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New and improved Maximizer integration with QuoteWerks

 

Those of you who are users of both QuoteWerks, the sales quoting and ordering software, Maximizer can now access your customer data direct from QuoteWerks for even more efficient quotes preparation.

This new integration functionality adds significantly to QuoteWerks' capacity to produce a quote simply and easily while saving hours of management time. It allows Maximizer to be searched from with QuoteWerks for lead and customer information - companies, individuals and contacts - and for this to be incorporated directly into a quote. Almost any other information from Maximizer can also now be automatically pulled into the quote using the new DataLink feature. Click here to enlarge image

Here is a summary of what the new Maximizer integration allows you to do when working in QuoteWerks:

-    Search for companies, individuals or contacts in Maximizer

-    Synchronize linked documents, newly created or updated by QuoteWerks, with Maximizer

-    Retrieve terms and conditions, shipping and other relevant information from Maximizer and
     incorporate it into the quote

-    Include Maximizer-held contact data in quote print-outs


Click here to enlarge image

Click here to watch the Maximizer integration demonstration video.

For a complete run down on the new QuoteWerks-Maximizer integration, or to find out how QuoteWerks could aid your sales efforts, call us now on 01635 570970 

To learn more about QuoteWerks now you can read about QuoteWerks features here.

QuoteWerks have released v4.7 Build 2. This release has 38 new features including some new quote generating enhancements and includes support for Maximizer CRM 12.

Amongst the updates are a number of improvements to QuoteValet which is the internet based quote delivery and workflow system for QuoteWerks which enables very rapid delivery of approved quotations and on-line purchases by your customer.

For further information on these new features click here

To download a demo version of QuoteWerks please click here or to purchase a copy of QuoteWerks Standard edition please click here

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