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Creating and Maintaining Products and Services Databases
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
•Linking to the QuickBooks Item List
•Linking to Salesforce.com Product Catalogs
•Linking to the Sage 50 (Peachtree) Item List
•Linking to the ZohoCRM Item List
•Integrating with IT Distributor Products
•Linking to External Product Data Sources
•Product Content Subscription vs. Real-time Module Explanation