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Quote Manager
Create and Store Quote Outside of Sage Accpac ERP.
Compatible With: Sage 300 ERP [Accpac], Versions 5.4 , 5.5
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The newest product quoting tool at your finger tips. With Quote Manager you have access to an extraordinary and powerful quoting tool which allows you to create Quotes, Customers and Items.

Quote Manager is completely integrated into ACCPAC A/R, I/C, and O/E. This allows you to create a Customer or Item on the fly for use with Quote Manager, then Transfer the Quote into ACCPAC with the click of a button. This feature also transfers any Customers or Items which you may have created in Quote Manager seamlessly into ACCPAC A/R and I/C. When your quote is Won, it is instantly transferred into ACCPAC O/E and you can then create an invoice. You also have the option to transfer each new Customer or Item from Quote Manager into ACCPAC A/R or I/C with the click of a button.

Streamline your business with this simple to use tool. This product uses ACCPAC xAPI.

Feature 1

Create and store quotes in their own database

Feature 2

Track your Win/Loss ratio and your lost quote reasons

Feature 3

Create new Customers and Inventory Items in a quick and easy manner

Feature 4

Transfer new Customers and Items into ACCPAC with the click of a button

Feature 5

Transfer your Quotes into ACCPAC to easily convert them into Orders and Invoices through ACCPAC Order Entry

Industries: Commercial & Industrial Contracting, Furniture, Home Furnishings, & Decor Service, Farm Supply & Service, Municipalities & Tribal Governments, Software Consulting & Development

Business Needs: Member Management, Inventory Control