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Why Customers Choose QuoteWerks
We asked our customers what makes QuoteWerks a useful solution for them. Here’s what they had to say:
Quoting & Proposals
- Ability to quickly create a quote and either fax, email or print the quote
- Auto generation of standardized quotes and price tracking
- Customizable quote templates for each major category of product
- PDF creation and direct email/fax capabilities
- Professional, beautiful quotes in minutes
- Ability to list products and options in a way customers can understand
- Consistent output format to our customers
- Ability to bundle products and configure them in great detail
- Subtotal areas and visual product directories
- Professionalism, consistency, profit margin
- Speed of quote creation and delivery
- Ability to apply discounts or markups as needed
- Ability to create purchase orders from quotes
- Ability to track quoting activity
Seamless Integrations
- Integrates with GoldMine, ACT!, QuickBooks, Outlook, Maximizer, Peachtree, and more
- Links to major distributors like Tech Data and Ingram Micro
- CRM and accounting system integration reduces manual entry
- Automatic contact info from ACT!
- Integration with GoldMine, FaxRush, and QuickBooks makes life easy
- Integration with the Ingram Micro database is a huge timesaver
- Links to Tech Data, Ingram Micro, QuickBooks, and Peachtree
- Sync with ACT! and GoldMine forecasts
- Integration with Outlook for emailing and contacts
Product Database & Management
- Centralized product and price lists from multiple vendors
- Easy import and update of supplier price lists
- Product configurator and bundles for complex quotes
- Ability to add our own products to a database
- Product list with tree view and volume pricing discount
- Product database and link to contacts
- Product price importing and comparison
- Product catalogs, configurator, and easy retrieval of old quotes
- Capability to import 20,000+ parts in moments
- Custom fields for tracking product and user info
Reporting & Analytics
- Dashboards and detailed reporting on quotes and sales
- Profit margin calculations and opportunity tracking
- Custom reports for sales performance and forecasting
- Reporting based on details of GoldMine contact records
- Gross profit and sales tracking by month, rep, and brand
- Reporting on lost quotes and reasons why
- Margin visibility and analysis
- Order tracking and accounts receivable reconciliation
Ease of Use & Customization
- Intuitive interface and fast quote creation
- Custom fields, layouts, and templates
- Consistent pricing and error reduction
- Efficient and fast quoting, available to everyone in the sales group
- Easy to import/maintain quotes and pricing
- Easy to update products and import database files
- Customizable quotes and invoices, reporting capabilities
- Ability to use multiple currencies
- Ability to create and email quotes as PDFs
- Ability to link quotes to GoldMine records
- Ability to track margin in real time
In Their Own Words
- Ability to build quotations with various equipment accessories and services
- Ability to download corporate pricing & have the purchase order ready for entry into corporate ordering system.
- Ability to have all of the components of the quote in one place.
- Ability to list products and options in a way that customers and prospects can understand.
- Ability to quickly create a quote and either fax, email or print the quote. Also integration with GoldMine is a key feature.
- Ability to readily assess the profit margin, ability to present to the customer a discount or a markup -- whichever is most appropriate, the ability to email a quote, and the ability to respond rapidly -- email almost while you are on the phone with them.
- Ability to tracking quoting activity.
- Access to contact data, product data, and attached documents.
- Act 2000 link features
- ACT interface reduces having to type in data, The price list allows us to immediately download product features, The DDE link allows us to grab info from other Lytron software, We have written an interface program which allows us to stream QuoteWerks orders directly into our MRP system.
- Act! interface and ability to track quoting activities. Also the performance of our inside and outside sales people can be more easily measured.
- ACT!2000 integration, Multiple pricing levels
- All the features in combination with GoldMine
- As a description database and formatting tool, Use Multiple currency features, and PDF creation
- Auto generation of standardized quotes, and price tracking.
- Automatic contact info from ACT!, Price list database, Ability E-mail PDF quotes
- Automatic follow up scheduling for sales force in contact manager.
- Bundles and configurator
- Bundles, DTF exporting for use of software at the factory and salesmen in the field, Reporting
- Bundles, ease of use, consistent output format to our customers
- Bundles, email features (PDF), the fact that you can import into Peachtree, and its easy.
- Bundles. I am able to configure products the way I want to in great detail.
- Capability to add our own products to a database
- Centralized price lists which allow for products from multiple vendors to be utilized in a proposal, Comparison of pricing for the same products from multiple vendors, Uniform quotes templates.
- Changes in price lists are made on a spreadsheet and then I use the automatic import features. I keep three spreadsheets on the different lines of products I sell and changes and additions are easy to make.
- Configurator & bundles, interface with Outlook.
- Configurator, product db's easily upgraded, templates and covers easily customized, built in PDF generator
- Configurator, Quote to E-mail / Fax
- Configurator, reports
- Configurators, bundles and compare cost
- Consistent pricing, currency conversion
- Contact manager integration, less manual typing, price modifier
- Contact manager integration, product lookups, order conversion
- Creating nice, custom layout of information
- Creating PO's from the quote. Linking to Maximizer. Linking to Tech Data and Ingram Micro
- Custom quote templates for each major category of product we sell.
- Custom Text Fields, Customer based Profile pricing
- Customizable quotes and invoices, e-mail quotes, reporting capabilities, linking to GoldMine.
- Default mark-up; ability to add our own part numbers; supplier database.
- Direct Email capability, Auto line creation, nice looking quote layout.
- Direct link to our suppliers
- Distributor databases
- Downloading quotes into QuickBooks, eliminating retyping quotes. Ability to import a parts list of 20,000 + parts in moments on a monthly basis!
- Ease and efficiently of creating quotes, especially quotes similar to other previously done quotes. Easily tracks profit.
- Ease and speed.
- Ease of importing/maintaining quotes and pricing.
- Ease of updating products, East of importing database files.
- Ease of use
- Efficiency of price manipulation
- Efficient and fast quoting, linking with ACT 2000
- Efficient- available to everyone in the sales and AM group. The database makes all products available to everyone so we don't have to look up part numbers every time. We have a pricing strategy that is consistent and gives us confidence that our pricing is competitive and profitable. One administrator handles all the updates. We have linked to Tech Data and Ingram Micro databases so our purchaser can get the best and current pricing. The database puts the information on the quote and you can instantly see what the profit is and can give quantity discounts or match a competitors price and still make money. The reports help us track gross profits and number of quotes and sales we have each month as well as the dollars of sales and $ of profits. Reports help us track opportunities and purchase smarter. I love the fact that every invoice is accessible to be reprinted anytime. I can track which brand has the most sales and which rep has the most productivity.
- Efficient e-mailing of quotes, conversion of quotes to sales orders
- Email or faxrush sent, techdata database link, simplicity
- E-mail quotes; easy access to the Access database to fine tune to fit our needs
- Email using PDF format. The product database comparison
- Emailing quotes or orders directly from QuoteWerks, integration with GoldMine, product folders to keep products organized.
- Everything - I love this product
- Export to QuickBooks, Link to Goldmine
- Faxing & e-mail from the computer. Importing manufacturer's price lists to generate quotes. The look-up features, networking, converting to PO's, customizing features to allow assigning customer line numbers, follow-up, merging with ACT!, documenting lost sales for future pricing, inserting different ship-to from customer, changing screens to fax / e-mail quotes to other offices, generate request for quotes...etc.
- Forced us to develop standards for implementation pricing and simplify quoting. Integrates with e-mail in GoldMine and faxing with FaxRush.
- Format, profit margin calculations.
- Goldmine interface, ability to store product info and pricing
- Good Looking quotes, quickly and in an organized fashion.
- Grouped Bundles, Volume pricing, Document attachments (eg.term & conditions of sale), email, Goldmine integration.
- Having the ability to link to GM and having a 'formal' quote issued, rather than an email sent to a potential customer.
- I like the product inventory. It is easily applied to an invoice. I can then give a discount if the customer is buying a large enough 'qualifying' order. The Quotes and Invoices look great. It works well with our Goldmine system.
- Importing supplier's price lists and comparing them when quoting, Using pre-defined templates, one click insertion for items including description, item codes, cost price, list price etc., e-mail facilities
- Integrate with ACT, database of products, reporting, copy old quote, all forms look same for all salespersons.
- Integrated email, PDF file layouts
- Integration with ACT! and most of other features.
- Integration with GoldMine
- Integration with Goldmine, Ease of use, Flexibility.
- Integration with GoldMine, FaxRush and QuickBooks sure makes life easy!
- Integration with Goldmine, the configurator is a big bonus, it prevents vital pieces from being forgotten
- Integration with Maximizer. E-mail interface.
- Integration with the Ingram Micro database. A HUGE timesaver for us!!!
- Interface to Goldmine and fast effective method of producing quotes
- Interface w/ ACT!2000
- Interface with ACT; ability to analyze profit per quote and line item; having common database of products saves quote preparation time.
- Intuitive interface, Goldmine interaction.
- It's flexibility and user definable aspects.
- Less mistakes on quote/orders, consistent price list, shared software, integration with ACT.
- Link to ACT
- Link to Goldmine to track open quotes. Neat format easier to read and reduces errors.
- Link to QuickBooks, Ingram Micro, TechData. And the configuration wizards are great. The custom docs that I can add to each quote when I email them has been a big timesaver.
- Link with Techdata and Ingram.
- Linked spec sheets, markups and ease of use.
- Linking between quotes, PO and sales order and invoice
- Links to goldmine, outlook, etc. Easily customized. Importing of Databases.
- Links to major distributors, Integration with Goldmine, Works on Terminal Server
- Links to Tech Data and Ingram Micro databases.
- Links to Tech Data, Ingram Micro, QuickBooks.
- Links to Tech Data, Ingram, Goldmine and Peachtree.
- Margin analysis, standard templates, backend manufacturer documentation support.
- Margin visibility, Ease of creating professional quotes in minutes.
- Multi currency; ease of use; difficult to make a mess, unless you try.
- Multiple databases, multiple report formats, ease of quote creation.
- Multiple databases, Email capability, custom layouts, pricing options, changing line items to comments (for system pricing), quick creation, etc.
- Order Tracking, and as a accounts receivable reconciling tool.
- Part number/description/pricing, discounts/multipliers on multiple fields, emailing PDF quotes to customers
- Part numbers and continuity of appearance.
- PDF export is top feature
- PDF generator to e-mail quotes and order acknowledgements.
- Point and click from product databases, address and contact information
- Preparing professional and easy to read quotes and most important tracking the quotes
- Price List Management, Customized Quote Templates, email Quote, Reporting, etc.
- pricing and description database, ability to manipulate markups/discounts
- pricing help us be more consistent and I control the discounts automatically.
- Product book, pricing structures, link with goldmine with forecasting
- Product catalog, easy to customize reports
- Product Catalogs, Configurator, The DATABASE for retrieval old quotes (is easy)
- Product database
- Product database and link to contacts
- Product database, exchange rate maintenance, link to GoldMine, profitability calculations
- Product list w/ tree view. Volume pricing discount. Extra fields for tracking product & user info.
- Product list, automatic markup calculations, profit calculation per line and per quote, auto population of customer data.
- Product list, forecasting, find, config., email quote.
- Product lists with customer specific pricing levels pulled from Goldmine. Profitability checks to make sure kits are priced appropriately. Consistency is key.
- Product lookup is used most often, along with the ability to customize reports
- Product price importing.
- Product price lists and pricing features.
- Products bar to add items, customized quote reports, emailing quotes as PDF.
- professionalism, consistency, profit margin
- Profit margin!
- Purchasing from the quotes when they become jobs. Using the custom fields to calculate labor, engineering, and programming time automatically.
- Quickly create and transmit quotes. Being able to link quotes to GoldMine records is a big help
- Quote configurator, support for several product lines, customization of 'reports', ability to quote while on the road, professional appearance, etc.
- Quote tracking, integration with GoldMine
- Quotes can be called up in goldmine.
- Reporting -- being able to examine quotes lost and the reasons why.
- Reporting based on details of goldmine contact records, customized categories, etc.
- Send quotes by e-mail
- Sharing the info in the office.
- Simple and easy to store and make changes to them.
- Speed - instant PDF creation (nice and easy)
- Speed in creating a quick quote
- Speed of quote creation and delivery
- Speed of quotes and turning them into orders, Full database in one place
- Speed of using the product database, and ability to call up quotes very quickly by customer or quote #.
- Speed. ability to change exch rates. ability to cut & paste into ACCESS
- Standard quote info, we have entered all products in the products area and use them to create quotes
- Submitting quotes by email and creating reports
- Subtotal areas and visual product directories
- Sync with ACT!, ability to input our entire product assortment (1000s of products) into one database that can be easily accessed and searched, customizable quotation templates.
- Tech data links. e-mail, fax
- Tech Data/Ingram Micro database support, one single system for quotes
- Templates and the ability to insert them into groups to build single line items composed of various parts
- Text formatting and editing capabilities.
- The ability to bundle products
- The ability to easily create quotes makes us more efficient.
- The ability to put our products and services into a well organized database to choose from. The ability to modify the descriptions and costs on the fly helps for modifications for special circumstances with our prospective clients. The quote report writer is excellent and it allows us to put out a neat detailed well organized quote linking into goldmine and having the ability to save to a PDF makes e-mailing a quote a breeze and for saving the quote for later reference outside of Goldmine or QuoteWerks.
- The ability to quickly apply different discount structures, or apply discount structures based in information pulled from Goldmine.
- The ability to setup a template of a quote and email quotes and greatly improved our efficiency in getting the quoting process done.
- The database integration to Ingram Micro & Tech Data is a huge time saver.
- The database of products with prices makes for a more consistent and faster quoting procedure. The product bundles are great too.
- The ease of using the products tab to put together a quote.
- The interface with Goldmine. Product data base and ease of use for customer service.
- The link between ACT! and QW. In one process you create the quote, the follow-up reminder and the sales opportunity.
- The possibility to import different price list and have them all available in one program. Custom quote template, fax and email option.
- The reports feature and I like to be able to change the forms to fit my needs.
- The total margin and line-item margin calculators are fantastic. Customized Quotes look professional and are easy to change.
- Tracks the quotes for us and keeps the prices consistent.
- Transfer to QuickBooks
- Uniform control on pricing policy, monitor exchange rate changes-we import products, notes on follow quotes and customer database.
- Use of local and foreign currencies, total use of the reports
- We are able to import our product database into QuoteWerks. This eliminates double work when entering product numbers and cost information. It is easy to create a quote and fax it directly from the PC.
- We implemented automation to import and maintain Ingram database in Product database. So, this product database feature, is very useful for us. Also, we can build reports easily.
- We like the looks of the finished quote form and we can now e-mail our quotes. Our ACT! templates didn't extend prices or add totals for us!
- We sell at several different price levels and QuoteWerks accommodates us.
- We use the Ingram Micro/Tech Data product links.
- We use the linking ability it has to Goldmine forecasts. Also the ability to track your margin in real time is awesome.
- We use the quote as a sales tool. Each item quoted has 'Hot' Features and benefits. Competitors non-descriptive quotes are at a disadvantage to ours.
- Working from product database, Creation of PDF files, Creation of purchase orders, Integration with Outlook
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