If you’re using QuoteWerks, you already know it can crank out quotes fast, even when you’re quoting a mix of hardware and services. But QuoteWerks becomes way more powerful when it’s connected to the rest of your stack.

That’s what this guide is for: the best QuoteWerks integrations (CRM, PSA, accounting, distributor, and payment tools), plus how to think about what to prioritize first so your workflow feels less like a relay race and more like one cohesive system.

QuoteWerks is a CPQ (Configure, Price, Quote) platform designed to help MSPs, VARs, and service businesses create quotes and proposals faster, without rebuilding their whole workflow.

Why QuoteWerks Integrations Matter

On its own, QuoteWerks helps you quote. But quoting is only a fraction of what MSPs and IT businesses have to worry about when it comes to running efficiently.

Integrations matter because they help you:

• Connect sales, finance, and operations (so data doesn’t die in one department)
  
• Eliminate manual data entry (aka the “copy/paste marathon”)
  
• Improve quote-to-cash efficiency (shorter gap between “approved” and “paid”)
  
• Increase revenue velocity (less waiting, fewer follow-ups)
  

QuoteWerks is explicitly built around integrating with CRM/PSA and accounting systems so sales data can flow cleanly for forecasting and reporting. 

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The Benefits of Integrating QuoteWerks With Other Automation Tools

Shorten the Time From Approval to Payment

In many MSP workflows, the delay doesn’t happen before approval but it does happen right after.

A quote gets accepted… and then someone has to:

• Create or send the invoice
  
• Clarify payment instructions
  
• Follow up to confirm receipt
  
• Remind the customer again
  

That gap adds days (sometimes weeks) to your quote-to-cash cycle.

When QuoteWerks is integrated with your PSA, accounting, and payment systems, you remove unnecessary handoffs. Approved quotes can move directly into order or invoice workflows, and customers can see a clear payment path immediately.

Minimize Re-Entry and Billing Mistakes

Most operational errors aren’t dramatic. They’re repetitive.

• A billing contact that doesn’t match accounting.
  
• A product description that changes between quote and invoice.
  
• A tax setting applied inconsistently.
  
• An invoice built manually that doesn’t exactly reflect the approved quote.
  

Those “small” discrepancies create friction between sales, finance, and the customer.

QuoteWerks is designed to push quote data forward into connected systems, reducing duplicate entry and helping ensure what was approved is exactly what gets billed.

Fewer manual touch-points means: less rework, fewer disputes, and overall cleaner financial records. (And happier finance teams usually!)

Get Clearer Insight Into Revenue

When quoting, service delivery, invoicing, and payments live in separate tools, reporting becomes guesswork.

You end up asking:

• Was that quote invoiced yet?
  
• Did the client pay?
  
• Is this revenue real or just “signed”?
  

Integrations help connect those dots.

With QuoteWerks tied into your CRM, PSA, accounting, and payment workflows, you gain visibility into the full lifecycle of a deal, from opportunity to collected revenue.

That clarity makes forecasting more accurate, growth decisions more confident, and cash flow far less mysterious.

Top QuoteWerks Integrations for MSPs and Service Businesses

QuoteWerks supports a wide ecosystem of integrations, but the most impactful ones usually fall into a few buckets: payments, CRM, accounting, PSA, and distributors.

Payment Gateway Integrations

For most MSPs, payments are where friction becomes visible. Quotes get approved… and then things stop.

QuoteWerks + QuoteValet

QuoteValet is QuoteWerks’ online quote delivery and acceptance tool. Instead of sending static PDFs, it presents quotes through an interactive web page where customers can review options, approve proposals, and complete payment.

Through QuoteValet, MSPs can collect:

• Deposits, progress payments, or full payments
• Credit card transactions via supported gateways
• ACH payments when enabled through a connected processor

QuoteValet integrates with more than 80 payment gateways, including providers like Authorize.net, ConnectBooster, and PayPal.

This means QuoteWerks can support credit card processing and ACH workflows, but only through those external gateway integrations. For many MSPs, that setup works well initially. But as deal sizes grow and payment preferences diversify, additional flexibility often becomes necessary.

FlexPoint

FlexPoint extends what QuoteValet can do by embedding a modern, hosted payment experience directly into the quote approval flow.

While FlexPoint is not a native QuoteWerks processor, it integrates seamlessly through QuoteValet customization. Instead of sending a separate invoice after approval, MSPs can add FlexPoint as a custom payment option and include a secure payment link directly in the QuoteValet workflow.

Here’s what that looks like in practice:

• FlexPoint is added as a selectable payment option inside QuoteWerks
• A hosted payment link is embedded into the QuoteValet approval experience
• When customers accept the quote, they click to pay immediately
• Payment happens inside a secure FlexPoint portal

From the client’s perspective, the process feels simple and immediate. From the MSP’s perspective, it removes a major operational gap.

With FlexPoint, customers can:

• Pay by credit card or ACH
• Choose financing options for larger invoices
• Complete payment immediately after approval

Because the payment link is pre-configured with quote data, the amount matches automatically — eliminating manual entry or reconciliation errors.

Operationally, this approach transforms the quote-to-cash flow:

Instead of: approve → send invoice → follow up → collect payment

It becomes: approve → pay.

Learn more about the interface clients would pay at here: 

Go to the bottom of this page for the full Payment Integrations options QuoteWerks offers!

CRM Integrations

A strong QuoteWerks CRM integration keeps sales from duplicating work and keeps quoting aligned with your pipeline.

Instead of re-entering company details, contacts, or product data, CRM integrations help: sync customer and contact records, pull opportunity/deal data directly into quotes, keep quote activity connected to pipeline reporting

QuoteWerks is built to integrate with CRM systems so sales data flows naturally between tools. According to QuoteWerks, their integrations allow companies to connect customer records, contacts, products, and sales information across systems.

Here are some of the most common CRM integrations MSPs use:

Salesforce

QuoteWerks integrates with Salesforce CRM.

This integration is typically a fit when Salesforce is your primary system for:

• Managing opportunities
• Tracking pipeline stages
• Storing account and contact records

By connecting QuoteWerks to Salesforce, quotes can align directly with sales opportunities, helping keep reporting clean and reducing duplicate entry.

HubSpot

QuoteWerks integrates with HubSpot CRM, including contacts, deals, and products.

For lean sales teams, this integration:

• Reduces manual data entry
• Helps generate quotes from active deals
• Keeps quoting tied to real pipeline activity

It prevents the common issue of sales and quoting living in two separate worlds.

Microsoft Dynamics (Dynamics 365)

QuoteWerks also supports integration with Microsoft Dynamics CRM (Dynamics 365 for Sales).

This is often the right fit for organizations already standardized on Microsoft’s ecosystem and looking to connect:

• Customer records
• Sales opportunities
• Product catalogs

Quoting then becomes an extension of your CRM workflow instead of a separate process.

QuoteWerks also lists other CRM options like Pipedrive and Zoho CRM, depending on what your team runs!

Accounting Software Integrations

Once a quote is approved, finance shouldn’t have to rebuild the deal manually.

QuoteWerks emphasizes that its accounting integrations help eliminate duplicate entry by allowing QuoteWerks to create customers, products, and financial documents when a quote becomes an order.

That means what was approved is what gets billed.

QuoteWerks QuickBooks Integrations: Desktop and Online

QuoteWerks supports integration with both QuickBooks Desktop and QuickBooks Online!

The benefit of these integrations is allowing businesses to:

• Create estimates, sales orders, and invoices
  
• Leverage existing customer and product records
  
• Push approved quote data directly into accounting

For MSPs using QuickBooks as their financial backbone, this integration helps shorten the gap between approval and invoicing while keeping financial records consistent.

They also integrate directly with Reckon Accounts, and Sage 50. 

Xero + Others (via 3rd-party add-ons)

QuoteWerks notes that if you use other accounting software, they support third-party accounting add-ons, and they explicitly list Xero among supported options.

While not a direct native integration like QuickBooks, third-party connectors allow QuoteWerks data to flow into Xero-based accounting workflows.

This gives MSPs flexibility if they’re not running QuickBooks.

PSA Integrations

For MSPs, quoting doesn’t end at approval. That’s when delivery starts. QuoteWerks lists multiple PSA integrations, including major MSP systems.

ConnectWise PSA

QuoteWerks integrates with ConnectWise PSA (formerly Manage).

According to QuoteWerks, this integration allows:

• Connecting quotes to pipeline opportunities
• Creating orders and service tickets
• Improving visibility into revenue streams

For MSPs using ConnectWise as their operational backbone, this helps align sales commitments with service delivery.

Datto Autotask PSA

QuoteWerks also lists an Autotask PSA integration and positions it similarly: tying quotes to pipeline and supporting order creation and revenue visibility.

QuoteWerks also lists integrations for:

• HaloPSA
• Kaseya BMS
• GoldMine
• SugarCRM

Get the full list of integrations here. 

These integrations support syncing customers, opportunities, quotes, products, and related sales funnel data across systems.

For MSPs using these PSAs, this reduces manual re-entry and helps ensure what gets sold is what gets delivered.

Distributor Integrations

If your MSP quotes hardware (or anything with shifting costs), distributor integrations are not a “nice-to-have.” They protect margin.

QuoteWerks supports a long list of vendor and distributor integrations.
A few notable examples include:

• Pax8 (search/retrieve cloud services, add subscriptions to quotes, automate SKU formatting and subscription term options)
  
• Ingram Micro, TD SYNNEX, and D&H (real-time pricing/availability and more)
  
• Amazon Business (build quotes from Amazon Business products and simplify purchasing workflows)
  

This is how you reduce “stale spreadsheet pricing,” quote faster, and avoid margin surprises when costs shift.

How to Choose the Best QuoteWerks Integration for Your MSP

Before adding any new QuoteWerks integration, take a step back and look at your workflow end-to-end.

Where does momentum actually drop?

Maybe sales reps are rebuilding customer records that already exist somewhere else. Maybe quotes get approved… and then just sit there. The right integration fixes these types of bottlenecks, but the wrong one just adds another login.

If you’re not sure where to begin, look at the gap between “approved” and “paid.” That’s where most MSP cash flow friction lives.

A signed quote feels like a win, but revenue only becomes real when that payment actually clears. So if customers approve quickly but payment lags, your first priority should be tightening that payment step. That might mean making payment instructions obvious at approval, offering ACH alongside credit card for larger invoices, or eliminating the need for a separate invoice email and follow-up cycle.

On the other hand, avoid the temptation to stack tools every time friction appears. The goal is fewer gaps, not more integrations. Strong QuoteWerks setups reduce handoffs between sales, ops, and finance, keep data consistent across systems, simplify reporting, and scale without relying on one person remembering the next step.

The best integrations make your entire system more resilient.

Final Thoughts on the Best QuoteWerks Integrations

QuoteWerks is a strong quoting platform on its own, especially for MSPs that rely on distributor integrations and structured proposals. But the real value shows up when it’s connected to the rest of your stack. CRM integrations keep pipeline and quoting aligned. PSA integrations make sure what’s sold actually turns into service delivery. Accounting integrations prevent finance from rebuilding deals manually. Distributor integrations protect margin with accurate, real-time pricing.

If you’re deciding where to start, payments are often the most immediate win. The biggest delay in most MSP workflows isn’t creating the quote, it’s collecting the money after it’s approved.

Even without a full native integration, FlexPoint’s recommended approach lets you embed a secure hosted payment link directly into the QuoteValet approval flow. That makes it easy for customers to pay by ACH or credit card as soon as they accept the quote, shortening the gap between approval and cash in the bank.

If you’re using QuoteWerks and want to tighten up your quote-to-cash process, start by improving how you collect payments. That’s where the fastest operational impact usually happens.

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