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QuoteWerks® (Features & Benefits) enables companies in every industry to create detailed quotes and proposals with speed and efficiency (as seen in our guided screenshot tour). If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®  (See our quoting software evaluation tips to help you find the right package)

 

QuoteWerks integrates seamlessly with contact managers like ACT!, ACT! for Web, ConnectWise, GoldMine, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

In today’s fast paced market if a business takes too long to get a price quote into a potential customer’s hands, that business stands a greater chance of losing that sale. QuoteWerks has been empowering businesses for over 17 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/estimating processes in the office and on the road.

Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Find out how QuoteWerks is a much better solution for creating quotes.

QuoteWerks is used by over 58,000 users worldwide in over 101 countries. Whether your company is a small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides. Who are our customers?

QuoteWerks Add-ons like Tigerpaw CRM and more extend the functionality of QuoteWerks using the QuoteWerks Software Development Kit.

Read in Precision Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour.

When QuoteWerks pulls the contact information into your quote, our innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc.  Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.

You can 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 or proposal that includes information from your contact manager contact record.

Create and maintain your own products database, and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of Ingram Micro, Tech Data (no importing required), and SYNNEX. A real-time web pricing and availability module is also available for D&H, Ingram Micro, SYNNEX, Tech Data, and more. Also included in the real-time module is the ability to retrieve Real-time Product Content provided by Etilize and OpenICEcat enabling IT professionals to create content rich quotes and proposals with little effort. The Real-time Module also includes the ability to search online merchants for products.

If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products. Setup your products to have required, optional, and substitute products. Your products can also be organized visually in folders to make it easier to find the products you are looking for.

Use the link to QuickBooks accounting software to convert your quotes into QuickBooks invoices in the Professional and Corporate editions of QuoteWerks.

Or, use the link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders, and invoices in the Professional and Corporate editions of QuoteWerks.

Or, use the Open Export Module to export your quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting for example) in the Professional and Corporate editions of QuoteWerks.

Multiple-user network versions are available, allowing users to increase productivity by sharing information in the quote database. QuoteWerks is a stand-alone product, and does not require word processors or spreadsheets to work. QuoteWerks Standard Edition starts at USD $199, the QuoteWerks Professional Edition starts at USD $239 and the QuoteWerks Corporate Edition (MS SQL) starts at USD $349 providing a cost effective solution that is scalable.

It runs on Windows 7, Windows 2008, Windows Vista, Windows 2003, Windows XP, Windows 2000, Novell Netware, and Windows NT Server.

No matter what industry you are in QuoteWerks will work for you. QuoteWerks will increase your quoting productivity more than any software you will ever own.

That’s the QuoteWerks advantage!