Different ways to Search

One of the great benefits to using a database oriented quoting system like QuoteWerks is that all the Quotes that you have ever done are available to you.

You can easily search for Quotes, Orders, and Invoices by selecting the File|Open menu.  On the Open Document window, there are many different ways to find the document you are looking for. You can easily limit the search to just your documents, documents you worked on today, or you can enter in more advanced search criteria such as any Quotes by a particular sales rep that contain the phrase "Server" in the Document Name and that were created after a particular date.

Data Analysis

Since your all your Quotes, Orders, and Invoices are saved in the QuoteWerks database you have the historical data of quotes that you have won and lost as well as which documents became orders and invoices. This gives you the ability to not only report on your data, but also take a closer look at your sales process.

If you have customers that order the same items from you on a regular basis, you can open a previous quote, refresh with latest/best pricing, and save it as a new quote with the current prices in minutes rather than having to recreate the entire quote from scratch.