 sales order due to invalid `PartNum`.
- P21 customer update fails to sync to Quotewerks due to API rate limits.
- Inventory sync fails due to network interruption between iPaaS and P21.
- Data type mismatch during transformation (e.g., string instead of numeric for quantity).
Simple, transparent pricing for Epicor P21 + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor P21 + 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 P21 + Quotewerks.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epicor P21 + Quotewerks integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.