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Unify Sales & Quoting: Seamless Quotewerks Salesforce Integration

Automate your entire quote-to-cash cycle, eliminate data silos, and empower your sales team with real-time accuracy and efficiency using a powerful iPaaS.

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The Challenge

The Disconnect Between CRM & Quoting: Slowing Down Your Sales

Many organizations struggle with a fragmented sales process where customer data resides in Salesforce, but quoting happens in a separate system like Quotewerks. This disconnect leads to inefficiencies, errors, and frustrated sales teams.

  • Manual data entry and re-entry between Salesforce and Quotewerks.
  • Inconsistent customer and product data across systems.
  • Lack of real-time visibility into quote status within Salesforce.
  • Delayed quote generation due to disparate systems.
  • Errors in pricing or inventory leading to re-quotes or lost deals.
  • Difficulty in sales forecasting and reporting due to incomplete data.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Quotewerks Salesforce Integration via iPaaS

Our iPaaS-powered integration solution seamlessly connects Quotewerks and Salesforce, creating an intelligent, automated sales ecosystem. By orchestrating real-time data flow, we bridge the gap between your CRM and quoting processes, ensuring accuracy, efficiency, and a truly unified customer journey.

  • Bi-directional Customer & Contact Synchronization
  • Automated Quote Creation from Salesforce Opportunities
  • Real-time Quote Status Updates to Salesforce
  • Product Catalog & Pricing Synchronization
  • Salesperson/User Mapping & Attribution
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional Customer & Contact Synchronization
  • Automated Quote Creation from Salesforce Opportunities
  • Real-time Quote Status Updates to Salesforce
  • Product Catalog & Pricing Synchronization
  • Salesperson/User Mapping & Attribution
  • Dynamic Pricing & Discount Validation (AI-augmented)
  • Centralized Error Monitoring & Alerting

Quotewerks Salesforce Integration: Technical Architecture & Data Flow

Our integration solution orchestrates seamless data exchange between Quotewerks and Salesforce, leveraging an API-first, event-driven architecture powered by a modern iPaaS. This ensures robust, scalable, and secure connectivity across your sales landscape.

Data Flow Steps

Connect & Authenticate: Establish secure connections to both Quotewerks and Salesforce APIs using industry-standard authentication methods.

Define Data Models: Map core entities like Customer/Account, Contact, Quote/Opportunity, and Product between the two systems, ensuring schema alignment.

Configure Event Triggers: Set up webhooks in Quotewerks and subscribe to Salesforce Platform Events or Change Data Capture (CDC) for real-time change detection.

Design Workflows: Use the iPaaS's low-code interface to build multi-step integration flows for various use cases (e.g., create quote, update opportunity).

Implement Data Transformations: Apply necessary business logic, data cleansing, and enrichment rules to ensure data consistency.

Deploy & Monitor: Deploy integrations to production with robust error handling, logging, and performance monitoring.

Iterate & Optimize: Continuously refine workflows based on business needs and system updates.

Data Touchpoints

Salesforce Lead <-> Quotewerks Customer/Contact
Salesforce Account <-> Quotewerks Customer
Salesforce Contact <-> Quotewerks Contact
Salesforce Opportunity <-> Quotewerks Quote
Salesforce Product2/PricebookEntry <-> Quotewerks Product
Salesforce User <-> Quotewerks Salesperson

"The integration flows bidirectionally. Salesforce (CRM) acts as the system of record for Account, Contact, and Opportunity initiation. Changes in Salesforce trigger the creation of Customer, Contact, and Quote records in Quotewerks. Quotewerks (Quoting) then enriches and manages the quote lifecycle. Status changes in Quotewerks trigger updates back to the corresponding Salesforce Opportunity (e.g., 'Closed Won'). Product and Pricing data can flow from Salesforce (or an upstream ERP via Salesforce) to Quotewerks. All orchestration and data transformation are managed by the iPaaS, ensuring secure, reliable, and scalable communication."

Pricing

Simple, transparent pricing for Quotewerks + Salesforce.

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

Seamless integration relies on precise mapping of core business entities between Quotewerks and Salesforce. Our iPaaS facilitates this with a visual mapping canvas and AI-assisted tools to ensure data integrity and consistency.

Customer / Account

The foundational entity representing an organization or individual. Synchronizing this ensures a unified customer view.

Quotewerks Fields

CustomerID CompanyName ContactName Email Phone Address BillingAddress ShippingAddress TaxID

Salesforce Fields

Id Name BillingAddress ShippingAddress Phone Website Industry ExternalID_c (Custom)

Mapping Notes

Quotewerks 'CustomerID' maps to Salesforce 'ExternalID_c' on Account for unique identification and upsert operations. 'CompanyName' maps to 'Name'. Billing and Shipping addresses require careful field-level mapping due to potential structural differences. Deduplication rules are critical.

Next Steps

See Quotewerks + Salesforce 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 Creation from Salesforce Opportunities

When a Salesforce Opportunity reaches a 'Qualification' or 'Proposal' stage, automatically generate a draft quote in Quotewerks, pre-populated with Account, Contact, and initial product details.

Integration Steps:

  1. 0 Salesforce Opportunity StageName changes to 'Qualification'.
  2. 1 iPaaS triggers on this Platform Event/CDC.
  3. 2 Salesforce Account and Contact details are extracted.
  4. 3 A new Quotewerks Customer and Contact are created/updated.
  5. 4 A new Quotewerks Quote is created, linked to the customer, and associated with the Salesforce Opportunity via an External ID.

Business Outcome

Streamlined quote initiation, reduced manual data entry, faster response times to customer requests.

Frequency

Real-time / Event-driven

Business Value

Key Integration Benefits

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

Accelerate Quote-to-Cash Cycle
Automate the journey from Salesforce opportunity to Quotewerks proposal and back, drastically reducing manual steps and accelerating revenue recognition.
Enhance Data Accuracy & Consistency
Ensure a single source of truth for customer, contact, and product data across Salesforce and Quotewerks, eliminating discrepancies and errors.
Boost Sales Productivity
Free your sales team from manual data entry, allowing them to focus on selling, building relationships, and closing more deals.
Gain Real-time Sales Visibility
Salesforce opportunities are instantly updated with Quotewerks quote statuses, providing accurate pipeline forecasts and performance insights.
Improve Customer Experience
Deliver faster, more accurate quotes and consistent communication, leading to higher customer satisfaction and loyalty.
Reduce Operational Costs
Minimize administrative overhead, manual reconciliation efforts, and the costs associated with data errors and re-work.
✨

Accelerate Quote-to-Cash Cycle

30% Faster Sales Cycle

📋 What You Get

Automate the journey from Salesforce opportunity to Quotewerks proposal and back, drastically reducing manual steps 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 + Salesforce 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 Salesforce, 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 + Salesforce 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., Salesforce Opportunity).
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 from Salesforce Account.
GET /api/v1/customers/{id} Retrieve detailed information about a specific customer by ID.
GET /api/v1/products Retrieve a list of products from the Quotewerks product database for comparison.
PUT /api/v1/products/{id} Update product details or inventory levels in Quotewerks from Salesforce Product2.
POST /api/v1/webhooks/subscribe Register iPaaS endpoints to receive real-time notifications for Quotewerks events (e.g., quote status change).

⚡ Transformation Logic

  • Status Mapping: 'Quotewerks.QuoteStatus' values mapped to 'Salesforce.Opportunity.StageName' picklist values via lookup table.
  • Currency Conversion: If applicable, convert currency values between systems using configured exchange rates.
  • Address Normalization: Standardize address fields (e.g., uppercase states, abbreviate 'Street' to 'St.').
  • Data Enrichment: Add default values or derive new fields (e.g., calculate 'Expected Revenue' in Salesforce based on Quotewerks 'TotalAmount').
  • Field Concatenation/Splitting: Combine 'FirstName' and 'LastName' or split a full name field as needed.
  • External ID Management: Ensure Quotewerks IDs are stored in Salesforce 'ExternalID_c' fields and vice-versa for reliable matching.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS queues requests and retries with backoff.
  • Data Validation Failure: (e.g., missing required field, incorrect format) - Message routed to dead-letter queue, alert triggered.
  • Record Not Found: (e.g., Salesforce Opportunity deleted before Quotewerks update) - Logged, alert, potential creation of new record or skip.
  • Authentication Token Expiry: iPaaS automatically refreshes tokens or alerts for manual intervention.
  • Network Connectivity Issues: Automated retries and circuit breakers to prevent cascading failures.
Pricing

Simple, transparent pricing for Quotewerks + Salesforce.

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 Salesforce?
The primary benefit is a streamlined, automated quote-to-cash cycle. It eliminates manual data entry, ensures real-time data consistency between sales opportunities in Salesforce and quotes in Quotewerks, accelerates quote generation, and provides sales teams with a unified view of customer and sales progress, boosting efficiency and accuracy.

Data Synchronization FAQs

▸ What kind of data can be synchronized between Quotewerks and Salesforce?
Commonly synchronized data includes customer and contact information (Salesforce Account/Contact <-> Quotewerks Customer/Contact), sales opportunities and their stages/amounts (Salesforce Opportunity <-> Quotewerks Quote status/total), product catalogs, pricing, and potentially inventory levels (Salesforce Product2/PricebookEntry <-> Quotewerks Product), and salesperson assignments (Salesforce User <-> Quotewerks Salesperson).

Technology FAQs

▸ How does an iPaaS facilitate this integration compared to custom code?
An iPaaS (Integration Platform as a Service) significantly simplifies and accelerates the integration. It offers pre-built connectors for both Quotewerks and Salesforce, a low-code/no-code visual interface for mapping and workflow design, robust error handling, centralized monitoring, and scalability. This reduces development time, technical debt, and empowers business users to manage integrations without extensive coding.

Performance FAQs

▸ Does the integration support real-time data synchronization?
Absolutely. By leveraging event-driven architecture, webhooks from Quotewerks (e.g., quote status changes) and Salesforce Platform Events or Change Data Capture (CDC) for Salesforce record updates, the iPaaS enables near real-time synchronization. This ensures that your Salesforce pipeline is immediately updated with accepted quotes, and Quotewerks always has the latest customer data.

AI FAQs

▸ How does AI enhance the Quotewerks Salesforce integration?
AI can augment the integration by providing intelligent features like auto-suggesting field mappings, detecting anomalies in quote values or discounts, offering dynamic pricing recommendations within Quotewerks, and even automating resolutions for common data validation errors. This improves data quality, speeds up configuration, and enhances business insights.

Security FAQs

▸ What are the security considerations for integrating Quotewerks and Salesforce?
Key security considerations include using robust authentication (OAuth 2.0 for Salesforce, secure API keys for Quotewerks) with dedicated integration users and least privilege access. All data in transit must be encrypted (TLS 1.2+), and sensitive data stored in the iPaaS should be encrypted at rest. Compliance with data privacy regulations like GDPR and CCPA is also paramount, with features like data masking and audit trails.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business processes?
Yes, the integration is highly customizable. Using the iPaaS's low-code visual designer, you can easily modify existing workflows, add conditional logic, implement custom data transformations, or create entirely new integration flows to match your unique sales processes, custom fields, and approval hierarchies without needing to write complex code.

Error Handling FAQs

▸ How does the integration handle errors and ensure data quality?
The iPaaS provides robust error handling, including automated retry logic for transient failures, comprehensive logging of all API errors, and routing of persistent errors to a dead-letter queue for manual investigation. Data quality is ensured through validation rules, transformation pipelines, deduplication capabilities, and AI-assisted anomaly detection, maintaining a 'single source of truth' across both systems.
Implementation Timeline

Go live with Quotewerks + Salesforce 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 Salesforce, 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 + Salesforce 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 + Salesforce.

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 + Salesforce 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