QuoteWerks 3rd Party Alerts/Workflow Add-on Products
ConnectIT-Workflow by Hilltops ITConnectIT-Workflow contains a number of modules and utilities to enhance the QuoteWerks user's experience of using the QuoteWerks sales quoting software:
- 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 CorporationKnowledgeSync 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:
- Alerts can be set for any type of QuoteWerks document including quotes, orders, and invoices.
- 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.
- Alerts can be set for sales rep performance to track under and over quota performance.
- Alerts can be set to monitor aging documents and upcoming due dates.
- Alerts can be sent to multiple devices and communication mediums including email, cell phone, fax, page, and PDA.
- Supports all three editions of QuoteWerks 4.x.
Find out more about KnowledgeSync