The QuoteWerks Real-time Module offers several real-time integrations including a Tax Rate lookup service for US postal codes, FedEx & UPS shipping rates service, real-time leasing rates, and real-time pricing & warehouse availability with many of the leading IT/AV distributors, and Online Ordering and Procurement Tracking (shipping tracking, product serial numbers) for IT distributors.
Distributor Real-Time Pricing and Availability
Easily retrieve your distributor pricing and availability from over 15 distributors.
Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.
FedEx & UPS Integration
Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers, & serial numbers.
Dell Premier Integration
The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell.
Submit Orders Electronically
Order items for multiple orders electronically with D&H, Ingram Micro, SYNNEX, and Tech Data. Use real-time pricing or your sales rep negotiated prices.
Save Time looking up Sales Tax rates
Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer’s postcode.
Real-time Leasing Integration
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services and Ingram Micro Lease-IT!
The real-time module licensing and pricing is based on the “reserved concurrency” model. Whenever a user on the network uses the real-time module, a license is reserved for that user and is not released until the user exits QuoteWerks. The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks.