Quadra WennSoft

Quadra integration with Key2Act and Dynamics

Quadra is the only Estimating / Bidding tool that is fully integrated with Key2Act and Dynamics GP. The integration is real time which eliminates duplicate entry and keying errors saving organizations hours on each job.

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Quadra Integration with Key2Act and Dynamics GP

quadra wennsoft

Integration Points

  • Customers from GP
  • Cost Codes from Key2Act
  • Inventory Pricing from GP
  • Create Jobs in Key2Act
  • Create PO’s and SOP’s from Estimate
  • Analyse estimated to actual costs by Estimate

Quadra is a powerful and feature rich Estimating and Project Management tool that seamlessly integrates with Key2Act and Microsoft Dynamics GP to eliminate complex spreadsheets, duplicate entry and reduces user and data errors that cut into your margins. Complex estimates are easily created by using preconfigured assemblies, importing take-offs or CSV files or by simply copying from previous jobs. The streamlined Project Management module tracks all tasks, files and comments related to a job. Configurable alerts means everyone stays on top of their tasks. Sales Orders and Purchase Orders are created directly from your estimates eliminating all duplicate entry.

Import Supplier Pricing or Pull Directly from GP

mobile access
  • Pull Inventory Pricing Directly from GP
  • Import Supplier Pricing Files
  • Import Supplier Pricing into GP

Push only approved Jobs into Key2Act

approved job list

Quadra tracks 100% of your bid requests and lets you update your pricing and produce quotes for customers. Once the bid is approved, Quadra creates the Job in Key2Act with all the correct Cost Codes and other key job creation requirements. This helps keep your Key2Act system clean and populated with approved jobs. Image of checkmark

Create PO’s and SOP’s from approved estimates

orders

Quadra allows you to create purchase orders (and/or Sales Orders) directly from your approved estimates or bids. You can select the items you want to order based on when you require the items either by project phase or by inventory type. Quadra will compare supplier pricing ensuring you are ordering from the supplier with the best price. Quadra will also track the PO’s ensuring nothing is missed and product is not late for a job.

Reporting & Analytics

analytics

By having access to both the Estimated and actual items for each job, Quadra Reports can quickly identify variances allowing you to quickly adjust future estimates. The reports can be exported to Excel for analysis or viewed through customizable Dashboards

Mike Brown

Here is what our customers are saying about Quadra.

Quadra is not a nice to have but a must have for Oakville Hydro. It saves our job planners, designers and financial team hours each and every day with the seamless integration between the 3 products, Quadra, Key2Act and GP. We are no longer updating spreadsheets with new inventory pricing or manually creating jobs in Key2Act. Having an ROI of less than 4 months made the purchase decision pretty easy for us but the continued collaborative partnership with ERTH has validated our decision. The fact that ERTH also uses Quadra to support their business reassures us that it will continue to meet our business needs well into the future.” Mike Brown, Chief Operating Officer, Oakville Hydro Electricity Distribution Inc.

  • Mike Brown
  • Vice President
  • Operations
  • Oakville Hydro