The combination of QuoteWerks and salesforce.com makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from products and services.
For more information on the salesforce.com integration, please see:
•Setting Up the salesforce Integration
•Using the salesforce Integration
Features available in salesforce.com Integration:
•Salesforce.com Security Token
•Pulling Salesforce.com Account/Contact Information into QuoteWerks
•Writing Information Back to Salesforce.com
•Starting a New Quote from Inside Salesforce.com
•Adding QuoteValet Insight Tab to salesforce.com
•Adding QuoteWerks Web Tab to salesforce.com