Overview

Features

• Enables the QuoteWerks user to create the current active QuoteWerks document in Sage without needing to leave the QuoteWerks application. ConnectIt supports creating Sage Sales Quote, Sales Estimate and Sales Invoice document types, plus Sales Credit Notes.
• Support for multi-vendor documents - create multiple Product Purchase Invoice documents in Sage from a single QuoteWerks document, plus Purchase Credit Notes.
• Create Contacts and Persons in Sage for both QuoteWerks Customers and Vendors without needing to leave the QuoteWerks application.
• Create Products and Services in Sage with just a few mouse clicks.
• Bi-directional transfer of unique document reference numbers from QuoteWerks to Sage and the Sage document number back to QuoteWerks for auditing purposes and inclusion in document templates.
• Converting QuoteWerks Country values to Sage One Country Codes to ensure that the Country parts of the Contact and Person records you are creating in Sage One Business Cloud are correctly assigned.
• Converting QuoteWerks Product Group values to Sage One Ledger Codes (Nominal Codes) to ensure that the Line Items on the documents you are creating in Sage One Business Cloud are correctly assigned.
• Intuitive and user friendly. Just click the 'Create document in Sage' menu option from the QuoteWerks Tools menu and let ConnectIt do the rest.
• Many configuration options so that ConnectIt will work to suit your business requirements.
• Supports QuoteWerks v4.0 build 17 to v25.0 build 1.18 Standard, Professional and Corporate editions.
• Supports Sage One Business Cloud Start, Standard and Plus editions.

Benefits

• Seamless Integration: Connects QuoteWerks and Sage One Business Cloud, enabling smooth data transfer and synchronization.
• Customization: Offers extensive configuration options to tailor the integration to specific business needs.
• Efficiency: Automates data entry and reduces manual errors by mapping fields and using macros.
• Security: Encrypts sensitive information and provides secure API connections.
• Flexibility: Supports different editions of QuoteWerks and various configurations for re-hosted databases.
• User-Friendly: Provides step-by-step configuration guides and testing options to ensure correct setup.
• Scalability: Handles multiple licenses and installations, making it suitable for businesses of different sizes.
• Support: Offers detailed documentation and support options for troubleshooting and optimization.
• Enhanced Productivity: Enables creation of documents, contacts, and products in Sage without leaving QuoteWerks, streamlining workflows.
• Accurate Data Transfer: Ensures correct assignment of country codes and ledger codes, improving data accuracy.
• Audit Trail: Provides bi-directional transfer of document reference numbers for auditing and template inclusion.

Online Demos

These online demonstrations illustrate how easy it is using ConnectIt-SageOne software to create QuoteWerks documents and Contacts in Sage in just a few button clicks.

Please click on the player and images below to view the demonstration videos of the ConnectIt-SageOne software.

Demonstration Videos

Training Videos

If you have any questions then please email enquiries@connectit-software.co.uk

To purchase your copy of ConnectIt and start taking advantage of its time saving capabilities, please contact your local QuoteWerks reseller or contact us direct.

Pricing

For a short time only: FREE installation services plus first three months free on the subscription!

For a formal quotation, please contact your local QuoteWerks reseller or contact us direct.

ConnectIt-SageOne ‘Start’

£90 per User per year.

Features:

• Creating Customer Contacts and Persons.
• Creating Sales Invoices with descriptive Line Items.

ConnectIt-SageOne ‘Standard’

£180 per User per year.

Features:

• All of the features of ConnectIt-SageOne ‘Start’, plus
• Creating Supplier Contacts and Persons.
• Creating Products and Services.
• Creating Sage Estimate, Sales Quote, Sales Invoices and Sales Credit Notes with descriptive Line Items, and/or linked to Products and Services.
• Creating Purchase Invoices and Purchase Credit Notes with descriptive Line Items, and/or linked to Products and Services.

ConnectIt-SageOne ‘Plus’

£240 per User per year.

Features:

• All of the features of ConnectIt-SageOne ‘Standard’, plus
• TBC

Download

Click here to download the latest version of the ConnectIt-SageOne software.

Support

If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.

If you would like help installing or setting up your ConnectIt software, then please see this page.

For documentation, including step-by-step guides and technical information, please refer to the Resources pages.

Or, to search the ConnectIt Support Knowledgebase, please click here!