Quoting is an area of distress for many. Questions arise as to whether quoting should be performed in CRM, Accounting, Microsoft Office, or some other software application. Flexibility is another concern with few solutions measuring up. Quoting is a natural part of sales-oriented workflow, hence you can expect improved operations by quoting right out of your SalesLogix appliation. HELP Solutions has designed and implemented a number of custom Quoting modules, always meeting the unique and exacting specifications provided. Contact us for your quote today!


Features and Benefits:

Utilizes existing Opportunity functionality to encourage usage and increase ROI.

You decide how your quote looks and functions.

Quote # is auto-generated and tracks month, user code, and sequence #.

Quote document is auto-generated in Microsoft Word and saved in SalesLogix as an Attachment.

Quote document is fully editable.