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Act! Addons | QuoteWerks

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QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, use a tool that is specialized for the specific task of creating quotes and proposals.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like Act! , Autotask, ConnectWise,GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition previously known as Peachtree.

Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more.

With the QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits.

It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes.

QuoteWerks has been empowering businesses for over 23 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.

 

 

$266.79 NZD

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QuoteWerks