QuoteWerks Press Kit
Short Summary
QuoteWerks sales, quoting, software enables users to create price quotes for their customers using contact information retrieved from leading contact management software such as ACT! Desktop, Act! for Web, Datto Autotask PSA, ConnectWise PSA (formerly Manage), GoldMine, Google Contacts, HubSpot CRM, Kaseya BMS, Maximizer Desktop, Maximizer CRM Live, Microsoft Dynamics CRM, Outlook, salesforce.com, SugarCRM, and ZohoCRM. The presentation of the quote can be customized, and emailed to customers. Once the quote becomes an order, the order can be exported to accounting software such as QuickBooks and Peachtree. QuoteWerks was first released in October 1999. QuotePro, the predecessor of QuoteWerks, was released in 1993.The primary market strength of QuoteWerks is attributed to its ability to be a useful tool for any industry that has a need to create price quotes containing itemized products or services. It is important to point out that the generation of price quotes can generally be divided into two categories: line item quoting software and proposal software. Proposal software typically generates a document with many pages describing the needs of a customer followed by an implementation plan and then a single non-itemized price at the bottom. QuoteWerks creates both line item based quotes and proposals.
Screen Shots
QuoteWerks Screenshots can be found here: https://www.quotewerks.com/screenshots.asp
QuoteWerks Product Background
Behind Aspire Technologies, Inc. is the belief that software designed that is intuitive to the user, provides the user with exactly what they need, and exactly when they need it will ensure the success of the software in today's market.
QuoteWerks was originally released as "Quote Pro" 1.0 in 1993. Since then, Aspire Technologies, Inc. has released Quote Pro 1.1, Quote Pro 1.2, Quote Pro 1.3, Quote Pro 1.5, Quote Pro 2.0, Quote Pro 2.1, Quote Pro 2.5.
From a simple belief, Aspire Technologies, Inc. has created a
sophisticated application that promotes sales efficiency and
productivity for small and large organizations alike.
About Aspire Technologies, Inc.
Aspire Technologies, Inc. company background can be viewed in the company area of the website.
Four Word Description
QuoteWerks Sales Quoting Software.
Short Description
QuoteWerks sales quoting software tool that integrates with ACT!, Autotask, ConnectWise Manage, GoldMine, Kaseya BMS, Maximizer, Outlook, salesforce.com, SalesLogix, SugarCRM, Zoho CRM, QuickBooks, Peachtree, Ingram Micro, SYNNEX, Tech Data, D&H, and more.
Word Description
QuoteWerks generates sales quotes efficiently and easily. This
all-purpose quoting system integrates seamlessly with some of the
top contact-management programs, such as ACT! Desktop, Act! for Web, Datto Autotask PSA, ConnectWise PSA (formerly Manage), GoldMine, Google Contacts, HubSpot CRM, Kaseya BMS, Maximizer Desktop, Maximizer CRM Live, Microsoft Dynamics CRM, Outlook, salesforce.com, SugarCRM, and ZohoCRM, allowing fast quote generation for
customers already in the database. (Users without
contact-management software can use the one provided in the
system.) QuoteWerks can track your cost, selling price, and
profit and allows for selling price and markup adjustments based
on single-line items or the entire quote. You can also create
bundles of items, see product price history, enter volume
discounts, and link similar products together to offer
substitutions. Quotes are stored in a Microsoft Access or SQL
database, ensuring a highly flexible format. You can fax, print,
or email a quote by customizing your output or using a variety of
pre-existing formats. Another powerful feature is the ability to
convert a quote into an invoice (once the customer accepts the
quote) by using a drop-down menu.
Long Description
QuoteWerks allows companies in every industry to create detailed
quotes with speed and efficiency. If you want to save time and
money when quoting, selling, ordering, and purchasing products
and services you need QuoteWerks.
It Integrates seamlessly with contact managers like ACT! Desktop, Act! for Web, Datto Autotask PSA, ConnectWise PSA (formerly Manage), GoldMine, Google Contacts, HubSpot CRM, Kaseya BMS, Maximizer Desktop, Maximizer CRM Live, Microsoft Dynamics CRM, Outlook, salesforce.com, SugarCRM, and ZohoCRM eliminating
the need to re-type customer information. QuoteWerks also has
it's own built-in contact database.
When QuoteWerks pulls the contact information into your quote,
our innovative DataLink feature can automatically pull other
information into the quote such as terms, sales tax rate,
customer profile etc. Customer profiles can be used by QuoteWerks
to determine the appropriate pricing a particular customer should
receive.
You can personalize your print layouts with the built-in visual
layout designer. Our advanced print layout designer allows you to
easily insert data fields from your contact manager into the
print layouts. Then, when you print the quote, QuoteWerks will
pull data from the contact manager fields that you specified
resulting in a printed quote that includes information from your
contact manager contact record.
Create and maintain your own products database, and import
product information from files that your vendors provide. If you
are in the PC industry, you can link QuoteWerks Professional
Edition directly to the offline product price guides of Ingram
Micro, SYNNEX, and Tech Data (no importing required).
If you are a small or large business, and you sell products or
services you will benefit from the features QuoteWerks has to
offer. These features include the ability to send and receive
your quotes across the enterprise, vendor price comparisons, old
quote price refreshing, creation of "bundles" or
"kits", the configurator to take you through a
step-by-step process of building products using other products.
Setup your products to have required, optional, and substitute
products. Your products can also be organized visually in folders
to make it easier to find the products you are looking for.
Use the link to QuickBooks accounting software to convert your
quotes into QuickBooks invoices.
Or, use the link to Peachtree accounting software to convert your
quotes into Peachtree purchase orders, sales orders, and
invoices.
Or, use the Open Export Module to export your quotes/orders to a
delimited text file format that many accounting packages can
import (Great Plains accounting for example).
Multiple-user network versions are available, allowing users to
increase productivity by sharing information in the quote
database. QuoteWerks is a stand-alone product, and does not
require word processors or spreadsheets to work.
No matter what industry you are in QuoteWerks will work for you.
QuoteWerks will increase your quoting productivity more than any
software you will ever own.
That's the QuoteWerks advantage!
Sales
Phone: 407-248-1481 (press 2)(Mon - Fri, 9:00 am to 5:00 pm EST)
Fax: 407-248-1482 (available 24, 7 )
Email: sales@quotewerks.com (available 24, 7 )
Technical Support
Phone: 407-248-1481 (press 3)(Mon -Fri, 9:00 am to 5:00 pm EST)
Fax: 407-248-1482 (available 24, 7 )
Email: support@quotewerks.com (available 24, 7 )
Press Contact
Brian A. Laufer, Vice President
Phone: 407-248-1481 (Mon - Fri, 9:00 am to 5:00 pm EST)
Fax: 407-248-1482 (available 24, 7 )
Email: brian.laufer@quotewerks.com (available 24, 7 )
Aspire Technologies, Inc. Headquarters
7680 Universal Blvd.
Suite 360
Orlando, FL 32819
Phone: 407-248-1481
Fax: 407-248-1482
Email: info@quotewerks.com
Web site: www.quotewerks.com