Business Management Solutions Since 1984 Tigerpaw CRM+ What’s New in 2005 What’s New in Version 10 Tigerpaw Winter Webinar Series Powerful Quote Import
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Business Management Solutions Since 1984
Tigerpaw CRM+
What’s New in 2005What’s New in Version 10
Tigerpaw Winter Webinar SeriesPowerful Quote Import
©Tigerpaw Software, Inc.
Tigerpaw Quote Import
• Bring Your Data into Tigerpaw– Manufacture Configuration– D-Tools Sales Order– QuoteWerks Quote
• Generic File Import• No Need to Re-Key Data• Price Book Integration
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©Tigerpaw Software, Inc.
Import Manufacturer Configuration
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Select the file
SelectImport
Import1
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2
Easy as 1-2-3
©Tigerpaw Software, Inc.
Import Your Data & Configurations
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©Tigerpaw Software, Inc.
Import Manufacturer Configuration
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©Tigerpaw Software, Inc.
Import manufacturer’s configurations
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External quote(xls,csv,txt,xml)
©Tigerpaw Software, Inc.
Importing a Manufacturer’s Quote Directly into Tigerpaw
7Toshiba Configuration Imported Into TigerpawToshiba Configuration Imported Into Tigerpaw
©Tigerpaw Software, Inc.
Who’s on Deck?
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Manufacturer’s Quote Import on Deck:ShoreTel, Mitel, NEC, Tadiran, Toshiba, Intertel, TechData, Ingram Micro, Avaya, Nortel, Graybar & more…
©Tigerpaw Software, Inc.
D-Tools Interface
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©Tigerpaw Software, Inc.
D-Tools Interface
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D-Tools Sales Order imported into Tigerpaw
©Tigerpaw Software, Inc.
QuoteWerks Import
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©Tigerpaw Software, Inc.
QuoteWerks Import
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QuoteWerks Imported
Into Tigerpaw
QuoteWerks Imported
Into Tigerpaw
©Tigerpaw Software, Inc.
The Result
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Click and Print!
Print a copy of the quote
to include the quantity, ID, Description, total number
and price.
©Tigerpaw Software, Inc.
Other Cool Quoting Features
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• Generate a personalized proposal from a Quote (New! in v10.6)
• Assign items on a quote to a location or project phase (New! in v10.6)
• Assign a Quote to Multiple Service Orders (New! in v10.6)
©Tigerpaw Software, Inc.
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For more information…
For More InformationCall toll free:
(800) 704-9009
Email us at:[email protected]
Visit us on the web:
www.tigerpawsoftware.com
Business Management Solutions Since 1984
Tigerpaw CRM+
What’s New in 2005What’s New in Version 10
The tools to power your business
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