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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Presentation transcript:

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

©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 2

©Tigerpaw Software, Inc. Import Manufacturer Configuration 3 Select the file Select Import Easy as 1-2-3

©Tigerpaw Software, Inc. Import Your Data & Configurations 4

©Tigerpaw Software, Inc. Import Manufacturer Configuration 5

©Tigerpaw Software, Inc. Import manufacturer’s configurations 6 External quote (xls,csv,txt,xml)

©Tigerpaw Software, Inc. Importing a Manufacturer’s Quote Directly into Tigerpaw 7 Toshiba Configuration Imported Into Tigerpaw

©Tigerpaw Software, Inc. Who’s on Deck? 8 Manufacturer’s Quote Import on Deck: ShoreTel, Mitel, NEC, Tadiran, Toshiba, Intertel, TechData, Ingram Micro, Avaya, Nortel, Graybar & more… 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 9

©Tigerpaw Software, Inc. D-Tools Interface 10 D-Tools Sales Order imported into Tigerpaw

©Tigerpaw Software, Inc. QuoteWerks Import 11

©Tigerpaw Software, Inc. QuoteWerks Import 12 QuoteWerks Imported Into Tigerpaw

©Tigerpaw Software, Inc. The Result 13 Click and Print! Print a copy of the quote to include the quantity, ID, Description, total number and price. 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 14 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) 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. 15 For more information… For More Information Call toll free: (800) us at: Visit us on the web:

Business Management Solutions Since 1984 Tigerpaw CRM+ What’s New in 2005 What’s New in Version 10 The tools to power your business