QwikQuote now provides tighter integration with GoldMine!

Record your Quote Order/Invoice in the GoldMine Links tab

Schedule and update Calls, Meetings and sales on the GoldMine Pending tab

Create a new Opportunity and Forecast in GoldMine’s Opportunity Manager

Customize the data associated with each of these records in the “QwikQuote Links toGoldMine”

 

• Associate the document with an Opportunity
• Schedule a Forecasted Sale
• Add detailed notes to the Forecasted Sale
• Set GoldMine alarms.
• Create Profile Record.
• Automatically link document.
• Schedule a Call Back.
• GoldMine is updated immediately after saving the quote

 

 

Create multiple Opportunities from a single quote based on your selected criteria!

Automatically Records in GoldMine as follows:

Create links to the original Quote Order/Invoice in GoldMine Links Tab

Schedule and update Calls, Meetings and To-Do's in the Pending Tab

Record your Quote Order/Invoice in the GoldMine Opportunity Manager