QuoteWerks

QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree.

Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.
Seamless CRM / PSA Integrations
Retrieve customer information, automatically create and keep sales opportunities up to date, schedule follow-up calls and much more with your PSA/CRM solution.
 
Integrates with QuickBooks® and Sage 50
QuoteWerks automatically creates Estimates, Invoices, Sales Orders, and even Purchase Orders in QuickBooks and automatically creates and updates items including customer's information. No more duplicate entry.
 
Know when quotes are Viewed and Accepted
Ever wonder what happens to your quote after you sent it? With the QuoteValet subscription, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign electronically. Best of all, you will get notified on all quote activity.
 
How often has a client asked for a discount and you've wondered if they have even looked at the proposal yet? Would you like to be able to pick up the phone and call the client while they are looking at your proposal? Striking while the iron is hot.
 
Collect Credit Card Payments from Customers
The QuoteValet subscription also allows you to collect deposits, progress payments, balances, and even export payments to QuickBooks. We support over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.
 
Shopping Cart
Create online order forms with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast.
 
Approval and Peer Review
Set approval requirements for your sales reps that require them to obtain approval before a quote can be sent. Watch the Video.
 
Save Time looking up Sales Tax rates
Sales Tax Rate lookup service included in the Real-Time module. Retrieve sales tax rates by your customer's zip code.     
               
Leasing Integration
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services.
 
Word Based Proposals
Create Microsoft Word based quotes and proposals from within QuoteWerks or use the built-in layout designer.
 
QuoteWerks Dashboard
The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. You can also see quotes expiring within the next week and even handle ConnectWise quote-request notifications.
 
Procurement Tracking
Our Complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving.
 
No More Importing Products (Etilize)
Customer Friendly Descriptions, Product Images, Spec Sheets and more.
 
Upsell with Ease (Etilize)
Include optional manufacturer suggested accessories to generate more revenue
 
Azure Cloud Hosted Product Database
Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud.
 
QuoteWerks Scripting
QuoteWerks now has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more.
 
Recurring Revenue
Quote products and services that recur monthly, quarterly, or annually. Report on your recurring revenue.
 
PartLocatorTM
It can be tough keeping up with all the new parts on the distributor websites. Now, QuoteWerks provides you with ALL the parts from D&H, Tech Data, Ingram Micro, & SYNNEX with the Product Content Subscription
 
Recurring Groups
Grouped Bundles on the quote can be converted to a single recurring monthly revenue amount. All of the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months at a 20% APR. This feature can be used for Hardware as a Service (HaaS) quoting.
 
Document Audit Trial
Audit Trail Tracking provides the history of key event changes to the document, who changed it and when.


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