 | QuoteWerks allows you to create detailed quotes with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks. It Integrates seamlessly with contact managers, such as GoldMine and Microsoft CRM eliminating the need to re-type customer information. |
When QuoteWerks pulls the contact information into your quote, the 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. GoldMine and MS CRM support includes creating forecasted sales, profile records, call backs, scheduled forecasts, document links to quotes, and more.
| Import from spreadsheets/text files or manually enter products into product and servies databases. |
| Do you have sales people on the road, or do you work from home at times? QuoteWerks can synchronise quotes between different locations. |
| With QuoteWerks' extensive pricing feature you will know your profit margin on everything you sell. |
| From start to finish, QuoteWerks handles it all. |
| User QuoteWerks' Visual Report Designer to format your quotes. |
| The price comparison worksheet compares prices between your vendors, ensuring that you receive the best price. |
| Integrated e-mail client allows you to e-mail quotes directly from witin QuoteWerks with a single click. The e-mail client does not require an external e-mail software. |
| QuoteWerks will present you with a list of products to choose from step by step. Each successive step is base on your previous selection. |
| Never forget to include a part again. |
| Customisable fields and columns accomodate your companies' unique product and quoting needs. |
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