Intégration
Qwoty + Sage: From signed quote to accounting without re-entering a single line
ERP & Accounting
Most mid-market B2B companies run into the same wall: sales closes a deal, signs the quote, and then someone on the finance team manually re-types the order into Sage. That handoff — between the CRM where the deal lived and the ERP where it needs to land — costs time, introduces errors, and delays invoicing. The longer it takes, the more likely a customer detail or product line gets lost in translation.
Qwoty’s native integration with Sage closes that gap. Once a quote is signed, confirmed order data and customer information are pushed directly from Qwoty into Sage — automatically, with no manual re-entry between your sales team and your accounting team. Your Sage instance stays authoritative; Qwoty simply ensures it receives clean, structured data the moment a deal is done.
What Qwoty pushes into Sage — automatically after signature
- Customers — verified customer records created or updated in Sage upon deal confirmation, using the data already captured in Qwoty during the quoting process.
- Products — line items from the signed quote, including SKUs, quantities, and agreed pricing, sent to Sage exactly as they appear in the final document.
- Orders — confirmed orders pushed to Sage once the e-signature is captured in Qwoty, triggering the fulfilment and invoicing workflow on the Sage side without any manual step.
- Invoices — invoice-ready data structured and transmitted to Sage so your accounting team can generate and send invoices from Sage without waiting on sales to forward a PDF.
No re-entry between sales and Sage
Signed deals flow from Qwoty into Sage automatically. Your finance team works in Sage as usual — they just stop waiting for sales to send them order details.
Sage stays your system of record
Qwoty doesn’t replace Sage’s billing or accounting logic. It feeds Sage the right data at the right moment — keeping your ERP in control of invoicing and financial records.
Triggered by signature, not by memory
The push to Sage is triggered automatically when the e-signature is captured in Qwoty. No one needs to remember to update Sage — the integration handles it the moment the deal closes.
Clean data into Sage, every time
Because orders are structured in Qwoty before they reach Sage, you eliminate the pricing errors and missing fields that come from manual re-entry.
What syncs between Qwoty and Sage
How it works
Your sales team builds and sends the quote in Qwoty
Using Qwoty’s Quote module, your rep configures the offer — products, pricing rules, discounts, contract terms — and sends it to the customer for review. Everything stays inside the deal flow, connected to your CRM.
The customer signs — and the order is confirmed in Qwoty
Once the e-signature is captured via Qwoty’s E-sign module, the quote becomes a confirmed order in Qwoty’s Order Management module. No status update to chase, no email to forward — the trigger is the signature itself.
Qwoty pushes the order and customer data directly into Sage
Immediately after signature, Qwoty sends the confirmed order — customer record, product lines, quantities, agreed pricing — into Sage. Your accounting team finds the data already structured in Sage, ready to trigger fulfilment and generate the invoice. No re-entry, no PDF parsing, no waiting. See plans from €15/user/month →
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