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BrainSell QuoteWizard Solution











BrainSell QuoteWizard Solution
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Win more often with professional quotes that help drive accurate sales orders!

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, E-mail a quote (Adobe PDF format) at the touch of a button, Merge your quotation to an MS Word® document, QuoteWizard supports multiple currencies, and much more…

We built QuoteWizard completely within SalesLogix …

  • Use SalesLogix products and pricing. With QuoteWizard, you have only one catalogue to maintain
  • You can revise existing quotes and quickly update the opportunity to reflect the "most likely" quote and QuoteWizard automatically maintains a history of all revisions in the customer file in SalesLogix
  • You can clone a quote, to another account and create a new opportunity
  • Choose to format your quote by adding customer comments or a page break where you want
  • Update Contact and Account information from within QuoteWizard for SalesLogix
  • Add a new contact, account and/or opportunity during the quote preparation process
  • Track quotations and opportunities to gather reliable information for sales and marketing

… using SalesLogix Architect, Active Forms and Active Scripts, …

  • In-line editing for faster, easier quote updates
  • Security restrictions ensure only authorized users have access to cost and margin information
  • Sales quotations are customizable via Crystal Reports® and/or MS Word
  • Full SalesLogix compatibility ensures reliable remote synchronization
  • Custom tables added to facilitate accounting integration
  • Maintains existing integrations and functionality
  • Supports multiple currencies as provided in current versions of SalesLogix
  • Implemented using SalesLogix bundler technology

… 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 adjustments based upon margin or dollar amount
  • Add shipping and payment term information as well as taxes and miscellaneous charges
  • QuoteWizard automatically calculates shipment weight and volume
  • Add confidential comments to the quote for internal use only
  • Merge quotes into MS Word documents and proposals (Secured Feature)
  • Out-of-stock? No problem, you can offer your customer substitute items
  • Include optional items for cross-selling and up-selling
  • Track your wins and losses and update your SalesLogix opportunities and forecasts with ease
  • Base pricing on gross margin, cost plus, list price, volume and/or quantity based pricing programs
  • And much more!