Improved Document Search function for QuoteWerks

The ConnectIt Software team have take then ConnectIt-Workflow set of QuoteWerks add-ons forward with the addition of a utility to aid searching QuoteWerks Documents. Not only does the utility allow the QuoteWerks user to search the usual Document Header fields, but also Document Item fields.

The utility is highly configurable, allowing the individual QuoteWerks user to set up their own set of fields and filter types to search Documents, plus personalise the grid view of the results when the search is complete.

See the screenshot below for an idea of how the ConnectIt-Workflow QuoteWerks Document Open screen looks. More information is available now by contacting us on +44 (0)433 357 7360 or 0844 357 7360 or emailing info@hilltopsit.co.uk.

ConnectIT-Workflow QuoteWerks Document Open screen
ConnectIT-Workflow QuoteWerks Document Open screen

Related Stories

See all

Case Study: Revolutionizing Service Contract Quotations with Contract Calculator Integration

Feb 05, 2025

Discover how Tescan transformed their sales process with a cutting-edge Contract Calculator, seamlessly integrating SugarCRM and QuoteWerks to deliver faster, more accurate customer quotations.   Project Goals Tescan aimed to:   Key Actions   Overcoming Challenges   Results   Customer Testimonial “The new Contract Calculator has transformed our Service Sales process. We can now generate […]

READ MORE

Hilltops IT Launches ConnectIt-SageOne Integration for QuoteWerks and Sage One Business Cloud

Feb 05, 2025

Hilltops IT Consultancy Services Ltd is excited to announce the launch of ConnectIt-SageOne, a powerful integration solution designed to seamlessly connect QuoteWerks with Sage One Business Cloud. This innovative product aims to enhance business efficiency, accuracy, and productivity by automating data transfer and synchronization between the two platforms. Read the full press release here! Get […]

READ MORE

Embracing Technologies: Our Adoption of Xojo

Oct 08, 2024

Introduction In the fast-paced world of software development, businesses must remain agile and adaptable. This case study explores how we successfully transitioned the maintenance and enhancement of a custom software application written in Xojo in-house following the retirement of the original developer. The Challenge When the original developer of a critical custom software application retired, […]

READ MORE