Custom Software Development
Custom Solutions

QuoteWerks &

For use with: QuoteWerks v4.0 build 17 to v23.0 build 5.13

About the User: this project was commissioned by a client who resells IT equipment and provides associated services to government agencies and corporate customers. In order to more effectively collaborate in the procurement of specialist IT equipment, they implemented In a push to make their internal processes more efficient, they then approached us to build an integration between QuoteWerks.

Project Brief: in the absence of an existing integration between QuoteWerks and, and following a recommendation from their QuoteWerks reseller, the client approached us as ‘the people to go to’ for QuoteWerks development services. The client wanted to use QuoteWerks to initiate the Board Item in which would then serve as the focal point for collaboration between them and the IT equipment OEM in delivering the order. The summary brief for the project therefore was to read Board, Customer and User information from and create a Board Item back.


  • Reading Board, Customer and User details from
  • Writing a Board Item to on request from a QuoteWerks Tools menu option.
  • A comprehensive set of Configuration options to allow field mappings to be modified, etc.


  • A considerable amount of time saved and accuracy improved creating Sales Orders as opposed to manually copy/pasting or exporting/importing between the two systems.
  • Once configured, due to the simplicity of the User triggered processes, it is very easy to train users on the features.
  • Additional functions which work seamlessly with QuoteWerks’ and’s out-of-the-box features.

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