QuoteWerks

QuoteWerks® enables companies in every industry to create detailed quotes with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks.

QuoteWerks integrates seamlessly with contact managers like GoldMine, eliminating the need to re-type customer information.  The advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.

Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides.

Features

If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products.

Setup your products to have required, optional, and substitute products. Your products can also be organized visually in folders to make it easier to find the products you are looking for.

Create and maintain your own products database, and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of Ingram Micro, Tech Data (no importing required), and SYNNEX. A real-time web pricing and availability module is also available for D&H, Ingram Micro, SYNNEX, and Tech Data.

If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products.

Setup your products to have required, optional, and substitute products. Your products can also be organized visually in folders to make it easier to find the products you are looking for.
 

Integrate with Accounting Software

Use the link to QuickBooks accounting software to convert your quotes into QuickBooks invoices in the Professional and Corporate editions of QuoteWerks.

Or, use the link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders, and invoices in the Professional and Corporate editions of QuoteWerks.

Or, use the Open Export Module to export your quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting for example) in the Professional and Corporate editions of QuoteWerks.