What Sources Can I Pull Product Information From?

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 Real-time feed
• A SQL database
• A CRM product catalog like Salesforce
• PSA/accounting systems like ConnectWise, Autotask, or QuickBooks

Supported Product Data Sources include:

• Accutech

• ADI

• Amazon

• Amazon Business

• Arbitech

• Arlington

• ASI

• Autotask

• BlueStar

• ConnectWise

• D&H

• Dexxon

• Dicker Data

• EET

• HaloPSA

• HubSpot

• Ingram Micro

• Jenne

• Northamber

• Pax 8

• Pipedrive

• Printer Essentials

• QuickBooks Online

• Salesforce.com

• ScanSource

   

• Supercom

   

• Supplies Network

   

• Synergy Micro Solutions

   

• TD SYNNEX

   

• TD SYNNEX Europe

   

• TeleDynamics

   

• Westcoast

   

• Westcon Group

• ZohoCRM

For more information see:

• How Do I Setup a Product Data Source?

• How Do I Rename an Existing Product Data Source?

• How Do I Remove the Link to an Existing Product Data Source?

• How Do I Enable Product Data Source Security?