Customize Quote Layouts
Use QuoteWerks visual report designer
to format the layout of your quotes.
Get the Best Prices
The price comparison worksheet
compares prices between your vendors
ensuring that you receive the best price.
Link to ACT! contact Management Software
Now you can do your quoting out of your ACT! contact Management package. Your quotes are auotmatically saved against the client record and the Sales amd Opportunities area is instantly updated.
Link to Product Databases
Import from spreadsheets/text files or
manually enter products into product and
services databases. A link to PC industry
distributors, Ingram Micro, Merisel, and
Tech Data’s offline price guides is also
available.
Link to Accounting
Software
QuoteWerks to QuickBooks
QuoteWerks to Peachtree
QuoteWerks to Open Export Module
Share 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.
Know Your Profit Margin
With QuoteWerks’ extensive pricing
features you will know your profit margin
on everything you sell.
Create Quotes, Invoices,
and Purchase Orders
Start to finish QuoteWerks handles it all.
Customize Quote Layouts
Use QuoteWerks visual report designer
to format the layout of your quotes.
Get the Best Prices
The price comparison worksheet
compares prices between your vendors
ensuring that you receive the best price.
Bundle Your Products
Add groups of products to your quote
with a single click.
E-Mail Your Quotes
Integrated e-mail client allows you to e-mail
quotes directly from within QuoteWerks with
a single click. Quotes are e-mailed in either
RTF (Microsoft Word compatible) or PDF
(Adobe Acrobat compatible) format.
Configure Your Products
QuoteWerks will present you with a list of
products to choose from step by step.
The list of products displayed at each
step is based on your previous selection.
Required Items Support
Never forget to include an item again.
Track Custom Information
Customizable fields and columns
accommodate your companies’ unique
product and quoting needs.
C re a t e S a l e s R e p o rt s
Includes powerful visual reporting tool allow-ing
creation of outstanding quotes reports,
commissions reports, sales closure reports
and more.
Security Features
Define which menus are available
to each user, define who can view,
modify, and delete each user’s
quotes, and more.
Document Automation
Supports integrated cover sheets,
spec sheets, and literature sheets.
Includes integrated spell checking.
Reports and documents can be
pasted into Microsoft Word.
International Features
Display prices in your currency
and a foreign currency. Canadian
GST/PST tax and foreign date
formats also supported. Foreign
prices of products can be entered,
and automatically converted to
local currency pricing.
Define Pricing Strategies
Many ways to price your products
and services such as customer price
levels, markup from cost, discount,
fixed, customer/product based
matrix, and more.
See Product Price History
See what you have sold to your
customers in the past, and what
you charged them.
Find Products Quickly
Search for your products,
or organize them in folders.
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