QuoteWerks
by Aspire Technologies
Quoting and proposal software for IT resellers and technology solution providers.
- Category
- CRM & Sales
- Type
- CPQ & quoting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Quotes
- Line items
- Customers
- Products
- Orders
Model QuoteWerks quotes once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other QuoteWerks data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
QuoteWerks uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Aspire Technologies if you need help.
04How it works
How it works in DataMind.
-
Pick QuoteWerks.
Open Lake, pick QuoteWerks in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the QuoteWerks API docs.
-
Answer a few questions.
The AI reads the QuoteWerks documentation, then asks which credentials you will use, which data to sync (for example quotes and line items), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then QuoteWerks data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
