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QuoteWerks Integration to Maximizer CRM

  • Integration Overview
    This video walks through the available features in the integration between QuoteWerks and Maximizer CRM Live.

Compatibility

QuoteWerks integrates with both Maximizer CRM Live (Cloud) and Maximizer CRM On-Premise (self-hosted / "your cloud") installations.

Maximizer CRM supported versions include 2019 (v17) and 2018 (v16.1 and v16.2)

Looking for the QuoteWerks integration to Maximizer Desktop?

Requirements

The QuoteWerks integration to Maximizer CRM Live is only available in the Corporate Edition of QuoteWerks.

QuoteWerks Searches the Maximizer CRM for Contacts


From the Sold To / Ship To tab of the QuoteWerks quote workbook, you can search Maximizer for a Company, Individual, or Contact.

QuoteWerks Creates/Updates Opportunities in Maximizer CRM


When saving a quote, QuoteWerks automatically creates an Opportunity in Maximizer CRM Live. When you are in Maximizer, you will see the sales opportunities and their sale amounts for each quote you have created for this contact. The Opportunity feature is very useful in determining your projected cash flow.


QuoteWerks Creates Document Link in Maximizer CRM



When saving a quote QuoteWerks automatically creates link a document under the Documents tab in Maximizer that links to the quote you are saving. When you are in Maximizer and select the Documents tab, you will see all the quotes that you have done for this Maximizer contact. You can even double-click on the document links, 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 Maximizer.