Integrations > QuoteWerks


Build complex quotes and proposals through custom templates with CloudRadial’s Client Services Automation and display them brilliantly through the portal.

QuoteWerks Integration Overview

Displaying opportunities in your portal is an easy and helpful way to ensure that they don’t get forgotten. You can have these quotes visible to your customers so that they can look them over and discuss them with you at any time.

Plus, since they pull in additional resources based on the attachments on the opportunity in the PSA, they can also lead to more sales directly.

How the Integration Works:

There isn’t a need to do additional API connections to the opportunities. The opportunities pulled from QuoteWerks will automatically be displayed within a respective customer’s Account > Quotes section for administrators to see.

What the Integration Does:

  • Bring Transparency to Opportunities – Make viewing quotes and potential projects easy as pie.
  • Improve Passive Sales – Putting quotes in front of clients increases the likelihood of them pulling the trigger on them.
  • Log Historical Records – If you so choose, you can also keep quotes clients declined. That turns your portal into a digital paper trail.




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