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Unlock Seamless Quote-to-Cash: Quotewerks Infor Integration with iPaaS

Automate your sales and ERP workflows for real-time data, accelerated revenue, and reduced operational costs.

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The Challenge

The Disconnect: Manual Handoffs & Data Silos Between Sales & Operations

Without a robust integration, Quotewerks and Infor operate in silos, creating significant friction between sales, finance, and fulfillment teams. This leads to inefficiencies, costly errors, and a fragmented customer experience.

  • Manual Data Entry & Duplication: Sales orders manually re-entered into Infor from accepted Quotewerks quotes, leading to errors and delays.
  • Outdated Product & Inventory Information: Quotewerks sales reps quote with stale pricing or unavailable inventory, resulting in customer dissatisfaction and order adjustments.
  • Fragmented Customer View: Inconsistent customer data across Quotewerks, CRM, and Infor, hindering a 360-degree customer understanding.
  • Slow Quote-to-Cash Cycle: Delays in order processing and invoicing impact revenue recognition and cash flow.
  • Limited Sales Visibility: Sales teams lack real-time insights into order fulfillment status from Infor, impacting customer communication and forecasting.
Integration Diagram
Solution Illustration
The Solution

Unified Quote-to-Cash: Seamless Quotewerks Infor Integration with iPaaS

Our modern iPaaS provides the intelligent bridge between Quotewerks and Infor, automating every step from quote creation to order fulfillment and beyond. Experience real-time data synchronization, streamlined workflows, and a truly unified view of your sales and operational processes.

  • Automated Quote-to-Order: Instantly convert accepted Quotewerks quotes into Infor Sales Orders.
  • Real-time Product & Inventory Sync: Keep Quotewerks updated with accurate Infor product catalogs, pricing, and stock levels.
  • Master Data Management: Synchronize customer and contact data bi-directionally across Quotewerks, Infor, and CRM.
  • AI-Augmented Pricing: Leverage AI to validate discounts and suggest dynamic pricing within Quotewerks based on Infor data.
  • Order Status Visibility: Push Infor Sales Order status updates back to Quotewerks for complete sales team visibility.
Implementation Timeline

Go live with Quotewerks + Infor 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 Infor, 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 + Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Automated Quote-to-Order: Instantly convert accepted Quotewerks quotes into Infor Sales Orders.
  • Real-time Product & Inventory Sync: Keep Quotewerks updated with accurate Infor product catalogs, pricing, and stock levels.
  • Master Data Management: Synchronize customer and contact data bi-directionally across Quotewerks, Infor, and CRM.
  • AI-Augmented Pricing: Leverage AI to validate discounts and suggest dynamic pricing within Quotewerks based on Infor data.
  • Order Status Visibility: Push Infor Sales Order status updates back to Quotewerks for complete sales team visibility.
  • Event-Driven Architecture: React to critical business events in real-time, ensuring immediate data propagation.

Deep Dive: Quotewerks to Infor Integration Architecture

Our integration solution establishes a robust, secure, and scalable architecture, with a cloud-native iPaaS serving as the central orchestration layer. This ensures seamless data flow, intelligent transformation, and resilient error handling between Quotewerks and Infor.

Data Flow Steps

API Connectivity: Securely connect to Quotewerks and Infor using their native APIs (RESTful), leveraging OAuth 2.0 or API keys.

Event Listener Configuration: Configure iPaaS to subscribe to Quotewerks webhooks for critical events (e.g., Quote Status Change).

Workflow Design: Visually design end-to-end integration workflows using the iPaaS's low-code interface.

Data Mapping & Transformation: Define precise field-level mappings and apply necessary data transformations (e.g., format conversions, value lookups).

Business Logic Implementation: Embed conditional logic, approval flows, and custom business rules directly into the iPaaS workflows.

Error Handling & Monitoring: Implement comprehensive error handling, automated retries, and centralized monitoring with alerts.

Deployment & Governance: Utilize Dev-QA-Prod pipelines for controlled deployment and versioning of integration flows.

Data Touchpoints

Quotewerks: Quotes, Customers, Contacts, Products, Line Items, Salespersons
Infor: Sales Orders, Customers, Products, Inventory Items, Invoices, Purchase Orders

"The integration architecture centers around a modern iPaaS. Quotewerks (Source) sends 'Quote Accepted' events via webhooks to the iPaaS. The iPaaS processes this event, retrieves additional Quote details, transforms the data, and creates a 'Sales Order' in Infor (Target) via its API. Conversely, Infor (Source) publishes 'Product/Inventory Updates' (via API or event bus) to the iPaaS. The iPaaS transforms this data and updates 'Products' and 'Inventory' in Quotewerks (Target) via its API. Bi-directional sync for 'Customer' entities is managed with conflict resolution rules within the iPaaS."

Pricing

Simple, transparent pricing for Quotewerks + Infor.

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 for Quotewerks Infor Integration

Effective integration hinges on precise mapping of core business entities. Our iPaaS provides a visual, AI-assisted canvas to map and transform data, ensuring seamless compatibility between Quotewerks and Infor's distinct data models.

Quote (Quotewerks) / Sales Order (Infor)

The central transaction defining a customer's intent to purchase. An accepted quote in Quotewerks triggers a sales order in Infor.

Quotewerks Fields

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

Infor Fields

OrderID CustomerID OrderDate LineItems (ProductID/SKU, Quantity, Price) TotalAmount OrderStatus ShippingMethod PaymentTerms ReferenceQuoteID (custom field)

Mapping Notes

The `QuoteID` from Quotewerks should be mapped to a custom `ReferenceQuoteID` field in Infor's Sales Order for traceability. `QuoteStatus` requires careful mapping to Infor's `OrderStatus` lifecycle. Line item mapping must ensure product identifiers (`ProductID`/`SKU`) and pricing structures align.

Next Steps

See Quotewerks + Infor 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-Order Workflow

When a sales representative marks a quote as 'Accepted' in Quotewerks, the integration automatically creates a corresponding Sales Order in Infor, including all line items, customer details, and pricing. This eliminates manual data entry and accelerates the order fulfillment process.

Integration Steps:

  1. 0 Sales rep marks Quote as 'Accepted' in Quotewerks.
  2. 1 Quotewerks webhook triggers iPaaS workflow.
  3. 2 iPaaS extracts Quote details (Customer, Line Items, Pricing, Terms).
  4. 3 iPaaS transforms Quotewerks data into Infor Sales Order schema.
  5. 4 iPaaS creates new Sales Order in Infor via API.
  6. 5 Confirmation and Infor Order ID updated back in Quotewerks.

Business Outcome

Reduced order processing time by up to 50%, minimized data entry errors, accelerated revenue recognition, and improved cash flow.

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 Quotewerks accepted quotes to Infor sales orders, reducing manual effort and accelerating order fulfillment and invoicing.
Enhanced Data Accuracy & Consistency
Ensure a single source of truth for customer, product, and pricing data across Quotewerks and Infor, minimizing errors and reconciliation efforts.
Real-time Inventory Visibility
Synchronize Infor inventory levels to Quotewerks in real-time, preventing overselling and allowing sales teams to quote confidently with accurate stock information.
Boosted Sales & Operational Efficiency
Free up sales reps from administrative tasks and empower operations with automated workflows, leading to higher productivity and better resource allocation.
Intelligent Quoting & Pricing
Leverage AI to provide dynamic pricing recommendations and validate discounts in Quotewerks, improving competitiveness and profitability.
360-Degree Customer View
Maintain consistent customer and contact data across all systems, enabling personalized interactions and superior customer service.
Scalable & Future-Proof Architecture
Deploy a flexible iPaaS solution that scales with your business growth and easily adapts to new system requirements or changes.
✨

Accelerated Quote-to-Cash Cycle

30-50% Faster Order Processing

📋 What You Get

Automate the transition from Quotewerks accepted quotes to Infor sales orders, reducing manual effort and accelerating order fulfillment and invoicing.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks + Infor 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 Infor, 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 + Infor 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') to trigger downstream processes.
POST, GET /api/v1/customers Create new customer records or retrieve existing ones for master data synchronization.
GET, PUT /api/v1/products Retrieve product catalog information or update product details/inventory levels from Infor.
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 Renaming: `Quotewerks.CompanyName` to `Infor.CustomerName`.
  • Data Type Conversion: Convert currency strings to decimal numbers for Infor's financial modules.
  • Value Mapping: Map Quotewerks internal status codes (e.g., '10-Pending', '20-Accepted') to Infor's descriptive status values (e.g., 'Pending Approval', 'Confirmed').
  • Aggregation: Sum all `LineItem.ExtendedPrice` from Quotewerks to populate `Infor.SalesOrder.TotalAmount`.
  • Conditional Logic: If `Quotewerks.Discount` exceeds a threshold, route the quote to an approval workflow before creating the Infor Sales Order.

🛡️ Error Handling

  • Quotewerks API returns a '400 Bad Request' due to invalid `CustomerID` during Sales Order creation.
  • Infor API returns a '429 Too Many Requests' during a large product catalog sync.
  • Network timeout during data transfer between iPaaS and either system.
  • Data validation rule failure in iPaaS due to an unexpected format from Quotewerks.
  • Duplicate `Sales Order` created in Infor if a retry mechanism isn't idempotent.
Pricing

Simple, transparent pricing for Quotewerks + Infor.

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.

Benefits FAQs

▸ What is the primary benefit of integrating Quotewerks with Infor?
The primary benefit is automating the entire quote-to-cash cycle. This eliminates manual data entry, ensures real-time data consistency for customers, products, and orders, and significantly accelerates sales processes, leading to increased efficiency and reduced operational costs.

Data Sync FAQs

▸ Can I synchronize product and inventory data from Infor to Quotewerks in real-time?
Absolutely. Our iPaaS solution leverages Infor's APIs to provide real-time or near real-time synchronization of product catalogs, pricing, and inventory levels to Quotewerks. This ensures your sales team always quotes with accurate and up-to-date information, preventing overselling.

Data Management FAQs

▸ How does the integration handle customer master data between Quotewerks, Infor, and potentially my CRM?
The integration establishes a robust, bi-directional synchronization for customer and contact master data. The iPaaS employs deduplication rules and configurable master data management strategies to ensure a 'single source of truth' across all systems, providing a consistent 360-degree view of your customers.

AI Features FAQs

▸ What role does AI play in the Quotewerks Infor integration?
AI significantly augments the integration by providing intelligent capabilities such as automated field mapping suggestions, dynamic pricing recommendations within Quotewerks (leveraging Infor data), anomaly detection in proposed discounts, and intelligent exception handling for data inconsistencies, leading to smarter, more efficient workflows.

Customization FAQs

▸ Is it possible to customize workflows and integrate custom fields from Quotewerks and Infor?
Yes, our low-code iPaaS platform is designed for extensive customization. It easily supports mapping and synchronizing custom fields from both Quotewerks and Infor. Business users can visually design and modify workflows, add conditional logic, and implement specific business rules without deep coding knowledge, making the solution highly adaptable to your unique needs.

Performance FAQs

▸ How are API rate limits managed for Quotewerks and Infor to ensure performance?
Our iPaaS intelligently manages API rate limits by implementing queuing mechanisms, batching non-time-sensitive requests, and employing retry logic with exponential backoff. This ensures that integrations operate within Quotewerks' and Infor's API constraints without overwhelming either system or causing failures, optimizing overall performance.

Security FAQs

▸ What security measures are in place for sensitive data during integration?
Security is paramount. We implement robust measures including OAuth 2.0 or secure API key management with least privilege access, TLS 1.2+ encryption for all data in transit, encryption at rest for sensitive data, role-based access controls (RBAC) within the iPaaS, and comprehensive audit trails to ensure compliance with regulations like GDPR and CCPA.

Financials FAQs

▸ How does this integration improve my financial close process?
By automating the flow of accepted quotes to sales orders and potentially linking to invoicing processes, the integration ensures that financial transactions originate accurately and are posted promptly to Infor's financial modules. This reduces manual reconciliation efforts, accelerates data availability for reporting, and contributes to a faster and more accurate financial close.
Implementation Timeline

Go live with Quotewerks + Infor 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 Infor, 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 + Infor 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 + Infor.

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 + Infor 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