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Quotewerks + Kentico Integration: Powering Seamless Quote-to-Order Experiences

Automate custom quoting from your eCommerce site, synchronize product data, and unify customer profiles for accelerated sales cycles and enhanced digital commerce.

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The Challenge

The Disconnect Between Custom Quoting and Digital Commerce

In today's fast-paced market, businesses often struggle to bridge the gap between their sophisticated custom quoting processes in Quotewerks and the dynamic, self-service expectations of their Kentico eCommerce customers. This disconnect leads to inefficiencies, lost opportunities, and a fragmented customer experience.

  • Manual transfer of custom quote requests from Kentico to Quotewerks
  • Inconsistent product information and pricing between online and sales channels
  • Fragmented customer data, leading to a lack of a unified 'Customer 360' view
  • Slow quote generation and approval processes impacting sales velocity
  • Errors from re-keying data, leading to discrepancies and customer dissatisfaction
  • Limited visibility into the status of custom quotes for online customers
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Connecting Quotewerks and Kentico with iPaaS

Our solution leverages a modern Integration Platform as a Service (iPaaS) to create a powerful, intelligent bridge between Quotewerks and Kentico. By automating workflows, harmonizing data, and providing real-time synchronization, we transform your sales and digital commerce operations into a cohesive, high-performing ecosystem.

  • Automated Quote Request to Draft Quote Creation (Kentico to Quotewerks)
  • Bi-directional Synchronization of Product Catalogs and Pricing
  • Unified Customer and Contact Master Data Management
  • Real-time Quote Status Updates (via ERP) to Kentico Customer Portal
  • AI-Augmented Data Mapping and Anomaly Detection
Implementation Timeline

Go live with Quotewerks + Kentico 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 Kentico, 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 + Kentico 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 Request to Draft Quote Creation (Kentico to Quotewerks)
  • Bi-directional Synchronization of Product Catalogs and Pricing
  • Unified Customer and Contact Master Data Management
  • Real-time Quote Status Updates (via ERP) to Kentico Customer Portal
  • AI-Augmented Data Mapping and Anomaly Detection
  • Low-Code Workflow Design for Business Users

Quotewerks & Kentico Integration: Technical Deep Dive

This integration leverages an iPaaS to orchestrate a robust, event-driven data flow between Quotewerks and Kentico. It focuses on API-first connectivity, intelligent data transformation, and comprehensive error handling to ensure seamless operation and data integrity.

Data Flow Steps

Event Trigger: Kentico events (e.g., 'Request a Quote' submission, new customer registration, content update) fire webhooks to the iPaaS, or the iPaaS polls Kentico APIs for changes.

Data Ingestion: The iPaaS captures raw JSON/XML data from Kentico's APIs/webhooks.

Schema Harmonization: Raw data is mapped and transformed into a canonical data model within the iPaaS, resolving discrepancies between Kentico and Quotewerks schemas.

Business Logic & Validation: iPaaS applies predefined business rules (e.g., conditional routing, data validation, discount calculations) and AI-driven anomaly detection.

Quotewerks API Call: Transformed data is used to construct API requests to Quotewerks (e.g., creating a new Quote, updating a Customer).

Response Handling: iPaaS processes Quotewerks' API responses, logging success/failure and initiating retry mechanisms for transient errors.

Status Updates (Optional): Integration can extend to push quote status updates (via ERP) back to Kentico for customer visibility.

Data Touchpoints

Kentico: Customer (CustomerGUID, FirstName, LastName, Email, Address), Product (SKU, Name, Price), OrderItem (SKU, Quantity), Order (OrderStatus)
Quotewerks: Customer (CustomerID, CompanyName, ContactName, Email, Address), Contact (ContactID, FirstName, LastName, Email), Product (ProductID, SKU, Name, UnitPrice, QuantityOnHand), Quote (QuoteID, CustomerID, ContactID, QuoteStatus, TotalAmount), Line Item (QuoteID, ProductID, Quantity, UnitPrice)

"Kentico Event (Quote Request/Customer Register) -> Kentico Webhook -> iPaaS Ingestion -> Data Transformation & Validation (AI-Enhanced) -> Quotewerks API Call (Create Quote/Customer) -> Quotewerks Response -> iPaaS Logging & Error Handling. (Optional: Quotewerks Accepted Quote -> ERP Sales Order -> Kentico Order Status Update)"

Pricing

Simple, transparent pricing for Quotewerks + Kentico.

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.
  • ✓
    Initiate Quote Request from Kentico
  • ✓
    Customer & Quote Creation in Quotewerks
  • ✓
    Product & Inventory Sync (ERP/PIM -> Kentico & Quotewerks)
  • ✓
    Customer Profile Sync (Kentico -> Quotewerks)
  • ✓
    Quote Status Update to Order Visibility (Quotewerks -> ERP -> Kentico)
Data Mapping

Key Entities & Intelligent Mapping for Quotewerks and Kentico

Effective integration relies on precise mapping of core business entities. Our iPaaS solution provides a visual mapping canvas, enhanced by AI, to ensure accurate and consistent data flow between Quotewerks and Kentico, handling complex transformations and validation rules.

Customer

Represents a buyer or registered user. Essential for personalized quoting and unified customer view.

Quotewerks Fields

[field, CustomerID],[type, GUID],[notes, Quotewerks internal ID] [field, CompanyName],[type, String],[notes, Customer's organization name] [field, ContactName],[type, String],[notes, Primary contact name] [field, Email],[type, String],[notes, Primary email address, often used for matching] [field, Phone],[type, String] [field, Address],[type, String],[notes, Billing/Shipping address] [field, CRMID_c],[type, String],[notes, Custom field for external CRM/Kentico ID]

Kentico Fields

[field, CustomerGUID],[type, GUID],[notes, Kentico's unique identifier] [field, FirstName],[type, String] [field, LastName],[type, String] [field, Email],[type, String],[notes, Primary email, critical for matching] [field, Phone],[type, String] [field, BillingAddressID],[type, GUID] [field, ShippingAddressID],[type, GUID] [field, CompanyName],[type, String],[notes, If B2B customer]

Mapping Notes

Map Kentico CustomerGUID to a custom field in Quotewerks (e.g., `KenticoCustomerIDc`). Use Email as a primary key for deduplication and matching. Combine Kentico FirstName and LastName for Quotewerks ContactName or map separately to Quotewerks Contact entity.

Next Steps

See Quotewerks + Kentico 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.

Kentico 'Request a Quote' Form to Quotewerks Quote Creation

A customer browsing complex or configurable products on your Kentico eCommerce site submits a 'Request a Quote' form. The iPaaS instantly captures the customer's details (Kentico Customer) and requested items (similar to OrderItem data), creating a new draft Quote in Quotewerks. This allows your sales team to quickly review, apply custom pricing (using Quotewerks' AI-augmented pricing tools), and send a personalized proposal, without any manual data entry.

Integration Steps:

  1. 0 Customer navigates Kentico eCommerce, selects complex products, and fills out a 'Request a Quote' form.
  2. 1 Kentico webhook/API notifies iPaaS of the new form submission.
  3. 2 iPaaS extracts Kentico Customer (FirstName, LastName, Email, Phone, Address) and associated product requests (SKU, Quantity, Notes).
  4. 3 iPaaS transforms data to match Quotewerks Customer and Quote schemas.
  5. 4 iPaaS creates a new Customer and a draft Quote in Quotewerks via API, populating line items.
  6. 5 Quotewerks sales rep receives notification, accesses the pre-populated quote, and applies expert pricing/discounts.

Business Outcome

Streamlined custom quoting, faster response times to customer inquiries, improved sales rep efficiency, and higher conversion rates for complex sales.

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-Order Cycle
Automate the creation of Quotewerks quotes from Kentico requests, significantly reducing manual effort and speeding up the sales process from initial inquiry to accepted order.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure product, pricing, and customer information is consistently updated across Quotewerks and Kentico.
Unified Customer Experience
Provide a cohesive customer journey by linking online interactions with personalized quoting, fostering loyalty and increasing conversion rates.
Boosted Sales Productivity
Free up sales reps from administrative tasks, allowing them to focus on high-value activities like relationship building and closing deals.
Real-time Business Visibility
Gain immediate insights into quote requests, product availability, and customer interactions across your sales and eCommerce platforms.
Scalability & Agility
Built on a flexible iPaaS, the integration scales with your business needs and allows for rapid adaptation to new market demands or process changes.
Reduced Operational Costs
Minimize manual reconciliation, IT development, and error correction costs associated with disconnected systems.
✨

Accelerated Quote-to-Order Cycle

25-40% Reduction in Sales Cycle Time

📋 What You Get

Automate the creation of Quotewerks quotes from Kentico requests, significantly reducing manual effort and speeding up the sales process from initial inquiry to accepted order.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Reduction in Sales Cycle Time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks + Kentico 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 Kentico, 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 + Kentico 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 new Quotewerks quotes from Kentico requests.
PUT /api/v1/quotes/{id}/status Update quote status (e.g., 'Accepted') for downstream triggers.
POST, GET, PUT /api/v1/customers Synchronize customer records (create, retrieve, update).
GET, PUT /api/v1/products Synchronize product catalog and inventory levels.
POST /api/v1/webhooks/subscribe Register iPaaS endpoints for real-time Quotewerks event notifications.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of common fields (e.g., SKU, Email) and concatenation (Kentico FirstName + LastName -> Quotewerks ContactName).
  • Data Type Conversion: Convert data types (e.g., String to Decimal, Date formats) to match target system requirements.
  • Conditional Logic: Apply rules like 'If Kentico Form Type = 'Custom Quote', then create Quotewerks Quote; else, ignore.'
  • Lookup Tables: Translate picklist values (e.g., Kentico country codes to Quotewerks country names).
  • Address Standardization: Cleanse and standardize address data for accurate shipping/billing.
  • Deduplication: Implement logic to prevent duplicate Customer/Contact records based on unique identifiers (e.g., email, Kentico GUID).

🛡️ Error Handling

  • Invalid data format from Kentico form preventing Quotewerks Quote creation.
  • Quotewerks API rate limits exceeded during bulk product sync.
  • Duplicate customer record detected during Kentico registration sync.
  • Network timeout during an API call to either system.
  • Missing required fields in source data for target system.
Pricing

Simple, transparent pricing for Quotewerks + Kentico.

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 FAQs

▸ What is the primary benefit of integrating Quotewerks with Kentico?
The primary benefit is the automation of your custom sales processes from your Kentico eCommerce platform. It eliminates manual data entry for quote requests, ensures real-time data consistency across product and customer information, and accelerates the entire quote-to-order cycle, leading to increased sales efficiency and a superior customer experience.

Workflow FAQs

▸ Can I automate custom quote generation directly from Kentico to Quotewerks?
Absolutely. Our iPaaS solution enables you to configure Kentico forms (e.g., 'Request a Quote') to automatically trigger the creation of a draft Quote in Quotewerks. This pre-populates customer details and requested line items, allowing your sales team to quickly finalize and send personalized proposals.

Data Sync FAQs

▸ How does this integration handle product and pricing synchronization?
The integration maintains consistent product catalogs and pricing across both Kentico and Quotewerks. Product data, including SKUs, descriptions, and base prices, is typically synchronized from a central ERP or PIM system to both platforms. This ensures that sales reps use accurate pricing in Quotewerks, and customers see consistent information on your Kentico site, preventing discrepancies and overselling.
▸ What about customer data? How is it synchronized between Kentico and Quotewerks?
Customer and contact data is bi-directionally synchronized. New customer registrations or profile updates in Kentico automatically create or update corresponding Customer and Contact records in Quotewerks. This provides your sales team with a 360-degree view of the customer, including their online interactions and purchase history, enabling more personalized and effective quoting.

Technical FAQs

▸ Does the integration support real-time data synchronization?
Yes, by leveraging webhooks and an event-driven architecture, the integration supports real-time or near real-time synchronization for critical events. For instance, a 'Request a Quote' submission in Kentico can instantly trigger a workflow in Quotewerks, ensuring immediate action and responsiveness.

iPaaS FAQs

▸ How do low-code/no-code tools enhance Quotewerks and Kentico workflows?
Low-code/no-code tools empower business users (sales, marketing, eCommerce managers) to build and modify integration workflows for Quotewerks and Kentico without extensive coding knowledge. This means faster development of new automations, easier adjustments to existing processes, and greater agility in responding to business needs, such as custom quote approval flows or new product launch strategies.

AI FAQs

▸ Can AI improve the quoting process with this integration?
Absolutely. AI can significantly augment the quoting process. Through the iPaaS, AI can provide dynamic pricing recommendations within Quotewerks based on Kentico's customer segments and historical data, detect anomalies in proposed discounts, suggest optimal product configurations, and even automate parts of proposal generation. This leads to more competitive quotes and higher win rates.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. We implement robust measures including OAuth 2.0 or secure API key management, TLS 1.2+ encryption for all data in transit, role-based access controls (RBAC) within the iPaaS, and secure credential storage. We also adhere to data privacy regulations like GDPR and CCPA, ensuring sensitive customer and quote data is protected.
Implementation Timeline

Go live with Quotewerks + Kentico 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 Kentico, 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 + Kentico 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 + Kentico.

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 + Kentico 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