3rd Party Alerts/Workflow Add-on Products:


 

KnowledgeSync by Vineyardsoft Corporation
KnowledgeSync sends alerts about critical "events" in QuoteWerks via e-mail, fax, pager, PDA, cell phone, and the web.  Events are user definable and can alert you to conditions such as quotes, orders, and invoices that:

  • Are due within 'x' days
  • Have not closed within 'x' days
  • Have excessive freight, tax, or miscellaneous charges
  • Are missing key components
  • Have an abnormally high discount
  • Are for clients on credit hold
  • Sales reps that are over and under quota for the month