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Q: What versions of Peachtree does the link work with?
A: QuoteWerks works with:
Peachtree Premium Accounting
versions: 2010, 2009, 2008, 2007, 2006.
What if I have an older version of
Peachtree?
Peachtree Complete Accounting
versions: 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: 2010, 2009, 2008, 2007
(Please note, technical support for the QuoteWerks Peachtree link is only available for the current version of Peachtree.)
 Peachtree Videos:
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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. |
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!, 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 DataŽ 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! |
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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