How does QuoteWerks work with SalesLogix?
Compatibility: QuoteWerks integrates
with SalesLogix 5.0, and 5.2.
QuoteWerks pulls SalesLogix 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
SalesLogix. You will never have to re-type
your customer information. QuoteWerks can
also search your entire SalesLogix database
to find the contact that you want to use
in the quote.
QuoteWerks Creates/Updates attachment
links in SalesLogix
When saving a quote, QuoteWerks automatically
creates an attachment under the SalesLogix
contact's Attachments tab. When you
are in SalesLogix and select the Attachments
tab, you will see all the quotes that you
have done for this SalesLogix contact. You
can even double-click on the attachment
link, and QuoteWerks will open and display
the quote the attachment link refers to.
This feature is very useful for organizing
and finding your quotes from within SalesLogix
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