QuoteWerks has been featured in a Manufacturing Business Technology Magazine article here. The article details how QuoteWerks’ ability to deliver strong integrations with CRM packages, including SugarCRM, plus the powerful quoting features enables the Open Source and On Demand communities to receive greater efficiencies from their sales processes.
Furthermore, according to the article QuoteWerks’ integrations with many popular contact managers has set a precedent for how sales quoting packages should integrate with contact managers. These integration points should include but not necessarily be limited to:
- Ability to pull customer contact information into a quote
- Create and update sales opportunities
- Schedule follow up calls when saving the quote
- Convert a quote to an order or invoice
- Ability to close the quote as “Won”
- Completely customize print layouts including branding layout with company logo and terms and conditions
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For more information on the QuoteWerks product and all the features and benefits available please visit the QuoteWerks website.
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[...] There’s also a few more listed such as the ability to close the quote and also edit print layouts. QuoteWerks also has a short blog about the article listed on their corporate blog. [...]