- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Contract Cost Calculation
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks & QuickBooks Report
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
QuoteWerks DDI System integration
For use with: QuoteWerks v4.0 build 17 to v25.0 build 1.18
About the User: This project was commissions by a client that sells and
distributes domestic and commercial boiler & water heating solutions including pumps,
circulators and control devices. With a wide range of products and customers both trade
and end-user, they have a huge range of appliances with very specific technical
specifications and prices.
The client historically managed their pricing very manually using a range of spreadsheets
and PDF price lists meaning quote generation could be a very laborious task. This led to
very time-consuming process from enquiry to quote before they were able to provide
their customer with a price for the project. Implementing QuoteWerks and then DDI System
alongside helped in terms of being able to find accurate prices more quickly and be able
to have a historic reference to prices quoted.
Project Brief: to integrate QuoteWerks with DDI System to further
improve the accuracy and speed at which quotations could be produced. Using DDI system
RESTful web services to retrieve Customer, Product and Quantity-specific pricing onto
the QuoteWerks Document.
Features:
- A custom QuoteWerks Tools menu option to retrieve Customer, Product and Quantity-specific pricing onto the current QuoteWerks Document.
- Calculating the Discount from list that the Customer received based on the Product and Quantity being quoted.
- Various configuration options to set where information is placed in QuoteWerks.
- Integration with DDI System's RESTful web services.
Benefits:
- Accurate Customer pricing.
- Significantly faster quote production.
- Single point of maintenance for all pricing (i.e. in DDI System).
