QuoteWerks

QuoteWerks is sales quoting software that will save you time and money when quoting, selling, ordering, and purchasing products and services. QuoteWerks will help increase your quoting productivity by helping you to create detailed quotes with speed and efficiency.

QuoteWerks Integrates seamlessly with existing contact management software such as ACT!, GoldMine, Maximiser and Outlook eliminating the need to re-type customer information that you already have in your preferred contact manager. If you do not currently use one of these contact managers, QuoteWerks has it's own contact database that can be used.

QuoteWerks also links to accounting software such as QuickBooks and Peachtree, which eliminates the need to re-type the sale in your accounting software.

Brochure
QuoteWerks with GoldMine Integration Demonstration Video
What's New In QuoteWerks 4
QuoteWerks Evaluation Setup

Features

• Share Quotes Between Offices - QuoteWerks can synchronize quotes between different locations.

• Create Quotes, Invoices, and Purchase Orders - Start to finish QuoteWerks handles it all.

• E-Mail Your Quotes - Integrated e-mail client allows you to e-mail quotes directly from within QuoteWerks. There is no need to save it to a file, and then attach it in your e-mail software.

• Configure Your Products - QuoteWerks will present you with a list of products to choose from step by step. The list of products displayed at each step is based on your previous selection.

• Bundle Your Products - Add groups of products to your quote with a single click.

• Find Products Quickly - Search for your products, or organize them in folders.

• Create Sales Reports - Free built in visual reporting tool allows creation of outstanding quotes reports, commission reports, sales closure reports and more.

• Define Pricing Strategies - You can price your products and services in many ways (customer price levels, markup from cost, discount, fixed, price matrix and more).

• International Features - Handle products in the currency you buy them in and produce quotes, orders and invoices in multi currency format.

• Link to Contact Managers - Works with GoldMine, leveraging existing contact managers you are already familiar with.

• Link to Product Databases - Import from spreadsheets/text files or manually enter products into product and services databases.

• Know Your Profit Margin - With QuoteWerks' extensive pricing features you will know your profit margin on everything you sell.

• Customize Quote Layouts - Use QuoteWerks visual report designer to format the layout of your quotes.

• Document Automation - Supports integrated cover sheets and spec sheets. Has integrated spell check. Reports and documents can be pasted into Microsoft Word.

• Get the Best Prices - The price comparison worksheet compares prices between your vendors ensuring that you receive the best price.

• Required Items Support - Never forget to include an item again.

• Track Custom Information - Customizable fields and columns accommodate your companies' unique product and quoting needs.

• Security Features - Define who can see your quotes, and define which menus are available to each user.

• See Product Price History - See what you have sold to your customers in the past, and what you charged them.

QuoteWerks Standard Edition

The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software such as ACT!, GoldMine, KnowTia, Maximizer, Outlook, salesforce.com, SalesLogix, and TeleMagic.

QuoteWerks Professional Edition

In addition to the features of the Standard Edition package, the Professional Edition adds the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.), Tech Data , Ingram Micro , QuickBooks, and salesforce.com.  Additionally, the Professional Edition includes the accounting links to QuickBooks , Peachtree , and the Open Export Module . This Edition also includes quote synchronization functionality.

Quotewerks Corporate Edition

The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft SQL 7.0 or 2000 backend database. The Corporate Edition includes the ability to integrate with MS CRM contact management software in addition to the other contact management software.  Additionally, the Corporate Edition includes the " Rollout " functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing. Benefits of the SQL backend using the Corporate Edition.