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Customer Information Center
Current Release: v5.2 build 8.18 (released August 18, 2017) update center
Installation & Updates
How can I tell what version/build of QuoteWerks I have?
In QuoteWerks select the Help->About menu. The version and build will be located under the logo in the orange box.
How can I obtain the latest update of QuoteWerks?
To install the latest update, you need to be current on your maintenance, then you can download the latest update from Updates page.
How do I install an update?
How do I install QuoteWerks to run on another workstation?
How do I move my installation to another computer/server/location?
Integrations
Is the version of my integrated application supported by QuoteWerks?
Click on your CRM link below:
Act!
Act! for Web
Autotask
ConnectWise
GoldMine
Google Contacts
Maximizer
Microsoft Dynamics CRM
Microsoft Outlook
QuickBooks
salesforce.com
SalesLogix
SugarCRM
Purchase Licenses & Renew Subscriptions
If you need pricing for additional licensing or subscriptions, contact the sales team:
- 407-248-1481
- sales@quotewerks.com
- open a chat session at the bottom of the page
Feature Requests
You can submit feature requests through our forum. You will need to sign up for a forum account.
QuoteWerks Web
Select customers having been trialing it since May 2017. Request the early access preview.
Self education, training, and Support
Our Quick Start Guide gets you oriented on the basics
Our Fast-track Overview is a great way to quickly find information you are looking for.
Our Help System is a great way to quickly find information you are looking for.
We offer numerous Paid Training options to help you maximize your setup and proficiency of QuoteWerks!
Visit our Support Page for details on our support offerings and how to contact support.
Videos
Samples
Download sample layout and proposal templates
Use our Workflow Diagrams to understand the overall Sales Automation process involving QuoteWerks, your CRM Software, your Accounting Software and your suppliers
QuoteWerks Feature Stream
August 23, 2017
Announcement: QuoteValet Mobile Refresh - August 2017
This update includes:
This update includes:
- Autotask contacts support
- An interface refresh
- Support for ConnectWise REST API
- UI issue fix when scrolling through multiple templates
August 12, 2017
Feature Spotlight: QuoteValet Videos
QuoteValet supports videos for any document uploaded to QuoteValet. Your YouTube videos can be displayed on the QuoteValet document. Single or multiple videos can be displayed for a document as well as videos for individual line items. QuoteValet also supports default videos for every type of document (quotes, orders, invoices) created in QuoteWerks so users do not have to remember to manually include videos on documents.
help topic
QuoteValet supports videos for any document uploaded to QuoteValet. Your YouTube videos can be displayed on the QuoteValet document. Single or multiple videos can be displayed for a document as well as videos for individual line items. QuoteValet also supports default videos for every type of document (quotes, orders, invoices) created in QuoteWerks so users do not have to remember to manually include videos on documents.
help topic
August 8, 2017
Build Release: v5.2 Build 8. Some Highlight features are QuickBooks Online, Windows Authentication Login, QuoteValet Video Support, and more. See the version 5.2 Announcement.
New Video: How to Use Agreements in ConnectWise. Watch Now
July 1, 2017
Tip: Did you know that you can drag and drop items in the Quote Workbook?
June 6, 2017
Build Release: v5.2 Build 6. Some Highlight features are Real-Time Ingram Micro Leasing, ConnectWise Enhancements, ability to Modify Purchasing PO templates, and more. See the version 5.2 Announcement.
April 17, 2017
Build Release: v5.2 Build 3. Some Highlight features are International Dell Punchout Integration, Etilize UK Upsell and Similar Items, Leasing Enhancments, and more. See the version 5.2 Announcement.
February 14, 2017
New Video: Version 5.2 Release Webinar. Watch Now
January 26, 2017
Build Release: v5.2 Build 2. See the complete list of features.
November 11, 2016
QuoteWerks Version 5.2 Release
Printing Enhancements
We have added a quick preview feature - simply double-click your layout and you will get a quick preview of what your quote looks like without literature, spec sheets, and other static documents that do not change.
Licensing and Security Enhancements
Administrators can now force user logouts, especially useful when a user locks their machine and leaves for the weekend or when admins want to install updates. Users can see what other users are currently logged in and licensing events are now recorded such as login and logout events. help topic
Dell Premier Punchout Orders - Credit Card Payment
Dell Premier Partners with Punchout credentials placing orders with Dell can now use credit card for payment in addition to terms. help topic
Leasing Enhancements
There is now an option on the Lease Payment Calculator window to "Include Monthly recurring in lease payment" and more options to control the display of the leasing options on your quote. help topic
Real-time leasing integration with Ingram Micro
Calculate your Ingram Micro Lease-IT financing options with a click of a button through the new QuoteWerks Ingram Micro Lease-IT Integration. help topic
ConnectWise REST API Integration
New ConnectWise integration utilizing the ConnectWise REST API. Additionally, support added for ConnectWise 2017.5, 2017.4, and 2017.3. help topic
QuoteWerks Commands
Create, edit, and customize system settings by running multiple commands simultaneously to automate changes inside QuoteWerks. help topic
Exclude Etilize Results
Limit specific items from the Etilize search result for any items that have been discontinued, are outdated, or you simply don't sell. help topic
Layout Designer Upgrade
Ensure your QuoteWerks documents are fully branded! Customize your QuoteWerks Layouts with the exact text color used for your documents in QuoteWerks and never worry about branding again.
Track Approvals
In QuoteValet Insight, you can see all documents that are approved, not approved, or pending approval on the Approvals tab.
Purchasing Enhancements
Modify the HTML PO template that is used when emailing or saving a PO as a PDF from the Purchase Orders tab of the Purchasing Window. You can easily modify the email template itself that controls what the email looks like.
QuickBooks Online
Take advantage of the new QuoteWerks to QuickBooks Online integration! This integration enables users to export their QuoteWerks documents to QuickBooks Online as Estimates, Invoices, and Sales Receipts, includes item support, and much more! watch video help topic
QuoteValet Video Support
YouTube videos are supported for QuoteValet documents and individual line items! Share single or multiple videos on a document to help explain the line items in the document, introduce new offerings, or simply provide more information about your company. help topic
Multiple Shopping Cart Templates
Users can now have more than one QuoteValet Order Template used by the QuoteValet Shopping Cart. When uploading a new Order Form template to QuoteValet you can choose which of the available Order Form Templates to use. help topic
Windows Authentication Login Support
Automatically log-in users into their QuoteWerks installation using their Windows login information. This feature enables any user to auto-login into QuoteWerks without having to remember their password for QuoteWerks. help topic November 3, 2015
QuoteWerks Version 5.1
Auto Save - Don't Lose Your Work
Life happens. Network and Internet connections disconnect. Windows Update reboots your PC overnight. You get so engrossed in your work and you forget to save. QuoteWerks Auto-save protects your work. help topic
Control Your Output Like Never Before
The printing system has been significantly enhanced. You can now have primary and multiple secondary layouts. You now can control the order in which all of the print elements are assembled to create the final presentation to your client.
Matrix Style Product Comparison for Etilize Users
Easily compare products sourced from Etilize. Then, quickly de-clutter and remove comparison results that are not available from your distributor(s) and/or not in stock. help topic
Etilize Favorites
Save commonly quoted items from Etilize in a My Favorites folder. help topic
Etilize Support for Bundles and Configurations
Create and add items from Etilize to Bundles and Configurations. help topic
Email Purchase Orders from QuoteWerks Purchasing
Combine partial or complete won orders to create a single Purchase Order for your vendor. Deliver the PO via an inline email or save as a PDF. help topic
Streamlined Microsoft Word Merging
Word Merging no longer requires Microsoft Word to be on your computer and the time it takes to generate the Word document has been reduced from minutes to seconds. watch video help topic
Tech Data Quote Management
View, search, open, and import Tech Data created quotes into QuoteWerks. watch video help topic
Management Report Exporting
Export Management Reports to delimited text files (CSV or .txt) and select which fields to export. help topic
Run Scripts from Custom Menus
You can now run a script on demand by clicking on a custom menu. Scripts can perform custom actions on the currently open QuoteWerks document. help topic November 7, 2014
QuoteWerks Version 5.0
QuoteWerks Opportunities Dashboard
Sales reps have the ability to track their progress with quota in the current month and historically. Managers have the ability to see all of their sales reps metrics in one place. Gain insight into the top selling products, quarterly progress, stage of quotes, and more! help topic
Auto-Links
Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. help topic
Multiple Product Database Search
Search across multiple product databases, including QuoteWerks, ConnectWise, QuickBooks, and more.
Leasing Integration
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services. help topic
ConnectWise Sales Orders
QuoteWerks now converts sales opportunities to ConnectWise Sales Orders. watch video help topic
Dell Integration
The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, the ability to import quotes, create order requisitions, and even place orders with Dell. watch video help topic October 8, 2013
QuoteWerks Version 4.9
QuoteValet Insight
Gain insight and have mobile access to your QuoteValet Executive Dashboard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. help topic
QuoteWerks Scripting
QuoteWerks now has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks. Do special validations, check for combinations of items, and more. watch video help topic
Undo / Redo
QuoteWerks is the only quoting software with multi-level Undo and Redo. There are 10 levels of undo. Sometimes the simple things are the best. watch video help topic
QuoteWerks Dashboard
The QuoteWerks Dashboard gives a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago. You can also see quotes expiring within the next week and even handle ConnectWise quote-request notifications. help topic
Purchasing Sourcing
When selecting items for purchasing, you can obtain current pricing and availability and change vendor sourcing with the Product Content Subscription right before placing your order, ensuring that you order from the lower price vendor that has stock. help topic
Google Contacts
Use your Google Contacts as a CRM source in QuoteWerks. help topic
Purchase Orders
Purchase Orders can be created in QuoteWerks that are electronic orders or manually created. help topic
Active Quotes Panel
When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel. This ensures that a colleague hasn't already created a quote for the prospect. watch video help topic
Real-time Tech Data SAP Quote Retrieval
As a result of the collaboration between QuoteWerks and Tech Data, QuoteWerks retrieves quotes created by Tech Data sales reps directly from Tech Data's internal SAP system. watch video help topic
ConnectWise Solutions
Place Electronic Orders with QuoteWerks and have the Purchase Orders flow seamlessly to ConnectWise. Use your CRM for Quoting and ConnectWise for Orders. Initiate a new quote from a ConnectWise (Mobile) Opportunity. watch video help topic November 14, 2012
QuoteWerks Version 4.8
QuoteValet Shopping Cart
Create online order forms with the QuoteValet Shopping Cart. Use them to automate customer re-orders or receive paid orders from a promotional email blast. watch video help topic
Procurement Tracking
Our complete Distributor Integration retrieves your pricing & availability, places electronic orders and tracks your shipments, serial numbers, & receiving. watch video help topic
Azure Cloud Hosted Product Database
Our new Microsoft Azure integration enables you to host your QuoteWerks Product Databases in the cloud. help topic
PartLocatorTM
It can be tough keeping up with all the new parts on the distributor websites. Now, QuoteWerks provides you with ALL the parts from D&H, Tech Data, Ingram Micro, & SYNNEX with the Product Content Subscription.
Negotiated Pricing
You have the flexibility to override the standard real-time price with your special negotiated price when submitting an online order. help topic
FedEx & UPS Integration
Our shipping integration with FedEx and UPS enables you to obtain real-time shipping quotes from your carriers, & serial numbers. watch video help topic
Document Audit Trail
Audit Trail Tracking provides the history of key event changes to the document, who changed it and when. help topic
Recurring Groups
Grouped Bundles on the quote can be converted to a single recurring monthly revenue amount. All of the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months at a 20% APR. This feature can be used for Hardware as a Service (HaaS) quoting. watch video help topic
Price Rounding
Present rounded prices to your customers. Easily round your prices when calculating from cost or list. watch video help topic
Import Tech Data Sales Rep Quotes
Import the Price Quotation spreadsheet your Tech Data sales rep emails you in a single click. Another QuoteWerks Original. watch video November 17, 2011
QuoteWerks Version 4.7
Collect Credit Card Payments from Customers
QuoteValet 1.3 now includes Credit Card processing. Collect deposits, progress payments, balances, and payments flow seamlessly into QuickBooks. QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet is an additional Subscription. help topic
QuoteValet Mobile
The QuoteValet add-on subscription for QuoteWerks 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. Imagine being able to create quotes in minutes and email it to your customer while still in your customer's office. watch video help topic
Use your Payment Gateway
QuoteValet 1.3 payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and more. help topic
Up sell with Ease
Etilize 2.0 now presents spec sheets and accessories, enabling you to up sell your customers, generating more revenue. help topic
Etilize UK
Etilize 2.0 adds support for UK QuoteWerks users in IT and AV industries! help topic
No More Wasting Time Looking Up Sales Tax Rates
Tax Rate Lookup service is now included free in the Real-Time Module. Retrieve sales tax rates for your customer's zip code & city. watch video help topic
Enhanced QuickBooks Integration
The QuickBooks integration now creates Purchase Orders, Payments from QuoteValet 1.3 flow seamlessly into QuickBooks, and QuickBooks Custom fields (estimates/invoices/sales orders/POs, items, etc) are now supported. help topic
Mass Email
Send the same email out to multiple recipients without the recipients being able to see each other's email addresses or names. help topic
Associate Pictures with items "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. help topic
Automatically attaches PDFs in your CRM/PSA
QuoteWerks now attaches a PDF of your quote/proposal automatically to your CRM. This new feature is supported in all of our native CRM/PSA integrations, which include: ACT!, Autotask, ConnectWise, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, salesforce.com, SalesLogix, and SugarCRM. help topic
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, giving you the flexibility to see all important notifications in one place. help topic
Enhanced QuoteValet Reporting
The QuoteValet reporting functionally has been enhanced and can be found on the new Reporting 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. The QuoteValet document activity history is now color coded to easily distinguish between customer and sales rep activities. help topic
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