Configuring a Product Data Source
In QuoteWerks, a Product Data Source is a catalog or database that QuoteWerks uses to pull products, services, pricing, costs, part numbers, descriptions, and vendor information into quotes and proposals.
Think of it as the “source of truth” for the items your sales team quotes.
Common examples of product data sources include:
- A native QuoteWerks product database
- A SQL database
- A CRM product catalog like Salesforce
- PSA/accounting systems like ConnectWise, Autotask, or QuickBooks
1. To set this connection up, navigate to Setup -> Product Data Sources. In this example we are connecting to the Pipedrive products list.
2. Click on the New (
) Button to create a new Product Data Source.
3. Select the product source you would like to use using the Select Database Type dropdown menu and click Next.
4. Map the fields from your CRM to fields in the QuoteWerks system by selecting the fields you wish to map and clicking the Map button. Once all desired fields have been mapped click the Next button.
5. Give your new Product Data Source a name and click Next.
6. You can rename the column title if you wish to do so. Simply click on the row you wish to adjust and click the Change Title button. This will bring up a window where you can rename the column title. Once you have renamed your columns click Next.
7. The next window allows you to set who has the ability to use this data source by setting up access rights. Simply check the checkbox next to the user(s) or group(s) you wish to give access and click Next.
8. On the Finished page you can choose to disable the product data source and/or show all products/services when the product source is selected. Once you have made your selections click Finish. The newly created product data source will now be available in your list of configured data sources and available to select products and services from in the Product Lookup window.
