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, InforCRM, 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.

 

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 systems