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Chat with UsConnectIt-Workflow: RFQ module for QuoteWerks
Mar 17, 2010
Today sees the release of a first beta of an extra module for the ConnectIt-Workflow product which allows the user to create ‘RFQ’ (Request For Quote) documents to send out to multiple Vendors. If you commonly ask Vendors to tender their latest prices for an order that you need to fulfil, then this additional module will […]
READ MOREQuoteWerks sales quotation software video
Dec 10, 2009
QuoteWerks sales quotation software from Hilltops IT. QuoteWerks not only help you create great looking quotes fast, but also provides a central point for you to organise your products, and record quote, order and invoicing history. QuoteWerks is a seamless extension to most contact management solutions to aid managing the sales process and an essential […]
READ MORECONNECTIT: CRM, QuoteWerks and Sage resellers and consultants
Jan 08, 2009
10 Good Reasons to Start Reselling ConnectIt Generous commission structure on all licenses, support & services sold. Free support to ConnectIt resellers. Free marketing resources to ConnectIt resellers. Comprehensive online knowledgebase & suite of video tutorials. Online demo environment provided free for your use. Online demos conducted by ConnectIt Support on your behalf. Lead follow […]
READ MOREQuoteWerks tip on using layout formulae to trim strings (a real world example)
Jan 06, 2009
The below formula uses a function to get a set of numbers from an 18 digit field. So in this case documentheaders->soldtoponumber the format of the field is 0000.0000.00.00.00 What one of our clients wanted was that to filter out and generate the report based on the middle 4 digits highlight above. What we did […]
READ MOREQUOTEWERKS: Getting the address on documents to "look right"
Dec 17, 2008
Are you struggling to get the address on your QuoteWerks document layouts to “look right”? With all the fields available – Address1, Address2, Address3, City, State, Zip and Country – an actual address might be held in just a few or all seven of these fields. Then try these formulae – just open your QuoteWerks […]
READ MOREQUOTEWERKS: Business Intelligence reports
Dec 17, 2008
Please find below a couple of formulae you could add as page footers to your QuoteWerks management reports to give them an added bit of professionalism… Just open your QuoteWerks document layout, click the formula button, give the formula a name (i.e. “PAGE_X_OF_Y”), click OK and copy/paste the formula in. PAGE_X_OF_Y: “Page “+text(sys->page)+” of “+text(sys->page_count) […]
READ MOREQUOTEWERKS: Free report showing your business’ performance
Dec 17, 2008
Would like to know how well your business has done in the last 12 months? Then get this free QuoteWerks report to summarise your business’ performance. This free report summarises sales by Sales Rep by Month and details the invoiced amount, profit, number of invoices and average sales value for the year January to December. […]
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