QuoteWerks: Easily Create Professional Quotes & Proposals
QuoteWerks is specialized software used in every industry for creating professional sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can save time and money with a tool that is optimized for the task of creating quotes and proposals.
Key Features & Benefits:
- Seamless CRM Integration including ACT!
- Integrates with QuickBooks and Sage 50
- Professional looking and totally customizable Quote/Proposal Forms
- Know when quotes are viewed and accepted
- Collect credit card payments from customers online
- Approval and peer review
QuoteWerks fits into your existing software environment. It integrates with the most popular CRM applications eliminating the need to re-type customer information. Quotesworks integrates with ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM. QuoteWerks also has its own built-in contact database.
You can easily import product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. QuoteWerks’ integration with QuickBooks and Sage 50 gives you the ability to create quotes from products you have stored in your QuickBooks or Sage 50 company files. You can also type product information directly into the quote.
The QuoteValet® Add-on is an online quote delivery and acceptance vehicle for QuoteWerks. The QuoteValet informs you when a customer has viewed and accepted your quote. Customers can sign quotes electronically, eliminating the need to sign and fax. The QuoteValet also allows customers to make credit card payments online.
QuoteWerks integrates with your accounting software, including QuickBooks and Sage 50. When quotes become orders, you don’t have to re-enter orders into your accounting software because they will be automatically imported. Those orders can then be submitted electronically to your vendors. All of this eliminates costly mistakes.
For more information about QuoteWerks, contact the experts at Marc Mintz & Associates LLC.
973-808-9040
