Introducing the ConnectIt QuoteWerks Reporting Portal: Enterprise Insights, Turn‑Key Setup

A new way for QuoteWerks users to unlock live and historical reporting with a free 30‑day Enterprise trial.

If you rely on QuoteWerks data to run your business, reporting shouldn’t be hard.

Yet for many QuoteWerks users, meaningful reporting still means:

• Manual exports to Excel
• Heavily customised reports
• Or dashboards that are expensive to build and hard to maintain

At Hilltops IT, we work with QuoteWerks every day and one thing is consistent: the data is there, but the insight is not easily accessible.

That’s why we’ve built the ConnectIt QuoteWerks Reporting Portal.

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🤔 What is it?

A web‑based reporting portal that connects directly to your web‑facing QuoteWerks database and presents ready‑made, business‑focused dashboards – without needing to design, build, or maintain a reporting solution yourself.

❌ This is not a framework.
❌ This is not a reporting project.
✅ This is turn‑key QuoteWerks insight.

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📈 What business insights can you see immediately?

Depending on your configuration, users typically gain visibility into:

• Quote and order trends over time
• Gross margin by customer, rep, or product
• Conversion rates and pipeline performance
• High‑value customers and product mix
• Historical comparisons without manual exports

All driven directly from your QuoteWerks data.

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🗝️ Why is it genuinely “turn‑key”?

For companies with a web‑facing QuoteWerks database, setup is minimal:

✅ No report writing
✅ No Power BI or SSRS projects
✅ No restructuring data
✅ No disruption to existing workflows

If ConnectIt can connect, the portal can report.

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📅 Free 30‑Day Enterprise Trial

To support launch, we’re offering a free, fully‑functional 30‑day Enterprise trial.

• Full access to Enterprise dashboards
• Uses your real QuoteWerks data
• No long‑term commitment
• Ideal for proof‑of‑value

If you’ve ever wondered “what else should we be getting from QuoteWerks?” – this trial will answer that.

👉 Sign up for the free trial here: register.quotewerks-addons.co.uk

📋 What we need from you: https://portal.connectit-software.co.uk/faq#heading-18

❓Frequently Asked Questions: https://portal.connectit-software.co.uk/faq

🔐 Terms or Service: https://portal.connectit-software.co.uk/statement

📽️ Video Overview: https://youtu.be/wloFfueeAWk