Quotewerks CPQ & QuoteLinx for TimeLinx
Create professional, coomprehensive, branded quotes and proposals for products and services in minutes with TimeLinx fully integrated into both Infor CRM and Sage CRM.
Quickly create quotes and streamline your sales cycle.
Bridge the gaps between your CRM, TimeLinx, and accounting.
QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes which ultimately saves time and money. Use it for your CRM only or with TimeLinx.
Features:
CRM & TimeLinx Integration
Integrated with Infor CRM, Sage CRM and TimeLinx. Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow up calls, and more!
Accounting Integrations
Create Purchase Orders, Invoices, Estimates, and export line item details to various Sage accounting systems, plus QuickBooks, and others.
Know When Quotes are Viewed
Receive an email alert every time your prospect views the quote, selects optional items, has questions, and when they electronically sign and make payment.
Peer Reviews & Approvals
Set approval requirements for your sales reps that optionally require them to obtain approval before a quote can be sent.
Quote Labor
Include labor charges with product line items! Link a labor charge as a line item to a parent item so that when the parent item’s quantity is changed, the labor quantity automatically adjusts with it.
Accept Online Payments
With over 80 credit card and ACH payment gateway integrations, you can collect deposits, progress payments, balances, and export payments to Sage, QuickBooks and others.
Beautiful and Professional Presentations
Create anything as simple as a one page quote to stunning 30 page proposals with the built-in, customizable layout designer or Microsoft Word templates.