Integrated with Account and Opportunity data from CRM
Creating a Quote is simplified and the process accelerated with direct integration with data from the customer account and opportunity records.
Insert Customer names, addresses and other necessary information to save valuable time and eliminate mistakes.
Flexible enough to select pre written text notes that are common to each Customer and insert them into the quote on demand.
Copies of the quotes are automatically stored in the VAR’s data base and CRM.
Critical values from the quote, such as price and margin are automatically integrated into CRM objects and records, such as Total Cost, Profitability and Customer Price of Hardware, Maintenance and VAR Professional Services.
Native and managed solution approved by Salesforce.com; or can be integrated to any CRM platform.