Sage ACT! 2012 & SalesLogix Add Ons - QuoteWerks

QuoteWerks

QuoteWerks integrates seamlessly with ACT! and SalesLogix eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

When QuoteWerks pulls the contact information into your quote, the innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.

Personalize print layouts with the built-in visual layout designer. The advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.

Create and maintain your own products database, and import product information from files that your vendors provide.

Key Features:

• Pulls contact information from popular contact management software
• Quote Products and Services
• Use Products and Services stored in other programs
• Computer Resellers can link to Distributor product databases
• Real-time web pricing and availability for D&H, Ingram Micro, SYNNEX and Tech Data
• Online Ordering for Tech Data
• Customize Quote Layouts
• Create and manage quote revisions