Announcing the BETA Launch of the ConnectIt Software Web Portal for QuoteWerks Reporting

We’re excited to announce the BETA release of the ConnectIt Software Web Portal for QuoteWerks Reporting – a new, web‑based reporting solution designed to give QuoteWerks users secure, flexible access to their reporting data from anywhere.

This BETA release marks a major step in our ongoing effort to extend and modernise QuoteWerks reporting, while respecting one core principle above all else: your data stays under your control. Always.

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🤔 Why We Built the Web Portal

For years, QuoteWerks users have told us the same thing:

• “We want better reporting without exporting data.”
• “We want access outside the desktop.”
• “We want to get better business performance information out of QuoteWerks.”

The ConnectIt Software Web Portal has been built to answer those needs.

Rather than hosting or replicating QuoteWerks data, the portal:

• Connects securely to your existing QuoteWerks database
• Uses read‑only access
• Generates reports on demand
• Does not warehouse or persist your data

This approach provides the flexibility of a modern web interface without sacrificing control or security.

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❓ What’s Included in the BETA

The BETA release focuses on core reporting and usability, including:

• A clean, web‑based Report Dashboard
• A growing set of standard QuoteWerks reports
• Flexible viewing and filtering options
• Portal‑level activity reporting
• Secure user authentication and access controls

At the bottom of this article you’ll see screenshots from the BETA, including:

• The main Reporting Dashboard
• Examples of sales reports
• Filtering and drill‑down views

These visuals show the direction we’re taking: simple, fast, and focused on insight rather than complexity.

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🔐 Built with Security and Transparency in Mind

From day one, security has been a design requirement, not an afterthought.

Some key principles of the portal:

• Your QuoteWerks data is not hosted by us
• Database access is read‑only
• Connections are secured using HTTPS / TLS
• Stored credentials are protected with AES‑256 encryption
• User activity is logged for security and operational purposes only

To make this completely transparent, we’ve published two dedicated pages alongside the BETA:

• Security, Data Access & Data Protection Statement
  A detailed explanation of how data is accessed, processed, and protected.
• Frequently Asked Questions (FAQ)
  Including clear answers to questions such as:
  • “Can you see our data?”
  • “What happens if you help us build a report?”
  • “How does the service connect to our database?”

If you’re responsible for IT, security, or compliance, we strongly encourage you to review these pages: they’re written to answer the tough questions up front.

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📊 About the BETA Phase

This is an active BETA, which means:

• Features and reports will continue to evolve
• Feedback will directly influence the roadmap
• Not all functionality planned for future releases is available yet

We’re using the BETA phase to:

• Validate real‑world usage patterns
• Gather feedback from different QuoteWerks environments
• Fine‑tune performance, usability, and reporting requirements

Early adopters will help shape the future of the platform.

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📨 Register for a Trial

If you’d like to explore the ConnectIt Software Web Portal and participate in the BETA, we invite you to register for a trial.

A trial gives you:

• Access to the BETA portal
• The opportunity to explore standard reports
• A chance to provide feedback that shapes future releases

Whether you’re a QuoteWerks administrator, a sales manager, or an IT stakeholder, we’d love to hear your thoughts.

👉 Places are limited, so register for the BETA trial today and help us build the next generation of QuoteWerks reporting.

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👀 Looking Ahead

This BETA is just the beginning.

Planned future enhancements include:

• Additional built‑in reports
• Expanded filtering and export options
• Custom reporting capabilities
• Enterprise‑level configuration and branding options

We’ll be sharing more updates as the platform evolves including feature highlights, roadmap updates, and feedback from early adopters.

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🙋🏻‍♀️ Questions?

If you have questions about:

• Security or data protection
• Database access
• BETA participation
• Future plans

Please don’t hesitate to get in touch or explore the Security Statement and FAQ pages linked from the site.

We’re looking forward to welcoming you to the BETA and shaping this together.

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📈 Example Screenshots