Quotewerks

What is QuoteWerks for GoldMine?

QuoteWerks is sales quoting software that will save you time and money when quoting, selling, ordering, and purchasing products and services. QuoteWerks will help increase your quoting productivity by helping you to create detailed quotes with speed and efficiency.

QuoteWerks Integrates seamlessly with existing contact management software such as ACT!, GoldMine, Maximiser and Outlook eliminating the need to re-type customer information that you already have in your preferred contact manager. If you do not currently use one of these contact managers, QuoteWerks has it's own contact database that can be used.

QuoteWerks also links to accounting software such as QuickBooks and Peachtree, which eliminates the need to re-type the sale in your accounting software.

Will QuoteWerks work for me?

If you create quotes or invoices that consist of line items, and you would like to track your cost, profit, and customer price along with part numbers etc, QuoteWerks will work for you. You do not need to use part numbers, and can enter information in the quote sheet on-the-fly. Your products/services can have lengthy descriptions, and a variety of pricing methods.

QuoteWerks gives you the best of both worlds. You can keep a database with a list of your commonly used products and services, and you can also type in services and items on-the-fly in the quote itself.

All quoting tools will put together a quote. For that matter, you can put together a quote in Microsoft Word or Excel. What sets quote packages apart is how easy they can make the quoting process for you. In other words, how many steps it takes to perform actions and what time saving features does it actually have. QuoteWerks let's you change prices and profit margins on the fly, it has price refreshing features that let you refresh the prices on an old quote with your current pricing, it compares prices between your vendors ensuring that you get the best prices, it allows you to bundle products together letting you add a group of products to the quote with a single-click, the configurator walks you through a step-by-step process allowing you to choose products at each step to add to your quote, with the required, optional, and substitute parts support, you will never forget to include an item in your quote. With the links to the contact managers and the accounting systems QuoteWerks offers you a complete solution from start to finish.

QuoteWerks Features

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.

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 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.

To discuss your requirements further tel: 0845 6588 121 or e-mail: info@prior-analytics.com