QuoteWerks 
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"The Out-of-the-Box sales quoting software solution for leading CRM & Contact Managers!"

QuoteWerks (Features & Benefits) enables companies in every industry to create detailed quotes with speed and efficiency (as seen in our guided screenshot tour). See what's new in version 4.0! If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks

QuoteWerksTM (Features & Benefits) enables companies in every industry to create detailed quotes with speed and efficiency (as seen in our guided screenshot tour). See what's new in version 4.0!  If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerksTM (See our quoting software evaluation tips to help you find the right package)

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

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?

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

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 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, and Tech Data (no importing required). A real-time web pricing and availability module is also available for Tech Data.

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 optional link to QuickBooks accounting software to convert your quotes into QuickBooks invoices.

Or, use the optional link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders, and invoices.

Or, use the optional 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).

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 $329 providing a cost effective solution that is scalable.

It runs on Windows 2003, 2000, Windows Me, Windows XP, Windows 98, Windows 95, Windows NT, 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!

Need more information? We are excited to present this overview page to allow you to quickly view the benefits of this innovative product. We also have additional information that we would like to share. Please click below, fill out the short form and we'll rush the info your way.

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