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Excel Quotation Integration

  click hereWatch the short video and see how easily you can create and store a quote in less than 60 seconds. (approximately 100 seconds)

Excel Integration for Maximizer CRM Windows Client Edition

This version of our Excel Integration remains available but will receive no further development updates. We recommed that you use the Web edition of this add-on

Many people already use Excel Workbooks to create customer spefic quotations and estimates now integrating data from Maximizer and saving and changing key information on opportunities is easy using our new Excel Integration add-on component.

With this new facility installed you will get a tab within your Excel worksheet called CRM with buttons that enable you to access the features of the integration tool. You can use these to quickly adapt any existing Excel Workbook used for estimating or quoting.

Screenshot of spreadsheet

With these features shown you can:-

  • Populate your spreadsheet with Company details
  • Automatically allocate next quote number
  • Adapt existing workbooks with merge fields
  • Update the opportunity in Maximizer e.g. total revenue, margin
  • Save a copy of the Workbook to the record in Maximizer
  • Define integration configuration options on a per template basis

click hereWatch the short video and see how easily you can create and store a quote in less than 60 seconds. (approximately 100 seconds)

 

click hereLearn more about how this add-on works and is configured by watching this video (approximately 5 mins)

 

To enquire further about this product please click here

To purchase this product please click here to visit crmshop.co.uk

 

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