QuoteValet Mobile

Create Quotes on the Go

The QuoteValet add-on subscription for QuoteWerks now gives you the flexibility to create quotes on the go. QuoteValet Mobile enables you easily create quotes on your iPad or any HTML5 compatible tablet or browser.

Watch QuoteValet Mobile in Action!

Imagine being able to create quotes in minutes and email it to your customer while still in your customer's office. Once you submitted, your customer can accept the quote and even make payment right on your tablet.

QuoteValet Mobile is included for Free in the QuoteValet Subscription for QuoteWerks and starts at $35 a month.

Contact us to request a free QuoteValet trial.


 

QuoteWerks v4.7 Build 4 and Build 6 Highlights

 
Automatically attaches PDFs in your CRM

QuoteWerks now attaches a PDF of your quote/proposal automatically to your CRM. This new feature is supported in all of our native CRM integrations, which include: ACT! 2005+, Autotask, ConnectWise, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, salesforce.com, SalesLogix, and SugarCRM. 


MS CRM 5.0 LIVE version now supported

QuoteWerks now supports Microsoft Dynamics CRM 5.0 Live (Passport/Microsoft Hosted) and Internet Facing Deployment (IFD) options.


Outlook 2010 BCM now supported

QuoteWerks now support the Outlook 2010 Business Contact Manager.


ConnectWise 2012.1 now supported

QuoteWerks now supports ConnectWise 2012.1 (Service release 4.01)


SugarCRM 6.4 now supported

QuoteWerks now supports SugarCRM 6.4


Associate Pictures with item "on-the-fly"

You can now manually associate a picture with a line item on the Documents Items Tab of the QuoteWerks workbook. Previously, this would only happen through Etilize or through associating a picture in advance in the product database.

 


New Inbox Tab on QuoteValet Dashboard

The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, which can only be dismissed by the sales rep, giving you the flexibility to see all important notifications in one place.


Enhanced QuoteValet Reporting

The QuoteValet reporting functionally has been enhanced and can be found on the new Reporting Tab (formally known as the Manage Tab) on the QuoteValet dashboard. The QuoteValet Reporting allows you to filter your pending quotes to easily see new opportunities and keep track of details. New reporting filters include: "Customer Activity", "Internal Activity", "Accepted (with balance due) "Uploaded for Customer Acceptance", and "QuoteValet Mobile Documents".

The document activity for each quote on the QuoteValet Dashboard is now color coded to easily distinguish between customer and sales rep activities. In addition to the new reporting filters, quotes can be filtered by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile).

Tech Data Canada is now supported in Etilize

The QuoteWerks content subscription, Etilize, now supports Tech Data Canada. Customers that purchase from Tech Data Canada can now bring in product pictures, marketing descriptions, spec sheets, and more into their quote with never leaving QuoteWerks.


Enhanced salesforce.com integration

The salesforce.com QuoteWerks integration now retrieves products from the salesforce.com price book up to 100 times faster depending on the number of products. In addition, the Merge Remote Documents feature is significantly faster.


Updating your installation to version 4.7 Build 6 of QuoteWerks is easy, fast, and does not require the re-entering or re-registering of your License Keys. You may however, need to enter an Update Key (below) if your UMP has expired. You can enjoy all these features and more in just a few minutes.


What are you waiting for?
Update now and take advantage of the over 60 new features added since 2012!

Updates are easy to install, but remember to always get permission
from your QuoteWerks administrator first!


Stay in touch with QuoteWerks
through our social media networks!

 

UNSUBSCRIBE Information: To unsubscribe from future QuoteWerks emails, respond to this email with "UNSUBSCRIBE" in the email subject  to sales@quotewerks.com or write to Aspire Technologies, Inc., Corporate Headquarters, 7680 Universal Blvd Suite 360 Orlando, FL 32819. Phone: 407-248-1481 Fax: 407-248-1482