What does it do?

QuoteWerks Server Component

• Syncs accounting contacts with QuoteWerks contact table
• Syncs accounting inventory items with QuoteWerks products by vendor, manufacturers and category
• Provides item mapping for new item creation from QuoteWerks quote to accounting application (e-automate only)

QuoteWerks Client Component

• Provides 'Customer' contact in QuoteWerks
• Provides product list in QuoteWerks

e-automate & Sage 100 only
After QuotesWerks quote is complete
• QuoteWerks quote is pushed to e-automate or Sage 100
• If items do not exist in e-automate, it can create the item (e-automate only)
• Records the quote ID in QuoteWerks after push

What can you see?

QuoteWerks cient component in QuoteWerks

• ERP or accounting Customer in QwoteWerks Contact list
• All inventory items in QuoteWerks product table by vendor, manufacturers and category

Both contacts and products are available to insert into QuoteWerks

dpEAQuote (e-automate only)

• "Push to e-autmate" from Tools menu launching quote dialog box with:
• Quote No
• Sold To with drop down
• Bill To with drop down
• Ship To with drop down
• Ship Method with drop down
• Sales Rep with drop down
• Quote Items - already in e-automate
• Quote Items - not in e-automate
• Push button

dpS100Quote (Sage 100 only)

• "Push to Sage 100" from Tools menu launching quote dialog box with:
• Choose Quote, Sales Order, Invoice
• Sold To
• Bill To
• Ship To
• Quote Items - already in Sage 100
• Push button

How does it work?

• Customer and products sync automatmically using MS Task Scheduler
• Create quote and choose:
• confact from QuoteWerks table or Act contact
• products from product table or other source
• Save quote and perform the normal QuoteWerks procedures
• If you are using e-automate from tools menu "Push to e-autmate" and quote will be pushed to quote

Current Applications

• ECI e-automate
• Sage 50 US
• Sage 100
• QuickBooks

KB - dpQWsync

YouTube

• Coming soon

System Requirements
QuoteWerks Version 5.0 +