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Seamless Quotewerks Epicor Integration: Automate Quote-to-Cash, Drive Growth

Connect your sales quoting powerhouse with your robust ERP for real-time data flow, streamlined operations, and accelerated revenue recognition, powered by intelligent iPaaS.

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The Challenge

The Disconnect: Why Manual Handoffs Between Quoting and ERP Slow You Down

Without a robust integration, critical sales and operational data remain siloed between Quotewerks and Epicor, leading to inefficiencies, errors, and significant delays in your quote-to-cash cycle. This friction impacts sales agility, customer satisfaction, and overall business performance.

  • Manual re-entry of accepted quotes into Epicor Sales Orders, prone to human error.
  • Outdated product pricing and inventory levels in Quotewerks, leading to inaccurate quotes and potential overselling.
  • Inconsistent customer master data across systems, causing reconciliation issues and poor data quality.
  • Lack of real-time visibility into order status, hindering sales follow-up and operational planning.
  • Slow approval processes due to fragmented data and manual validation steps.
Integration Diagram
Solution Illustration
The Solution

The Integrated Solution: Unlocking Efficiency with Quotewerks and Epicor

Our iPaaS-powered integration seamlessly connects Quotewerks and Epicor, creating an intelligent, automated bridge for your entire quote-to-cash process. This solution ensures real-time data synchronization, automates critical workflows, and provides a unified view of your sales and operational data, allowing your business to operate faster, smarter, and with greater accuracy.

  • Real-time Quote-to-Sales Order Automation
  • Bi-directional Customer & Contact Synchronization
  • Automated Product Catalog & Inventory Sync
  • Dynamic Pricing & Discount Validation (AI-augmented)
  • Advanced Error Handling & Monitoring
Implementation Timeline

Go live with Quotewerks + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time Quote-to-Sales Order Automation
  • Bi-directional Customer & Contact Synchronization
  • Automated Product Catalog & Inventory Sync
  • Dynamic Pricing & Discount Validation (AI-augmented)
  • Advanced Error Handling & Monitoring
  • Low-Code/No-Code Workflow Customization

Quotewerks Epicor Technical Integration Details

Our iPaaS solution provides a flexible and secure framework for integrating Quotewerks and Epicor. This involves leveraging their respective APIs, implementing event-driven architectures where possible, and utilizing robust data transformation capabilities to ensure seamless data flow and process automation.

Data Flow Steps

Discovery & Requirements: Define key workflows, entities, and data mapping requirements.

iPaaS Configuration: Set up Quotewerks and Epicor connectors within the iPaaS, configuring authentication.

Data Mapping & Transformation: Visually map fields between systems, defining rules for data conversion and enrichment.

Workflow Design: Build event-driven (webhooks, BPMs) or scheduled integration flows using a low-code designer.

Testing & Validation: Rigorously test all workflows in sandbox environments, ensuring data integrity and error handling.

Deployment & Monitoring: Deploy integrations to production, establish real-time monitoring, and configure alerts for exceptions.

Optimization & Maintenance: Continuously review performance, update mappings for schema changes, and optimize workflows.

Data Touchpoints

Quotewerks: Quote, Customer, Contact, Product, Line Item, Salesperson
Epicor: SalesOrder, Customer, Part, OrderDtl, GLAccount

"Quotewerks (Quote Accepted) --[Webhook]--> iPaaS --[Transform & Validate]--> Epicor (Create SalesOrder) --[API Response]--> iPaaS --[Update Quotewerks (Order ID)]--> Quotewerks. // Epicor (Part/Inventory Update) --[BPM/Scheduled Sync]--> iPaaS --[Transform & Validate]--> Quotewerks (Update Product/Inventory) --[API Response]--> iPaaS (Log). // Bi-directional flow for Customer Master Data via respective APIs and iPaaS reconciliation."

Pricing

Simple, transparent pricing for Quotewerks + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Quotewerks

Integrating Quotewerks fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Data Mapping

A successful Quotewerks Epicor integration hinges on precise mapping of core business entities. Our iPaaS facilitates this with visual tools, schema normalization, and AI-assisted suggestions to ensure data integrity and consistency across systems.

Quote (Quotewerks) / SalesOrder (Epicor)

The central transactional entity representing a customer's proposal in Quotewerks and its corresponding order for fulfillment in Epicor.

Quotewerks Fields

QuoteID CustomerID ContactID QuoteStatus TotalAmount DateCreated ExpirationDate SalespersonID Line Items (ProductID, Quantity, UnitPrice, Discount)

Epicor Fields

OrderNum OrderDate CustNum ShipToNum PONum OrderAmt OrderStatus NeedByDate OrderDtl (PartNum, OrderQty, UnitPrice, Discount)

Mapping Notes

Map Quotewerks `QuoteID` to Epicor `PONum` or a custom `Order Reference` field for traceability. `QuoteStatus` (e.g., 'Accepted') directly maps to trigger Epicor `SalesOrder` creation. Ensure line item details, including product identifiers (`SKU`/`PartNum`), quantities, and pricing, are accurately transferred. Custom fields in Quotewerks may map to Epicor User Defined (UD) fields.

Next Steps

See Quotewerks + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

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

When a quote is accepted in Quotewerks, the integration automatically creates a corresponding Sales Order in Epicor, including customer details, line items, pricing, and shipping information.

Integration Steps:

  1. 0 Salesperson marks a quote 'Accepted' in Quotewerks.
  2. 1 Quotewerks webhook triggers an iPaaS workflow.
  3. 2 iPaaS retrieves quote details, transforms data for Epicor's `SalesOrder` schema.
  4. 3 iPaaS creates a new `SalesOrder` in Epicor via its REST API.
  5. 4 Epicor confirms order creation, iPaaS updates Quotewerks with Epicor `OrderNum`.

Business Outcome

Eliminates manual data entry, reduces order processing errors, and significantly accelerates the sales order fulfillment cycle.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Quote-to-Cash Cycle
Automate the transition from an accepted Quotewerks quote to an Epicor sales order, drastically reducing manual processing time and accelerating revenue recognition.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for customer, product, and pricing data across Quotewerks and Epicor, eliminating manual errors and reconciliation efforts.
Real-time Operational Visibility
Gain instant insights into inventory levels, order statuses, and sales pipeline, enabling better decision-making and proactive customer service.
Boosted Sales Productivity
Free up sales representatives from administrative tasks, allowing them to focus more on selling and building customer relationships.
Optimized Inventory Management
Synchronize Epicor inventory levels to Quotewerks in real-time, preventing overselling and improving order fulfillment accuracy.
Flexible & Future-Proof Integration
Our low-code iPaaS platform provides the agility to easily adapt workflows, integrate new systems, and scale with your evolving business needs.
AI-Driven Quoting Intelligence
Leverage AI to suggest dynamic pricing, validate discounts, and detect anomalies, leading to more competitive quotes and higher win rates.
✨

Accelerated Quote-to-Cash Cycle

30% Faster Sales Cycle

📋 What You Get

Automate the transition from an accepted Quotewerks quote to an Epicor sales order, drastically reducing manual processing time and accelerating revenue recognition.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Sales Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST /api/v1/quotes Create a new quote in Quotewerks from an external system (e.g., CRM, eCommerce).
GET /api/v1/quotes/{id} Retrieve detailed information about a specific quote by its ID.
PUT /api/v1/quotes/{id}/status Update the status of a quote (e.g., 'Accepted', 'Rejected', 'Pending Approval').
POST /api/v1/customers Create a new customer record in Quotewerks.
GET /api/v1/customers/{id} Retrieve detailed information about a specific customer by ID.
PUT /api/v1/products/{id} Update product details or inventory levels in Quotewerks.
POST /api/v1/webhooks/subscribe Register an iPaaS endpoint to receive real-time notifications for Quotewerks events (e.g., quote status change).

⚡ Transformation Logic

  • Field Mapping: `Quotewerks.Quote.CustomerID` -> `Epicor.SalesOrder.CustNum` (lookup if new customer).
  • Value Conversion: `Quotewerks.Quote.QuoteStatus` 'Accepted' -> `Epicor.SalesOrder.OrderStatus` 'Open'.
  • Data Enrichment: If `Customer` does not exist in Epicor, create it first, then use the new `CustNum` for `SalesOrder`.
  • Pricing Logic: Apply specific tax rules or freight charges based on Epicor's configuration or external logic.
  • Concatenation/Splitting: Combine Quotewerks `FirstName` and `LastName` into Epicor `ContactName` if needed.

🛡️ Error Handling

  • Invalid Product ID: Quotewerks quote contains a `ProductID` not found in Epicor `Part` master. (Solution: Alert, route to dead-letter, or create placeholder part if configured).
  • Missing Customer Data: Attempt to create `SalesOrder` for a `CustomerID` not yet in Epicor. (Solution: Workflow to create `Customer` first, then `SalesOrder`).
  • Rate Limit Exceeded: Too many API calls to Quotewerks/Epicor in a short period. (Solution: iPaaS queuing, exponential backoff, batching).
  • Data Type Mismatch: Quotewerks field mapped to Epicor field with incompatible data type. (Solution: Transformation rule in iPaaS, AI-assisted correction).
Pricing

Simple, transparent pricing for Quotewerks + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Benefits FAQs

▸ What is the primary benefit of integrating Quotewerks with Epicor?
The primary benefit is the automation of your quote-to-cash cycle. This eliminates manual data entry, ensures real-time data consistency for customers, products, and inventory, and significantly accelerates sales order processing and revenue recognition.

Data Sync FAQs

▸ Can I synchronize product inventory and pricing from Epicor to Quotewerks in real-time?
Absolutely. By leveraging Epicor's APIs and an iPaaS, you can establish near real-time synchronization of product catalogs, pricing, and inventory levels from Epicor's `Part` master to Quotewerks. This ensures sales reps always quote with the most current and accurate information, preventing overselling.
▸ Is the integration bi-directional for customer master data?
Yes, for customer and contact master data, the integration typically supports bi-directional synchronization. This ensures that whether a customer is created or updated in Quotewerks or Epicor, the changes are reflected across both systems, maintaining a single, consistent customer record.

Customization FAQs

▸ How does the integration handle custom fields in Quotewerks and Epicor?
Our iPaaS provides robust capabilities to map and transform custom fields from both Quotewerks and Epicor (including User Defined fields). The visual mapping canvas makes it easy to align these fields, and AI can even suggest optimal transformations for complex custom data.

Error Handling FAQs

▸ What happens if an Epicor API call fails during Sales Order creation?
Our iPaaS has advanced error handling. It logs all API failures with detailed messages, attempts automated retries with exponential backoff for transient issues, and routes persistent errors to a dead-letter queue for manual investigation. Alerts are also triggered to notify relevant teams immediately.

AI Enhancement FAQs

▸ Can AI be used to improve pricing within Quotewerks using Epicor data?
Yes, through the iPaaS, AI can significantly augment your quoting process. It can analyze historical Epicor `SalesOrder` and `Part` data to provide dynamic pricing recommendations, validate proposed discounts against market trends, and flag anomalies within Quotewerks, leading to more competitive and profitable quotes.

Low-Code FAQs

▸ How do low-code tools benefit this integration?
Low-code tools empower business users (sales ops, finance) to build and modify integration workflows for Quotewerks and Epicor without extensive coding. This accelerates development, reduces reliance on IT, and allows your organization to quickly adapt to evolving business needs and processes.

Security FAQs

▸ What security measures are in place for the integration?
The integration adheres to robust security practices, including OAuth 2.0/API key authentication, TLS 1.2+ encryption for data in transit, role-based access controls (RBAC), and secure credential management within the iPaaS. Data masking and audit trails ensure compliance with data privacy regulations like GDPR and CCPA.
Implementation Timeline

Go live with Quotewerks + Epicor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Quotewerks and Epicor, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Quotewerks + Epicor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Quotewerks + Epicor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Quotewerks + Epicor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo