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QuoteWerks
3.0
allows companies in every industry 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.
Key Features - Pulls contact
information from popular contact management software.
QuoteWerks integrates seamlessly with leading contact management software
such as GoldMine. This integration allows you to instantly start
quoting using your lead and customer information that is already in your
existing contact management software. You will never have
to re-type your customer information, and no importing is required!
In addition to retrieving contact information from your contact manager,
our innovative DataLink feature uses DDE to automatically pull
almost any other information from your contact manager and place it into
the quote. If you do not use one of the above mentioned contact
managers, you can use the built-in contact database that comes with
QuoteWerks.
Quote Products and Services
QuoteWerks allows you to quote
products and services. You can enter information directly into the
quote "on-the-fly", and you can setup a list of products and
services that you commonly use in our product databases. You can
setup a separate product database for each vendor that you purchase from
and organize the products and services within each database using
multiple-level folders. If you already have lists of products and
services, you can import them into the QuoteWerks product databases using
the QuoteWerks Product Import Wizard.
Computer Resellers can link to
Distributor product databases
If you are a computer
reseller, we have a special edition of QuoteWerks called the PC
Industry Edition. This PC Industry Edition links to the offline
price guides of Ingram Micro, Merisel, and Tech Data. Linking to
their databases, gives you full access to each of their 30,000 products
they carry. When you select items from their product databases, all
the important information such as vendor part number, manufacturer part #,
cost, suggest retail, etc is copied into the quote. You can even
compare prices between the distributors with a single click!
Bundle Your Products/Services
The powerful bundling feature
adds groups of products to your quote with a single click. If you
quote groups of products/services often, the bundling features in
QuoteWerks will save you a tremendous amount of time. With bundles,
you can specify which products/services are included in a bundle.
Then, you can add that bundle to the quote and all the items that are in
the bundle are automatically added to the quote. Using bundles also
ensures that you will never forget to include an item in the quote.
QuoteWerks has two types of bundles: Simple Bundles, and Grouped Bundles.
With a Simple Bundle, the list of products/services that you
specified in the bundle will simply be added to the quote when you select
the bundle. With a Grouped Bundle, the list of products/services
specified in the bundle will be "rolled up" into a single
grouped line item. All the individual item prices will be hidden and
automatically totaled and displayed in the single grouped line item.
The individual item descriptions can optionally be displayed or hidden.
Get the Best Prices
When you select the product
that you want to add to the quote, you can right click to immediately see
the cost of this product from each vendor that you have setup in
QuoteWerks. In a flash, you know which vendor has the lowest price,
and you can choose to purchase that item from that vendor.
Refresh quote with latest or best
prices
Often customers request a
quote, and then for a variety of reasons, the project gets put on hold.
Then, one day the customer calls back and says they would like a new
quote. No problem for QuoteWerks. Simply select all the line
items on the quote, and choose the Refresh with Latest price feature.
Immediately, your quote has been updated. In fact, if your cost has
now lowered, QuoteWerks will ask you if you would like to keep the profit
for yourself, or pass on the lower cost to your customer!
Vendor prices fluctuate often. The QuoteWerks Refresh with Best
price feature will automatically find the vendor with the lowest cost for
each item on the quote, and update the quote with that information.
Customize Quote Layouts
Use QuoteWerks visual layout
designer to format the layout of your quotes. All companies have
different formats that they prefer to present the quote to their customer
in. The built-in QuoteWerks visual layout designer gives you
complete flexibility in designing the look of your printed quote.
You can choose which information you would like to include in the quote,
and which information you would like to not included in the quote.
You can insert company logos, pictures, lines, boxes. You can set
background colors, font colors, fonts, alignment, pretty much anything!
As if that was not enough, the QuoteWerks print layout designer
also supports the creation of custom formulas. You can create
formulas that calculate lease payments based on a number of months, and
the total sale amount of the quote. You can create formulas that
print a special message if that sale is over $1000. You can create
formulas that calculate a 50% down payment amount to display on the quote.
You can create almost any solution using this formula functionality! The
layout designer is very powerful, flexible and easy to use.
QuoteWerks comes with a default print layout for quotes, orders,
invoices, sales orders, and purchase orders. You can modify these
existing print layouts, and/or create any print layout format you would
like, such as a work orders, packing slips, etc. There is no limit
to the number of different print layouts you can create. Again, you
have full control over what the end result will look like!
Define your Pricing Strategies
In all, QuoteWerks supports 9
different ways to price your products and services!
- Enter Price Manually - Use this when you have a
fixed price for all customers
- Gross Margin - Use this when you calculate your
customer price by applying a % gross margin to your cost.
- Markup from Cost - Use this when you calculate your
customer price by adding a % of your cost to the cost of the product.
- Discount from List - Use this when you calculate
your customer price by discounting from the list price.
- Same as List - Use this when in most cases you
charge your customers the list price of a product (lucky you!).
- Volume Based - Use this when your customer gets a
different price depending upon how many of the item they are
purchasing.
- Customer Based Price Levels - Use this to have
QuoteWerks automatically assign your customer a fixed price depending
upon what type of customer this customer is. So, if your
customer is a RETAIL customer, they get price X, and if they are a
WHOLESALE customer, they get price Y.
- Based on Customer/Product profile - Use this to
have QuoteWerks automatically assign your customer a calculated price
based on markup, margin, discount, or list depending upon the type of
customer AND the type of product you are selling. So, one example is,
if your customer is a RETAIL customer, they get a 10% discount, and if
they are a WHOLESALE customer, they get a 30% discount. Another
example is, if your customer is a RETAIL customer, they get a 40%
marked up price, and if they are a WHOLESALE customer, they get a 10%
marked up price.
- Formula Based - Use this to have QuoteWerks
calculate the price of the product as a % of the price of another
product.
Flexible line item features
Many types of line items are
supported in the quote.
- You can have Subtotal line items which allow you to
display grouped totals of key portions of your quote.
- You can have Running Subtotal line items which
allow you to display the total of all the items from the beginning of
the quote to this line item.
- You can have % charge line items which are
calculated as a % of the amount of the line item above it. The
line item above it can be a regular product/service, or it can be a
subtotal/running subtotal allowing you to calculate a % of a group of
items.
- You can have % discount line items which work in
the same way as the % charge line items.
- You can have comment line items which allow you to
easily insert additional spacing in between line items in the quote,
and can also be used to indicate different sections or groups within
the quote like "Options", etc.
- You can also mark each line item individually to have
certain attributes like hide price, don't print, optional
item, taxable, and more.
- When a line item has the "hide price" attribute,
the individual price of the product is not printed. This is very
useful in preventing your customer from seeing the price for each line
item on the quote, and then haggling with you about each line item.
- When a line item has the "don't print" attribute,
the line item will not be printed with the quote, but it will be
included in the totals of the quote. This is very useful for including
misc. items required in the quote that you do not want to clutter the
quote with.
- When a line item has the "optional item" attribute,
the line item will be displayed in the quote as an option that the
customer can buy, and the price of the item will be displayed, but the
price of the item will not be included in the quote totals since it is
only an that we are presenting to the customer.
- When a line item has the "taxable" attribute,
the tax rate will be applied to this line item to calculate sales tax
due on this item.
Paste Special Feature
Our Paste Special feature
allows you to paste part number information created using other price list
programs such as Hewlett Packard's configuration software. Another
application for this feature is for PDAs. You could create a list of
part numbers and quantities of products/services on your PDA, and then
copy that information into the Windows clipboard, and then use the Paste
Special feature to have QuoteWerks retrieve the part numbers, complete
with description, and pricing into your QuoteWerks quote!
Link to Accounting Software
Links to QuickBooks
and Peachtree accounting
software. We also have an Open
Export Module that can be used to export QuoteWerks orders to other
accounting software.
Share Quotes Between Offices
Do you have sales people on
the road, or do you work from home at times? QuoteWerks can synchronize
quotes between different locations. QuoteWerks can be installed at
the main office and then also installed on laptops and other office
locations. Then while salesreps are out on the road creating quotes
on their laptop with QuoteWerks, they can export their quote and use the
built-in e-mail feature to e-mail the quote back to their main office
where it can be imported! QuoteWerks manages the unique quote
numbers across all the installations of QuoteWerks, so you do not have to
worry about conflicting quote numbers! If you use GoldMine contact
management software, and GoldMine's synchronization features, quotes can
be automatically synchronized!
Know Your Profit Margin
With QuoteWerks' extensive
pricing features, you will know your profit margin on everything you sell.
Each line item in the quote can have a different profit margin and pricing
method, so you can mix and match your product pricing with discounts,
markups, etc. You can select an individual line item, or a group of
line items to see the profit amount and profit margin for the selected
items!
See Product Price History
With a single-click, see what
products you have sold to your customers in the past, and what price you
charged your customer the last time you sold the product to them.
Create Quotes, Invoices, and
Purchase Orders
Start to finish QuoteWerks
handles it all. Once you receive an order, the purchase order
feature has option to print a separate purchase order for each vendor on
the quote!
E-Mail Your Quotes
Integrated e-mail
client allows you to e-mail quotes directly from within QuoteWerks
with a single click! Your customer will receive the quote formatted
exactly in the format that you sent it in.
Configure Your Products
QuoteWerks has a built-in
configurator (most configurators cost thousands of dollars!) that will
present you with a list of products to choose from in a step by step
format. The list products displayed for you to select at each step is
based on your previous selection. The configurator can maximize your
sales forces productivity, efficiency, and accuracy by walking them
through the process of building a quote, ensuring that the sales rep
remembers to include all the items they need to in the quote.
Required Items Support
Many times you need to include
certain products/services whenever you quote a particular product/service.
This feature allows you to assign required items to items in QuoteWerks,
and when you add that item to the quote, QuoteWerks will automatically
include the required items. You will never forget to include an item
in a quote again!
Track Custom Information
QuoteWerks has customizable
fields and columns accommodate your companies' unique product and quoting
needs. If you need to track the color or other quality of a product,
you can customize one of the QuoteWerks custom fields to
"Color", and then enter the color of the product into that
field. It is that simple to customize QuoteWerks to fit you needs.
Create Sales Reports
The built-in visual reporting
tool allows you to easily create and track outstanding quotes reports,
forecasted sales reports, commission reports, sales closure reports and
more. Find out who your most productive sales person is, what your
most profitable product is, which is your highest selling product/service,
etc. Create reports based on regions or territories, etc. The
flexibility of our report designer allows you to create just about any
report you can imagine. Reports and documents can even be
copied and then pasted into Microsoft Word.
Security Features
The QuoteWerks Administrator
can set the security settings for each user. You can specify which
menu options each user has access to. You can specify which users
can view/modify/delete each user's quotes. You can specify
individual access rights for each user to limit their ability to perform
tasks like deleting products from the product database, modifying print
layouts, and many more. These security rights are centrally
maintained, and can also be enforced on laptop installations of
QuoteWerks.
Document Automation
QuoteWerks automates the
entire process of quote/order generation starting with the initial
building of the quote on to the presentation format of the quote, and
finally ending with the delivery of the quote to your customer.
To facilitate this process, QuoteWerks has integrated cover
page and literature support. You can create a list of
customized cover pages (using a word processor to create them) and then
easily select from your list of cover pages when printing/emailing the
quote. So QuoteWerks will do everything you need in order to get the quote
to the customer.
QuoteWerks also has integrated literature support.
This feature allows you to build a list of literature such as warranty
information, support information, directions to your company, specials of
the month, letters of acceptance, or essentially any additional
information that you would like to include with the quote. Once you
have your list of literature put together, you can easily select the
literature pages that you would like send along with the quote.
QuoteWerks also supports product/service spec sheets.
You can setup product/service spec sheets for all or some of the products
in your product database. While the QuoteWerks product/service
description can be up to 32000 characters long, the spec sheet allows you
to create a separate page of information and can even include a
picture of the product. Then, when you print your quote,
QuoteWerks will automatically include (at the end of the quote) the
product/service spec sheets for each of the products that you have quoted.
QuoteWerks also has integrated spell checking, and can export
information to Microsoft Excel, and Microsoft Word.
International Features
QuoteWerks enables you to
display quote pricing in both your local currency AND another alternate
currency. So, if you are in the United States and create quotes for
some customers in Canada, by default QuoteWerks, can automatically
generate the quote in United Status dollars, and in Canadian dollars.
If you then want to present that same quote in British pounds (GBP), all
you have to do is click on GBP, and your alternate pricing is instantly
recalculated to British pounds!
Canadian GST/PST taxes supported (including compounded taxes).
Foreign date and currency formats also supported.
If you purchase some or all of your products in a foreign currency, you
can enter that foreign price for the product in the product definition,
and then QuoteWerks will automatically calculate the price of the product
in your local currency!
Find Products Quickly
QuoteWerks displays all your
products and services in the familiar Windows explorer format. You
can organize your products and services in different product databases,
and in different folders making it really easy to visually organize and
find your products when quoting them. Our powerful search features
also make it a breeze do searches on partial descriptions, part numbers,
you name it!
Cross Industry Support
QuoteWerks is designed to meet
the needs of companies in most industries. We have many flexible
features such as Unit of Pricing functionality (This lets you quote a
"box of 10" at the per unit price as an example), and quantity
multiplier columns (This lets you quote 5 feet wide X 4 feet deep X unit
price = extended price)
Industry Standard
Database
QuoteWerks data is stored in
Microsoft Access 97 databases. It is important to mention that you do
not need to have Microsoft Access installed on your computers
to use QuoteWerks. Because QuoteWerks data is stored in this
industry standard format, other applications can read and write data to
our databases making QuoteWerks part of your entire solution.
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