Blog Feature

Technology News

By: GreatAmerica on November 4th, 2014

QuoteWerks 5.0 Release Includes Integration with GreatAmerica Financial Services

QuoteWerks 5.0 Release Includes Integration with GreatAmerica Financial Services

em style="line-height: 1.5em;">Improvement Adds Ability to Quote Single Monthly Payment

(Cedar Rapids, IA) – QuoteWerks announced today that its 5.0 update, to be released at IT Nation in November, will have the ability to quote monthly lease payments thanks to a successful integration with GreatAmerica Financial Services Corporation. The integration with GreatAmerica allows Solution Providers to remain in the system they use every day for quoting and proposing, and include a monthly lease payment on their quotes. This will help Solution Providers adopt the "as a Service" model that's becoming more prevalent in the industry.

"MSPs can expect increased recurring revenue while using this integration," explained Greg VanDeWalker, Senior VP and General Manager of the Communications and Data Group at GreatAmerica. "With the Hardware as a Rental (HaaR®) program, we've seen Solution Providers improve their margins on hardware and software, increase their total transaction sizes, and make their customer base more ‘sticky' with longer service contracts."

Technically, the integration uses real-time lease rates to calculate monthly payments to fit the terms and purchase options the Solution Provider chooses. Those can be customized on each client's quote and include the Managed Services monthly payment to present a Hardware as a Service-like solution.

"Calculating and adding lease options to quotes can be a time-consuming, difficult, and manual process. With these obstacles, many companies simply do not offer lease options to their customers when presenting their quotes." John Lewe IV, President of Aspire Technologies, Inc, the developers of QuoteWerks. "Now, with the GreatAmerica Financial Services Corporation real-time lease payment integration, companies can effortlessly provide accurate proposals and monthly lease payment options that automatically re-calculate as the quote is adjusted."

"We are excited to see the impact of this integration on the volume of sales being generated for our customers," said Lori Berry, Director of Strategic Technology at GreatAmerica. "GreatAmerica and QuoteWerks are dedicated to working together to continue to improve and enhance the sales process."

About QuoteWerks

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals. Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links, provides our users with a stable and dynamic solution to streamline the sales process.


Founded by CEO Tony Golobic in Cedar Rapids, Iowa in 1992, GreatAmerica is a $2 billion national commercial equipment finance company. GreatAmerica is dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. GreatAmerica is family-owned and provides financing, third party portfolio servicing, and niche market-focused services in all fifty states and several U.S. Territories and has a staff of over 500+ employees with offices in Iowa, Minnesota, Missouri and Georgia.

Enjoying Our Blog?

Description Text, Should Be 1-2 Lines of Descriptive Content Supporting the Above Title