Do you have sales people on the road,
or do you work from home at times? QuoteWerks can synchronize
quotes between different locations.
Create Quotes, Invoices, and Purchase Orders
Start to finish QuoteWerks handles
it all.
E-Mail Your Quotes
Integrated e-mail client allows you to e-mail
quotes directly from within QuoteWerks. There is no need to
save it to a file, and then attach it in your e-mail software.
Configure Your Products
QuoteWerks will present you with a list of
products to choose from step by step. The list of products
displayed at each step is based on your previous selection.
Bundle Your Products
Add groups of products to your quote with
a single click.
Find Products Quickly
Search for your products, or organize them
in folders.
Create Sales Reports
Free built in visual reporting tool allows
creation of outstanding quotes reports, commission reports,
sales closure reports and more.
Define Pricing Strategies
You can price your products and services
in many ways (customer price levels, markup from cost, discount,
fixed, price matrix and more).
International Features
Handle products in the currency you buy them
in and produce quotes, orders and invoices in multi currency
format.
Link to Contact Managers
Works with ACT!, GoldMine, Outlook,
and Maximizer contact managers, leveraging existing contact
managers you are already familiar with.
Link to Product Databases
Import from spreadsheets/text files
or manually enter products into product and services databases.
Know Your Profit Margin
With QuoteWerks' extensive pricing
features you will know your profit margin on everything you
sell.
Customize Quote Layouts
Use QuoteWerks visual report designer
to format the layout of your quotes.
Document Automation
Supports integrated cover sheets
and spec sheets. Has integrated spell check. Reports and documents
can be pasted into Microsoft Word.
Get the Best Prices
The price comparison worksheet
compares prices between your vendors ensuring that you receive
the best price.
Required Items Support
Never forget to include an item
again.
Track Custom Information
Customizable fields and columns
accommodate your companies' unique product and quoting needs.
Security Features
Define who can see your quotes,
and define which menus are available to each user.
See Product Price History
See what you have sold to your
customers in the past, and what you charged them.
