Overview

ConnectIt-Workflow QuoteWerks Document Open Utility allows the QuoteWerks user to perform advanced searches of the QuoteWerks Documents database. The utility not only allows the QuoteWerks user to search the usual Document Header fields, but also Document Item fields.

The ConnectIt-Workflow QuoteWerks Document Open Utility is highly configurable, allowing the individual QuoteWerks user to specify their own set of fields and filter types to search Documents, plus personalise the grid view of the results when the search is complete.

Key Benefits

• Helps find QuoteWerks documents quickly and easily using any field and a variety or search criteria.
• Allows searches of QuoteWerks documents by the Products and Services that were quoted on the document.
• Display the results from the search with fields that are relevant to you and with information to how you enter it into QuoteWerks.

Key Features

• Allows configuration of which Document Header and/or Document Item fields to search the QuoteWerks database on by individual user.
• Allows selection of various search criteria - field ‘contains’, ‘begins with’, ‘equals’, etc.
• Allows configuration of the results grid columns by individual user.

Online Demos

For an online demo and more information about ConnectIt Software, please either email your request or give us a ring to speak with someone and book a convenient time.

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Screenshots

You can view screenshots, plus get a huge amount of information on every single option available within the ConnectIt software on our support resource page. On the Support Resources page, just click on ‘Workflow’ and scroll down to the Step-by-Step Guides section; the Workflow Management and Configuration documents provide the most information for you to get a better understanding of the ConnectIt software.

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Pricing

Click here to go to the ConnectIt-Workflow pricing page.

Download

Click here to download the latest version of the ConnectIt-Workflow software.

Support

If you already have (or would like to subscribe to) a support contract for your ConnectIt product, please contact us.

For documentation, including step-by-step guides and technical information, please refer to the Resources pages.

Or, to search the ConnectIt Support Knowledgebase, please click here!