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Author: admin | Category: Calculator Car Loan | Date: 27.07.2015

QuoteWerks® enables companies in every industry to create detailed quotes and proposals with speed and efficiency. For the third year in a row, QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards. Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes?
When QuoteWerks pulls the contact information into your quote, our innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc.
Create and maintain your own products database, and import product information from files that your vendors provide. If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. Multiple-user network versions are available, allowing users to increase productivity by sharing information in the quote database.
For the third year in a row, QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards. Etilize Product Content provides QuoteWerks users in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions. In addition to using the QuoteWerks built-in layout designer, you can also create Microsoft Word based quotes and proposals. Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it?
When you select the product that you want to add to the quote, you can right click to immediately see the cost of this product from each vendor that you have setup in QuoteWerks. Often customers request a quote, and then for a variety of reasons, the project gets put on hold.
Many types of line items are supported in the quote like subtotals, disount and charge items, header lines, and more. QuoteWerks enables you to e-mail quotes directly from within QuoteWerks using the built-in SMTP e-mail or Microsoft Outlook.
The Paste Special feature enables you to accept data from the Windows clipboard and use it to retrieve products and services from a QuoteWerks product source and add them to the quote. With QuoteWerks’ extensive pricing features, you will know your profit margin on everything you sell. With a single-click, see what products you have sold to your customers in the past, and what price you charged your customer the last time you sold the product to them. QuoteWerks has customizable fields and columns accommodate your companies’ unique product and quoting needs.
In addition to the standard reports that come with QuoteWerks, the built-in visual reporting tool allows you to easily modify and even create new reports to report on just about any data you would want.
QuoteWerks enables you to display quote pricing in both your local currency AND another alternate currency. QuoteWerks displays all your products and services in the familiar Windows explorer format. QuoteWerks has an API (Application Programming Interface) that enables software developers to write custom software applications that interact with QuoteWerks.
Contact Management Software (CRM) is great for storing your lists of customers and leads, setting reminders for follow ups, sending them emails, replying to emails, sending out marketing emails, and tracking marketing campaigns. QuoteWerks sales quoting software is the tool you need for selling your products to your customers. Act!Premium makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with. Autotask Corporation provides the world’s leading hosted IT Business Management software built specifically for VARs, MSPs and other technology solution providers to help them run their businesses better and more profitably. Designed exclusively for the IT Channel, ConnectWise is the leading business management solution for service providers, MSPs, technology consultants, integrators, and developers.
The GoldMine relationship management product line has multiple editions, each developed with a unique person and organization in mind. Google Contacts is your online address book, integrated with Gmail, Calendar, Drive, and other Google products. For over 20 years, Maximizer CRM has been the software solution of choice for small to medium-sized businesses and divisions of large corporations.
Microsoft Dynamics CRM is a easy-to-use, integrated and adaptable CRM applications that enable business decision-makers to quickly respond to market shifts, take advantage of new trends, increase their competitive edge and drive business success. Microsoft Outlook is the premium business and personal e-mail management tool and calendar software to help you stay in touch. SalesLogix is an award-winning CRM software system providing customer tracking solutions for sales, marketing and customer service.
See the CRM Integration Comparison Matrix to view a comparison matrix of how QuoteWerks integrates with each CRM. QuoteWerks quoting software fills in the gap between contact management software (CRM) and accounting software. CRM software helps you to manage your customers and leads, including daily communications, setting reminders for follow ups, tracking marketing campaigns, etc.
Accounting software helps you to manage receivables, payables, purchasing, inventory management, asset management, payroll, etc.
The advantage to having your CRM software and Accounting software be separate software packages is that each can do what they respectively do best. QuoteWerks helps you create quotes and proposals quickly and easily integrating with bothyour CRM and your accounting software. It gets your customer information from your CRM software, creates links to your quotes for the customer, schedules follow up calls in the CRM software for the customer, records emails sent to your customer in your contact management software, etc. Once the quote becomes an order, QuoteWerks then creates the customers, products, and invoices for you in your accounting software with no re-typing! If you currently use your Accounting software to create quotes (often referred to as estimates), you may already be aware of the limitations of using your Accounting software to create quotes. In most accounting software, in order to create a quote for a part number, the part number must already exist in the accounting software. Using accounting software to create quotes is for larger offices that have many sales people, poses even more challenges.
If you have remote sales reps in the field with laptops, will you install a copy of your accounting software on each of their laptops and then somehow try to merge those quotes back with the master accounting installation in the office. Most importantly, they use it to stop cluttering their accounting software with quotes and products that they haven’t sold. Remote sales reps can still create quotes remotely on the road and have them sync back to the main office. QuoteWerks integrates with many Distributors that carry products for the IT and AV industries.
Order items for multiple orders electronically with D&H, Ingram Micro, SYNNEX, and Tech Data. Import the Price Quotation spreadsheet your Tech Data sales rep emails you in a single click. As a result of the collaboration between QuoteWerks and Tech Data, QuoteWerks retrieves quotes created by Tech Data sales reps directly from Tech Data’s internal SAP system. Pouzivame cookies, abychom vam zajistili co mozna nejsnadnejsi pouziti nasich webovych stranek. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks® In today’s fast paced market if a business takes too long to get a price quote into a potential customer’s hands, that business stands a greater chance of losing that sale. 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.
Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.


Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. 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. 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. QuoteWerks is a stand-alone product, and does not require word processors or spreadsheets to work. QuoteWerks will increase your quoting productivity more than any software you will ever own.
It is very important to these companies to have access to real-time pricing and availability information so that they have all the tools they need to get product to their customer fast and as low priced as possible.
Without Etilize, QuoteWerks users have to import product information and scour the web looking for product images to download and for product descriptions to include in their quotes and proposals. All companies have different formats that they prefer to present the quote to their customer in. This feature enables you to open a saved quote, make changes, and then save it as the next revision. With the Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet. Most configurators can cost thousands of dollars, but with QuoteWerks, the Configurator functionality is simply built right into the product.
In a flash, you know which vendor has the lowest price, and you can choose to purchase that item from that vendor. The QuoteWerks Refresh with Best price feature will automatically find the vendor with the lowest cost for each item on the quote, and update the quote with that information. In QuoteWerks, items can be flagged as recurring revenue making it easy to present your prospects with quotes that clearly indicate which amount is due up front and which amount is due monthly. If, for example, you have created a Visio diagram or cad drawing file that is related to this quote, you can simply select these files to add them to this Links tab.
This feature can be useful for integrating with external configuration software such as Cisco and Hewlett Packard configuration software which only output a list of part numbers with no descriptions or prices. Each line item in the quote can have a different profit margin and pricing method, so you can mix and match your product pricing with discounts, markups, etc. Once you receive an order, the purchase order feature has option to print a separate purchase order for each vendor on the quote! This feature allows you to assign required items to items in QuoteWerks, and when you add that item to the quote, QuoteWerks will automatically include the required items.
This feature enables you to setup optional items in QuoteWerks for each item you sell, and when you add that item to the quote, QuoteWerks will automatically prompt you, giving you the opportunity to include the optional items.
You can create outstanding quotes reports, forecasted sales reports, commission reports, sales closure reports and more.
So, if you are in the United States and create quotes for some customers in Canada, by default QuoteWerks, can automatically generate the quote in United Status dollars and in Canadian dollars. You can organize your products and services in different product databases, and in different folders making it really easy to visually organize and find your products when quoting them. It is important to mention that you do not need to have Microsoft Access installed on your computers to use QuoteWerks. Creating compelling Quotes and Proposals that win business generates revenue for your company, not your list of customers.
IT professionals rely on ConnectWise to streamline business operations and achieve greater accountability, efficiency and profitability.
All editions provide extensive contact management, sales automation, marketing automation, scheduling and project management functions. Maximizer Software fuels your business success with a simple, accessible and adaptable CRM solution that provides the best value in the market.
SalesLogix offers a complete view of customer interactions across departments – providing information and insights for better planning, managing, and forecasting. As the world’s fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than nine million times and currently serve over 800,000 end users in 80 countries. Are all the salespeople in the company going to have the security rights to add part numbers to your accounting software?
First, requiring sales reps to have access to your accounting software raises many security related issues. Quoting software has richer content, pictures, spec sheets, supports more pricing methods, links to other software such as your contact manager, and more. When the quotes become orders, QuoteWerks creates the customers, products, and invoices for them with no re-typing!
Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote or proposal that includes information from your contact manager contact record.
A real-time web pricing and availability module is also available for D&H, Ingram Micro, SYNNEX, Tech Data, and more. Integrating with their databases, gives you full access to each of their 180,000+ products they each carry. Having access to real-time pricing gives the company the ability to deliver last minute price savings to their customer. The built-in QuoteWerks visual layout designer gives you complete flexibility in designing the look of your printed quote.
QuoteWerks will then automatically save the quote with a new quote number that has either a numeric or an alpha suffix (like –01 or –A), and will update the contact management software links to refer to the most recent revision. From right within QuoteWerks, you will be presented with a list of products to choose from in a step by step format.
Management reports can be run to see how much revenue is forecasted based on these recurring revenue items.
The link to Peachtree now uses the newest Peachtree API which means that you no longer have to manually import and export Peachtree files. The e-mail setup options let you choose which format you want to your quotes to be emailed in.
This functionality is very useful for exporting data from web applications to an XML format that can then easily be imported into QuoteWerks.
QuoteWerks can be installed at the main office and then also installed on laptops and other office locations. You can select an individual line item, or a group of line items to see the profit amount and profit margin for the selected items! If you then want to present that same quote in British pounds (GBP), all you have to do is click on GBP, and your alternate pricing is instantly recalculated to British pounds!
Our powerful search features also make it a breeze to do searches using partial descriptions, part numbers, etc.
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. You create quotes for people, so the most logical source would be your existing contacts in your CRM software. Over 7,000 customers have chosen SugarCRM’s On-Site and Cloud Computing services over proprietary alternatives. Whenever you need to quote a part number that is not already in your accounting software, you will need to create a new entry for it including description, cost, price, GL accounts, etc – before you can use it in the quote. Of course, you could have your accounting person add these part numbers for your salespeople every time they create a new quote, but that would be a tremendous waste of your accountant’s time.
Your accounting software should only be used by the people who are well trained in accounting and the use of your accounting software.
Accounting software does not have the ability to let the sales person create a quote on a laptop, and then send it back to the main office where it can be imported into the master installation in the office.


It focuses more on the assembly of the quote with a Configurator, required items, price comparison features, price refreshing, links to external pricing data sources, etc. QuoteWerks can search the distributor prices lists* for products to include in your quote, you can get real-time pricing and warehouse availability for these products, and ultimately you can place orders electronically with these distributors. Also included in the real-time module is the ability to retrieve Real-time Product Content provided by Etilize and OpenICEcat enabling IT professionals to create content rich quotes and proposals with little effort. Your products can also be organized visually in folders to make it easier to find the products you are looking for.
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. Having access to real-time availability gives the company the ability to know if the product will ship today, or if it will be backordered.
The advantage of using QuoteValet is that you will actually know when your customer has received the quote.
Order items from a single order, or combine items from multiple QuoteWerks orders into a single distributor order. You can choose which information you would like to include in the quote, and which information you would like to not include in the quote.
When converting quotes to orders, all revisions are now automatically flagged as superseded.
Then, you can add that bundle to the quote and all the items that are in the bundle are automatically added to the quote. The list of products displayed for you to select at each step is based on your selections in the previous step. Simply select all the line items on the quote, and choose the Refresh with Latest price feature. Filters can be set on these reports to see when various monthly contract periods are ending, so you can contact the customers about their renewals.
We also have an Open Export Module that can be used to export QuoteWerks orders to other accounting software. 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! You can specify individual access rights for each user to limit their ability to perform tasks like deleting products from the product database, modifying print layouts, and many more. There are many different types of custom applications that can be written to integrate with QuoteWerks. Not all quotes result in orders, so you will end up with a lot of part numbers in your accounting software that have never actually been sold. Furthermore, once sales reps have access to the accounting software, it is possible for them to view information other than quotes such as the companies’ finances.
It is more flexible in that you can easily adjust profit margin, quote products on-the-fly without first creating them in the database. Since a backordered product cannot be shipped to a customer, knowing that a product is backordered before placing an order will give you the tools you need to make a good purchasing decision.
You will know when they have viewed the quote and how often they review the quote.Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). After the order is placed electronically, the purchase order number, order date, and distributor sales order number will automatically be stored with your QuoteWerks order for reference. You can easily view the history of all revisions giving you a complete overview and control over all the revisions.
The configurator can maximize your sales forces productivity, efficiency, and accuracy by walking them through the process of building a quote, ensuring that the sales rep remembers to include all the items they need to in the quote.
With all the external files related to this quote document displayed on the Links tab, finding and opening them to edit or print is easy because you can just open the QuoteWerks quote, and on the Links tab, all of these files are organized for you. Your customer will receive the quote formatted exactly in the format that you sent it in, and your customer can simply double-click on the attached quote, and it will be opened by their word processor (RTF files) or the free Adobe Acrobat Reader software (PDF files). There are even specialized paste special applets like our Dell Premier Quote Importer and our Tech Data Shopping Cart Importer. QuoteWerks manages the unique quote numbers across all the installations of QuoteWerks, so you do not have to worry about conflicting quote numbers! The flexibility of our report designer allows you to create just about any report you can imagine. These security rights are centrally maintained, and can also be enforced on laptop installations of QuoteWerks. Developers can even write applications that seamlessly integrate other CRM or SAP packages with QuoteWerks. That’s why QuoteWerks integrates with the leading contact management software packages.
To make matters worse, many accounting packages do not allow you to delete items once they have been entered into the accounting software, so that part number that you have never used will be stuck in your accounting software forever. Lastly, accounting software licenses are typically more expensive than quoting software licenses. Quoting software gives you much more control over the look and feel of the quote that the customer receives. QuoteWerks offers the ability to submit electronic orders online with the Real-time Module. In fact, if your cost has now lowered, QuoteWerks will ask you if you would like to keep the profit for yourself, or pass on the lower cost to your customer!
If you use contact management software, some of the contact managers have attachment synchronization features. Quoting software has built-in automation for assembling the quote, additional literature, spec sheets, etc and then automatically emailing it. If you prefer to include a picture of each line item in the quote, you can use the layout designer to control where the picture will be located, what size the picture will be, etc.
In which case, QuoteWerks quotes can be automatically synchronized by the contact management software! Quoting software also includes much more flexibility in your ability to create reports to retrieve information about your quoting and ordering. On top of all this functionality, the QuoteWerks print layout designer also supports the creation of custom formulas. The QuoteWerks direct synchronization and rollout features also synchronizes quote and other information. QuoteWerks stores it’s data in an industry standard database format so that you can use any software to retrieve information from. You can create formulas that calculate lease payments based on a number of months, and the total sale amount of the quote.
All the individual item prices will be hidden and automatically totaled and displayed in the single grouped line item.
Accounting software usually stores their data in proprietary database formats that only the accounting software can read. Not all accounting software packages can track commissions (since commission calculations are usually complex). You could also add links to website pages that contain information about the products you are selling whether it be for your internal reference or for your customer’s reference.



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