How does QuoteWerks work with salesforce.com? |
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CompatibilityQuoteWerks integrates with the Professional and Enterprise editions of salesforce.com.
QuoteWerks for salesforce.com video
(13.1 MB)
This video demonstrates how QuoteWerks integrates with salesforce.com. QuoteWerks pulls salesforce.com Account information into the quote From our Sold To / Ship To tab of the QuoteWerks quote workbook, QuoteWerks can search your entire salesforce.com database to find the account or contact that you want to use in the quote.
QuoteWerks pulls additional salesforce.com information into the quoteWhen you select the salesforce.com contact to use in the quote, our innovative DataLink feature can automatically pull other information from salesforce.com into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive. QuoteWerks Creates/Updates attachments for salesforce.com opportunities When saving a quote, QuoteWerks automatically creates an attachment listing for the quote under the salesforce.com opportunity. When you are in salesforce.com, you can see the quote, and you can open it from within salesforce.com. Since the quote is uploaded as an attachment, any salesforce.com user including remote users can click in salesforce.com to open the quote, and the quote will be downloaded into QuoteWerks if the quote is not already in the users QuoteWerks installation. QuoteWerks Creates/Updates opportunities in salesforce.com When saving a quote, QuoteWerks automatically creates or updates an existing opportunity for the account. When you are in salesforce.com and select the opportunity, you will see the quote attached to the opportunity, and will see the history of the stages the quote has progressed through during the life of the opportunity. QuoteWerks Creates/Updates "Closed Won" or "Closed Lost" opportunities in salesforce.com From within QuoteWerks you can close the opportunity as "Closed Won" or "Closed Lost" providing a very seamless integration. Initiate new quotes from within salesforce.com If you have an existing opportunity that was created within salesforce.com, you can initiate the creation of a new QuoteWerks quote for this opportunity by clicking on the "New Quote" hyperlink found under the "Web Integration Link" section located on the opportunity screen. | ||
