BrainSell QuoteWizard Solution

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!