QuoteWerks to Workbooks CRM Integration
Integrate QuoteWerks to Workbooks so that Quotes created in QuoteWerks can be copied easily over to Workbooks creating a Quote against an Organisation record.
Main functionality
Compatibility
Link is supported currently with the Corporate Edition of QuoteWerks (version 5.1 and above) - not Standard or Professional. The link can be used with both network users of QuoteWerks as well as remote users.
Main functionality
- QuoteWerks can search and pull in the Organisation and People record from Workbooks
- Quotes are recorded back into Workbooks
- Quotes can only be seen at Organisation level
- Any amendments to quotes are updated in Workbooks
Compatibility
Link is supported currently with the Corporate Edition of QuoteWerks (version 5.1 and above) - not Standard or Professional. The link can be used with both network users of QuoteWerks as well as remote users.
Search Workbooks records from QuoteWerks and add to the ‘Sold To’, ‘Send To’, ‘Bill To’ details with QuoteWerks
Once Saved the Quote details are copied into Workbooks. The newly created quotes are recorded in Workbooks and can be found under the Transaction Tab on the Orgnaisation record as a POSTED transaction.
Adding and Changing the line items will also replicate into Workbooks from QuoteWerks.
E-mail can be setup within QuoteWerks to BCC the Workbooks email dropbox. If this is implemented, any emails sent out from QuoteWerks and any attachments will show on the Organisation Tab and People Tab the quote is linked to.