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General Introduction - Experience a new age of
quoting!
We know you will find it to be the best quoting package on the market. To present QuoteWerks to you we have divided this summary into 3 distinct areas. The areas are a general introduction, how will QuoteWerks work for you, and a bullet point feature list. Creating quotes is the initial step to making a sale. Yet, this necessary step can be tedious and time consuming; researching product, pricing, and details from multiple vendors. You may even need to create several different quotes for one specific client. And, after all the time used to create the perfect quote, the customer may not make the purchase. You wasted precious time with no return! Until now, you would have to use a spreadsheet or similar software to put together all the aspects of a quote; part numbers, your cost, markup, the customers price, the vendors you will purchase from, etc. Manually tracking all of these elements leaves much room for error, and wastes much of your valuable time. Some vendors that you purchase products from will provide you with product and pricing information in the form of a text file, spreadsheet file, or database. QuoteWerks can help you leverage this information by linking to it, or importing it after which it will be at your fingertips. For those of you who use contact management software such as ACT, GoldMine, Maximizer, and Skyline you will see how seamlessly QuoteWerks integrates with your customer information. You will never have to re-enter or create duplicate customer files. In addition, QuoteWerks links quotes to your GoldMine, ACT!, and Maximizer contacts, so you will never misplace a quote again. How will QuoteWerks work for you? You may ask yourself "How will QuoteWerks work for our business?". QuoteWerks allows you to create a product database and track all types of information about your products, including volume pricing breaks, product categories, serial numbers, weight, along with many more including user-defined fields that you can setup to track whatever you need. Products can also be of a more advanced nature that involve units of measure and pricing for products that do not fall into the "1 of this item for this amount" category. All the products in the product database can be entered by you, or you can import the products if you already have them in some other format using our import wizard. Once you have your product database put together, you can start quoting. If you use contact management software (we recommend it) like GoldMine, ACT!, Maximizer, Skyline, or SBT / ACCPAC Pro Series you can easily copy the contact information into QuoteWerks with a click of a button. Now that we have specified who the quote is for, let’s quote some products. We will look products up in the product database that we setup earlier. To find the product that you are looking for, there are many search fields available for you to use to find the particular product you are looking for. Once you have found the product, you add it to your quote and specify quantities, and markup information. Markup can even be customer-based using your GoldMine contact information. You can also use QuoteWerks powerful bundling and configuration tools to automate adding groups of products to your quote. The configurator will even take you step-by-step through a series of product choices. Once the product is in your quote, you can further modify any of the information about each line item including the markup. When the products are on your quote, you can see how much profit you are making on individual items, and on the entire quote. All the columns on the quote can be re-arranged in the order you prefer, and you can change the names of the columns to those you prefer. This new quote is automatically linked to your contact manager's contact record, so you will never lose it. If you use GoldMine as your contact manager, QuoteWerks can also create forecasted sale records, call backs, and completed sale records. You can then use GoldMine to print reports that show you what quotes you have outstanding and when you are scheduled to follow up with the lead. Now, let’s print out the quote. You can choose from a list of pre-defined native reports. The native reports can be customized from within QuoteWerks using a visual layout designer. Many types of documents can be printed, including quotes, invoices, sales orders, purchase orders, packing slips etc. When the customer decides to go with the quote, simply change the status of the quote to an invoice, and print it out. When you are ready to create purchase orders, QuoteWerks can print a separate purchase order automatically for each unique vendor on your quote. Lastly, you can export the customer information from your quote into a QuickBooks import file (an optional link) that will let you import the customer information into QuickBooks so that you do not have to re-type it. Now that you have a better understanding of how QuoteWerks will work for your business, you may want to obtain a free evaluation copy of QuoteWerks from our website so that you may try it out for yourself. Click here to download a free evaluation copy. Feature List - See the Product Brochure
for Integration details
Form: 043007-1132
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