Are you already using QuoteWerks to produce sales quotes for your business? QuoteWerks is the #1 quote writing software on the market. Did you know you can now use MS-Word templates for your quote layouts? You still input all of the info into your QuoteWerks quote and a PDF file...
Author: Max Tyack
A Reporting One-Two Punch: SQL Queries and Excel
Whether you are a Sales Manager looking for reports, or if you are the office “Power User” tasked with providing reports, you need to know about SQL queries. SQL stands for Structured Query Language and the acronym is commonly pronounced “sequel”. What does this have to do with GoldMine, reports,...
Planning for Your New QuoteWerks Software
There’s more to a successful QuoteWerks implementation than just taking the CD out of the box and installing the software. Here is a list of things to consider when planning your QuoteWerks roll-out. We at First Direct are here to help you with your QuoteWerks project. We can assist you...
Attachments with GoldMine User-to-User Email
You may already know there are two different kinds of emails you can send in GoldMine: Internet email and GoldMine user-to-user email. User-to-user email can be used when one GoldMine user wants to send an email to another GoldMine user who is on the same company GoldMine system. An advantage...