In this GoldMine Showcase with Brandon Grant, Marketing Director at QuoteWerks, we highlighted how your organization can benefit from automating your quotes and proposals creation process, and integrating GoldMine with QuoteWerks.
Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.
If you have questions about IntelliClick or would like an individual demo, feel free to contact us.
The QuoteWerks integration with GoldMine is included with the QuoteWerks license, and we are always up-to-date with new GoldMine releases.
The QuoteWerks licensing is concurrent, which means it only needs as many users that will be using it simultaneously, and it does not need to match your GoldMine user count, since not everyone who using the CRM needs to access QuoteWerks as well.
Absolutely. If you’reselling multiple products or services, we have pre-made templates, creating multiple document types in QuoteWerks is easily done, and you customize the document output as well.
As long as your CRM data is synchronized and updated with QuoteWerks, everything should match up after and update.