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QuoteWerks

Niamh Ferns Updated by Niamh Ferns

QuoteWerks Overview

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.

Configuring Quotewerks

  1. Open your Admin Portal and head to Integrations > QuoteWerks then select Use QuoteWerks integration to enable it.
  2. Add quote statuses that you want clients to see as Open to the Open Status List
  3. Add quote statuses that you want clients to see as Closed to the Closed Status List
  4. Click Download Script button to download the QuoteWerks script
  5. Copy the downloaded file into the root of your QuoteWerks folder
  6. If you are using a QuoteWerks version lower than v5.2, add scripting lines to the SITE.ini file
    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
      [Scripting]
      BeforePrintDocument=deskdirector.qwscript
      AfterSaveDocument=deskdirector.qwscript
    3. Save
  7. If you are using QuoteWerks version v5.2 or later, create the following database entries:
    1. Open the settings manager in QuoteWerks (Help > About > System > Settings Manager)
    2. Create the following settings:
      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)
  8. Restart QuoteWerks

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.

Frequently Asked Questions

"When do the quotes show up?"

QuoteWerks quotes only show up in DeskDirector once they have been updated in a QuoteWerks instance that is running the DeskDirector integration script. This update will save the quotes to our database, from where we manage the quotes available to the users. 

"What is the "Manage Quotes" button?"

This takes you to a dashboard view that shows all the quotes `received` (That are in our Database). From here you can manage which quotes will show up to clients. 

Deleting a quote from managed quotes removes it from the clients view by deleting it from our database, not your QuoteWerks. This is due to issues where quote IDs where not matching after changes and quotes would get lost. 

How did we do?

Switching or Merging PSAs

Wise-Pay

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