Now you can generate customer sales quotations and sales orders faster than you’ve ever imagined, right from within SalesLogix! Whether you need to answer a casual price request or provide a formal quote, quotations are quick and easy to create – even for first time customers! QuoteWizard for SalesLogix delivers with a powerful price list view, product selectors, revision and copying functions, OmniRush integration and much more …
• Up-sell by including optional products and services with every sales quotation
• Authorized users add new custom products to the product catalogue right from within the quote
• Authorized users can see costs and margins by product and for total quote
• Copy existing quotes to the same account or to another account, saving valuable user time
• Automatically track quotation revision history
• OmniRush a quote! Send the quote via fax or e-mail (RTF or PDF formats) at the touch of a button with OmniRush and Client 1’s OmniRush UI for SalesLogix
• And much more ...
QuoteWizard for SalesLogix Features:
Fully built within SalesLogix …
• Use SalesLogix products and pricing. With QuoteWizard for SalesLogix, there are no duplicate catalogues to maintain
• Create revisions of existing quotes and quickly update the opportunity from "most likely" quote
• Copy a quote, to another account and create a new opportunity
• Format your quote by adding a page break where you want
• Update contact and account information from within QuoteWizard for SalesLogix
• Add a new contact or account during the quote process
• Add a new opportunity during the quote process
• Track quotations and opportunities to gather reliable information for sales and marketing
… using SalesLogix Architect ...
• Security restrictions used to ensure authorized access to costs and margin information
• Sales quotations are customizable via Crystal Reports
• Full SalesLogix compatibility ensures reliable remote synchronization
• Custom tables added to facilitate accounting integration
• Implemented using SalesLogix bundler technology
• Licenses are available in packs of 5, 10, 25, 50, 75 and 100. A site license is also available.
… to empower you with exceptional added flexibility!
• Need to add an item that is not already in the SalesLogix database? No problem, with QuoteWizard for SalesLogix, you can add products on-the-fly
• Quickly add products to your sales quotations by: complete or partial part numbers and/or product descriptions, or simply drill in by group, model, family or type
• Add or change quantities, descriptions and/or prices and insert comments for your customers
• Manage your cost information through secure access
• Make pricing adjusents based upon margin or dollar amount
• Add shipping and payment term information as well as taxes and miscellaneous charges
• Add confidential comments to the quote for internal use only
• QuoteWizard for SalesLogix offers 3 variations of quotes and can easily be customized
• Out-of-stock? No problem, you can offer your customer substitute items
• Include optional items for up-selling
• Track your wins and losses and update your SalesLogix opportunities with ease
• Base pricing on gross margin, cost plus, list price, volume and/or quantity based pricing programs
• Use OmniRush to merge fax or e-mail quotes
