Quotes read and created in QuoteWerks Web.
Neo finds open quotes, reads their lines and creates new quotes from a customer's request.
What Neo does with QuoteWerks.
Open quotes
Neo finds a customer's open quotes and reads their lines and totals.
New quotes
Neo creates a quote and adds its lines; QuoteWerks prices the totals.
Saved reports
Neo runs your saved Management Reports and reads the results.
Concrete work Neo handles in QuoteWerks.
"Where is my quote?"
Neo finds the customer's quote and tells them its status and total.
Quote from a ticket
Neo turns a customer's request into a draft quote for your sales rep.
Pipeline summary
Neo lists open quotes by rep and value from your QuoteWerks data.
Set it up with Neo.
Connect QuoteWerks
Enter the credentials the QuoteWerks card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the QuoteWerks card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the QuoteWerks access the job needs, and builds the agent with you.
Questions about the QuoteWerks integration.
What does Neo need to connect to QuoteWerks?+
The credentials the QuoteWerks card on Neo's Integrations page asks for, from your QuoteWerks account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect QuoteWerks, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.