How does QuoteWerks work with GoldMine?
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CompatibilityQuoteWerks integrates with GoldMine versions: Version 8.0, 8.5, 9.0 Premium Edition ** Goldmine Awards
QuoteWerks pulls GoldMine 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 selected in GoldMine. You will never have to re-type your customer information. QuoteWerks can also search your entire GoldMine database to find the contact that you want to use in the quote. When you have found the contact, QuoteWerks will list the GoldMine primary and secondary contacts (secondary contacts are listed under the Contacts tab in GoldMine, and usually contain ship to addresses) allowing you to easily use primary and secondary contacts in your quote. QuoteWerks pulls other GoldMine contact information into the quoteWhen you select the GoldMine contact to use in the quote, our innovative DataLink feature can automatically pull other information from GoldMine into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive. QuoteWerks prints information pulled from other GoldMine fieldsQuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from GoldMine into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the GoldMine contact fields that you inserted into the print layout resulting in a printed quote that includes information from your GoldMine contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from GoldMine and printed, but not saved with the quote. When you need to save the information pulled from GoldMine into the quote, you would use the DataLink feature. So, for example, if you are using a field in GoldMine to store the contact’s assistant’s name, you can insert that GoldMine field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote. QuoteWerks Creates/Updates linked documents in GoldMine When saving a quote, QuoteWerks automatically creates a linked document under the Links tab in GoldMine that links to the quote you are saving. When you are in GoldMine and select the Links tab, you will see all the quotes that you have done for this GoldMine contact. You can even double-click on the linked document, and QuoteWerks will open and display the quote the link refers to. This feature is very useful for organizing and finding your quotes from within GoldMine. QuoteWerks Creates/Updates forecasted sales/opportunities in GoldMine When saving a quote, QuoteWerks automatically creates a forecasted sale / opportunity under the Pending tab in GoldMine. When you are in GoldMine and select the Pending tab, you will see the forecasted sale amounts for each quote you have created for this GoldMine contact. The forecasted sale feature is very useful in determining your projected cash flow. In GoldMine, you can run forecasted sale reports that tell you how much income will possibly be generated from all the quotes you have generated. These reports also let you know when these quotes are estimated to become orders which again helps you estimate your cash flow. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report. QuoteWerks Creates/Updates completed sales in GoldMineWe create quotes in the hopes that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing GoldMine forecasted sale into a completed sale. If no forecasted sale exists in GoldMine (This would be the case if a customer called to place an order without requesting a quote first), then QuoteWerks will simply create a new completed sale in GoldMine. The completed sale record will be created under the History tab in GoldMine. In GoldMine, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports. QuoteWerks Schedules Follow up calls in GoldMineWhen saving a quote QuoteWerks offers to schedule a follow up call for you in GoldMine. By scheduling follow up calls you increase your chances of closing the sale! The follow up call will be listed under the Pending tab in GoldMine. QuoteWerks Creates profile/detail records in GoldMineWhen saving a quote QuoteWerks offers to create a "QuoteWerksDocument" profile/detail record in GoldMine that contains the QuoteWerks quote number. This allows you to search for a QuoteWerks quote number from within GoldMine using the GoldMine Query menu QuoteWerks Logs e-mails sent from QuoteWerks in GoldMineQuoteWerks has a built-in e-mail client allowing you to e-mail the quote to your customer with a single-click. Your customer’s e-mail address is automatically pulled from the GoldMine contact information, and after the e-mail has been sent the e-mail is logged under the GoldMine History tab as if you had sent the e-mail from within GoldMine itself. QuoteWerks can pull lookup list information from GoldMineMany of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in GoldMine. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in GoldMine where you normally store your terms. QuoteWerks creates GoldMine taskbar itemsQuoteWerks creates GoldMine taskbar items inside GoldMine that make it easy for you to start QuoteWerks, and create a new quote, order, or invoice and pull in the customer information automatically by simply clicking on the taskbar item (GoldMine 5.7, 6.x). QuoteWerks links directly to ZFirm's FaxRush/OmniRush GoldMine integrated faxing softwareFaxRush/OmniRush is faxing software that integrates very tightly with GoldMine contact management software. The contact's fax number listed in the GoldMine contact record is used to send the fax, so there is no need to keep a separate database of phone numbers. Once the fax has been sent, it will be logged under the History tab in GoldMine. QuoteWerks’ unique integration with FaxRush/OmniRush submits faxes directly to the FaxRush/OmniRush fax server, where the fax server takes care of sending the fax which leaves your workstation ready to be used for other tasks. www.faxrush.com QuoteWerks synchronizes using GoldMine’s synchronization featuresGoldMine has synchronization features that synchronize the contact data between different installations of GoldMine. Let’s say that you have two offices one in Los Angeles and the other in New York and you have GoldMine installed at each office. When you add a new contact to your New York office installation of GoldMine, and then run the synchronization process, that new contact will appear in the contact database at the Los Angeles office installation of GoldMine. When QuoteWerks saves a quote, it also saves a linked document to GoldMine
that refers to the quoteThe GoldMine synchronization features synchronize all linked documents, including QuoteWerks linked documents. So when you create a quote at the Los Angeles office, and then run the GoldMine synchronization process, someone in the New York office can double-click on the QuoteWerks linked document that has now appeared in their GoldMine installation. When they double-click on the linked document, QuoteWerks will detect that that quote is not in the New York office QuoteWerks database, and will proceed to add the quote to the New York office QuoteWerks database. Additionally, after the GoldMine synchronization process has completed, you can run QuoteWerks’s batch merge utility which updates the local office quote database with all the synchronization changes at once instead of one at a time. | |||||
