Version 5.0 Build 1 is now available! 
This release introduces over 28 new features including: ConnectWise Sales Orders, Leasing Calculations, GreatAmerica Real-time Lease Integration, Opportunities Dashboard for better forecasting, a new Dell integration, Auto-Links, and much more!

Click here to see all the features in QuoteWerks 5.0 Build 1!
Have questions? Give us a call at (407) 248-1481
What's new?

Automatically generate sales orders for any opportunity created/updated by QuoteWerks in ConnectWise.  After the linked QuoteWerks quote has been converted from a quote to an order, the ConnectWise Opportunity will be marked as "Won", enabling the option to create a ConnectWise Sales order from the newly Won opportunity.  Additionally, as the Sales Order is created, all the products, notes, and documents associated with the opportunity are attached to the newly created sales order! 

Simplify the process of creating complex lease calculations on your quotes and proposals with the QuoteWerks Leasing Integration.  Users can quickly and accurately create leasing calculations for quotes to offer customers the option of leasing the item(s) monthly or purchasing outright. Additionally, we've partnered with GreatAmerica Financial Services to provide GreatAmerica dealers with real-time lease payment options in their quotes and proposals. The real-time integration eliminates the need for manual rate card tables.  Also, GreatAmerica dealers can submit lease applications and check on application status electronically from within QuoteWerks.  The Real-time module is required for the integration with GreatAmerica.

Easily track and review your important sales data from a centralized location in QuoteWerks! The Opportunities Dashboard displays real-time data from the quotes in the QuoteWerks database including quota updates, top quotes closed, top open quotes, top opportunities lost, and much more.  This Dashboard provides sales reps and management and easy to view document center with all the opportunities organized by sales rep and date range. 

Dell Integration
The QuoteWerks Dell integration enables Dell Premier Partners with Punchout Credentials to import Dell requisitions from the Dell Premier portal and place electronic orders directly from QuoteWerks.  This integration will let users initiate a new Dell order requisition from within QuoteWerks, select items or a saved quote on the Dell website, and then import those items into QuoteWerks to quote to your customers.  Users will simply need to enter their Punch Out credentials to use this feature.  
More Features...


The Auto-links feature uses dynamically generated auto-links to quickly navigate to ConnectWise entities linked to your quote like contacts, opportunities, tickets, and activities on the QuoteWerks Links Tab. This feature is especially useful for tracking tickets created by QuoteWerks in ConnectWise as users can quickly view and navigate to any ticket originally created by QuoteWerks.  Users will need to be on ConnectWise 2015.1 or higher in order to use this functionality. 

Multiple Product Database Search
Are you looking for an easy way to search for items from multiple vendors at once? The Multiple Product Database search feature in QuoteWerks can search any linked or native product database in QuoteWerks and allows you to specify the database(s) to search. Simply fill in the search criteria and see the results across each database that carries that item.  This feature also supports the ConnectWise product database.   

QuoteWerks Web (Coming Soon)
Access your QuoteWerks documents anywhere with QuoteWerks Web! QuoteWerks Web provides users with an easy and reliable way to access QuoteWerks documents through a web browser.  Users can easily view and edit documents without having to log into the client side of QuoteWerks.  QuoteWerks Web gives users the reliability of QuoteWerks, with the accessibility of a cloud application.   
You've seen the highlights...
Click here to see the entire list of new features in QuoteWerks 5.0 Build 1!  
Download v5.0 now!
Updating your installation to QuoteWerks version 5.0 Build 1 is easy, fast, and does not require re-entering or re-registering License Keys. You may however, need to enter an Update Key if your UMP has expired. You can enjoy all these features in just a few minutes.  Update now!

Don't have your update key on file? Just contact our sales team at (407) 248-1481 ext.2 or and we will email your key to you. 

To View all our new features visit our What's New Page

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