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Q: What versions of Peachtree does the link work
with?
A: QuoteWerks works with:
Peachtree Premium Accounting
versions: 2012, 2011, 2010, 2009, 2008,
2007, 2006. What if I have
an older version of Peachtree?
Peachtree Complete Accounting
versions: 2012, 2011, 2010, 2009
(16.0), 2008 (15.0), 2007 (14.0), 2006 (13.0). What if I have an older version of
Peachtree?
Peachtree Quantum
version: 2012, 2011, 2010, 2009, 2008,
2007
(Please note, technical support for the QuoteWerks
Peachtree link is only available for the current version of
Peachtree.)
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Did you know?
QuoteWerks is the
only Peachtree Gold
Development Partner in the Quoting and Proposal
space!
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 Peachtree Videos:
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Watch our introduction
video that explains the roll QuoteWerks fills
in conjunction with your CRM software and
Peachtree.
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Watch Tutorial
Videos on using and configuring the Peachtree
Accounting Link for QuoteWerks.
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Q: What does the QuoteWerks to Peachtree link do?
A: An Overview
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Exports your QuoteWerks documents to Peachtree
invoices/sales orders, and purchase orders one at a
time, or in batches.
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Optionally, QuoteWerks will create a separate purchase
order for each vendor referenced in the QuoteWerks
document that you are exporting to Peachtree.
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If the customer in the QuoteWerks document does not
exist in Peachtree, it will be automatically created.
If the customer already exists in Peachtree, the
customer information can be optionally updated
automatically.
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If items/parts in the QuoteWerks document do not exist
in Peachtree, you will be prompted to select the type
of item it is (Stock item, Non-stock item, Service, or
Labor), and you will be prompted to select the
income/expense account to be associated with this new
item.
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QuoteWerks can search Peachtree
for contacts to be used on Quotes.
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QuoteWerks can link to and search the Peachtree item
list, so you can add Peachtree, items to your quote.
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Documents exported to Peachtree are marked as exported
so you will know which documents have been exported,
and which have not.
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The export screen:
Q: I already use Peachtree, how will QuoteWerks
compliment Peachtree?
A: While there is cross-over in the
functionality of QuoteWerks and Peachtree, they are
considered complimentary products, not competing products.
QuoteWerks software is the link between contact managers
and accounting software. It was designed to allow each of
the respective software product do what they do best.
Accounting software supports receivables, payables,
purchasing, inventory management, asset management and
payroll. Contact management software allows you to manage
your customers, leads, and marketing just to name a few.
QuoteWerks on the other hand employs both. It enables you
to utilize information stored about a customer in your CRM
package to generate a sales quote that can be exported to
your accounting software for purchasing, invoicing, and
receivables.
Quoting software is used by companies that do not want to
flood their accounting software with part numbers and
quotes that may never be used or become orders. Another
reason for using quoting software is for larger offices
that have many sales people, and do not want all of the
sales people using the accounting software for two reasons.
First accounting software licenses are generally more
expensive than quoting software licenses, and secondly,
there are security issues relating to lot's of sales
reps having access to your accounting software. Quoting
software is also more flexible in terms of tweaking profit
margin, more pricing models, links to other software such
as contact managers etc.
Quoting software has a specific niche of it's own that
fills in the quoting gaps left behind by CRM and accounting
software. There are many reasons
why not to use your accounting software for creating price
quotes.
The following is a list of reasons to use QuoteWerks
instead of Peachtree for your quoting needs:
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QuoteWerks links with ACT!,
Autotask, ConnectWise, GoldMine, SalesLogix, salesforce.com, TeleMagic,
Maximizer, MS CRM, and Outlook. With these
links you can easily pull your prospect name and
contact information into the quote and when the quote
becomes an order QuoteWerks will create that new
customer in Peachtree eliminating any re-typing of
data. Also, the links write data back to the contact
manager such as a follow up call and sales opportunity
forecasting. Peachtree does not write back to the
contact manager, nor does it offer the level of
integration that QuoteWerks does.
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Don't clutter Peachtree with items you
didn't sell
In Peachtree before you can quote an item to a customer
you have to create that item in Peachtree. Creating
the item in Peachtree requires that you specify a part
number, description, income account, cost, price, etc.
Then if the quote/estimate does not become and order,
this item stays in Peachtree cluttering your item list.
In QuoteWerks, you do not have to create an item before
you quote it. Additionally, when the quote becomes an
order, QuoteWerks will create the item in Peachtree for
you using the description, part numbers, costs, and
prices used in the order.
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Print Pictures
Include pictures of products in the
quote.
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Print Spec Sheets
Include spec sheets for products in the quote.
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Unlimited number of users
With QuoteWerks a virtually unlimited
number of users can be using QuoteWerks across the
network at the same time. Peachtree supports a maximum
of only 5-users (Peachtree Accounting), or 30-users
(Peachtree Quantum) running Peachtree at the same time
and in many cases only enables one user to access an
area of Peachtree at the same time.
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Supports 9 pricing methods
QuoteWerks supports 9 different pricing methods
including Markup, Discount, Gross Margin, Volume based,
List, Formula, Fixed, Customer Price Levels, and
Customer/Product price matrix. Peachtree allows for
only a few pricing methods.
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Supports Required Items
QuoteWerks has the ability to specify
required items. For instance, when you add Part A,
QuoteWerks will also add Part B, Part C, and Part D
because they are a requirement of Part A. Peachtree
does not offer this functionality. You can also specify
substitute and optional items.
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Has a Configurator
QuoteWerks offers a visual Configurator that will allow
you to systematically build your product and add it to
a document.
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QuoteWerks enables remote sales reps to create
quotes and synchronize them back to the main
office where they can be imported into the primary
database. Peachtree has no support for remote users or
offices creating quotes/estimates.
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Robust security
QuoteWerks offers a complete security package for
quoting needs. You can limit which menus are available,
the ability to modify products, layouts, reports, etc.,
and access to other users documents. Peachtree security
features are very basic in the sense you can either
provide access or not. You do not have many options.
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QuoteWerks has links to the pricing databases
of PC Industry distributors D&H, Ingram Micro,
SYNNEX, and Tech Data. Additionally,
QuoteWerks can get Real-Time Pricing & Availability
from D&H, Ingram Micro, SYNNEX and Tech Data®
extending the reach of how far a bridge QuoteWerks can
create between the outside world and Peachtree itself.
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Track commissions
Run reports on commissions and display
the commission for each quote/order on the quote.
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Compare prices across vendors
QuoteWerks has the ability to compare item prices
between vendors and show the best price.. The tool will
also allow you to specify which vendor(s) to search on.
Peachtree does not offer this tool.
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More control over each item in the
quote
QuoteWerks can easily hide the prices of certain items
in a document. You can specify what an items print
properties are through an item attribute menu.
Peachtree does not offer this functionality.
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Document Automation
QuoteWerks provides many document automation features.
It enables you to very easily select and combine cover
sheets, spec sheets, and literature documents that
support the quote for simple delivery of the quote by
print or by e-mail. Peachtree does not support these
features.
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Customer product price histories
QuoteWerks enables you to easily view a
part/item price history as well as a customer's
part/item price history when adding the item to the
quote.
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Visually organize products
QuoteWerks enables you to organize and view your
products in multi-level folder trees. Peachtree only
displays the product list in a straight list format.
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Easily see your profit margin
QuoteWerks can easily calculate your profit margin per
quote, order, and invoice, and is readily available.
Peachtree does not show profit margin very easily.
Normally you would need to run a report to get this
information.
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Quote in international currencies
QuoteWerks can easily calculate your
profit margin per quote, order, and invoice, and is
readily available. Peachtree does not show profit
margin very easily. Normally you would need to run a
report to get this information.
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and much, much more!
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Q: What does the Peachtree link cost?
A: Free with the Professional and Corporate
Editions of QuoteWerks. The Standard Edition does not
include the Peachtree link.
Q: Can I get a demo version of the Peachtree link?
A: Yes. The Peachtree link can be
evaluated using the demo version of QuoteWerks. You can
use the Peachtree link by selecting the Tools|Export to
Peachtree menu in QuoteWerks. You can download the demo
version of QuoteWerks by clicking here. How to setup and use the Peachtree
link is documented in the QuoteWerks user manual accessed
by selecting the QuoteWerks Help|View Manual menu.
Q: If I purchase a multiple-user license of
QuoteWerks, do I need to buy multiple copies of the
Peachtree link?
A: No.
You only need to have the Professional or Corporate Edition
of QuoteWerks no matter how many users you have at that
site.
Q: What should I know about the link?
A: QuoteWerks can create invoices and
purchase orders without Peachtree. The Peachtree link was
designed for companies that would like to quote in
QuoteWerks, but still create their invoices and Purchase
Orders in Peachtree. Using the Peachtree link you will save
a great deal of time because you will not have to manually
enter invoices in Peachtree. QuoteWerks integrates with
Peachtree using two methods: Interactive and import/export.
It is important to note however that you will need to spend
some time reading the manual, and setting up the link
correctly. On average, it will take you around 30 minutes
to setup the link.
The link has the following
limitations/conditions:
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Vendors used for the purchase orders must already exist
in Peachtree.
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The vendor Address on purchase orders is pulled from
Peachtree, not the QuoteWerks document.
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Peachtree has an item description limit of 160
characters on invoices/sales orders and purchase
orders.
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Peachtree item descriptions cannot contain distinct
lines, rather the entire description is automatically
wrapped to the next line as required.
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If you work with multiple Peachtree companies, you must
open the Peachtree company that you want to import into
before you run the Export to Peachtree process in
QuoteWerks.
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QuoteWerks Group Header line items are not exported.
The Group Member line items within the group are
exported.
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The use of a Price Modifier in the Price Modifier
column of a QuoteWerks group header line item is not
supported.
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Peachtree does not support compound taxes (sales tax
computed on top of sales tax).
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You can export your Peachtree items to a file, and then
import them into QuoteWerks. QuoteWerks does not
directly read the Peachtree product list.
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When importing invoices, Peachtree does NOT
automatically number the invoice. Peachtree generally
assigns invoice numbers when you print the invoice. To
manually add the invoice number, choose Tasks,
Sales/Invoice, click the Edit button, then select the
desired invoice. Enter the invoice number, then click
Post.
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