Saleslogix

Key Features

• – The ability for the QuoteWerks user to create the current active QuoteWerks document in Sage. ConnectIT supports Sage Product Sales Order, Product Purchase Order, Product Invoice, Product Credit Note, Service Invoice and Service Credit Note document types, plus various “back-to-back” document combinations of these.
• – ***NEW*** Support for multi-vendor documents – create multiple Product Purchase Order documents in Sage from a single QuoteWerks document.
• – Create new products, customers and suppliers in Sage without needing to leave the QuoteWerks application.
• – Bi-directional transfer of unique document reference numbers from QuoteWerks to Sage and the Sage Invoice Number back to QuoteWerks for auditing purposes and inclusion in document templates.
• – Simple for your user to train on and use. Just click the ‘Create document in Sage’ menu option from the QuoteWerks Tools menu and let ConnectIT do the rest.
• – Many configuration options so that ConnectIT will work to suit your business requirements.
• – Supports QuoteWerks v4 build 17 (and above) Standard, Professional and Corporate editions.
• – Supports Sage 50 v9 (and above) Accounts, Accounts Plus and Professional (Financial Controller) editions.

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MasterMine serves three key functions for any business using QuoteWerks:

1. Simple QuoteWerks Reporting

• The easiest, most intuitive QuoteWerks reports available
• Drag-and-Drop fields to position in tables
• Familiar Excel environment
• Easy drill-down through any summary for full detail
• Clone and branch off to new reports
• Reports maintain links to QuoteWerks for click-through
  to “pop” record in QuoteWerks

2. Quote Analysis and QuoteWerks Management

• Makes QuoteWerks transparent to any manager who needs to
  - see daily, weekly, or monthly reports of activity in QuoteWerks
  - see information from many different angles to make
  business-critical decisions
  - easily change report parameters as information needs change
• Analyze Quotes by document or item, aggregating by part, manufacturer, sales rep, region, time period — any way needed
• Make tables, charts, graphs and lists in seconds

3. QuoteWerks Data Management and Clean-up
Is your QuoteWerks turning into a junk drawer? Users not entering data properly? Imported data didn’t turn out right? Is it hard to find and fix bad data?  Not anymore!
With MasterMine, users quickly find bad data, click-through to QuoteWerks records AND FIX IT!   What is bad or lost data costing you every day in lost opportunities, training problems and general confusion?

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FaxRush is the most efficient way to send and receive faxes. Looking for powerful merging, easy integration, and flexibility? You found it with FaxRush.

PrintRush
By creating a centralised document library so everyone has access to current information, PrintRush lets your CRM system do the driving.

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QuoteWerks Integrates seamlessly with existing contact management software such as ACT!, GoldMine, Maximiser and Outlook eliminating the need to re-type customer information that you already have in your preferred contact manager. If you do not currently use one of these contact managers, QuoteWerks has it’s own contact database that can be used.

QuoteWerks also links to accounting software such as QuickBooks and Peachtree, which eliminates the need to re-type the sale in your accounting software.

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• Are you looking to increase your knowledge of QuoteWerks?
• Have a new employee that requires training on QuoteWerks?
• Looking to integrate an application with QuoteWerks?
• Need to improve your Reporting and Templates within QuoteWerks?.

All of the above questions can now be answered by attending one of the courses at our dedicated QuoteWerks training centres based in Stansted, Essex and Mountsorrel, Leicester.
Attendees can obtain all relevant travel information by downloading the training centre’s directions PDF from the links above.
Each course has been planned to ensure those attending will be able to leave the centre and take the course knowledge comfortably back into their normal working environments.
Each course agenda, training centre directions, travel and accommodation information are downloadable in PDF format.
Course attendee’s will be provided with a documented training manual / user guide as part of the training course material.
Should you wish to discuss any special requirements such as wheelchair or disability access we will gladly assist you.

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“Fully integrated with PayPal, a global leader in online payments – QWP offers any Customer with an email address a quick, easy and convenient method to pay for quotes and invoices. In turn enabling your business to accept and reconcile invoice payments in real-time and in various currencies.”
QWP is the new add on to QuoteWerks having been authored by Link47 to add a PayPal “Pay Now” button on to every document you send from QuoteWerks.
When customers open your quotes, sales orders or invoices they can simply click on the button and pay directly into your PayPal account using their credit card or from their own PayPal account.
You can then complete the order, knowing you have instant cleared funds in your PayPal account – no matter where your customer is in the world.
QWP makes payment easy for your customer and 100% certain for you.
QWP improves your cashflow, enables you to receive your monies faster and reduces the time you spend chasing payments.

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ACT!, is the #1 best-selling contact management solution, used by millions and praised by experts around the world. Stonefield has created a specific version of Stonefield Query for ACT!.

Stonefield Query for ACT! has the following features:

• Works with any ACT! version from 3.0 right up to the current version.
• User-defined fields appear with the caption assigned by the user.
• You can switch between ACT! databases by simply choosing the “Open Database” function in the File menu.
• Data can be extracted from anywhere in ACT!, including Sales/Opportunities and Notes/History.

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