Do you spend too much time creating quotes and proposals? QuoteWerks is the market leading sales quoting and proposal solution that automates your sales process from start to finish.
QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.
DataLink: When QuoteWerks pulls the contact information into your quote, its innovative DataLink feature can automatically include other information such as terms, sales tax rate, customer profile, and more.
Custom designed profiles: Let QuoteWerks determine the appropriate pricing a particular customer should receive based on your pre-specified criteria.
Built-in Visual Layout Designer: Personalize your print layouts with the built-in visual layout designer. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.
Web-linked Pricing Guides: Create and maintain your own products database and import product information from files that your vendors provide. For example, if you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of IngramMicro and TechData… no importing required!
Ability to send and receive quotes across the enterprise
Vendor price comparisons
Old quote price refreshing
Creation of “bundles” or “kits” (a configurator takes you step-by-step through building products using other existing products as templates)
Setup products to have required, optional and substitute products.
Products can also be organized visually in folders to speed up quoting.
Optional link to QuickBooks accounting software to convert quotes into QuickBooks invoices.
Optional link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders and invoices.
Optional “Open Export Module” to export quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting for example).
Multiple-user network versions available, allowing users to increase productivity by sharing information in the quote database.