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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.

Features & Benefits

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.

Create and manage quote revisions:

QuoteWerks supports "revisioning".  This feature enables you to open a saved quote, make changes, and then save it as the next revision.  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.  When converting quotes to orders, all revisions are now automatically flagged as superseded.  You can easily view the history of all revisions giving you a complete overview and control over all the revisions.

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.

Flexible line item features:

• You can have Subtotal line items which allow you to display grouped totals of key portions of your quote.
• You can have Running Subtotal line items which allow you to display the total of all the items from the beginning of the quote to this line item.
• You can have % charge line items which are calculated as a % of the amount of the line item above it.  The line item above it can be a regular product/service, or it can be a subtotal/running subtotal allowing you to calculate a % of a group of items.
• You can have % discount line items which work in the same way as the % charge line items.
• You can have comment line items which allow you to easily insert additional spacing in between line items in the quote, and can also be used to indicate different sections or groups within the quote like "Options", etc.
• You can also mark each line item individually to have certain attributes like hide price, don't print, optional item, taxable, and more.
• When a line item has the "hide price" attribute, the individual price of the product is not printed. This is very useful in preventing your customer from seeing the price for each line item on the quote, and then haggling with you about each line item.
• When a line item has the "don't print" attribute, the line item will not be printed with the quote, but it will be included in the totals of the quote. This is very useful for including misc. items required in the quote that you do not want to clutter the quote with.
• When a line item has the "optional item" attribute, the line item will be displayed in the quote as an option that the customer can buy, and the price of the item will be displayed, but the price of the item will not be included in the quote totals since it is only an that we are presenting to the customer.
• When a line item has the "taxable" attribute, the tax rate will be applied to this line item to calculate sales tax due on this item.
• When a line item has the "print picture" attribute, a picture of the product will be printed with the line item (assuming that you have specified a picture for the product).

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.

E-Mail Your Quotes:

QuoteWerks enables you to e-mail quotes directly from within QuoteWerks using the built-in SMTP e-mail or Microsoft Outlook. Your quotes are e-mailed as an attached .RTF file (Word Processor compatible like Microsoft Word) or .PDF file (Adobe Acrobat compatible).  The e-mail setup options let you choose which format you want to your quotes to be emailed in.  RTF files can be opened, and printed by all word processing applications. 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).

Configure Your Products:

QuoteWerks has a built-in configurator (most configurators cost thousands of dollars!) that will present you with a list of products to choose from in a step by step format. The list products displayed for you to select at each step is based on your previous selection.  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.

Know Your Profit Margin:

With QuoteWerks' extensive pricing features, you will know your profit margin on everything you sell.  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.  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!

See Product Price History:

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.

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!

Required Items Support:

Many times you need to include certain products/services whenever you quote a particular product/service.  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. You will never forget to include an item in a  quote again!

Track Custom Information:

QuoteWerks has customizable fields and columns accommodate your companies' unique product and quoting needs.  If you need to track the color or other quality of a product, you can customize one of the QuoteWerks custom fields to "Color", and then enter the color of the product into that field.  It is that simple to customize QuoteWerks to fit you needs.

Create Sales Reports and Product Catalogs:

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.  You can create outstanding quotes reports, forecasted sales reports, commission reports, sales closure reports and more.  You can find out who your most productive sales person is, what your most profitable product is, which is your highest selling product/service, etc.  Create reports based on regions or territories, etc.  The flexibility of our report designer allows you to create just about any report you can imagine. You can also create product/price catalogs for your customers (which can include customer specific pricing), and detail reports on your product lines, inventory, etc.  Reports and documents can even be copied and then pasted into Microsoft Word.