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Written by Administrator
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Thursday, 15 March 2007 10:28 |
QuoteWerks | Increase your quoting productivity by helping you to create detailed quotes with speed and efficiency. |  | | |
| | | 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.
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Create Quotes, Invoices, and Purchase Orders |
Start to finish QuoteWerks handles it all. |
E-Mail Your Quotes
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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.
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Configure Your Products
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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.
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Bundle Your Products
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Add groups of products to your quote with a single click.
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Find Products Quickly
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Search for your products, or organize them in folders.
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Create Sales Reports
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Free built in visual reporting tool allows creation of outstanding quotes reports, commission reports, sales closure reports and more.
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Define Pricing Strategies
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You can price your products and services in many ways (customer price levels, markup from cost, discount, fixed, price matrix and more).
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International Features
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Handle products in the currency you buy them in and produce quotes, orders and invoices in multi currency format.
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Link to Contact Managers
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Works with  ACT!, GoldMine, Outlook, and Maximizer contact managers, leveraging existing contact managers you are already familiar with.
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Link to Product Databases
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Import from spreadsheets/text files or manually enter products into product and services databases.
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Know Your Profit Margin
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With QuoteWerks' extensive pricing features you will know your profit margin on everything you sell.
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Customize Quote Layouts
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Use QuoteWerks visual report designer to format the layout of your quotes.
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Document Automation
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Supports integrated cover sheets and spec sheets. Has integrated spell check. Reports and documents can be pasted into Microsoft Word.
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Get the Best Prices
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The price comparison worksheet compares prices between your vendors ensuring that you receive the best price.
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Required Items Support
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Never forget to include an item again.
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Track Custom Information
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Customizable fields and columns accommodate your companies' unique product and quoting needs.
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Security Features
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Define who can see your quotes, and define which menus are available to each user.
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See Product Price History
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See what you have sold to your customers in the past, and what you charged them.
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Last Updated on Monday, 19 March 2007 13:37 |
