> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting QuoteWerks to Neo

> Create a QuoteWerks Web API key and save it in Neo

You connect QuoteWerks once at the MSP level. One API key covers your whole QuoteWerks Web account.

## 1. Create the API key

<Steps>
  <Step title="Open Zapier and API">
    Sign in to QuoteWerks Web as a user with Master Rights and open **Setup > Options > Zapier and API**.
  </Step>

  <Step title="Create a key">
    Click **New**, enter a description such as "Neo", and click **OK**.
  </Step>

  <Step title="Allow writes, if Neo should create quotes">
    Open the key and turn on **Allow write access**. Without it Neo can read, and every create or update is refused by QuoteWerks.
  </Step>

  <Step title="Copy the key">
    Click the key in the list to copy it.
  </Step>
</Steps>

<Warning>
  Do not delete the key in QuoteWerks after you connect it. Neo loses access until you save a new key here.
</Warning>

## 2. Add the key in Neo

<Steps>
  <Step title="Open Integrations">
    In the Neo Dashboard, open **Integrations** and find the QuoteWerks card, under Sales & Quoting.
  </Step>

  <Step title="Save the key">
    Paste the API key and click **Save**. Neo checks it against QuoteWerks before saving, so a wrong key is rejected straight away.
  </Step>
</Steps>

## 3. Turn QuoteWerks on per agent

Open the agent, go to the Integrations section, and configure the QuoteWerks block. Pick a profile, or set each area yourself:

| Area | Access levels you can pick | Notes |
| - | - | - |
| **Quotes and Documents** | Disabled, Read Only, Read / Write | Quotes, orders and invoices with their lines. This is the area a quoting agent needs. Documents carry your cost, profit and internal notes. |
| **Products, Contacts and Other Tables** | Disabled, Read Only, Read / Write | Every other table in your QuoteWerks database except the settings tables: products, contacts, purchase orders. |
| **Reports and Account** | Disabled, Read Only | Saved Management Reports, the list of tables, and the user the key belongs to. |

| Profile | What it does |
| - | - |
| **Read Only** | Reads everything and changes nothing |
| **Helpdesk** | Creates and updates quotes after a technician approves; other tables stay read-only |
| **IT Admin** | Creates and updates quotes on its own; writes to other tables ask a technician first |
| **Full Automation** | Every write runs on its own |

See [QuoteWerks API](/agents/tools/sales/quotewerks-api) for what the agent can do.


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