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PRODUCT | QuoteWerks

The other half of CRM!®

QuoteWerks and ACT! Integration

ACT! Integration
QuoteWerks is the integrated quoting solution for ACT! that bridges the divide between sales processes, automation, and productivity. The seamless integration between QuoteWerks and ACT! enables users to launch QuoteWerks from within ACT! thus maximizing the full potential of their sales process, while at the same time eliminating the hassle of retyping customer information. Orders can be exported to industry-leading accounting software like QuickBooks® and Peachtree. QuoteWerks is the scalable, award-winning solution that redefines and revolutionizes the sales quoting process.

Link to Product Data Sources -- Import from spreadsheets/text files or manually enter products into product and services databases. Link to any ODBC compliant data source including MS Access, SQL, Excel®, Ingram Micro® and Tech Data®'s offline price guides.

Real-time Data -- Real-time Web pricing and availability module is available for Tech Data, Ingram Micro, SYNNEX, and D&H.

Online Ordering -- Online order submission for TechData is now available.

E-Mail your Quotes -- Integrated e-mail client enables you to e-mail quotes directly from within QuoteWerks using SMTP or Microsoft® Outlook® with a single click. Quotes are e-mailed in either RTF (Microsoft Word compatible) or PDF (Adobe® Acrobat® compatible) format.

Link to Accounting Software -- The Professional Edition of QuoteWerks integrates with QuickBooks and Peachtree accounting software and also includes an Open Export Module. With the QuickBooks link, you can export customer records, item records, and invoices to QuickBooks. With the Peachtree link you can export sales orders and purchases orders to Peachtree. With the Open Export Module, you can export your order information into an industry standard format.

Document Items Screen
Document Items

Product Lookup Screen
Product Lookup

Configuration Setup Flowchart  Screen
Configuration
Setup Flowchart

 

Customize Quote Layouts

 

Use QuoteWerks’ Visual Report Designer to format your quotes. Print pictures of quoted items.

Create Quotes, Invoices,
and Purchase Orders

 

Automatically track quote revisions, and convert to orders/invoices.

Share Quotes Between Offices

 

Do you have sales people on the road, or do you work from home? QuoteWerks can synchronize quotes from multiple locations.

Know your Profit Margin

 

With QuoteWerks' extensive pricing features you will know your profit margin on everything you sell. Each line item in your quote can be marked up/discounted individually.

Bundle Your Products

 

Add groups of products to your quote with a single click.

Configure Your Products

 

QuoteWerks will present you with a list of products to choose from step by step. Each successive step is based on your previous selection.

Get the Best Prices

 

The price comparison worksheet compares prices between your vendors ensuring that you receive the best price.

Required Parts Support

 

Never forget to include a part again.

Track Custom Information

 

Customizable fields and columns accommodate your companies unique product and quoting needs.

Use WinFax® to fax your quotes

 

Customer fax number is automatically passed to WinFax.

Create Sales Reports

 

Includes powerful visual reporting tool allowing creation of outstanding quotes reports, forecasted sales reports, commission reports, sales closure reports, product catalogs, and more.

Security Features

 

Define who can see your quotes, which menus are available to each user, and more.

Document Automation

 

Supports integrated cover sheets, spec sheets, and literature sheets. Includes integrated spell checking. Copy and paste reports into Word.

International Features

 

Display prices in your currency and foreign currency. Canadian GST/PST tax and foreign date formats also supported. Foreign prices of products can be entered and automatically converted to local currency pricing.

Supports nine pricing methods

 

Many ways to price your products and services such as customer price levels, customer/product based matrix, volume, fixed, markup, margin, list, discount, and formula. Volume costing is also supported!

Import quotes

 

Import XML formatted quotes, orders, and invoices.

See Product Price History

 

See what you have sold to your customers in the past, and what you charged them.

Find Products Quickly

 

Search for your products, or organize them in folders.

Join over 67,000 QuoteWerks® users in 101 countries today!

Click to buy

Aspire Technologies

 

QuoteWerks® is a registered trademark of Aspire Technologies, Inc.  All rights reserved.

 

 

Click to buy
$199 -- 1 User Standard
$249 -- 1 User Professional
Multi-unit prices available.

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QuoteWerks

"I can build a bid in 5 minutes what used to take me 40-60 minutes, so it pays for itself right away! Fantastic product!!"

"Working with QuoteWerks has increased my productivity and my clients are very happy with the turnaround time of quoting!!"

Compatible with:

ACT! 3 and Newer

Technical Support
provided by Aspire Technologies, Inc. directly!

 

 


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