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Pulls
contact information from popular contact
management software:
QuoteWerks integrates seamlessly with
leading contact management software such
as
ACT,
GoldMine,
KnowTia,
Maximizer,
MS CRM,
Outlook,
salesforce.com,
SalesLogix,
and
TeleMagic.
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 automatically pulls
almost any other information from your
contact manager into the quote. Using
the
QuickBooks link
module, you can also retrieve
lead and customer information from
QuickBooks. 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.
Use Products and Services stored in
other programs:
The Professional and Corporate Edition
of QuoteWerks has the ability to link to
a variety of external product data
sources including any ODBC compliant
data source (such as MS SQL, MS Access,
Oracle, etc.),
Tech Data®, Ingram
Micro®, QuickBooks®, and
salesforce.com®. This enables you to
build quotes by selecting products or
services from these databases in
addition to the QuoteWerks
product/service databases.
Computer Resellers can link to
Distributor product databases:
If you are a computer reseller, we have
a special edition of QuoteWerks called
the
Professional
Edition. This Professional
Edition links to the offline price
guides of Ingram Micro 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!
Real-time web pricing and
availability for Tech Data:
Many companies in the PC Consulting and
integration industry purchase products
from PC industry distributors such as
Tech Data. It is very important to
these companies to receive up to date
pricing and availability information so
that they have all the tools they need
to deliver product to their customer as
fast as possible. Having access to
real-time pricing gives the company the
ability to deliver last minute price
savings to their customer. Having access
to real-time availability gives the
company the ability to know if the
product will ship today, or if it will
be backordered. Since a backordered
product cannot be shipped to a customer,
knowing that a product is backordered
before placing an order will give you
the tools you need to make a good
purchasing decision. QuoteWerks offers a
real-time web
pricing and availability
module.
Customize Quote Layouts:
Use the 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 include in the quote. You can
insert company logos, pictures, lines,
boxes. You can set background colors,
font colors, fonts, alignment, pretty
much anything! If you prefer to
include a picture of each line item in
the quote, you can use the layout
designer to control where the picture
will be located, what size the picture
will be, etc. On top of all this
functionality, 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 like "You are a valued
customer." if the sale amount 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!
Create and manage quote revisions:
QuoteWerks supports "revisioning". This
feature enables you to open a saved
quote, make changes, and then save it as
the next revision. QuoteWerks will then
automatically save the quote with a new
quote number that has either a numeric
or an alpha suffix (like –01 or –A), and
will update the contact management
software links to refer to the most
recent revision. When converting quotes
to orders, all revisions are now
automatically flagged as superseded.
You can easily view the history of all
revisions giving you a complete overview
and control over all the revisions.
Define
your Pricing Strategies:
In all, QuoteWerks supports 9 different
ways to price your products and
services!
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1.
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Enter Price Manually - Use this
when you have a fixed price for
all customers
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2.
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Gross Margin - Use this when you
calculate your customer price by
applying a % gross margin to
your cost.
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3.
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Markup from Cost - Use this when
you calculate your customer
price by adding a % of your cost
to the cost of the product.
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4.
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Discount from List - Use this
when you calculate your customer
price by discounting from the
list price.
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5.
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Same as List - Use this when in
most cases you charge your
customers the list price of a
product.
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6.
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Volume Based - Use this when
your customer gets a different
price depending upon how many of
the item they are purchasing.
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7.
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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.
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8.
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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.
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9.
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Formula Based - Use this to have
QuoteWerks calculate the price
of the product as a % of the
price of another product. |
Calculate your Costs:
QuoteWerks supports 3 different ways to
determine the cost of your products and
services:
|
1. |
Enter Cost Manually - Use this
when you have a fixed cost.
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2. |
Discount from List - Use this
when you calculate your cost as
a discount from List price.
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3. |
Volume Based Costing - Use this
when the cost of the item you
are selling is different based
on how many you are selling. |
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.
Flexible line item features:
Many types of line items are supported
in the quote.
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• |
You can have Subtotal line items
which allow you to display
grouped totals of key portions
of your quote.
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• |
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.
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• |
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.
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• |
You can have % discount line
items which work in the same way
as the % charge line items.
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• |
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.
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• |
You can also mark each line item
individually to have certain
attributes like hide price,
don't print, optional item,
taxable, and more.
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• |
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.
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• |
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.
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• |
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.
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• |
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.
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• |
When a line item has the "print
picture" attribute, a picture of
the product will be printed with
the line item (assuming that you
have specified a picture for the
product). |
Link to Accounting Software:
Links to
QuickBooks
and
Peachtree
accounting software. The QuickBooks
link uses the newest QuickBooks API
which means that you no longer have to
import and export QuickBooks iif files.
We also have an
Open Export Module
that can be used to export QuoteWerks
orders to other accounting software.
E-Mail Your Quotes:
QuoteWerks enables you to e-mail quotes
directly from within QuoteWerks using
the built-in SMTP e-mail or Microsoft
Outlook. Your quotes are e-mailed as an
attached .RTF file (Word Processor
compatible like Microsoft Word) or .PDF
file (Adobe Acrobat compatible). The
e-mail setup options let you choose
which format you want to your quotes to
be emailed in. RTF files can be opened,
and printed by all word processing
applications. Your customer will receive
the quote formatted exactly in the
format that you sent it in, and your
customer can simply double-click on the
attached quote, and it will be opened by
their word processor (RTF files) or the
free Adobe Acrobat Reader software (PDF
files).
Use WinFax® to fax your quotes:
QuoteWerks integrates with WinFax making
it easy to fax quotes from QuoteWerks by
passing the customer's fax number
automatically to WinFax so that you do
not have to manually enter it.
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.
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!
Import/Export XML formatted data:
XML is quickly becoming the new standard
for data transfer and exchange.
QuoteWerks can import
quotes/orders/invoices that are
formatted in XML (following our XML
document specifications). This
functionality is very useful for
exporting data from web applications to
an XML format that can then easily be
imported into QuoteWerks. Our
Open Export Module
has an option that enables you to export
quotes/orders/invoices from QuoteWerks
to an XML file.
Share/Synchronize 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 contact
management software, some of the contact
managers have attachment synchronization
features. In which case, QuoteWerks
quotes can be automatically synchronized
by the contact management software! The
QuoteWerks
direct
synchronization and rollout features
also synchronizes quote and other
information.
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!
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 and Product
Catalogs:
In addition to the standard reports that
come with QuoteWerks, the built-in
visual reporting tool allows you to
easily modify and even create new
reports to report on just about any data
you would want. You can create
outstanding quotes reports, forecasted
sales reports, commission reports, sales
closure reports and more. You can 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. You can also
create product/price catalogs for your
customers (which can include customer
specific pricing), and detail reports on
your product lines, inventory, etc.
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 save them
in RTF format) 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.
Literature pages can be in RTF format or
PDF format (PDF formatted can only be
sent via email feature).
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 32,000
characters long, the spec sheet allows
you to create a separate page of
information and can also 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. You do not need to create a
spec sheet for the product in order to
print a picture for the line item,
however, the spec sheet feature gives
you an additional flexibility over how
and where you would like to display
details about the items on the quote.
Spec sheets can be in RTF format or PDF
format (PDF formatted can only be sent
via email feature).
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).
QuoteWerks
supports the Australian GST tax scheme.
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 to do
searches using partial descriptions,
part numbers, etc.
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)
QuoteWerks API enables developers to
write applications that integrate with
QuoteWerks:
QuoteWerks has an API (Application
Programming Interface) that enables
software developers to write custom
software applications that interact with
QuoteWerks. The API exposes events like
BeforeSaveDocument, AfterSaveDocument,
BeforePrintDocument,
BeforeContactSelection,
AfterContactSelection, etc. This
enables the application to verify and/or
change data, or even cancel the event.
There are many different types of custom
applications that can be written to
integrate with QuoteWerks. Developers
can even write applications that
seamlessly integrate other CRM or SAP
packages with QuoteWerks.
Industry Standard Database:
QuoteWerks data is stored in Microsoft
Access 2002/2003 databases in the
Standard and Professional Editions and
Microsoft SQL 7.0 or 2000 in the
Corporate Edition. 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. |
