Overview

ConnectIt-Workflow QuoteWerks Revision Updates utility allows the QuoteWerks user to configure automatic modification of ‘any’ Document Header field with a value from another Document Header field or specific value when a Document is revised.

The ConnectIt-Workflow Revision Updates utility is highly configurable, allowing the individual QuoteWerks user to specify their own set of fields and settings update Documents.

Key Benefits

• Helps minimise the need for manual intervention to clear or update field values when a Document is Revised.
• Eliminates the risk for human error when wanting to create a revision where fields have been used to record specific history for a Document.
• Allows different update values to be set for the old and new document, plus different values depending on whether the Document is a QUOTE, ORDER or INVOICE Type.

Key Features

• Allows configuration of which Document Header field values to update on an individual user basis.
• Allows configuration of which Header field values to update based on the Document Type.
• Seamless integration which is invisible to the QuoteWerks User; simply click the option on the Tools menu.

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.

Thank you for your interest in our products and services.

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.

If you're a reseller that would like original graphics for preparing a presentation, then please contact us to get high quality images.

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!