I am pleased to report that QuoteWerks now integrates directly with SugarCRM versions 5.1 and 5.2 including Community, Express, Professional, and Enterprise Editions.

The integration includes: a) SugarCRM can be searched to find Contacts or Accounts to pull into the quote. b) QuoteWerks will create/update a linked document (as a SugarCRM note attachment). c) QuoteWerks will create/update a follow up call (as a SugarCRM Call). d) QuoteWerks will create/update a Sales Opportunity (as a SugarCRM Opportunity). e) The QuoteWerks DataLink feature can be used with SugarCRM enabling you to retrieve information like Terms and shipping method from the SugarCRM Contact or Account into the quote. f) When printing, QuoteWerks can retrieve Contact or Account data from SugarCRM and include it in the printed output. g) SugarCRM Contact and Account data can be retrieved using the F2 Lookup macro of ~SugarCRM_Macro().

To learn more about the integration, please visit: http://www.quotewerks.com/sugarcrm.asp

We will be launching on the SugarExchange portal on July 7th when we publicly announce the integration.

If you would like to schedule a demo or speak with me about the integration, I can be reached at:
keith@quotewerks.com or by calling 407-248-1481.