QuoteWerks v4.7 Build 4 released - link PDF quotes to your #CRM and more! #quotewerks

QuoteWerks users current on QuoteWerks Maintenance (Update Maintenance Program or 'UMP') can now download QuoteWerks release 4.7 build 4.

This release includes:

 

Automatically attaches PDFs in your CRM
QuoteWerks now attaches a PDF of your quote/proposal automatically to your CRM. This new feature is supported in all of our native CRM integrations, which include: ACT! 2005+, Autotask, ConnectWise, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, salesforce.com, SalesLogix, and SugarCRM.    

 

MS CRM 5.0 LIVE version now supported
QuoteWerks now supports Microsoft Dynamics CRM 5.0 Live (Passport/Microsoft Hosted) and Internet Facing Deployment (IFD) options.  

 

Outlook 2010 BCM now supported
QuoteWerks now support the Outlook 2010 Business Contact Manager.  

 

ConnectWise 2012.1 now supported
QuoteWerks now supports ConnectWise 2012.1 (Service release 4.01)  

SugarCRM 6.4 now supported
QuoteWerks now supports SugarCRM 6.4  

Associate Pictures with items "on-the-fly"
You can now manually associate a picture with a line item on the Documents Items Tab of the QuoteWerks workbook. Previously, this would only happen through Etilize or through associating a picture in advance in the product database.

 

For more information on the update and how to download, please contact Wizard Systems.