QuoteWerks 4.0

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QuoteWerks™ 4.0 enables 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™

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

Whether your company is small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks™ provides.

When QuoteWerks™ pulls the contact information into your quote, the innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks™ to determine the appropriate pricing a particular customer should receive.

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, and Tech Data (no importing required). A real-time web pricing and availability module is also available for Tech Data.

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.

• Use the optional link to QuickBooks accounting software to convert your quotes into QuickBooks invoices.
• Or, use the optional link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders, and invoices.
• Or, use the optional Open Export Module to export your quotes/orders to a delimited text file format that many accounting packages can import.

Multiple-user network versions are available, allowing users to increase productivity by sharing information in the quote database. QuoteWerks™ is a stand-alone product, and does not require word processors or spreadsheets to work.

Product Offerings

QuoteWerks Standard Edition

The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software such as ACT!™, GoldMine®, KnowTia®, Maximizer, Outlook®, salesforce.com®, SalesLogix®, and TeleMagic®.

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.), Tech Data®, Ingram Micro®, QuickBooks®, and salesforce.com® Additionally, the Professional Edition includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module.

QuoteWerks Corporate Edition

The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL 7.0 or 2000 backend database. Please note, the Corporate Edition does not include Microsoft SQL licensing.

QuoteWerks™ 4.0 runs on Windows 2003, 2000, Windows Me, Windows XP, Windows 98, Windows 95, Windows NT, Novell Netware, and Windows NT Server.

No matter what industry you are in QuoteWerks™ will work for you. QuoteWerks™ will increase your quoting productivity more than any software you will ever own.

That’s the QuoteWerks™ advantage!