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QuoteWerks has been featured on CNN Headline news across the nation! Click here to view the airing, 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. 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. Using the QuickBooks link module, you can also retrieve lead and customer information from QuickBooks. 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.Computer Resellers can link to Distributor product databases:
If you are a computer reseller, we have a special edition of QuoteWerks called the Professional Edition. This Professional Edition links to the offline price guides of Ingram Micro and Tech Data. Linking to their databases, gives you full access to each of their 30,000 products they carry. When you select items from their product databases, all the important information such as vendor part number, manufacturer part #, cost, suggest retail, etc is copied into the quote. You can even compare prices between the distributors with a single click!Bundle Your Products/Services:
The powerful bundling feature adds groups of products to your quote with a single click. If you quote groups of products/services often, the bundling features in QuoteWerks will save you a tremendous amount of time. With bundles, you can specify which products/services are included in a bundle. Then, you can add that bundle to the quote and all the items that are in the bundle are automatically added to the quote. Using bundles also ensures that you will never forget to include an item in the quote. QuoteWerks has two types of bundles: Simple Bundles, and Grouped Bundles. With a Simple Bundle, the list of products/services that you specified in the bundle will simply be added to the quote when you select the bundle. With a Grouped Bundle, the list of products/services specified in the bundle will be "rolled up" into a single grouped line item. All the individual item prices will be hidden and automatically totaled and displayed in the single grouped line item. The individual item descriptions can optionally be displayed or hidden.Link to Accounting Software:
Links to QuickBooks and Peachtree accounting software. The QuickBooks link uses the newest QuickBooks API which means that you no longer have to import and export QuickBooks iif files. We also have an Open Export Module that can be used to export QuoteWerks orders to other accounting software.Share/Synchronize Quotes Between Offices
Do you have sales people on the road, or do you work from home at times? QuoteWerks can synchronize quotes between different locations. QuoteWerks can be installed at the main office and then also installed on laptops and other office locations. Then while salesreps are out on the road creating quotes on their laptop with QuoteWerks, they can export their quote and use the built-in e-mail feature to e-mail the quote back to their main office where it can be imported! QuoteWerks manages the unique quote numbers across all the installations of QuoteWerks, so you do not have to worry about conflicting quote numbers! If you use contact management software, some of the contact managers have attachment synchronization features. In which case, QuoteWerks quotes can be automatically synchronized by the contact management software! The QuoteWerks direct synchronization and rollout features also synchronizes quote and other information.Create Quotes, Invoices, and Purchase Orders:
Start to finish QuoteWerks handles it all. Once you receive an order, the purchase order feature has option to print a separate purchase order for each vendor on the quote!Industry Standard Database:
QuoteWerks data is stored in Microsoft Access 2002/2003 databases in the Standard and Professional Editions and Microsoft SQL 7.0 or 2000 in the Corporate Edition. It is important to mention that you do not need to have Microsoft Access installed on your computers to use QuoteWerks. Because QuoteWerks data is stored in this industry standard format, other applications can read and write data to our databases making QuoteWerks part of your entire solution. Take the Tour
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