3rd Party Alerts/Workflow Add-on Products:


 

KnowledgeSync by Vineyardsoft Corporation
KnowledgeSync sends alerts about critical "events" in QuoteWerks via e-mail, fax, pager, PDA, cell phone, and the web.  Events are user definable and can alert you to conditions such as quotes, orders, and invoices that:

  • Are due within 'x' days
  • Have not closed within 'x' days
  • Have excessive freight, tax, or miscellaneous charges
  • Are missing key components
  • Have an abnormally high discount
  • Are for clients on credit hold
  • Sales reps that are over and under quota for the month

 

Simply Postcode Lookup by Comtek Accounts Ltd
Fill in your customer address quickly and accurately. Automatically fills the appropriate FULL address details into QuoteWerks. Reduces errors and speeds up data entry - saving up to 80% of keystrokes entering addresses and form filling!