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
QuoteWerksTM.
QuoteWerks is used by over 57,000 users worldwide in over 100 countries. 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.
Read in Precision Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour.
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. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
You can personalize your print layouts with the built-in visual layout designer. Our 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.
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, Tech Data, and more. Also included in the real-time module is the ability to retrieve Real-time Product Content for over 160 brands.
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.
QuoteWerks Standard Edition
The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software such as ACT!, GoldMine, KnowTia, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, and SugarCRM. Links to MS Dynamics CRM and SalesLogix are available in the Corporate Edition only.
QuoteWerks Professional Edition
In addition to the features of the Standard Edition package, the Professional Edition adds 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.), Ingram Micro®, SYNNEX, Tech Data®, Peachtree®, QuickBooks®, and salesforce.com®. Additionally, the Professional Edition includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module. This Edition also includes quote synchronization functionality.
QuoteWerks Corporate Edition
The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL 7.0, 2000, 2005, 2008 backend database. The Corporate Edition includes the ability to integrate with ACT! for Web, MS Dynamics CRM and SalesLogix® contact managers in addition to the other contact management software. The Corporate Edition also includes quote synchronization functionality as with the Professional Edition. Additionally, the Corporate Edition includes the "Rollout" functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing. Benefits of the SQL backend using the Corporate Edition.
You can download our demonstration video which will highlight most of QuoteWerks flagship features, and give you a good overview of how QuoteWerks is used.
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You can download the fully functional demo version of QuoteWerks to give it a no obligation test run.
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You can download our step-by-step tutorial videos for a walkthrough on certain QuoteWerks features.
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Take a look at sample quotes generated with QuoteWerks.
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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 
