QuoteWerks Link (integration for QuoteWerks + Legrand CRM)

QuoteWerks is a leading quote generation package used by over 50,000 users in more than 100 countries. Designed with a key emphasis on being able to quickly produce quotes in a system that is easy to used yet provides an enormous depth of features (for example advanced document layout management, tracking revisions, dynamic entry).

This ABA integration utility bridges the gap between Legrand CRM as your contact management solution and QuoteWerks as your quoting system. Result is an integrated CRM solution that includes quote generation and management functions.

Key Features

	Within QuoteWerks, contact/company lookups are tied to Legrand CRM. Selection of a record populates the document in QuoteWerks with the address and contact details stored in CRM.
	When saving a QuoteWerks document an activity note in Legrand CRM is created including a link to open the document.
	Ability to click custom menu option in Legrand CRM which opens a new QuoteWerks document pre-populated with the select contact and company details.

Designed for automated use. Starts with QuoteWerks and does not require user to remember to perform and linking.

Tightly integrated to Legrand CRM. For example, module and screen label customizations are carried through to the utility setup menus.

 ABA is an authorised QuoteWerks distributor and development partner. Please contact us for any information about QuoteWerks and/or integration with Legrand CRM.

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