QuoteWerks - Videos

Solution Overviews

QuoteWerks 4-Minute Quick Tour

QuoteWerks enables you to reduce your quoting time from hours to just minutes.
QuoteWerks Product Overview

The core QuoteWerks functionality is described in depth during this 35 minute video:

Quoting products and services
Quote Sheet features
Saving quotes
Converting quotes to orders
Printing quotes
Customization
Creating product lists
Professional Edition features
Accounting link features
Advanced features
QuoteValet - Modern Quote Delivery

QuoteValet is a more robust way to deliver quotes to your customers and prospects. Ever wonder what happens to your quote after you sent it? With QuoteValet, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign and pay electronically.
QuoteValet Mobile

Use your iPad or HTML5 compatible tablet to create quotes while on the go.
Overview for VARs and MSPs

In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.
Why you need quoting and proposing software

John Lewe, President, Founder, and Lead Developer of QuoteWerks, talks about the need for quoting software. All business need three core software applications. CRM, Quoting, and Accounting software. In this video we discuss the untapped benefits in implementing quoting software.
Why customers love us

It is important to know what kind of company you will be working with. John Lewe, our President, talks about the company he has built.
QuoteWerks beats Word and Excel!

At first glance, using Word or Excel is a quick way to create a quote, but then you quickly discover how inefficient and error prone the process is.
How QuoteWerks started

John Lewe, President and Founder, discusses how he first encountered the need for quoting software and how he invented QuoteWerks back in 1993. Today QuoteWerks is the market leading sales quoting and proposal software serving over 66,000 users in 101 countries.

CRM Integrations

ACT!

Demonstrates the QuoteWerks integration with ACT!
ACT! for Web!

Demonstrates the QuoteWerks integration with ACT! for Web.
Autotask

Demonstrates the QuoteWerks integration with Autotask.
Autotask Integration Setup

Demonstrates how to setup the QuoteWerks integration with Autotask.
ConnectWise

Demonstrates the QuoteWerks integration with ConnectWise.
ConnectWise Integration Setup

Demonstrates how to setup the QuoteWerks integration with ConnectWise.
ConnectWise Service Items on Opportunities

Demonstrates how to setup the QuoteWerks integration with ConnectWise to populate service items in the ConnectWise opportunity as product items.
ConnectWise Integrator Login Setup

Demonstrates how to setup an Integrator Login in ConnectWise to be used by QuoteWerks.
ConnectWise Service Ticket Integration

Demonstrates the QuoteWerks ConnectWise Service Ticket Integration.
ConnectWise Using product lists

Demonstrates the QuoteWerks ConnectWise integration with the ConnectWise Product Lists.
GoldMine

Demonstrates the QuoteWerks integration with GoldMine.
Maximizer

Demonstrates the QuoteWerks integration with Maximizer.
Microsoft Dynamics CRM

Demonstrates the QuoteWerks integration with Microsoft Dynamics CRM.
Microsoft Outlook

Demonstrates the QuoteWerks integration with Microsoft Outlook.
Microsoft Outlook Business Contact Manager (BCM)

Demonstrates the QuoteWerks integration with Microsoft Outlook Business Contact Manager (BCM).
SugarCRM

Demonstrates the QuoteWerks integration with SugarCRM.
salesforce.com

Demonstrates the QuoteWerks integration with salesforce.com.
SalesLogix

Demonstrates the QuoteWerks integration with SalesLogix.
Pulling CRM field data with the DataLink

Demonstrates how to use the Datalink feature to pull additional field information from your contact manager into QuoteWerks such as Terms.

Training Videos

Getting Started

How to install QuoteWerks

This step-by-step video walks you through downloading and installing QuoteWerks (both a local installation and a network installation), including how to enter license keys and do your initial basic setup.
Installing QuoteWerks Update

This step-by-step video walks you through downloading and installing a QuoteWerks Update (both a local installation and a network installation), including entering your update key.
Starting and Logging into QuoteWerks

This step-by-step video walks you through the basics of starting QuoteWerks, logging in and adding login users.
Getting Started with QuoteWerks

Now that you have downloaded and installed QuoteWerks, you may be asking yourself, "What do I do next?" In this video, it will demonstrate how to get started and set up QuoteWerks. It will show you how to set up a contact manager, import a product database, customize a quote layout, and create your first quote.
Entering License Keys

This step-by-step video walks you through entering your License Keys into QuoteWerks.
Replacing Product Content Subscription License Key

This step-by-step video walks you through how to enter your renewed annual subscription License Key for your Product Content Subscription (Powered by Etilize).

QuoteValet

QuoteValet - 3 minute setup

In this video, you will learn how to setup QuoteValet in QuoteWerks for the first time. This includes entering QuoteValet Tenant Credentials, Uploading your company letterhead, using Sales Rep Pictures, and more.
QuoteValet Mobile - Creating your first quote

This step-by-step video walks you through creating your first quote on QuoteValet Mobile.
QuoteValet Mobile - Creating Templates

Demonstrates how to create quote templates on QuoteValet Mobile.
QuoteValet Mobile - Adding icon to your iPad

Demonstrates how to create an icon on your iPad to launch QuoteValet Mobile and also how to default your tenant account number and Login name to avoid having to re-type it every time..
QuoteValet Shopping Cart

Demonstrates how to use the QuoteValet Shopping Cart.
Capture Written Signatures with QuoteValet

Demonstrates how to Setup and use written signatures with QuoteValet templates.
QuoteValet Maintaining OrderForms and Mobile Templates

Demonstrates how to maintain QuoteValet OrderForms and QuoteValet Mobile Templates. This includes how to know what Templates and OrderForms have been uploaded to QuoteValet, obtaining QuoteValet Shopping Cart URLs for sending to customers, and modifying/removing Shopping Cart OrderForms and Mobile Templates.

Products

Importing Products - Basics

Demonstrates how to import products using the Product Import Wizard.
Importing Products into folders

Demonstrates how to import products into product folders and sub-folders.
Bundles - Basics

Demonstrates the different types of bundles in QuoteWerks and how to setup and use them.
Bundles - Advanced

This video builds upon the Bundles Basics video adding advanced features such as comments and subtotals to your bundles.
Configurator - Basics

Demonstrates the different types of configurations in QuoteWerks and how to setup and use them.
Configurator - Intermediate

This video builds upon the Configurator Basics video including setting the quantity for your item, the sort code, line type, and item attributes.
Configurator - Advanced

This video builds upon the basic Configurator Basics video adding advanced features such as when to use product, navigation, and default branches..
Creating Groups/Bundles on the Fly

Demonstrates how to create a Bundle on the Fly in the quote rather than selecting from pre-setup bundles or grouped bundles.
Setting up Product Data Sources

Demonstrates how to create, link to, and removing product data sources through the Products|Setup Product Sources menu.
Setting up and using Optional Items

Demonstrates how to set up and use Optional Items. Optional Items are useful to show your sales people available options for a given item.
Setting up and using Required Items

Demonstrates how to set up and use Required Items. This video walks you through setting up and using Required Items. Required Items are useful to automatically add items to your document based on the primary item that has been added.

Layout Designer and Word Merging

Word Merging Proposals

Demonstrates how to create Microsoft Word based quotes and proposals from within QuoteWerks rather than using our built-in layout designer.
Layout Designer

Demonstrates how to use the QuoteWerks Layout Designer to customize the printed lookup of your quotes.
Creating formulas in the Layout Designer

This video will introduce you to basic formula design in the QuoteWerks layout designer.
Creating Proposals with QuoteWerks

QuoteWerks can be used to create many documents in the sales process from Quote to Proposal. This video demonstrates how quickly and easily you can create a proposal with word editable items in QuoteWerks.
Creating Page Breaks in the Layout Designer

This video will show you how you can create page breaks on your QuoteWerks layout. This video also introduces you to multiple Detail Sections within the same layout.
Creating a ProfitAmount formula in the Layout Designer

This video walks you through creating a profit amount formula on the QuoteWerks layout.
Placing images or logos on the top of every page in the Layout Designer

This video walks you through modifying your layout to have your logo or other fields on the top of every page. The video uses a Section Filter to accomplish thi
Using Heading lines to divide your quotes into sections

This video walks you through modifying your layout to use Heading Lines to divide your quotes into sections.

Accounting

QuickBooks Integration

Demonstrates the QuoteWerks integration with QuickBooks.
QuickBooks Integration Setup

Demonstrates how to setup and configure the QuoteWerks QuickBooks Accounting Integration.
QuickBooks PO Integration

Demonstrates the QuoteWerks PO integration with QuickBooks.
Sage 50/Peachtree Integration

Demonstrates the QuoteWerks integration with Peachtree.
Sage 50/Peachtree Integration Setup

Demonstrates how to setup and configure the QuoteWerks Peachtree Accounting Integration.

Misc

Quote Approval and Peer Review (Part 1 of 2)

Demonstrates how to use the QuoteWerks Approval and Peer Review workflow. Part 1 of 2.
Quote Approval and Peer Review (Part 2 of 2)

Demonstrates how to use the QuoteWerks Approval and Peer Review workflow. Part 2 of 2.
FedEx/UPS Shipping Integration

Demonstrates how to use the FedEx/UPS Shipping Integration.
Sales Tax Rate Lookup

Demonstrates our sales tax rate lookup feature.
Mutually Exclusive Options

Demonstrates how to use Optional Groups and Mutually Exclusive Options to control the options your customers can choose, especially with QuoteValet.
QuoteWerks SMTP Email Setup

Demonstrates how to setup the QuoteWerks SMTP email client.
Laptop Licensing - Creating Remote PC licenses

Demonstrates how to create a Remote PC License from the master QuoteWerks installation for use in a remote laptop installation.
Remote Office Licensing - Creating Remote Site Licenses

Demonstrates how to create a Remote Site License from the master QuoteWerks installation for use in a remote office/site installation.
Database Rollout and Document Sync

This video will walk you through the Database Rollout available in the Corporate Edition as well as the Document Sync available in both the Professional and Corporate Editions of QuoteWerks.
Using QuoteWerks HTML Email

Demonstrates how to use the QuoteWerks HTML Email client.

IT Industry Solutions

Etilize Product Content

The QuoteWerks Product Content Subscription (powered by Etilize) provides customers in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions.
Placing Electronic Orders - Overview

In this video, we use the Purchasing window to place an order with our distributor, Tech Data, then send the Purchase Order to QuickBooks, and lastly we retrieve real-time order status shipping tracking and serial numbers..
Placing Electronic Orders - Detailed

Demonstrates in greater detail the online ordering portion of our procurement feature set. Includes setting up the electronic ordering and placing an actual order. IT Distributors D&H, Ingram Micro, SYNNEX, and Tech Data are supported.
QuoteWerks Procurement Tracking

For Online Orders placed through QuoteWerks order status updates are available. You can see real-time order statuses including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more.
Dell Quote Importer

Demonstrates how to use the QuoteWerks Quote Importer to import quotes emailed by your Dell sales rep, Dell Premier eQuotes that you create yourself, and even import a quote that you are working on via the Dell Premier Portal.
HP iQuote Importer

Demonstrates how to use the QuoteWerks Quote Importer to import quotes you create on HP iQuote. HP iQuote is HP's channel sales and quotation cloud service that ensures order accuracy, improves the efficiency of presales teams and reduces the risk of error.
Cisco's Quick Pricing Tool (QPT) Importer

Demonstrates how to use the QuoteWerks Quote Importer to import quotes that you create with Cisco's QPT utility. QPT ensures order accuracy, improving the efficiency of sales teams and reducing the risk of error.
Setting up Realtime Vendor and Content Subscription

Demonstrates how to setup the Realtime Module with a distributor and Product Content Subscription
Legacy: Importing Ingram Micro products

Importing of Ingram Micro products has been replaced with our Product Content Subscripton (powered by Etilize) which no longer requires that you import products from Ingram Micro.
Legacy: Importing SYNNEX products

Importing of SYNNEX products has been replaced with our Product Content Subscripton (powered by Etilize) which no longer requires that you import products from SYNNEX.
Legacy: Importing D&H products

Importing of D&H products has been replaced with our Product Content Subscripton (powered by Etilize) which no longer requires that you import products from D&H.

Release Webinars

Version 4.8 Build 1 Release

The QuoteWerks Version 4.8 Build 1 release includes over 17 new features including QuoteValet Shopping Cart, Procurement Automation, Azure Support, Shipping Integrations, and more.
Version 4.7 Build 8 Release

The QuoteWerks Version 4.7 Build 8 release includes over 20 new features including new email functionality, a new real-time partner (Comstor / Westcon Group), and additional Product Content (Etilize) functionality.
Version 4.7 Build 6 Release

The QuoteWerks Version 4.7 Build 6 release includes over 10 new features including QuoteValet Mobile along with other QuoteValet enhancement features. This webinar is designed for existing QuoteWerks users and provides an overview of these features specifically focusing on QuoteValet and QuoteValet Mobile.
Version 4.7 Build 2 Release

The QuoteWerks Version 4.7 Build 2 release includes over 38 new features including Links tab and PDF file improvements, QuoteValet enhancements, QuickBooks enhancements, Purchasing window enhancements, and ConnectWise functionality.
Version 4.7 Build 1 Release

The QuoteWerks Version 4.7 Build 1 release includes over 29 new features including enhancements to product selection, quote delivery, customer acceptance, payment receipt, purchasing, and invoicing. With this release, our focus was putting money back in your pocket. This is evident in the new Etilize 2.0 upsell functionality, USA tax rates included free in the Real-time Module, and credit card processing with over 80 payment gateways, and more. In this webinar, we review all of the new features in Version 4.7 including Etilize 2.0, QuoteValet Credit Card Payments, Sales Tax, QuickBooks Custom Fields and POs, and even the enhanced formula and new summary lines on the Quote Workbook.

Customer Testimonials

View customer testimonial videos on our Customer Testimonials page.

Tips & Tricks

View our tips & videos on our Tips and Tricks Playlist on YouTube.

Videos by the QuoteWerks Community

QuoteValet in 2 minutes

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
QuoteValet 10-minute Tour

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
QuoteValet Dashboard

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
QuoteValet Mobile

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers creating a QuoteValet Mobile quote and retrieving it into your QuoteWerks installation.
QuoteValet Template Editing

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers modifying the QuoteValet Page that the customer sees.
QuoteValet Payment Processing

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers QuoteValet payment processing including using deposit request feature from the customer and sales rep perspective.
Linking Files on Resources tab

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers how to use the Resources tab in the Quote WorkBook to link to files and websites. Also includes how to merge word documents from this tab.
HP eConfigure Paste Special Integration

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
Importing Dell Quote from Website

By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers importing a Dell quote from the Dell website using the Paste Special Wizard. The same process can be used to import quotes from other websites.