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Pulls contact information
from popular contact management software:
QuoteWerks integrates seamlessly with leading contact
management software such as e 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.
Use Products
and Services stored in other programs:
The Professional and Corporate Edition of
QuoteWerks has the ability to link to a variety of external
product data sources including any ODBC compliant data source
(such as MS SQL, MS Access, Oracle, etc.), Tech Data®, Ingram
Micro®, QuickBooks®, and salesforce.com®. This
enables you to build quotes by selecting products or services
from these databases in addition to the QuoteWerks
product/service databases.
Computer Resellers
can link to Distributor product databases:
If you are a computer reseller, we have a
special edition of QuoteWerks called the Professional
Edition. This Professional Edition links to the
offline price guides of Ingram Micro and Tech Data.
Linking to their databases, gives you full access to each of
their 30,000 products they carry. 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. You can even
compare prices between the distributors with a single
click!
Real-time web pricing and availability
for Tech Data:
Many companies in the PC Consulting and
integration industry purchase products from PC industry
distributors such as Tech Data. It is very important to
these companies to receive up to date pricing and availability
information so that they have all the tools they need to
deliver product to their customer as fast as possible.
Having access to real-time pricing gives the company the
ability to deliver last minute price savings to their
customer. 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. 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. QuoteWerks offers
a real-time web
pricing and availability module.
Customize
Quote Layouts:
Use the QuoteWerks visual layout designer to
format the layout of your quotes. All companies have
different formats that they prefer to present the quote to
their customer in. The built-in QuoteWerks visual layout
designer gives you complete flexibility in designing the look
of your printed quote. 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. You can
insert company logos, pictures, lines, boxes. You can set
background colors, font colors, fonts, alignment, pretty much
anything! 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. On top of all this functionality,
the QuoteWerks print layout designer also supports the
creation of custom formulas. You can create formulas
that calculate lease payments based on a number of months, and
the total sale amount of the quote. You can create
formulas that print a special message like "You are a valued
customer." if the sale amount is over $1000. You can
create formulas that calculate a 50% down payment amount to
display on the quote. You can create almost any solution
using this formula functionality! The layout designer is very
powerful, flexible and easy to use.
QuoteWerks
comes with a default print layout for quotes, orders,
invoices, sales orders, and purchase orders:
You can modify these existing print
layouts, and/or create any print layout format you would like,
such as a work orders, packing slips, etc. There is no
limit to the number of different print layouts you can create.
Again, you have full control over what the end result
will look like!
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.
Define your Pricing
Strategies:
In all, QuoteWerks supports 9 different ways to
price your products and services!
| 1. |
Enter Price Manually - Use
this when you have a fixed price for all
customers
|
| 2. |
Gross Margin - Use this
when you calculate your customer price by applying a %
gross margin to your cost.
|
| 3. |
Markup from Cost - Use
this when you calculate your customer price by adding a
% of your cost to the cost of the
product.
|
| 4. |
Discount from List - Use
this when you calculate your customer price by
discounting from the list price.
|
| 5. |
Same as List - Use this
when in most cases you charge your customers the list
price of a product.
|
| 6. |
Volume Based - Use this
when your customer gets a different price depending upon
how many of the item they are
purchasing.
|
| 7. |
Customer Based Price
Levels - Use this to have QuoteWerks automatically
assign your customer a fixed price depending upon what
type of customer this customer is. So, if your
customer is a RETAIL customer, they get price X, and if
they are a WHOLESALE customer, they get price
Y.
|
| 8. |
Based on Customer/Product
profile - Use this to have QuoteWerks automatically
assign your customer a calculated price based on markup,
margin, discount, or list depending upon the type of
customer AND the type of product you are selling. So,
one example is, if your customer is a RETAIL customer,
they get a 10% discount, and if they are a WHOLESALE
customer, they get a 30% discount. Another example is,
if your customer is a RETAIL customer, they get a 40%
marked up price, and if they are a WHOLESALE customer,
they get a 10% marked up price.
|
| 9. |
Formula Based - Use this
to have QuoteWerks calculate the price of the product as
a % of the price of another
product. |
Calculate
your Costs:
QuoteWerks supports 3 different ways to
determine the cost of your products and services:
| 1. |
Enter Cost Manually - Use
this when you have a fixed cost.
|
| 2. |
Discount from List - Use
this when you calculate your cost as a discount from
List price.
|
| 3. |
Volume Based Costing - Use
this when the cost of the item you are selling is
different based on how many you are
selling. |
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.
Get the Best Prices:
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. In a flash, you know which vendor has the
lowest price, and you can choose to purchase that item from
that vendor.
Refresh quote with latest or best
prices:
Often customers request a quote, and then for a
variety of reasons, the project gets put on hold. Then,
one day the customer calls back and says they would like a new
quote. No problem for QuoteWerks. Simply select
all the line items on the quote, and choose the Refresh with
Latest price feature. Immediately, your quote has been
updated. 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!
Vendor prices fluctuate often. 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.
Flexible line item
features:
Many types of line items are supported in the
quote.
| • |
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).
Use WinFax® to fax your
quotes:
QuoteWerks integrates with WinFax making it easy
to fax quotes from QuoteWerks by passing the customer's fax
number automatically to WinFax so that you do not have to
manually enter it.
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.
Paste Special Feature:
Our Paste Special feature allows you to paste
part number information created using other price list
programs such as Hewlett Packard's configuration software.
Another application for this feature is for PDAs.
You could create a list of part numbers and quantities of
products/services on your PDA, and then copy that information
into the Windows clipboard, and then use the Paste Special
feature to have QuoteWerks retrieve the part numbers, complete
with description, and pricing into your QuoteWerks
quote!
Import/Export XML formatted
data:
XML is quickly becoming the new standard for
data transfer and exchange. QuoteWerks can import
quotes/orders/invoices that are formatted in XML (following
our XML document specifications). This functionality is
very useful for exporting data from web applications to an XML
format that can then easily be imported into QuoteWerks.
Our Open Export
Module has an option that enables you to export
quotes/orders/invoices from QuoteWerks to an XML
file.
Share/Synchronize Quotes Between
Offices
Do you have sales people on the road, or do you
work from home at times? QuoteWerks can synchronize quotes
between different locations. QuoteWerks can be installed at
the main office and then also installed on laptops and other
office locations. 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! QuoteWerks manages the unique quote numbers across
all the installations of QuoteWerks, so you do not have to
worry about conflicting quote numbers! If you use contact
management software, some of the contact managers have
attachment synchronization features. In which case, QuoteWerks
quotes can be automatically synchronized by the contact
management software! The QuoteWerks direct
synchronization and rollout features also synchronizes
quote and other information.
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.
Security
Features:
The QuoteWerks Administrator can set the
security settings for each user. You can specify which
menu options each user has access to. You can specify
which users can view/modify/delete each user's quotes.
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. These security rights are centrally maintained,
and can also be enforced on laptop installations of
QuoteWerks.
Document
Automation:
QuoteWerks automates the entire process of
quote/order generation starting with the initial building of
the quote on to the presentation format of the quote, and
finally ending with the delivery of the quote to your
customer.
To facilitate this process, QuoteWerks has integrated
cover page and literature support. You can create a
list of customized cover pages (using a word processor to
create them and save them in RTF format) and then easily
select from your list of cover pages when printing/emailing
the quote. So QuoteWerks will do everything you need in order
to get the quote to the customer.
QuoteWerks also has integrated literature support.
This feature allows you to build a list of literature such as
warranty information, support information, directions to your
company, specials of the month, letters of acceptance, or
essentially any additional information that you would like to
include with the quote. Once you have your list of
literature put together, you can easily select the literature
pages that you would like send along with the quote.
Literature pages can be in RTF format or PDF format (PDF
formatted can only be sent via email feature).
QuoteWerks also supports product/service spec
sheets. You can setup product/service spec sheets for all
or some of the products in your product database. While
the QuoteWerks product/service description can be up to 32,000
characters long, the spec sheet allows you to create a
separate page of information and can also include a picture
of the product. Then, when you print your quote,
QuoteWerks will automatically include (at the end of the
quote) the product/service spec sheets for each of the
products that you have quoted. You do not need to create
a spec sheet for the product in order to print a picture for
the line item, however, the spec sheet feature gives you an
additional flexibility over how and where you would like to
display details about the items on the quote. Spec
sheets can be in RTF format or PDF format (PDF formatted can
only be sent via email feature).
QuoteWerks also has integrated spell checking, and can
export information to Microsoft Excel, and Microsoft
Word.
International Features
QuoteWerks enables you to display quote pricing
in both your local currency AND another alternate
currency. 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. 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!
Canadian GST/PST taxes supported (including compounded
taxes).
QuoteWerks supports the Australian GST tax scheme.
Foreign date and currency formats also supported.
If you purchase some or all of your products in a foreign
currency, you can enter that foreign price for the product in
the product definition, and then QuoteWerks will automatically
calculate the price of the product in your local currency!
Find Products Quickly:
QuoteWerks displays all your products and
services in the familiar Windows explorer format. 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. Our powerful search features also make it a breeze
to do searches using partial descriptions, part numbers,
etc.
Cross Industry Support:
QuoteWerks is designed to meet the needs of
companies in most industries. We have many flexible
features such as Unit of Pricing functionality (This lets you
quote a "box of 10" at the per unit price as an example), and
quantity multiplier columns (This lets you quote 5 feet wide X
4 feet deep X unit price = extended
price)
QuoteWerks API enables developers to
write applications that integrate with
QuoteWerks:
QuoteWerks has an API (Application Programming
Interface) that enables software developers to write custom
software applications that interact with QuoteWerks. The API
exposes events like BeforeSaveDocument, AfterSaveDocument,
BeforePrintDocument, BeforeContactSelection,
AfterContactSelection, etc. This enables the application
to verify and/or change data, or even cancel the event.
There are many different types of custom applications that can
be written to integrate with QuoteWerks. Developers can
even write applications that seamlessly integrate other CRM or
SAP packages with QuoteWerks.
Industry Standard
Database:
QuoteWerks data is stored in Microsoft Access
2002/2003 databases in the Standard and Professional Editions
and Microsoft SQL 7.0 or 2000 in the Corporate Edition.
It is important to mention that you do not need to have Microsoft
Access installed on your computers to use QuoteWerks.
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.
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