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How does QuoteWerks work
with Maximizer?
Compatibility: QuoteWerks integrates
with Maximizer / Maximizer Enterprise versions
97, 5.0, 2000, 6.0, and 7.0.
QuoteWerks pulls Maximizer contact information
into the quote
From our Sold To / Ship To tab of
the QuoteWerks quote workbook, with
a simple click of a button, QuoteWerks
will fill in the contact information
in the quote by pulling the contact
information from the contact that
is currently selected in Maximizer.
You will never have to re-type your
customer information.
QuoteWerks pulls other Maximizer contact
information into the quote
When you select the Maximizer contact
to use in the quote, our innovative
DataLink feature can automatically
pull other information from Maximizer
into the quote such as customer terms,
customer sales tax rate, customer
profile etc. Customer profiles can
be used by QuoteWerks to determine
the appropriate pricing a particular
customer should receive.
QuoteWerks prints information pulled from
other Maximizer fields
QuoteWerks has a built-in print layout
designer that allows you to customize
the look of your quote. The print
layout designer also allows you to
easily insert data fields from Maximizer
into the QuoteWerks print layout.
Then, when you print the quote, QuoteWerks
will pull data from the Maximizer
contact fields that you inserted into
the print layout resulting in a printed
quote that includes information from
your Maximizer contact record. This
feature is different from the DataLink
feature (described above) in that
this extra data is pulled from Maximizer
and printed, but not saved with the
quote. When you need to save the information
pulled from Maximizer into the quote,
you would use the DataLink
feature. So, for example, if you are
using a field in Maximizer to store
the contact’s assistant’s name, you
can insert that Maximizer field into
the print layout so that when the
quote is printed, the assistant’s
name will be printed on the quote,
but not saved with the quote.
QuoteWerks Creates Document Link in Maximizer
When saving a quote, QuoteWerks automatically
creates a document link under the Documents
tab in Maximizer that links to the quote
you are saving. When you are in Maximizer
and select the Documents tab,
you will see all the quotes that you
have done for this Maximizer contact.
You can even double-click on the document
links, and QuoteWerks will open and
display the quote the link refers to.
This feature is very useful for organizing
and finding your quotes from within
Maximizer.
Logs e-mails sent from QuoteWerks in Maximizer
history
QuoteWerks has a built-in e-mail client
allowing you to e-mail the quote to your customer
with a single-click. Your customer’s e-mail
address is automatically pulled from the Maximizer
contact information, and after the e-mail has
been sent the e-mail is logged in Maximizer
history under the Notes tab.
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