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Streamline Your Sales Cycle: SAP Business ByDesign & QuoteWerks Integration

Automate Quote-to-Cash, Sync Critical Data, and Boost Sales Efficiency with a Powerful iPaaS Solution.

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The Challenge

The Disconnect Between Sales Quoting and ERP

Manual processes and disconnected systems create significant roadblocks in the sales cycle, leading to inefficiencies, errors, and frustrated teams. Without seamless integration, your sales and finance departments operate in silos, hindering growth and customer satisfaction.

  • **Double Data Entry:** Sales teams re-key accepted quotes into SAP Business ByDesign, wasting time and introducing errors.
  • **Outdated Information:** QuoteWerks lacks real-time access to ByDesign's product pricing, inventory levels, or customer updates, leading to inaccurate quotes.
  • **Delayed Order Processing:** Manual order creation in ByDesign after quote acceptance slows down fulfillment and revenue recognition.
  • **Inconsistent Data:** Discrepancies between systems for customer and product master data cause confusion and reconciliation nightmares.
  • **Lack of Visibility:** Limited insight into the end-to-end sales pipeline from quote to cash, hindering strategic decision-making.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration: SAP Business ByDesign & QuoteWerks with iPaaS

Our powerful iPaaS (Integration Platform as a Service) bridges the gap between SAP Business ByDesign and QuoteWerks, creating a unified, automated ecosystem. This solution ensures real-time data flow, eliminates manual effort, and empowers your teams to operate with unparalleled efficiency and accuracy.

  • **Automated Quote-to-Sales Order:** Convert accepted QuoteWerks quotes directly into SAP ByDesign Sales Orders.
  • **Real-time Master Data Sync:** Keep customer, product, pricing, and inventory data consistent across both systems.
  • **Custom Field Mapping:** Support for all standard and custom fields in both ByDesign and QuoteWerks.
  • **Robust Error Handling:** Intelligent retry mechanisms and exception management for seamless operation.
  • **Centralized Monitoring:** Gain full visibility into all integration flows from a single dashboard.
Implementation Timeline

Go live with SAP Business ByDesign + Quotewerks 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 SAP Business ByDesign and Quotewerks, 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 SAP Business ByDesign + Quotewerks 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-Sales Order:** Convert accepted QuoteWerks quotes directly into SAP ByDesign Sales Orders.
  • **Real-time Master Data Sync:** Keep customer, product, pricing, and inventory data consistent across both systems.
  • **Custom Field Mapping:** Support for all standard and custom fields in both ByDesign and QuoteWerks.
  • **Robust Error Handling:** Intelligent retry mechanisms and exception management for seamless operation.
  • **Centralized Monitoring:** Gain full visibility into all integration flows from a single dashboard.
  • **Scalable & Secure:** Built on a cloud-native iPaaS for enterprise-grade performance and security.

Technical Integration Details

Our iPaaS provides a robust, secure, and performant foundation for integrating SAP Business ByDesign and QuoteWerks. It handles the intricacies of API communication, data transformation, and workflow orchestration, allowing for seamless data exchange.

Data Flow Steps

**1. Authentication & Connectivity:** Establish secure API connections using dedicated service users for ByDesign and API keys/OAuth for QuoteWerks.

**2. Event Listening:** Configure iPaaS to listen for QuoteWerks webhooks (e.g., 'Quote Accepted') or poll ByDesign for master data changes.

**3. Data Extraction:** Extract relevant data from the source system (e.g., QuoteWerks quote details, ByDesign product master data).

**4. Data Transformation:** Apply sophisticated mapping and transformation logic to convert source data into the target system's schema, including field-level mapping, data type conversions, and conditional logic.

**5. Validation & Enrichment:** Validate data against business rules and ByDesign's requirements. Enrich data with lookups (e.g., ByDesign Customer ID from QuoteWerks Customer Name).

**6. API Invocation:** Call the target system's API (e.g., ByDesign's `managesalesorderin` for Sales Order creation) with the transformed data.

**7. Error Handling & Monitoring:** Log success/failure, retry transient errors, and route persistent issues to an exception queue for review. Monitor performance and data flow in real-time.

Data Touchpoints

QuoteWerks: Quote (ID, Status, Customer, Line Items, Pricing)
QuoteWerks: Customer (ID, Name, Address, Contact)
QuoteWerks: Product/Service (Part Number, Description, Price, Stock)
SAP Business ByDesign: Sales Order (ID, BuyerID, ProductLineItemID, Quantity, TotalAmount)
SAP Business ByDesign: Business Partner (UUID, InternalID, Name, Address, Email)
SAP Business ByDesign: Product (ProductID, Description, StandardPrice)
SAP Business ByDesign: Inventory (MaterialID, AvailableQuantity)

"The integration flow initiates with QuoteWerks sending an 'Accepted Quote' event to the iPaaS. The iPaaS then performs customer and product lookups against SAP Business ByDesign, maps the quote line items and details to a ByDesign Sales Order, and posts the new order to ByDesign. Concurrently, ByDesign master data (Customers, Products, Pricing, Inventory) flows bi-directionally or unidirectionally to QuoteWerks, keeping the sales catalog updated."

Pricing

Simple, transparent pricing for SAP Business ByDesign + Quotewerks.

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 SAP Business ByDesign

Integrating SAP Business ByDesign 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

Understanding the core data entities and their field-level mappings is crucial for a successful integration. Our iPaaS provides visual tools to define these relationships with precision.

Sales Quote (QuoteWerks) <-> Sales Order (SAP Business ByDesign)

The transformation of a confirmed sales offer into a financial order in the ERP.

SAP Business ByDesign Fields

{ "field": "ID", "description": "Unique Sales Order ID" } { "field": "BuyerID", "description": "Customer Business Partner ID" } { "field": "SellerID", "description": "ByDesign Company ID" } { "field": "Status", "description": "Order processing status" } { "field": "TotalAmount", "description": "Order's total value" } { "field": "CurrencyCode", "description": "Currency of transaction" } { "field": "ProductLineItemID", "description": "Line item identifier" } { "field": "Quantity", "description": "Ordered quantity" } { "field": "RequestedFulfillmentDate", "description": "Desired delivery date" }

Quotewerks Fields

{ "field": "Quote ID", "description": "Unique QuoteWerks ID" } { "field": "Customer ID", "description": "Associated customer" } { "field": "Quote Status", "description": "e.g., Accepted, Pending" } { "field": "Total Price", "description": "Quote's total value" } { "field": "Currency", "description": "Currency of quote" } { "field": "Line Items", "description": "Array of products/services" } { "field": "Product ID (Line Item)", "description": "Quoted product ID" } { "field": "Quantity (Line Item)", "description": "Quoted quantity" } { "field": "Unit Price (Line Item)", "description": "Price per unit" } { "field": "Discount (Line Item)", "description": "Discount applied" }

Mapping Notes

Crucial mapping for 'Quote Status' to trigger 'Sales Order' creation. Line item details (Product ID, Quantity, Unit Price, Discount) must align with ByDesign's ProductLineItem structure. Customer lookup required to populate ByDesign's BuyerID.

Next Steps

See SAP Business ByDesign + Quotewerks 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-Sales Order Processing

Seamlessly convert accepted quotes in QuoteWerks into Sales Orders in SAP Business ByDesign, eliminating manual data entry and accelerating the order fulfillment process.

Integration Steps:

  1. 0 Customer accepts quote in QuoteWerks.
  2. 1 QuoteWerks sends real-time webhook notification to iPaaS.
  3. 2 iPaaS validates and transforms quote data for ByDesign's Sales Order schema.
  4. 3 iPaaS creates Sales Order in SAP ByDesign via API.
  5. 4 ByDesign initiates fulfillment and invoicing processes.

Business Outcome

Reduced order processing time from hours to minutes, significant reduction in data entry errors, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Sales Cycle
Automate the conversion of accepted quotes into sales orders, significantly reducing processing time and accelerating revenue recognition.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure a single source of truth for customer, product, and pricing information across both systems.
Increased Operational Efficiency
Automate repetitive administrative tasks, freeing up sales and finance teams to focus on strategic, value-added activities.
Improved Sales Effectiveness
Empower sales teams with real-time access to accurate product catalogs, pricing, and inventory, boosting confidence and closing rates.
Better Customer Experience
Provide customers with accurate quotes, faster order fulfillment, and consistent communication, leading to higher satisfaction.
Real-time Business Insight
Gain a holistic view of your sales pipeline and financial performance by unifying data from quoting to ERP.
✨

Accelerated Sales Cycle

30-50% Faster Quote-to-Cash

📋 What You Get

Automate the conversion of accepted quotes into sales orders, significantly reducing processing time and accelerating revenue recognition.

💼 Business Impact

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

Implementation Timeline

Go live with SAP Business ByDesign + Quotewerks 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 SAP Business ByDesign and Quotewerks, 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 SAP Business ByDesign + Quotewerks 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 /sap/bc/srt/scs/sap/managesalesorderin Create or update Sales Orders in ByDesign, receiving approved quotes from QuoteWerks.
POST /sap/bc/srt/scs/sap/managebusinesspartnerin Create or update Business Partner (Customer) master data in ByDesign, originating from QuoteWerks or for reconciliation.
GET /sap/byd/odata/v1/erp/materials Query product/material master data, including inventory levels and pricing, to update QuoteWerks catalog.
GET /sap/byd/odata/v1/erp/salesquotes Query Sales Quote data from ByDesign (if created there) for reporting or reconciliation with QuoteWerks.

⚡ Transformation Logic

  • **Customer Matching:** Attempt to match QuoteWerks customer by ByDesign InternalID, then by email, then by company name. If no match, create new Business Partner in ByDesign.
  • **Pricing Calculation:** Apply any ByDesign-specific pricing rules or tax calculations to QuoteWerks line item prices during Sales Order creation.
  • **Address Formatting:** Standardize address fields from QuoteWerks to ByDesign's structured address format.
  • **Status Mapping:** Define clear mapping for QuoteWerks quote statuses (e.g., 'Approved', 'Ordered', 'Rejected') to ByDesign Sales Order statuses (e.g., 'Open', 'Completed', 'Cancelled').
  • **Date Formatting:** Convert all date and time fields to ISO 8601 standard for consistency.

🛡️ Error Handling

  • ByDesign API rate limit exceeded.
  • Invalid Business Partner ID during Sales Order creation.
  • Product ID in QuoteWerks not found in ByDesign.
  • Network connectivity issues between iPaaS and either system.
  • QuoteWerks webhook failure.
  • Mandatory field missing in ByDesign Sales Order request.
Pricing

Simple, transparent pricing for SAP Business ByDesign + Quotewerks.

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 are the primary benefits of integrating SAP Business ByDesign with QuoteWerks?
The primary benefits include automating the quote-to-cash process, eliminating manual data entry, reducing errors, accelerating sales cycles, ensuring consistent customer and product data, and providing real-time visibility into sales pipeline and financial performance.

Technical FAQs

▸ How does this integration handle custom fields in QuoteWerks and ByDesign?
Our iPaaS solution is designed to support custom fields in both systems. You can easily map custom fields from QuoteWerks (e.g., on a quote or customer record) to standard or custom fields (Key User Tools) in SAP Business ByDesign, ensuring all relevant business data flows seamlessly.
▸ Is the integration real-time or batch-based?
The integration supports both real-time and batch processing. Critical workflows like converting an approved QuoteWerks quote to a ByDesign Sales Order are event-driven (real-time via webhooks). Master data synchronization (e.g., product catalog updates) can be configured for scheduled batch syncs or near real-time updates based on your business needs.
▸ How does the integration handle errors and data discrepancies?
The iPaaS includes robust error handling with automatic retries for transient issues, dead-letter queues for persistent errors, and proactive alerting (email, Slack). AI-powered validation can detect anomalies before data enters ByDesign, and configurable conflict resolution strategies ensure data consistency.
▸ Does this integration support multi-company or multi-currency scenarios?
Yes, the iPaaS can be configured to support multi-company structures within SAP Business ByDesign and handle multi-currency transactions originating from QuoteWerks. Transformation rules can be applied to ensure correct currency conversion and company code assignments in ByDesign.

Security FAQs

▸ What security measures are in place for the data exchange?
Security is paramount. All data in transit is encrypted using TLS 1.2+. We employ dedicated service users with minimal permissions (Principle of Least Privilege), IP whitelisting, and robust authentication methods (Basic Auth with secure credentials or OAuth 2.0 where supported) for connecting to both SAP Business ByDesign and QuoteWerks APIs. Comprehensive audit trails are maintained for all transactions.

Implementation FAQs

▸ Can I manage the integration workflows myself with low-code tools?
Absolutely. Our modern iPaaS platform provides a visual, low-code/no-code interface. This empowers business users and citizen integrators to configure, modify, and monitor integration workflows, data mappings, and business rules without extensive coding knowledge, significantly reducing reliance on IT.
▸ What is the typical implementation timeline for this integration?
Implementation timelines vary based on complexity and specific customization requirements, but with our low-code iPaaS and pre-built connectors, many core integrations can be operational within weeks. Our agile approach ensures rapid deployment and quick time-to-value.
Next Steps

See SAP Business ByDesign + Quotewerks 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
Implementation Timeline

Go live with SAP Business ByDesign + Quotewerks 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 SAP Business ByDesign and Quotewerks, 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 SAP Business ByDesign + Quotewerks 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 SAP Business ByDesign + Quotewerks.

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 SAP Business ByDesign + Quotewerks 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