How to configure QuoteWerks integration

Edcel Ceniza Updated by Edcel Ceniza

The screenshots used in the video above is from the old admin console, but the logic should still apply.

DeskDirector integrates with QuoteWerks by having QuoteWerks send quote details and the Quote Valet URL to our database. These will then show under the recommendations section of DeskDirector.

View how to setup QuoteValet in QuoteWerks here.

Contacts will need the Quotes permission enabled for them to be able to see these quotes and will be able to see all quotes produced for their company.

1. Enabling QuoteWerks integration in the DeskDirector admin console

QuoteWerks integration can be easily accessed via the admin console > Integrations > QuoteWerks then select "Use QuoteWerks integration" to enable it.

Add the QuoteWerks quote statuses that you want clients to see as Open to the Open Status List

  • Add the QuoteWerks quote statuses that you want clients to see as Closed to the Closed Status List
2. Save QuoteWerks Script to QuoteWerks Folder

Click on the "Download Script" button to download the QuoteWerks Script, then copy the downloaded file into the root of the QuoteWerks folder

3. Add scripting lines to SITE.INI file
*Skip this step to 3A if you're using QuoteWerks v5.2 or later.
Add scripting lines to SITE.INI file
  1. Open SITE.INI from the root of the QuoteWerks application folder
  2. Add the following lines to the end of the file and save it
[Scripting]
BeforePrintDocument=deskdirector.qwscript
AfterSaveDocument=deskdirector.qwscript
3A. Create Database entries
* You'll only have to do this step if you're using QuoteWerks 5.2 or later.
  1. Open the settings manager in QuoteWerks. You can access this by navigating to Help -> About -> System -> Settings Manager.
  2. Create the following settings, you can do this by clicking the yellow button.
Table: SystemSettings
Section: Scripting
KeyName: AfterSaveDocument
KeyValue: C:\Applications\QuoteWerks\deskdirector.qwscript (point this to the script)

Table: SystemSettings
Section: Scripting
KeyName: BeforePrintDocument
KeyValue: C:\Applications\QuoteWerks\deskdirector.qwscript (point this to the script)
4. Restart QuoteWerks and you are all set

After you restart QuoteWerks whenever you Save or Print a quote it will update DeskDirector with the quote, including the QuoteValet URL and clients will start seeing these quotes in the DeskDirector client under the Quotes section

How did we do?

About the QuoteWerks Integration (FAQ)

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