for Sage SalesLogix and TimeLinx

QuoteLinx and QuoteLinx PLUS enable SalesLogix and TimeLinx users to create elaborate quotations from inside Sage SalesLogix using QuoteWerks that can include products, services and expenses. The out-of-box SalesLogix workflow and line item product functionality is duplicated while adding sophisticated quoting capabilities.

To use both QuoteLinx and QuoteLinx PLUS, the user creates an Opportunity in SalesLogix, then right-clicks in the Products tab to begin adding products. QuoteWerks starts automatically, allowing the addition and pricing of any number of products using standard QuoteWerks functionality. All product manipulation is done in QuoteWerks which then passes the items back to Sage SalesLogix so they appear on the Opportunity Products tab. With QuoteLinx PLUS, services, labor, and travel or custom expenses can then be added with another right-click from within the Opportunity.

The QuoteWerks "document" link that is created automatically in QuoteWerks is maintained permanently in the SalesLogix Opportunity, allowing unlimited QuoteWerks editing as needed, adding and deleting of products, and creating any number of revisions.

Every saved revision of a quote is listed on a new Quotes tab. An unlimited number of quote revisions per Opportunity are allowed. Any one of them can be made into the "active" quote at any time for forecasting, and to further edit as needed. When ready to close the Opportunity, the products and details on the then-active quote are used. All old versions are retained in the Opportunity for future reference, analysis, and historical purposes.

QuoteLinx and QuoteLinx PLUS also use the "price list" feature of QuoteWerks, allowing the import or creation of an unlimited number of vendor price lists to be used in creating quotes, or using the "real-time" feature for direct connection to supported distributors. To eliminate the maintenance of two product price lists (QuoteWerks and SalesLogix), QuoteLinx will maintain and populate the SalesLogix products table by automatically adding items to it only when one is actually used in a Quote. This keeps the SalesLogix Products table from needing to be pre-populated or maintained separately with thousands of potential items over time. QuoteLinx also maintains referential integrity between the main Products table and the Opportunity Products table at all times.

With QuoteLinx PLUS, multiple professional service offerings and service groupings can also be added to the quote with a click of the mouse. QuoteLinx PLUS supports enhanced quoting requirements for professional services with variable labor rates including hourly, half-day and full-day, engineer or consultant price levels, costs, project management fees, regional rate overrides, travel and other expenses, and margin markup by amount or percent.

With the addition of the TimeLinx Project and Service Management CRM system and the TimeLinx Accounting Integration Platform (AIP), service work can be delivered, approved, and invoiced with bi-directional synchronization into Sage MAS 90/200, Sage MAS 500, Sage Timberline Office, and Intuit QuickBooks®.

Features include:

• Line item details from QuoteWerks are seamlessly passed into the Sage SalesLogix opportunity. Services added with QuoteLinx PLUS are seamlessly passed back into QuoteWerks.
• Automatically populates the Sold To / Ship To fields in QuoteWerks with the Primary Contact from the Sage SalesLogix Opportunity.
• Items in the QuoteWerks Items view can be sectioned into groups with sub-totals.
• Discounts, markups, and formulas applied to groups of items in QuoteWerks pass back into Sage SalesLogix.
• Item costs are also tracked and passed back to the Opportunity to calculate profitability.
• Optional items created for a quote are passed back to the Opportunity as "0" dollar items and are not included in the Sales Potential field of the Opportunity.
• 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.
• Various output layouts can be created for highly personalized final quotes, including PDF output which can be saved at the Opportunity Attachments tab.
• On installation, existing SalesLogix Opportunities are not altered and must be maintained using the functionality used when created. New quotes created after installation automatically adopt the improved QuoteLinx functionality.
• Easy to install with minimal configuration.
• Requires SalesLogix versions 7.5.0 or higher and/or TimeLinx version 6.3.0 or higher.
• Requires the Corporate edition of QuoteWerks 4.0 Build 49 or greater.