Product Description

QuoteWerks integrates seamlessly with leading customer relationship management (CRM) software, such as ACT! GoldMine, KnowTia, MS CRM, Maximize, Outlook, Outlook BCM, salesforce.com, SalesLogix, SugarCRM, and TeleMagic. This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software. You will never have to re-type your customer information, and no importing is required!

If you do not use one of the above-mentioned CRM, you can use the built-in contact database that comes with QuoteWerks.

Quotations can be produced quickly and professionally with the option to email (a pdf file) or host for online customer engagement. All quotes can be tracked and converted to Orders (Sales/Purchase), Invoices and Lost Sales. With links to your CRM, every quote creates an accurate forecasted sale so you get a meaningful pipeline.  With links to popular accounting systems (like QuickBooks and Peachtree), invoices created in Quotewerks can be sent for payment processing the back-office software.