QuoteWerks
Pulls contact information from popular contact management software:
QuoteWerks integrates seamlessly with leading contact management software such as ACT, GoldMine, KnowTia, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic. This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software. You will never have to re-type your customer information, and no importing is required! In addition to retrieving contact information from your contact manager, our innovative DataLink feature automatically pulls almost any other information from your contact manager into the quote. If you do not use any contact managers, you can use the built-in contact database that comes with QuoteWerks. If you do not use one of the above mentioned contact managers, you can use the built-in contact database that comes with QuoteWerks.
Quote Products and Services:
QuoteWerks allows you to quote products and services. You can enter information directly into the quote "on-the-fly", and you can setup a list of products and services that you commonly use in our product databases. You can setup a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders. If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard.
Use Products and Services stored in other programs:
The Professional and Corporate Edition of QuoteWerks has 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®. This enables you to build quotes by selecting products or services from these databases in addition to the QuoteWerks product/service databases.
Features and Benefits
Customize Quote Layouts
Use the QuoteWerks visual layout designer to format the layout of your quotes.
QuoteWerks comes with a default print layout for quotes, orders, invoices, sales orders, and purchase orders
You can modify these existing print layouts, and/or create any print layout format you would like.
Create and manage quote revisions
Define your Pricing Strategies
In all, QuoteWerks supports 9 different ways to price your products and services!
Refresh quote with latest or best prices
Calculate your Costs
QuoteWerks supports 3 different ways to determine the cost of your products and services.
Bundle Your Products/Services
The powerful bundling feature adds groups of products to your quote with a single click
Get the Best Prices
Refresh quote with latest or best prices
Flexible line item features
E-Mail Your Quotes
QuoteWerks enables you to e-mail quotes directly from within QuoteWerks using the built-in SMTP e-mail or Microsoft Outlook. Your quotes are e-mailed as an attached .RTF file (Word Processor compatible like Microsoft Word) or .PDF file (Adobe Acrobat compatible)
Use WinFax® FaxRush to fax your quotes
Configure Your Products
Paste Special Feature
Import/Export XML formatted data
Share/Synchronize Quotes Between Offices
Share/Synchronize Quotes Between Offices
See Product Price History
Create Quotes, Invoices, and Purchase Orders
Required Items Support
Track Custom Information
Create Sales Reports and Product Catalogs
Security Features
The QuoteWerks Administrator can set the security settings for each user
Document Automation
International Features
Find Products Quickly:
Cross Industry Support
QuoteWerks API enables developers to write applications that integrate with QuoteWerks
Industry Standard Database
