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Unify Sales & ERP: Seamless Quotewerks SAP Integration

Automate your quote-to-cash cycle, synchronize master data, and empower sales with real-time SAP insights directly in Quotewerks – powered by a modern iPaaS.

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The Challenge

The Disconnect Between Quoting and Enterprise Resource Planning

Without a robust integration, Quotewerks and SAP operate in isolated silos, leading to significant inefficiencies, data discrepancies, and delayed business processes. This disconnect hinders sales velocity and strains operational resources.

  • Manual Quote-to-Order Process: Sales orders must be manually re-entered into SAP once a quote is accepted in Quotewerks, leading to delays and transcription errors.
  • Outdated Product & Inventory Data: Quotewerks sales reps often work with stale product catalogs, incorrect pricing, or unavailable inventory, resulting in inaccurate quotes and customer dissatisfaction.
  • Fragmented Customer Master Data: Customer and contact information becomes inconsistent across Quotewerks, SAP, and other systems, leading to duplicate records and a fragmented view of your customers.
  • Slow Reporting & Inaccurate Forecasts: Lack of real-time data flow makes it difficult to get an accurate, consolidated view of sales performance and pipeline, impacting strategic decision-making.
  • Compliance & Audit Risks: Manual processes increase the risk of non-compliance with pricing policies and audit trails become harder to maintain across disparate systems.
Integration Diagram
Solution Illustration
The Solution

The Unified Quotewerks SAP Integration Solution

Our iPaaS-powered integration solution bridges the gap between Quotewerks and SAP, creating a cohesive, automated workflow that streamlines your entire sales and operational landscape. By leveraging robust connectors, intelligent data mapping, and real-time event processing, we ensure your sales team is empowered, and your back-office operations run flawlessly.

  • Bi-directional data synchronization for Customer & Product Master.
  • Automated Quote-to-Sales Order creation in SAP.
  • Real-time inventory and pricing updates from SAP to Quotewerks.
  • Configurable workflows for sales order status updates.
  • Centralized error handling and monitoring for all integration flows.
Implementation Timeline

Go live with Quotewerks + SAP 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 SAP, 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 + SAP 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 data synchronization for Customer & Product Master.
  • Automated Quote-to-Sales Order creation in SAP.
  • Real-time inventory and pricing updates from SAP to Quotewerks.
  • Configurable workflows for sales order status updates.
  • Centralized error handling and monitoring for all integration flows.
  • Support for both SAP S/4HANA Cloud (OData) and SAP ECC (BAPIs/RFCs).

Quotewerks SAP Integration: Technical Architecture & Data Flow

Our integration solution leverages a modern iPaaS as the central orchestration layer, ensuring secure, scalable, and real-time data exchange between Quotewerks and SAP. We utilize an event-driven architecture for critical updates and robust API connectivity for comprehensive data synchronization.

Data Flow Steps

Secure Connection Establishment: Utilize dedicated API keys/OAuth 2.0 for Quotewerks and SAP BTP/Cloud Connector with OAuth 2.0/certificate-based authentication for SAP, managed securely in the iPaaS vault.

Event-Driven Triggers: Configure Quotewerks webhooks for real-time events (e.g., Quote Status Change) and SAP Event Mesh or OData service polling for SAP events (e.g., Material Master updates).

Data Extraction: iPaaS connectors retrieve relevant data entities (Quote, Customer, Product from Quotewerks; Sales Order, Business Partner, Material from SAP) using their respective APIs.

Data Transformation & Mapping: A visual mapping canvas within the iPaaS transforms data schemas, handles data type conversions, and applies business rules to ensure compatibility between systems. AI-assisted mapping accelerates this process.

Validation & Enrichment: Data undergoes validation against predefined rules and can be enriched with additional information from other systems before being sent to the target application.

Target System Update: iPaaS invokes the appropriate target system API (e.g., SAP Sales Order API, Quotewerks Product API) to create, update, or retrieve records.

Error Handling & Monitoring: Automated retry mechanisms, dead-letter queues, and real-time alerts ensure data integrity and prompt issue resolution.

Logging & Auditing: Comprehensive logs provide an audit trail for all data transactions and integration activities.

Data Touchpoints

Quotewerks: Quote, Customer, Contact, Product, Line Item, Salesperson, Payment Term.
SAP: Sales Order, Business Partner (Customer), Material (Product), Plant, Storage Location, Payment Terms.

"The integration architecture features the iPaaS as a central hub. Quotewerks events (like 'Quote Accepted') trigger workflows in the iPaaS, which then processes and transforms the data before creating corresponding records (e.g., Sales Order) in SAP. Conversely, updates in SAP (e.g., 'Material Price Change') are captured by the iPaaS and synchronized back to Quotewerks. Master data (Customer, Product) flows bi-directionally, ensuring consistency. All data movement is secured via encrypted channels and managed through robust API authentication."

Pricing

Simple, transparent pricing for Quotewerks + SAP.

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 & Field-Level Mappings

Achieving a robust Quotewerks-SAP integration relies on meticulous, field-level data mapping. Our iPaaS provides a visual canvas to define these mappings, ensuring data integrity and consistency across systems. AI-assisted mapping accelerates this complex process.

Quote / Sales Order

The core sales proposal in Quotewerks maps directly to the central Sales Order document in SAP, initiating the fulfillment process.

Quotewerks Fields

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

SAP Fields

SalesOrderID (SAP) SoldToParty (SAP Business Partner ID) ShipToParty (SAP Business Partner ID) OrderDate (SAP) RequestedDeliveryDate (SAP) Currency (SAP) TotalNetValue (SAP) SalesOrderItems (MaterialID, OrderQuantity, NetPrice, Plant, StorageLocation) SalesOrganization (SAP) DistributionChannel (SAP) Division (SAP)

Mapping Notes

Quotewerks 'QuoteID' should map to a custom field in SAP Sales Order for traceability. 'CustomerID' and 'ContactID' from Quotewerks map to 'SoldToParty' and 'ShipToParty' in SAP, requiring prior synchronization of master data. Quotewerks 'QuoteStatus' (e.g., 'Accepted') triggers SAP Sales Order creation. Line Item products need to map to SAP MaterialIDs, and pricing/discounts must reconcile with SAP pricing conditions.

Next Steps

See Quotewerks + SAP 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 Acceptance to SAP Sales Order

Streamline the critical 'quote-to-order' handoff. When a sales representative marks a quote as 'Accepted' in Quotewerks, the integration automatically creates a corresponding Sales Order in SAP SD, populated with all relevant customer, product, pricing, and line item details. This eliminates manual data entry, reduces processing delays, and ensures immediate initiation of fulfillment processes.

Integration Steps:

  1. 0 Quotewerks Quote Status changes to 'Accepted'.
  2. 1 iPaaS triggers on Quotewerks webhook event.
  3. 2 iPaaS retrieves Quote, Customer, Contact, and Line Item data from Quotewerks.
  4. 3 Data is transformed and mapped to SAP Sales Order structure (e.g., Sold-To, Ship-To, Material IDs, quantities, net values).
  5. 4 iPaaS invokes SAP Sales Order Creation API (OData or BAPI).
  6. 5 SAP Sales Order ID is written back to the Quotewerks Quote for tracking.

Business Outcome

Faster order fulfillment, reduced order entry errors, improved cash flow, enhanced customer experience.

Frequency

Real-time

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 accepted Quotewerks quotes to SAP Sales Orders, drastically reducing manual processing time and accelerating revenue recognition.
Enhanced Data Accuracy & Consistency
Ensure real-time synchronization of customer, product, pricing, and inventory data between Quotewerks and SAP, eliminating discrepancies and improving data quality.
Boosted Sales Productivity
Free sales teams from manual data entry and reconciliation tasks, allowing them to focus more on selling and customer engagement.
Optimized Pricing & Inventory Management
Provide sales reps with up-to-date product information, accurate pricing, and real-time inventory levels from SAP, preventing overselling and improving quote accuracy.
Unified Customer View
Maintain a 'single source of truth' for customer master data across Quotewerks and SAP, leading to better customer service and personalized interactions.
Reduced Operational Costs
Minimize the need for manual data entry, reconciliation, and error correction, leading to significant cost savings in administrative and operational overhead.
✨

Accelerated Quote-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Automate the transition from accepted Quotewerks quotes to SAP Sales Orders, drastically reducing manual processing time and accelerating revenue recognition.

💼 Business Impact

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

Implementation Timeline

Go live with Quotewerks + SAP 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 SAP, 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 + SAP 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.
GET /api/v1/products Retrieve a list of products from the Quotewerks product database.
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

  • Status Mapping: Quotewerks 'QuoteStatus' = 'Accepted' maps to SAP 'Sales Order Type' = 'OR' (Standard Order) and initial 'Processing Status'.
  • Product ID Conversion: Map Quotewerks 'ProductID' to SAP 'MaterialID'. Handle cases where product IDs may differ (e.g., cross-reference table lookup).
  • Customer Mapping: Map Quotewerks 'CustomerID' to SAP 'SoldToParty' (Business Partner ID). Ensure associated 'ShipToParty' is also correctly identified.
  • Pricing Calculation: Apply any necessary currency conversions or discount re-calculations to align Quotewerks 'UnitPrice' and 'Discount' with SAP 'NetPrice' and pricing conditions.
  • Date Formatting: Convert date formats (e.g., 'YYYY-MM-DD' from Quotewerks to SAP's required date format).
  • Default Values: Assign default 'Plant', 'StorageLocation', 'SalesOrganization', 'DistributionChannel' in SAP based on business logic if not explicitly provided by Quotewerks or derived from customer master.

🛡️ Error Handling

  • SAP Sales Order Creation Failure: Due to invalid Material ID, missing customer data, or insufficient credit limit in SAP.
  • Quotewerks Product Update Failure: Due to invalid SKU format or API authentication issues.
  • Master Data Duplication: If deduplication logic fails or conflicting updates occur simultaneously.
  • API Rate Limit Exceeded: Leads to temporary processing delays and requires retry logic.
  • Network Connectivity Issues: Temporary outages between iPaaS and either Quotewerks or SAP.
  • Data Validation Errors: Quotewerks data not conforming to SAP's strict business rules (e.g., incorrect date format, non-existent plant).
Pricing

Simple, transparent pricing for Quotewerks + SAP.

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 SAP?
The primary benefit is the automation of your entire sales and operational workflow, specifically accelerating the 'quote-to-cash' cycle. It eliminates manual data entry, ensures real-time data consistency for customer, product, and order information, and significantly reduces operational costs and errors.

Technical FAQs

▸ Can this integration support both SAP S/4HANA Cloud and SAP ECC?
Yes, our iPaaS solution is designed to integrate with both SAP S/4HANA Cloud (leveraging modern OData/REST APIs) and on-premise SAP ECC (via SAP Cloud Connector for secure BAPI/RFC calls). This flexibility ensures compatibility regardless of your SAP landscape.
▸ How does the integration handle errors and ensure data integrity?
The iPaaS provides robust error handling with automated retry mechanisms for transient failures, dead-letter queues for persistent errors requiring manual review, and real-time alerting to notify relevant teams. Comprehensive logging ensures an auditable trail and aids in rapid troubleshooting, maintaining data integrity across systems.

Data Sync FAQs

▸ How does the integration handle product and inventory synchronization?
The integration maintains real-time or near real-time synchronization of your product catalog, pricing, and inventory levels from SAP Material Master (MM) to Quotewerks. This ensures sales teams always quote with accurate, up-to-date information, preventing overselling and pricing errors.
▸ What kind of data can be synchronized bi-directionally between Quotewerks and SAP?
Key entities for bi-directional synchronization include Customer and Contact master data (Quotewerks Customer/Contact <=> SAP Business Partner/Customer Master). This ensures a unified 'single source of truth' across both systems, preventing duplication and inconsistencies.

AI FAQs

▸ How does AI enhance the Quotewerks SAP integration?
AI significantly augments the integration by providing intelligent field mapping suggestions, detecting anomalies in proposed discounts (leveraging SAP historical data), automating data validation, and even offering predictive insights for sales forecasting. This leads to smarter, more efficient, and error-resistant workflows.

iPaaS FAQs

▸ Is low-code/no-code development supported for building integration workflows?
Absolutely. Our iPaaS platform features a visual, drag-and-drop interface that empowers business users (sales operations, finance) to design, modify, and manage Quotewerks-SAP integration workflows without extensive coding knowledge. This accelerates development and increases business agility.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. We implement robust measures including OAuth 2.0/API key authentication, TLS 1.2+ encryption for data in transit, role-based access controls (RBAC), secure credential management in iPaaS vaults, and comprehensive audit trails. Compliance with GDPR, CCPA, and industry standards is a core focus.
Implementation Timeline

Go live with Quotewerks + SAP 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 SAP, 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 + SAP 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 + SAP.

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 + SAP 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