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ConnectIT-Workflow contains a number of modules and
utilities to enhance the QuoteWerks user's experience
of using the QuoteWerks sales quoting software:
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QuoteWerks Document Open Utility -
facilitates fast and easy advanced searching of the
QuoteWerks database for documents.
- QuoteWerks Document Split Module -
manages part-ordering or part-invoicing from QuoteWerks and
removes manual duplication of documents.
- QuoteWerks Request For Quote Module -
provides additional screens and functionality to make
requesting up-to-date vendor pricing very easy from the
QuoteWerks user interface.
- QuoteWerks Validation Module -
manages entries on a QuoteWerks document to ensure that the
QuoteWerks user has entered all the required information at
each step of sales order processing.
ConnectIT-Workflow integrates seamlessly into QuoteWerks,
providing the user with tools to process documents faster
and more accurately.
Find out more about ConnectIT-Workflow
KnowledgeSync by Vineyardsoft
Corporation
KnowledgeSync is an enterprise-class
Business Activity Monitoring solution. That means
KnowledgeSync integrates with all of your business
applications - both individually and collectively.
KnowledgeSync can, for instance, trigger an alert when a
new sales quote is created in QuoteWerks for a client on
credit hold within your financial application.
KnowledgeSync integration features:
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Alerts can be set for any type of
QuoteWerks document including quotes, orders, and
invoices.
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QuoteWerks events that trigger alerts
are user defined and can alert the user to such
conditions as: QuoteWerks documents have been created,
revised or closed when missing key components; documents
contain abnormally high discounts or excessive charges;
and much more.
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Alerts can be set for sales rep
performance to track under and over quota
performance.
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Alerts can be set to monitor aging
documents and upcoming due dates.
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Alerts can be sent to multiple devices
and communication mediums including email, cell phone,
fax, page, and PDA.
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Supports all three editions of
QuoteWerks 4.x.
Find out more about KnowledgeSync
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