ARTECH

QuoteWerks

QuoteWerks is the sales quoting and ordering software that integrates with the leading contact managers ACT!, GoldMine, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, SugarCRM, and TeleMagic.

Creating a quote is the initial step in producing a sale. Before QuoteWerks creating a quote could consume hours of your time.

Since the introduction of QuoteWerks, thousands of people are using QuoteWerks every day to produce detailed professional looking quotes in a fraction of the time it used to take. This will illustrate all the benefits of using QuoteWerks for all your quoting and ordering needs. You will see for yourself just how powerful of a tool QuoteWerks is!

Q: What does the QuoteWerks to Peachtree link do?

A: An Overview

• Exports your QuoteWerks documents to Peachtree invoices/sales orders, and purchase orders one at a time, or in batches.

• Optionally, QuoteWerks will create a separate purchase order for each vendor referenced in the QuoteWerks document that you are exporting to Peachtree.

• If the customer in the QuoteWerks document does not exist in Peachtree, it will be automatically created. If the customer already exists in Peachtree, the customer information can be optionally updated automatically.

• If items/parts in the QuoteWerks document do not exist in Peachtree, you will be prompted to select the type of item it is (Stock item, Non-stock item, Service, or Labor), and you will be prompted to select the income/expense account to be associated with this new item.

• QuoteWerks can search Peachtree for contacts to be used on Quotes.

• QuoteWerks can link to and search the Peachtree item list, so you can add Peachtree, items to your quote.

• Documents exported to Peachtree are marked as exported so you will know which documents have been exported, and which have not.