Quote Pax8 Marketplace Subscriptions

Yes. You’ll need an active Pax8 account to connect with QuoteWerks. If you don’t have one, you can sign up directly through Pax8.

Absolutely. QuoteWerks automatically appends the correct billing terms (monthly, annual, etc.) to SKUs when you add Pax8 items to your quote.

We designed the Pax8 integration with PSA users in mind. If you use Autotask, ConnectWise PSA, or HaloPSA, you can easily set up the integration so Pax8 items flow seamlessly from QuoteWerks into your PSA—just like any other product or service. Once the subscription is active, license counts and adjustments are managed directly through Pax8 and your PSA integration, keeping everything in sync without extra manual work.

Yes. Once Pax8 subscriptions are added to a QuoteWerks quote, you can deliver them to your customers through QuoteValet for e-signature, approvals, and payments—just like any other product or service.

The best use case is when you’re quoting new subscriptions for your customers or prospects. Once subscriptions are established, ongoing license adjustments are managed directly through your PSA and the Pax8 platform, which is where QuoteWerks adds the most value—getting new subscriptions started quickly and correctly.

The Pax8 integration is available in QuoteWerks Desktop for users who have both the Real-time Module and the Product Content Subscription. With these add-ons, you can seamlessly search, select, and quote Pax8 subscriptions directly from your desktop.

Yes! If you’re on the Pinnacle Edition, the Pax8 integration is included at no extra cost. For legacy QuoteWerks Web customers, you’ll just need the Real-time Module and the Product Content Subscription to enable the integration.