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Quotewerks Sitecore Integration: Power Your eCommerce with Intelligent Quoting

Unify sales, marketing, and commerce. Automate complex quoting from your Sitecore storefront, synchronize critical data, and deliver personalized customer journeys with a modern iPaaS.

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The Challenge

The Disconnect Between eCommerce and Complex Sales

In today's digital-first economy, businesses often struggle to bridge the gap between their dynamic eCommerce platforms and the intricate, often negotiated, world of sales quoting. This disconnect leads to inefficiencies, missed opportunities, and a fragmented customer experience.

  • Manual creation of quotes for complex products initiated on Sitecore.
  • Inconsistent product catalogs and pricing across online and sales channels.
  • Fragmented customer data, hindering personalized experiences and sales follow-up.
  • Slow quote approval processes delaying order fulfillment and revenue.
  • Lack of visibility into quote statuses from the eCommerce side, impacting customer communication.
Integration Diagram
Solution Illustration
The Solution

Seamlessly Connect Quotewerks and Sitecore with an Intelligent iPaaS

Our integration solution unifies Quotewerks and Sitecore, empowering your business to automate complex quoting workflows directly from your digital storefront. Leveraging a modern Integration Platform as a Service (iPaaS), we establish a real-time, bi-directional data flow, transforming disparate systems into a cohesive, high-performing sales and commerce ecosystem.

  • Real-time customer and contact synchronization.
  • Automated quote creation in Quotewerks from Sitecore inquiries.
  • Unified product catalog, pricing, and inventory synchronization.
  • Event-driven updates for quote statuses to Sitecore customer profiles.
  • AI-augmented data mapping and validation.
Implementation Timeline

Go live with Quotewerks + Sitecore 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 Sitecore, 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 + Sitecore 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 customer and contact synchronization.
  • Automated quote creation in Quotewerks from Sitecore inquiries.
  • Unified product catalog, pricing, and inventory synchronization.
  • Event-driven updates for quote statuses to Sitecore customer profiles.
  • AI-augmented data mapping and validation.
  • Low-code workflow design for business agility.

Technical Integration Overview: Quotewerks to Sitecore

This integration leverages the robust API capabilities of both Quotewerks and Sitecore, orchestrated through an intelligent iPaaS. The architecture prioritizes real-time, event-driven data flows to ensure maximum efficiency and data consistency, while also supporting scheduled batch operations for less time-sensitive data.

Data Flow Steps

1. API Connectivity: Securely connect the iPaaS to Quotewerks via API keys/OAuth 2.0 and to Sitecore via OAuth 2.0 (Identity Server) for xConnect/Commerce Engine.

2. Event Listening: Configure iPaaS to listen for key events: Quotewerks webhooks for quote status changes, and Sitecore xConnect/Commerce events for customer actions or order requests.

3. Data Extraction: Extract relevant data from the source system (e.g., `Quote` details from Quotewerks, `Customer` and `Product` data from Sitecore).

4. Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas to transform and harmonize data schemas between Quotewerks' and Sitecore's distinct data models, handling field type conversions, concatenations, and conditional logic.

5. Business Rule Application: Apply custom business rules (e.g., specific pricing calculations, quote routing logic, personalization segment updates) within the iPaaS workflow.

6. Target System Update: Send the transformed data to the target system's appropriate API endpoint (e.g., `POST /api/v1/quotes` for Quotewerks, `PATCH /sitecore/api/xconnect/{version}/odata/Contacts` for Sitecore).

7. Error Handling & Logging: Implement comprehensive error handling, retry mechanisms, and centralized logging to ensure data integrity and traceability.

Data Touchpoints

Quotewerks: Quotes, Customers, Contacts, Products, Line Items, Salespersons, Documents
Sitecore: Customers/Contacts (xDB), Orders (XC), Products (XC), Carts (XC), Personalization Profiles (XP), Content Items (XM/XP)

"The integration flow starts with events in either Sitecore (e.g., 'Request a Quote', customer registration) or Quotewerks (e.g., 'Quote Accepted'). These events trigger the iPaaS, which acts as the central orchestrator. The iPaaS then extracts, transforms, and validates the data, applying business logic before pushing it to the respective target system's API. For example, a Sitecore 'Request a Quote' event pushes customer and product data to Quotewerks to create a new `Quote`. Conversely, a Quotewerks 'Quote Accepted' event updates the `Customer` profile or triggers an `Engagement Plan` in Sitecore. Product and Customer Master Data flows bi-directionally or unidirectionally from a master source (ERP/PIM) to both systems, ensuring consistency. All operations are monitored and logged by the iPaaS."

Pricing

Simple, transparent pricing for Quotewerks + Sitecore.

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 Mapping between Quotewerks and Sitecore

Successful integration hinges on precise mapping of core business entities. Our iPaaS provides a visual, AI-assisted canvas to define transformations, ensuring data integrity and consistency for every synced record.

Customer / Contact

Represents the individual or organization interacting with your business. Critical for personalization, quoting, and sales history.

Quotewerks Fields

[field, CustomerID],[type, string],[notes, Unique identifier in Quotewerks.] [field, CompanyName],[type, string],[notes, Customer's organization name.] [field, ContactName],[type, string],[notes, Primary contact name.] [field, Email],[type, string],[notes, Primary email for communication.] [field, Phone],[type, string],[notes, Primary phone number.] [field, Address],[type, object],[notes, Billing/Shipping address details.] [field, TaxID],[type, string],[notes, Tax identification number.] [field, DateCreated],[type, datetime],[notes, Timestamp of creation.]

Sitecore Fields

[field, CustomerId (xDB ID/Commerce ID)],[type, string],[notes, Unique identifier in Sitecore.] [field, Email],[type, string],[notes, Primary email for identification and marketing.] [field, FirstName],[type, string],[notes, Contact's first name.] [field, LastName],[type, string],[notes, Contact's last name.] [field, Address],[type, object],[notes, Shipping/Billing address (often part of Order or Profile).] [field, Phone],[type, string],[notes, Contact phone number.] [field, MarketingOptInStatus],[type, boolean],[notes, Customer's marketing preference.] [field, LoyaltyTier],[type, string],[notes, Customer's loyalty program status.] [field, LastActivityDate],[type, datetime],[notes, Last interaction on Sitecore.]

Mapping Notes

Requires a robust strategy for matching existing records (e.g., by Email or external ID). Consider merging rules for conflicting updates. Sitecore's 'Customer/Contact' often maps to Quotewerks 'Customer' and 'Contact' entities. Ensure consistent 'Account' vs. 'Contact' terminology mapping.

Next Steps

See Quotewerks + Sitecore 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.

Sitecore eCommerce to Quotewerks Quote Generation

For B2B or complex B2C products requiring custom pricing or configuration, allow customers to 'Request a Quote' directly from Sitecore, which automatically generates a pre-filled draft quote in Quotewerks for sales follow-up.

Integration Steps:

  1. 0 Customer navigates Sitecore Commerce, selects configurable products, and clicks 'Request a Quote'.
  2. 1 Sitecore captures customer contact details and product selections (SKUs, quantities, configurations).
  3. 2 An iPaaS workflow is triggered by a Sitecore event/webhook.
  4. 3 iPaaS creates/updates Customer and Contact records in Quotewerks.
  5. 4 iPaaS creates a new Quotewerks Quote, populating line items based on Sitecore selections.
  6. 5 Salesperson in Quotewerks is alerted to review and finalize the quote.

Business Outcome

Accelerated lead qualification, improved quote accuracy, and a seamless transition from online product interest to a personalized sales proposal.

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
Streamline the entire sales process from initial Sitecore inquiry to accepted Quotewerks proposal, significantly reducing the time it takes to convert leads into revenue.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure real-time synchronization of customer, product, and pricing information across Quotewerks and Sitecore.
Improved Customer Experience
Deliver personalized and consistent experiences across all touchpoints, from online browsing and quote requests to post-purchase engagement in Sitecore.
Increased Sales Efficiency
Automate routine tasks, freeing up sales teams to focus on high-value activities like negotiation and relationship building, rather than data entry.
Unified Customer View
Combine online behavioral data from Sitecore with quoting history from Quotewerks to create a comprehensive 360-degree view of each customer.
Reduced Operational Costs
Minimize the need for manual reconciliation, custom coding, and IT overhead associated with managing disparate systems.
Agile Business Adaptability
Leverage low-code tools to quickly adapt integration workflows to new business requirements, product offerings, or Sitecore features without extensive IT involvement.
✨

Accelerated Quote-to-Order Cycle

30-50% Faster Sales Cycles

📋 What You Get

Streamline the entire sales process from initial Sitecore inquiry to accepted Quotewerks proposal, significantly reducing the time it takes to convert leads into revenue.

💼 Business Impact

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

Implementation Timeline

Go live with Quotewerks + Sitecore 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 Sitecore, 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 + Sitecore 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 Sitecore request.
GET, PUT /api/v1/quotes/{id} Retrieve or update detailed information about a specific quote, including status changes.
POST /api/v1/customers Create new customer records in Quotewerks from Sitecore registrations.
GET, PUT /api/v1/customers/{id} Retrieve or update customer details in Quotewerks for bi-directional sync.
GET, PUT /api/v1/products Retrieve product catalog or update product details/inventory from master data source.
POST /api/v1/webhooks/subscribe Register iPaaS endpoint to receive real-time notifications for Quotewerks events (e.g., quote status changes).

⚡ Transformation Logic

  • Field Concatenation: Combine Sitecore `FirstName` and `LastName` into Quotewerks `ContactName`.
  • Conditional Mapping: Map `Sitecore.Product.IsConfigurable` to a custom Quotewerks `Product` field to flag complex items.
  • Status Mapping: Translate `Quotewerks.QuoteStatus` values (e.g., 'Pending Approval', 'Accepted') to Sitecore `CustomQuoteStatus` or specific xDB `Interaction` types.
  • Data Type Conversion: Convert numeric strings to decimals, boolean flags to string representations as required by target APIs.
  • Default Value Assignment: Set default values for non-mandatory fields if source data is missing.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS queues requests and retries with exponential backoff.
  • Invalid Data Payload: Data validation rules identify issues, message routed to dead-letter queue for correction.
  • Network Connectivity Issues: Automated retries and circuit breaker patterns prevent cascading failures.
  • Duplicate Record Creation: Deduplication logic or idempotent API calls prevent duplicates during retries.
  • Schema Mismatch: Alerts generated, and AI-assisted mapping suggests corrections for new fields.
Pricing

Simple, transparent pricing for Quotewerks + Sitecore.

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 Sitecore?
The primary benefit is streamlining the entire sales and commerce cycle for complex products. It automates quote generation from Sitecore, ensures real-time data consistency (customer, product, pricing), and enhances personalized customer journeys, leading to increased sales efficiency and a superior customer experience.

Use Cases FAQs

▸ Can Quotewerks create quotes based on Sitecore product configurations?
Absolutely. Our integration allows for a 'Request a Quote' action on Sitecore to automatically create a draft quote in Quotewerks, pre-populating it with customer details and selected product configurations from Sitecore, dramatically speeding up the quoting process for complex items.

Data Flow FAQs

▸ How does this integration handle customer data synchronization?
The integration provides bi-directional customer and contact data synchronization. Customer profiles created or updated in Sitecore (via xConnect or Commerce) are synced to Quotewerks, and vice-versa. This ensures a unified 360-degree view of your customer for both sales and marketing teams.
▸ Does the integration support real-time product and pricing updates?
Yes. While full product catalog synchronization can be scheduled, critical updates like inventory levels or pricing changes can be near real-time. The iPaaS orchestrates updates from a master system (ERP/PIM) to both Sitecore Commerce and Quotewerks, ensuring consistency and preventing discrepancies.

Technology FAQs

▸ How do low-code/no-code tools enhance Quotewerks Sitecore workflows?
Low-code/no-code tools empower business users (sales, marketing, operations) to design, build, and modify integration workflows for Quotewerks and Sitecore using intuitive drag-and-drop interfaces. This reduces reliance on IT, accelerates development, and allows for greater agility in adapting to business needs.

AI Enhancements FAQs

▸ Can AI be used to improve the quoting process with Sitecore data?
Yes, AI can significantly augment the quoting process. Through the iPaaS, AI can analyze Sitecore customer behavior and historical quote data to provide dynamic pricing recommendations in Quotewerks, detect anomalies in proposed discounts, and even suggest optimal product configurations, leading to higher win rates.

Security FAQs

▸ What security measures are in place for this integration?
The integration adheres to enterprise-grade security best practices, including OAuth 2.0/API key authentication, TLS 1.2+ encryption for data in transit, role-based access controls, data masking for sensitive information, and comprehensive audit trails. Compliance with regulations like GDPR and CCPA is also a priority.

ROI FAQs

▸ How does integration improve the quote-to-cash cycle with Quotewerks and Sitecore?
Integration streamlines the entire quote-to-cash cycle by automating the transition from a Sitecore-initiated quote request to an accepted proposal in Quotewerks, and then potentially to an order in an ERP or an updated customer profile in Sitecore. This reduces manual handoffs, minimizes errors, and accelerates revenue recognition.
Implementation Timeline

Go live with Quotewerks + Sitecore 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 Sitecore, 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 + Sitecore 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 + Sitecore.

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 + Sitecore 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