QuoteWerks Professional Edition 5.5

QuoteWerks 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.

It Integrates seamlessly with contact managers like ACT!, GoldMine, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic eliminating the need to re-type customer information. QuoteWerks also has it's own built-in contact database.

You can personalize your print layouts with the built-in visual layout designer. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.

Create and maintain your own products database, and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of Ingram Micro, SYNNEX, and Tech Data (no importing required).

If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products. Setup your products to have required, optional, and substitute products. Your products can also be organized visually in folders to make it easier to find the products you are looking for.

QuoteWerks Professional Edition
In addition to the features of the Standard Edition package, the Professional Edition adds 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.), Ingram Micro®, SYNNEX, Tech Data®, Peachtree®, QuickBooks®, and salesforce.com®. Additionally, the Professional Edition includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module. This Edition also includes quote synchronization functionality.

Author Aspire Technologies, Inc.
License Trialware
Price $180.00
Released 2020-04-06
Downloads 314
Filesize 79.30 MB
Requirements
Installation Instal And Uninstall
Keywords CRM, Quoting, Estimating, GoldMine, QuoteWerks, Qwikquote, ACT, SalesLogix, salesforce
Users' rating
(4 rating)
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QuoteWerks Professional Edition - The Latest User Reviews

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