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Fast-track Overview

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Evaluation

Guided Screenshot tour, Take a Tour, Features & Benefits, QuoteWerks vs Word/Excel, QuoteWerks vs Accounting, Getting Started with QuoteWerks, Reasons Customers Choose QuoteWerks, Tips for Selecting Quoting Software, Customer Testimonials, Notable Customers, Reviews, Case Studies, Customer Demographics, Pre-Sales FAQ, How-to-Use FAQ

 

Try It

Download Demo Version

 

Buy-it/Pricing/Ordering

Editions, Real-time Module, Product Content Subscription, QuoteValet Subscription, Update Maintenance, Compare Editions, Licensing Model/Concurrent, Customization Services, Proficiency Booster Sessions, Accelerated Implementation Service, Professional Services, QuoteValet Web Development Services

 

Core Quoting

Quantities, Quantity Multipliers, Price Modifiers Markups, Price Modifiers Discounts, Cost Modifiers (product database and Quote Workbook), Price Comparisons, Price Refreshing, Item Refreshing, Write-in Products, Searching for Products, Quick Product Lookup, Charge Lines, Discount Lines, SubTotals, Running SubTotals, Comment Lines, Recurring Revenue, Heading Lines, Item Grouping, Formula-based Unit Pricing, Customizing Columns, Hiding Prices, Don't Price, Exclude Line, Print Picture, Optional Items, Sales Tax, Tax Codes, Custom Fields, Foreign Currencies, Mutually Exclusive Items and Optional Groups, Price Rounding, Recurring Groups, File Links Tab, Commissions, Paste Special

 

Documents

Quotes, Orders, Invoices, Sales Orders, Purchase Orders, Converting Quotes to Orders, Document Templates, Revisioning

 

CRM Integrations

Act!, Act! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, Microsoft Dynamics CRM, Microsoft Outlook, Microsoft Outlook Business Contact Manager, salesforce.com, Saleslogix, SugarCRM

 

Accounting Integrations

QuickBooks, Sage 50 (Peachtree), XML Documents, 3rd-Party Integrations, Open Export Module

 

QuoteValet

QuoteValet, QuoteValet Web, QuoteValet Mobile, QuoteValet Shopping Cart, Collecting Credit-Card Payments

 

Products and Services

Nine Pricing Methods, Configurator, Bundles, Required Items, Optional Items, Product Databases, Organize in Folders, Searching for Products, Tech Data, Ingram Micro, Importing Your Own Product Database, Product Price History

 

Product Sources

QuoteWerks Built-in Databases, Microsoft Azure Databases, Sage 50 (Peachtree) Item List, QuickBooks Item List, Autotask Product List(s), ConnectWise Product List, salesforce.com Product Catalogs, External Sources (i.e., ODBC, MS SQL, Oracle, Dbase, FoxPro)

 

Workflow

Peer Reviews, Approvals , Audit Trail

 

Special-Purpose Tools

HP Configurator, Cisco Configurator, Paste Special, Tech Data Shopping-Cart Importer, Tech Data Excel Quote Importer, Tech Data SAP Quote Importer, Dell Quote Importer, HP Quote Importer, Cisco Quote Importer, Netformx Quote Importer

 

Printed Output and Delivery

Layout Designer, Microsoft Word Merging, Sample Quotes, SMTP HTML E-Mail, Outlook HTML E-Mail, PDF Quotes, PDF Merging, Cover Pages, Literature, Spec Sheets, E-Mail Template Manager, Mass E-Mail

 

Real-time Pricing and Availability

Tech Data, Ingram Micro, SYNNEX, D&H, and more.

 

Shipping Integrations

FedEx, UPS

 

Sales Tax Integrations

Sales Tax Rate Lookup

 

Procurement/Online Ordering

Electronic Ordering (D&H, Ingram Micro, SYNNEX, Tech Data), Purchase Orders, Creating Purchase Orders in Autotask, Creating Purchase Orders in ConnectWise, Creating QuickBooks Purchase Orders, Creating Sage 50 (Peachtree) Purchase Orders, Tracking Shipments and Serial Numbers, Receiving Inventory

 

Rich Product Content

Etilize, OpenICEcat, No more importing products, Part Locator, CDW/Dell/NewEgg/Staples/Provantage Pricing, Upselling Accessories

 

Customizing

F2 Lookup Lists, Columns, Label Names, Menus

 

Search Online Merchants

DataFeedFile.com

 

Security

Access Rights, Document Ownership

 

Reporting

Management Reports, Commission Reports, Product Catalog

 

Working Remotely

Synchronization

 

API

SDK, API Developer List

 

Add-ons

Real-time Data Module, QuoteWerks Product Content Subscription (powered by Etilize), QuoteValet Subscription, 3rd-Party Accounting, 3rd-Party Alerts/Workflow, 3rd-Party Contact Management/PSA, 3rd-Party Inventory Tracking, 3rd-Party Project Management, 3rd-Party Proposal/Contract Templates, 3rd-Party Reporting, 3rd-Party Custom Solutions

 

Support/Downloads/Updates

Support Policies, E-Mail Support, Voice Support, Support Forum, Knowledgebase, Quick Start Guide, Videos, Download Updates, Tips & Tricks, New Release Webinars

 

Solution Partners

United States, International, Hosting Partners

 

Company

About Us, News and Events, Contact Us

Version 5.2 (Build 1.29) - November 9th, 2016