QuoteWerks Layouts:

 

QuoteWerks serves nearly 56,000 users worldwide in an array of industries, such as analytical instrumentation, A-V design and installation, commercial aviation maintenance, display and exhibition, IT, machinery distribution, non-profits, telecommunications and more. To accomplish this, QuoteWerks has a flexible layout designer that enables you to customize the look and feel of the document you present to your customer.

Many companies struggle to preserve their image and ensure that customers are receiving only company literature that is correctly branded. This can create a problem for the customer when trying to identify the source of the documents. Additionally, non-branded literature can make a document look unofficial and unprofessional.

Utilizing QuoteWerks, organizations can now have branded, standard company layouts for all of their quotes, proposals, orders, invoices, and purchase orders. Furthermore, security settings can be placed on individual users to ensure that they only use specific layouts and are unable to make changes or delete them. Users can only send the company approved layouts, preserving the company’s image.

The layouts can also be customized to display or hide numerous fields from QuoteWerks. Users can choose to show line item pricing in groups or single items or hide them completely. Layouts can also be edited to include manufacturer, manufacturer part number, vendor, vendor part number, and many more. The layouts are an essential component of every quote as the layout output is all your customer or prospect will ever see. It is important to have all the relevant information in an intuitive and easy to read format.

QuoteWerks layouts are designed to be easily customizable with company logos, different color schemes, as well as a variety of fonts. Each QuoteWerks installation comes with standard layouts.  Additional sample layouts are available for download below.

 

QuoteWerks Sample Layouts:

You can download the free ample layouts below and customize them for your business and industry. All of the samples below include the Aspire and QuoteWerks logos as examples. You can, of course, remove them entirely, replace them, and/or add additional logos and pictures.

To download, right-click and save the FPC file to your ..\QuoteWerks\Layouts folder. If you have questions, please feel free to contact your sales rep or technical support.


 
Type of Layout: Quotation

Unique qualities of this layout:

  • Prominent contact information for the sales rep
  • Signature block at end of document
  • Company contact information and logo are printed on every page

Download this layout file
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Type of Layout: Proposal

Unique qualities of this layout:

  • Includes a Cover Page
  • Merges large amounts of text from the QuoteWerks document
  • Uses paragraphs as opposed to line item details

Download this cover page
Download this layout file
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Type of Layout: Estimate

Unique qualities of this layout:

  • Lines separating columns
  • Totals Equipment on the Estimate
  • Calculates Discount on the Estimate
  • Company contact information and logo are printed on every page

Download this layout file
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Type of Layout: Quote

Unique qualities of this layout:

  • Line after each item
  • Stylized bars at top and bottom of document

 

Download this layout file
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Type of Layout: Estimate

Unique qualities of this layout:

  • Lines separating columns
  • Show picture per line item

Download this layout file
See full size PDF

 


 
Type of Layout: Quote

Unique qualities of this layout:

  • Line after each item
  • Signature block at end of document

 

Download this layout file
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Type of Layout: Quote

Unique qualities of this layout:

  • Canadian Taxes (PST / GST)

Note: This layout is included in QuoteWerks version 4.0 Build 39 and newer.

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Type of Layout: Order

Unique qualities of this layout:

  • Lines separating columns

Note: This layout is included in QuoteWerks version 4.0 Build 39 and newer.

Download this layout file
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Type of Layout: Invoice

Unique qualities of this layout:

  • Company contact information at bottom of quote

 

Download this layout file
See full size PDF