Put an end to tedious re-typing of Customer, Stock and Quote details in QuoteWerks and Orders in Sage.
Add a new dimension to your business by comprehensively linking your back office accounting data (Sage Line 50 / Line 100) to QuoteWerks.
Now you can seamlessly create customers, stock items, quotes, orders and invoices in Sage Line 50 or Line 100 from a single easy to use interface.
Using proven technology:
Using technology from TripleXchange, the leading integration product in the sector, to provide more benefits than any comparable software.
- Post orders, and invoices direct to Sage from QuoteWerks without tedious retyping.
- Update inventory levels with the ordered products seamlessly.
- View products pricing held within either systems.
Create sales orders, invoices and even back to back purchase orders directly from
- GoldMine
- Sage
Keep yourself informed about your customers with the consolidated accounts view Maintain the integrity of the accounting and CRM databases with the synchronisation module Keep your customers informed and in check with powerful credit control features
- Conversion of QuoteWerks document types to a sales quote, order or invoice in Sage Line 100
- Wizard takes you through the QuoteWerks import and Sage order/invoice creation
- View the audit trail of orders and invoices created in Sage
- Map your customised fields in QuoteWerks to fields in Sage
- View Stock item differences between Quotewerks and Sage
View the audit trail of orders and invoices created in Sage
- A full audit trail is saved in a log file for all documents converted
- Log files can be configured to be terse, normal or verbose
Map your customised fields in QuoteWerks to fields in Sage
- Each field in QuoteWerks can be mapped to the appropriate field in Sage
- Mappings increase efficiency and reduce the need for manual intervention
View Stock item differences between Quotewerks and Sage
- Displays cost and sales price for each stock item which exists in QuoteWerks but not in Sage
- Displays stock items with different sales and cost prices in QuoteWerks and Sage
- Displays cost and sales price for each stock item which exists in Sage but not in QuoteWerks