At first glance, it appears to be a quick way to create a quote. As they get further along in the quote generation process they very quickly discover how inefficient and error prone the process is.
They would manually assemble all the aspects of a quote such as part numbers, their cost, markup, the customers price, the vendors they will purchase from, etc. Manually tracking all of these elements and performing calculations manually leaves much room for error, and wastes much of the users' valuable time. Additionally, there was little or no consistency in the design of the quote that was delivered to the prospects and customers.
Before QuoteWerks, Word, Excel, or Accounting software were the only choices a sales person had for creating quotes, so it is no surprise that many of our customers used Word, Excel, or their Accounting software before finding QuoteWerks.
Creating price quotes is a pivotal step towards closing the sale. This necessary step can be tedious and time consuming; researching product, pricing, and details from multiple vendors. You may even need to create several different quotes for one specific client. And, after all the time used to create the perfect quote, the customer may decide not to place an order.
Since the creation of price quotes requires an investment of time, and since not all quotes are converted into orders, it quickly becomes important to streamline the quoting process, and in the process realize a tremendous time savings.