The latest version of QuoteWerks is now available to download! This new release includes over 60 new features, including Recurring Grouped Bundles, QuickBooks item name creation, negotiated price support for online ordering, Tech Data sales rep Quote Importer, new Product Content Subscription features, Tech Data Canada Online Ordering, and more.

Download the Update!

Updating your installation to QuoteWerks 4.8 Build 5.16 is easy, fast, and does not require re-entering or re-registering your License Keys.

 
 
This new build includes over 60 New Features! 
Click here to see all the new features of QuoteWerks 4.8 Build 5.16. 
Attend the Webinar- Sign up Now! Webinar  
QuoteWerks Version 4.8 Build 5 has something for everyone. Attend the webinar to learn how to use these new features as well as an open forum to ask our Vice President how to better utilize QuoteWerks in your environment. 
Tuesday, August 6th at 1:00pm EST    

 QuoteWerks version 4.8 Build 5 Highlights
Recurring Grouped Bundles
Grouped bundles can now be converted into a single recurring monthly revenue amount. All you have to do is create a quote with the items, convert the items into a group, then set your APR and terms. QuoteWerks will then total all the items in the group and calculate the monthly payment based on the APR and terms you set.

For VARs and MSPs, this feature will enable you to easily quote Hardware as a Service (HaaS).
QuickBooks Item Name Creation
When exporting items to QuickBooks, you now have the flexibility to generate a customized item name for your items in QuickBooks. You will choose which fields within QuoteWerks to use to populate the item name. It can be as simple as the Manufacturer part number or as complex as a combination of fields, including your custom fields. This feature will give you the ability to maintain your own propriety part numbers in QuickBooks and pull them from QuickBooks using the product data source link.
Negotiated Distributor pricing now supported for Online Ordering
Sometimes you are able to negotiate with your distributor sales rep to get better pricing than your standard pricing, however you could only submit standard real-time pricing with the QuoteWerks Distributor Online Ordering feature. Now you have the flexibility to override the standard real-time price with your special negotiated price when you submit your order. The special circumstances will be automatically communicated to the distributor so that the order can be flagged for manual review and processed by the distributor. For Tech Data users, this feature is important when you import a Tech Data Excel quote into QuoteWerks, that you receive from your sales rep.
Import Tech Data Sales Rep Quotes
You now have the ability to import the Excel formatted Tech Data Price Quote that you receive from your Tech Data sales rep into QuoteWerks. It's as easy as clicking on a button. The quote details, such as the quote number, the shipping amount, and freight amount, will be inserted on a non-printed line on the quote for your reference and the original Tech Data price quote will be automatically inserted in your links tab for future reference.
New Product Content Subscription features

New PartLocator Distributors: Our PartLocator now supports Tech Data Canada, Tech Data UK (Computer2000), BlueStar, and Ingram Micro Australia.

List Price: Now with a combination of our PartLocator service and your Real-Time pricing & availability you can retrieve List Price from your distributors. The PartLocator currently stores List Price for Tech Data (USA, Canada), Tech Data UK (Computer2000), Ingram Micro (USA, Canada. Australia), SYNNEX (USA), D&H (USA), and BlueStar (USA).


 
Unit Weight:  
With our Product Content subscription, you can now retrieve product weights if they are available from Etilize.
     
 
New retail websites to compare pricing: Now you can retrieve consumer prices from  Staples (USA, Canada, and UK), and Provantage (USA), along with CDW®, Dell™, Newegg®, and Amazon  
 
Tech Data Canada Online Ordering
Tech Data customers in Canada can now place their orders through the QuoteWerks Online ordering feature.
Now supported:
ConnectWise 2013.1, July Autotask Release, SugarCRM 6.7, Maximizer 12.2 Sage 50 (Peachtree) 2014, and Office 365 login support for Microsoft Dynamics CRM 5.0 users
This new build includes over 60 New Features! 
Click here to see all the new features of QuoteWerks 4.8 Build 5.16. 
Updating your installation to QuoteWerks version 4.8 Build 5 is easy, fast, and does not require re-entering or re-registering your License Keys. You may however, need to enter an Update Key (below) if your UMP has expired. You can enjoy all these features in just a few minutes.
Update now!

Don't have your Serialized Update Key on file?
Contact QuoteWerks Support at 407-248-1481. 



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