Quickly create customer quotes and orders from Microsoft CRM

View multiple lines of a Quote or Order and header information in a single screen

Easily add, delete, edit or re-sequence items on a Quote or Order

Search for items by any field in product database

Off-line Outlook client - New for Version 4.0

Complete customization control of all windows using Microsoft Dynamics CRM customization tools - including adding and removing fields from all windows - New for Version 4.0

Java script customization - New for Version 4.0

Easily link a Quote or Order to a Contact or an Account

Easily link a Quote or Order to an Opportunity

One click print, email or fax quotes from Microsoft CRM

Create Acrobat PDF Quote or Order from Microsoft CRM

Provides multiple Quote and Order forms to be printed

Calculates margin and margin percentage per line item

Permits change of item pricing by modifying margin, margin percentage, discount, list price and cost

Permits write in products on Quotes and Orders

Quotes and Orders can be copied from one Account or Contact to another

Select ship via or default ship via from Account or Contact

Auto creates Quote numbers and revision numbers

Pipeline reporting based upon active quotes

Allows probability to be associated with a quote

Permits Quote or Order to be exported to Microsoft Excel

Convert Quotes to Orders

Activate, Deactivate or Revise Quotes and Orders

Print shipping labels & picking tickets directly from Microsoft CRM

Easily edit or delete line items

Default price level from Contact record or choose from alternate pricing levels Automatically create opportunities and schedule follow-up activities using CRM Workflow

Track filled and unfilled orders

Print Shipping Labels, Picking Tickets and Product Labels directly from Microsoft CRM

Select ship via or default ship via from Contact