Overview

ConnectIt-Workflow QuoteWerks Validation Module manages entries on a QuoteWerks document to ensure that the QuoteWerks user has entered all the required information at each step of document creation (Quote, Order and Invoice).

ConnectIt-Workflow QuoteWerks Validation Module validates that the QuoteWerks user has entered required values into particular fields before the user is allowed to print, save, convert or email a document.

When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).

Key Benefits

• Ensures that your customers and suppliers get complete and consistent information.
• Maintains integrity of input to maximise the power and accuracy of QuoteWerks reporting which means more informed business decision making.
• Straightforward to install and set up with user-friendly configuration screens and lots of options so the fields you use can be checked meaning your company’s quoting and sales order processing functions become instantly more accurate and more productive.

Key Features

• When an error is detected, then depending on the level of that error, the user is either prompted and asked to correct the problem before they are allowed to continue, or they are just warned about the problem(s).
• Validates fields based on the particular document type and document status.
• Contains many different rule expressions – that a field is not blank, that a fields value is in a particular range, that a fields value is one of a particular list of options, etc.
• Contains many different rule targets – Document Header fields, Document Item fields, first Document Item row, all Optional Document Item rows, etc.

Online Demos

These online demonstrations illustrate how, using the ConnectIt-Workflow software, users’ entries on a QuoteWerks document can be checked at each step of the document creation to ensure that they adhere to the business process rules. This ensures that customers and suppliers receive complete and accurate information to minimise the need to resend documentation.

Please click on the player and images below to view demonstration videos of the ConnectIt-Workflow Validation Module utility for QuoteWerks.

Demonstration Videos

If you have any questions then please email enquiries@connectit-software.co.uk

To purchase your copy of ConnectIt and start taking advantage of its time saving capabilities, please contact your local QuoteWerks reseller or contact us direct.

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!