Welcome ConnectWise users!

QuoteWerks Version 4.5 Now Available!

New ConnectWise Integration coming February 18, 2010

You probably received an email from our company President, John Lewe, announcing this new integration. You may remember Arnie Bellini's, CEO of ConnectWise, call out to John during the 2009 ConnectWise Partner Summit closing session. John spoke with Arnie and it was determined that after 5 years of ConnectWise providing the integration to QuoteWerks, it was time for us to build a ConnectWise link into QuoteWerks.

What does this mean for you? With the new ConnectWise integration being built into QuoteWerks, it will receive the same level of attention from the development and our support teams that you have come to rely on.

What does this mean for us? We need your feedback on the features and functionality that you would like to see in our version of the integration.

When making suggestions, please be as specific as possible by including why and how you would use the functionality that you would like to see (annotated screenshots and videos go a long way). This is important to ensure that QuoteWerks development implements them in a way that will be most effective to you and the thousands of other ConnectWise users. Please send all suggestions to development@quotewerks.com.

Did you know that QuoteWerks has these features?

  • Obtain Real-time Pricing and Availability with over 12 Distributors  

  • Retrieve updated descriptions (that you can actually use on your quotes), Pictures, and Spec Sheets via OpenICECat

  • Place electronic orders with Tech Data, Ingram Micro, D&H, and SYNNEX

  • Create Proposals in addition to Quotes, Orders, and Invoices

  • Merge your contracts, terms and conditions, and spec sheets into your polished document

QuoteWerks Is Designed for Your Industry!
  Watch these videos to learn more:
 
 
 		   Overview for the IT Industry
Demonstrates a quick overview of creating a quote and proposal from start to finish using the Real-time Module including real-time price comparisons, refreshing items with latest prices, sourcing from best price vendor, real-time acquisition of detailed product descriptions, pictures, and spec sheets.
 
 		   Placing Electronic Orders
Demonstrates using the QuoteWerks Online Ordering module to place electronic orders with IT Distributors like D&H, Ingram Micro, SYNNEX, and Tech Data.

The video showcases placing an electronic order with Tech Data.
 
 		   Real-time Pricing and Availability
A more comprehensive demonstration of real-time price comparisons, refreshing items with latest prices, sourcing from best price vendor, and more.
 
 		   Real-time Product Content
A more comprehensive demonstration of real-time acquisition of detailed product descriptions, pictures, and spec sheets.

QuoteWerks Version 4.5 Now Available!

At the ConnectWise Partner Summit, people stopped by our booth and asked, "It seems like QuoteWerks version 4.0 has been out for a long time. When are you going to release a new version?"

Great question. The version of QuoteWerks that you saw at the 2008 ConnectWise Partner Summit had 150 less features than the version you saw this year's Summit.

QuoteWerks Version 4.5 was released on December 15, 2009.

Partner Summit Training - Standing Room Only!

We had a training class on Wednesday during the 2009 Summit which covered many topics important to the ConnectWise community. We know not everyone could attend as it was first come first serve and filled up quickly. We promise next year, we will have a larger class. We were able to record the training and it is available for you to view here on the ConnectWise Community page.

You can download the commission report that we worked on in the training class. This report splits commission between hardware and service items.

   QuoteWerks Training Before ConnectWise Summit 2009

Do you know how to get the latest QuoteWerks information?

  Follow us on Twitter for the latest news. We use twitter to announce new features, events, and more.
 
  Watch the QuoteWerks YouTube Channel. We add new videos on a regular basis like "How To" and "Tips & Tricks" videos.
 
  Attend a Webinar. Find out what new features we have added, get a glimpse at what development is currently working on, and you will have a chance to ask questions about using QuoteWerks in your environment.  
 


Coming Soon!


Training
With the hundreds of features that we add to QuoteWerks in a year, training is essential for you to use QuoteWerks to its and your fullest potential. We provide free training and tutorial videos on our website:

 

   Support
It is important to know how to get support when you have a question.
  • Call our technical support (407-248-1481)
  • If your question is not time-sensitive, you can email support
  • Use the forum to get answers from your fellow QuoteWerks users