How does QuoteWerks work with Outlook?


  Compatibility: QuoteWerks integrates with Outlook 97, 98, 2000, XP, 2003, and 2007.


QuoteWerks pulls Outlook contact information into the quote:

From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently open in Outlook. You will never have to re-type your customer information.

QuoteWerks lets your search the Outlook database for a contact to use in the quote
:

QuoteWerks can also search your entire Outlook database to find the contact that you want to use in the quote.  Both business and home address entries are supported.


QuoteWerks supports Outlook Public Shared Contacts Folder:

QuoteWerks has an option to allow you to use your personal Outlook contact database on your local machine, or you can use the Shared Public Contacts folder on your network allowing you to use the Outlook contact database that everyone in your office is sharing.