Integrating QuoteWerks into Your Portal

QuoteWerks is integrated through ConnectWise Manage or Autotask opportunities.

When integrated with CloudRadial, selected opportunities are shown as Quotes under the company's Account > Quotes tab with references to attached PDFs and links to any .HTML attachments.

Configuration

When connected to a supported PSA, there is no need for additional API keys or steps to integrate QuoteWerks. CloudRadial will pull the opportunities from the relevant companies and show them within the portal.

You will need to list the specific Opportunity Types and Statuses you want to be presented. If you leave these blank, then all opportunities are presented to the company.

Disclaimer and FAQs

• How does CloudRadial acquire the order porter URL?
  • CloudRadial will attempt to gather the order porter URL by checking the attachments tab of the opportunity in ConnectWise for the html file. See the example below:
    
    
• The order porter URL is in ConnectWise, but not visible in CloudRadial. 
  
  • In most cases, this is due to the attachment having the following checkbox enabled.
    
    
  • To have CloudRadial ignore that checkbox and display all URLs, navigate to Partner > Settings > PSA and uncheck the option pictured below.