Creating and Maintaining Products and Services Databases

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Creating and Maintaining Products and Services Databases

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QuoteWerks has many ways to setup product and service databases. QuoteWerks allows you to create and maintain your own list of products and services by utilizing QuoteWerks native product databases.

In the Professional and Corporate Editions of QuoteWerks you can link to product catalogs in salesforce.com, ConnectWise, Autotask, , as well as the item list in QuickBooks and Peachtree. Lastly, you can link to any external, ODBC compliant data source. This includes data sources such as Microsoft SQL, Access, Excel, FoxPro and Dbase.

Each of the methods will be discussed in detail in this section. Click on the appropriate topic below to learn more about that method:

QuoteWerks Native Product Databases

Linking to the Autotask Products, Services, and Labor Databases

Linking to the ConnectWise Product List

Integrating with IT Distributor Products

Linking to Salesforce.com Product Catalogs

Linking to the QuickBooks Item List

Linking to the Sage 50 (Peachtree) Item List

Linking to External Product Data Sources

 

 

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