QuoteWerks has just released an interim build and is accpeting beta testers for the new SugarCRM integration. This new integration will function similar to the other contact manager integrations. Users will be able to test out the following features:
- Search SugarCRM for contacts or accounts contact information and pull into quote
- Create/Update linked document
- Create/Update follow up call
- Create/Update sales opportunity
Users can also utilize the QuoteWerks DataLink feature to pull additional information into the quote.
Those interested in beta testing this new integration should contact tech support at support@quotewerks.com or call +1 (407) 248-1481 ext. 3.