The QuoteWerks API: Working Outside the Box

First Direct Corp, one of the nation’s leading QuoteWerks dealers, has used the API to achieve “outside the box” results for clients with special requirements.

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“The custom QuoteWerks add-on application First Direct built for us turned our quote building process from a two hour job to a two minute task. We are now able to respond very quickly to quote requests and be confident in their accuracy!”

Jason Aron, SalesDirector, Creative Bag, Inc.

What else can you do with the QuoteWerks API?

Perform Custom Calculations

Quality Control Checking

Custom UI Screens

Financing

Interest

Maintenance fees

Shipping

Tax

Product Compatibility

Create Quote Wizards

Create a Dashboard

Interface with other Applications

QuoteWerks COM based API is a powerful way to extend the functionality of QuoteWerks by creating custom applications that perform any specialized task you need by reading and writing information to the active QuoteWerks document.

At Aspire we believe it is very important for every application to offer an API. Without APIs, each application is simply its own isolated island, incapable of interacting or sharing data with other applications. Without APIs you are not able to leverage the individual strengths of each application.

Programming knowledge is required to use the API. If you do not have access to a developer, we have a developer that has experience with the QuoteWerks API.

The SDK contains sample code in Visual Basic 6.0 including the following:

Contact Manager Integration
Leasing
Rounding

Here are some examples of functionality that you can add to QuoteWerks using the API:

You can create an application to retrieve shipping weight information from the active quote, and present your user with a list of rate tables, and when the user selects how they want to ship the order, you can write the shipping method and amount back to the QuoteWerks quote.
You can create an application that analyzes the quote totals, and the items on the quote to provide your customer with lease payment options. Once the user selects an option, the details can be written back to the quote.
You can create applications that analyze the content of the quote to perform validation and checks that normally would require a supervisor to review.
You can retrieve all the information from the 5 tabs of the QuoteWerks workbook, and the line item information and write the information out to a a text file or other proprietary format to be used for importing into another system. Or along the same lines, you can write an application that retrieves information from the current quote and then send it to another application using another applications API (like accounting software).
You can even write your own contact management integration to QuoteWerks using the API. You can capture events triggered in QuoteWerks when a contact is requested to be pulled into the quote, when the quote is being saved, converted to an order, printed and more!

For Additional Information

First Direct Corp.

Phone: (800) 935-4386
Outside USA: (845) 221-3800