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QuoteWerks
Overview
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What is
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, KnowTia, Maximizer, MS CRM, Outlook,
Salesforce.com, SalesLogix, and TeleMagic 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.
If you are a computer reseller, the Professional and Corporate
Editions of QuoteWerks link directly to the offline price guides
of PC Industry distributors Ingram Micro, SYNNEX, and Tech Data
enabling you to quote products from their databases
The Professional and Corporate Editions of QuoteWerks also link
to accounting software such as QuickBooks and Peachtree, which
eliminates the need to re-type the sale in your accounting
software.
QuoteWerks has many
features that you will benefit from!
Will QuoteWerks work for me?
If you create quotes or invoices that consist of line
items, and you would like to track your cost, profit, and
customer price along with part numbers etc, QuoteWerks will work
for you. You do not need to use part numbers, and can enter
information in the quote sheet on-the-fly. Your
products/services can have lengthy descriptions, and a variety
of pricing methods.
QuoteWerks gives you the best of both worlds. You can keep a
database with a list of your commonly used products and
services, and you can also type in services and items on-the-fly
in the quote itself.
All quoting tools will put together a quote. For that matter,
you can put together a quote in Microsoft Word or Excel. What
sets quote packages apart is how easy they can make the quoting
process for you. In other words, how many steps it takes to
perform actions and what time saving features does it actually
have. QuoteWerks let's you change prices and profit margins on
the fly, it has price refreshing features that let you refresh
the prices on an old quote with your current pricing, it
compares prices between your vendors ensuring that you get the
best prices, it allows you to bundle products together letting
you add a group of products to the quote with a single-click,
the Configurator walks you through a step-by-step process
allowing you to choose products at each step to add to your
quote, with the required, optional, and substitute parts
support, you will never forget to include an item in your quote.
With the links to the contact managers and the accounting
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