QuoteWerks users who use SalesLogix or Infor CRM as their CRM system now have an advanced bi-directional synchronization link between the two products that restores the original Infor CRM Opportunity functionality, while also taking advantage of all that QuoteWerks has to offer.
QuoteLinx enables Infor CRM and TimeLinx users to create elaborate quotations using QuoteWerks from inside Infor CRM that can include products, services, and expenses. The original out-of-box Infor CRM workflow and line item product functionality remains while adding sophisticated quoting capabilities.
With the addition of TimeLinx and the TimeLinx Accounting Platform (TAP), service work can be delivered, approved, and invoiced with bi-directional synchronization into Sage X3, Sage 100 ERP, Sage 300 ERP, Sage 500 ERP, and Intuit QuickBooks®.
Features of QuoteLinks Include:
- Line item details are seamlessly passed into the Infor CRM opportunity.
- Item costs are also tracked and passed back to the Opportunity to calculate profitability.
- Users can create multiple revisions of a quote within a single opportunity.
- Converting a quote revision into the active quote is easily achieved with a right click of the mouse.
- Easy to install with minimal configuration.
- Requires Infor CRM (Saleslogix) versions 7.5.0 or higher and/or TimeLinx version 7.2.0 or higher.
- Requires the Corporate edition of QuoteWerks 4.5 or greater.