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We have created demonstration videos that walk you through most of
the functionality of QuoteWerks which gives you a good idea of what QuoteWerks is all about, and how to use it. We also have step-by-step tutorial videos.
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QuoteWerks
Demo video (48.3 Mb)
(January 27th, 2009)
This QuoteWerks demo video covers the core QuoteWerks
features. This video does not cover external CRM
integrations. CRM specific videos are listed below.This 35 minute demonstration video will cover
the following topics:
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Quoting products and services |
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Quote Sheet features |
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Saving quotes |
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Advanced contact management features |
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Converting quotes to orders |
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Printing quotes |
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Customization |
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Creating product lists |
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Professional Edition features |
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Accounting link features |
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Advanced features |
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QuoteWerks integrates with several contact management software
(CRM) packages. CRM specific videos are listed below:
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QuoteWerks for ACT!
video (24.2 Mb)
This video covers the same material as
the QuoteWerks Demo video above and also demonstrates how QuoteWerks integrates with
ACT!. This video was created prior to
Build 49 in which the ACT! integration was
significantly improved.
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QuoteWerks for
GoldMine video (21.6 Mb)
This video covers the same material as the QuoteWerks Demo
video above and also demonstrates how QuoteWerks
integrates with GoldMine.
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QuoteWerks for
Maximizer video (8.4 Mb)
(February 23rd, 2009)
This video demonstrates how QuoteWerks integrates with
Maximizer. This video was created prior to
Build 51 in which the Maximizer integration was
significantly improved. (For a demonstration of
QuoteWerks core features, please view the QuoteWerks Demo
video above.)
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QuoteWerks for
Microsoft Dynamics CRM (14.8 Mb)
(March 4th, 2009)
This video demonstrates how QuoteWerks integrates with
Microsoft Dynamics CRM. This video was created prior to
Build 51 in which the Microsoft Dynamics CRM integration
was significantly improved. (For a demonstration of
QuoteWerks core features, please view the QuoteWerks Demo
video above.)
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QuoteWerks for salesforce.com video (13.1 MB)
(February 23rd, 2009)
This video demonstrates how QuoteWerks integrates with
salesforce.com. (For a demonstration of QuoteWerks core
features, please view the QuoteWerks Demo video above.)
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QuoteWerks for
SalesLogix video (12.3 Mb)
(May 4th, 2009)
This video demonstrates how QuoteWerks integrates with
SalesLogix. (For a demonstration of QuoteWerks core
features, please view the QuoteWerks Demo video above.)
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Please note: If you have difficulty downloading any of these files, we can mail you a Demo CD-ROM
that includes these videos for $5.00 + shipping.
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