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Videos

Solution Overviews

  • QuoteWerks 4-Minute Quick Tour
    QuoteWerks enables you to reduce your quoting time from hours to just minutes.
  • QuoteWerks Product Overview
    The core QuoteWerks functionality is described in depth during this 30 minute video:

    Quoting products and services
    Quote Sheet features
    Saving quotes
    Converting quotes to orders
    Printing quotes
    Customization
    Creating product lists
    Professional Edition features
    Accounting link features
    Advanced features
  • QuoteValet - Modern Quote DeliveryTM
    QuoteValet is a more robust way to deliver quotes to your customers and prospects. Ever wonder what happens to your quote after you sent it? With QuoteValet, instead of emailing a PDF of your quote, it creates an interactive web page where your customer can selection options, ask questions and even sign and pay electronically.
  • QuoteValet Mobile
    Use your iPad or HTML5 compatible tablet to create quotes while on the go.
  • Overview for VARs and MSPs
    In this video, you will see an overview of the tools available to IT Professionals within QuoteWerks enabling you to create Content Rich Quotes and Proposals with both speed and efficiency.
  • Why you need quoting and proposing software
    John Lewe, President, Founder, and Lead Developer of QuoteWerks, talks about the need for quoting software. All business need three core software applications. CRM, Quoting, and Accounting software. In this video we discuss the untapped benefits in implementing quoting software.
  • Why customers love us
    It is important to know what kind of company you will be working with. John Lewe, our President, talks about the company he has built.
  • QuoteWerks beats Word and Excel!
    At first glance, using Word or Excel is a quick way to create a quote, but then you quickly discover how inefficient and error prone the process is.
  • How QuoteWerks started
    John Lewe, President and Founder, discusses how he first encountered the need for quoting software and how he invented QuoteWerks back in 1993. Today QuoteWerks is the market leading sales quoting and proposal software serving over 66,000 users in 101 countries.

CRM Integrations

  • ACT!
    Demonstrates the QuoteWerks integration with ACT!
  • ACT! for Web!
    Demonstrates the QuoteWerks integration with ACT! for Web.
  • Autotask
    Demonstrates the QuoteWerks integration with Autotask.
  • Autotask Integration Setup
    Demonstrates how to setup the QuoteWerks integration with Autotask.
  • ConnectWise
    Demonstrates the QuoteWerks integration with ConnectWise.
  • ConnectWise Quick Opportunity Overview
    Quick Overview of Opportunities in ConnectWise including creating Agreements, Sales Orders, and Tickets.
  • ConnectWise Integration Setup
    Demonstrates how to setup the QuoteWerks integration with ConnectWise.
  • ConnectWise Service Items on Opportunities
    Demonstrates how to setup the QuoteWerks integration with ConnectWise to populate service items in the ConnectWise opportunity as product items.
  • ConnectWise REST API Public and Private Keys
    Demonstrates how to create an API Member in ConnectWise to be used by QuoteWerks.
  • ConnectWise Service Tickets
    In this video we introduce you to creating Service Tickets within ConnectWise via QuoteWerks. In the Joes Brewing Printer example, a total of 3 tickets are created. The first ticket is created during the quoting process for the Accounting department to negotiate better rates with a distributor. After the quote it won in QuoteWerks, we then create a ticket for service and a ticket for all of the products.
  • ConnectWise Recurring Products
    Demonstrates how to use ConnectWise Catalog Items as Recurring Products on your QuoteWerks quote.
  • ConnectWise Using product lists
    Demonstrates the QuoteWerks ConnectWise integration with the ConnectWise Product Lists.
  • ConnectWise Agreements
    Demonstrates the setting up and using Agreements with ConnectWise.
  • Procurement with ConnectWise
    This video will introduce you to QuoteWerks Procurement with ConnectWise, whether you have the ConnectWise Purchasing module or not. We have other videos on our website that discuss placing online orders, tracking your orders, Purchasing Sourcing, and other features of the purchasing window.
  • GoldMine
    Demonstrates the QuoteWerks integration with GoldMine.
  • Google Contacts
    Demonstrates the QuoteWerks integration with Google Contacts.
  • Maximizer
    Demonstrates the QuoteWerks integration with Maximizer.
  • Microsoft Dynamics CRM
    Demonstrates the QuoteWerks integration with Microsoft Dynamics CRM.
  • Microsoft Outlook
    Demonstrates the QuoteWerks integration with Microsoft Outlook.
  • Microsoft Outlook Business Contact Manager (BCM)
    Demonstrates the QuoteWerks integration with Microsoft Outlook Business Contact Manager (BCM).
  • SugarCRM
    Demonstrates the QuoteWerks integration with SugarCRM.
  • salesforce.com
    Demonstrates the QuoteWerks integration with salesforce.com.
  • SalesLogix
    Demonstrates the QuoteWerks integration with SalesLogix.
  • Pulling CRM field data with the DataLink
    Demonstrates how to use the Datalink feature to pull additional field information from your contact manager into QuoteWerks such as Terms.

Training Videos

Getting Started

  • How to install QuoteWerks
    This step-by-step video walks you through downloading and installing QuoteWerks (both a local installation and a network installation), including how to enter license keys and do your initial basic setup.
  • Installing QuoteWerks Update
    This step-by-step video walks you through downloading and installing a QuoteWerks Update (both a local installation and a network installation), including entering your update key.
  • Starting and Logging into QuoteWerks
    This step-by-step video walks you through the basics of starting QuoteWerks, logging in and adding login users.
  • Getting Started with QuoteWerks
    Now that you have downloaded and installed QuoteWerks, you may be asking yourself, "What do I do next?" In this video, it will demonstrate how to get started and set up QuoteWerks. It will show you how to set up a contact manager, import a product database, customize a quote layout, and create your first quote.
  • Entering License Keys
    This step-by-step video walks you through entering your License Keys into QuoteWerks.
  • Replacing Product Content Subscription License Key
    This step-by-step video walks you through how to enter your renewed annual subscription License Key for your Product Content Subscription (Powered by Etilize).

QuoteValet

  • QuoteValet - 3 minute setup
    In this video, you will learn how to setup QuoteValet in QuoteWerks for the first time. This includes entering QuoteValet Tenant Credentials, Uploading your company letterhead, using Sales Rep Pictures, and more.
  • QuoteValet Mobile - Creating your first quote
    This step-by-step video walks you through creating your first quote on QuoteValet Mobile.
  • QuoteValet Mobile - Creating Templates
    Demonstrates how to create quote templates on QuoteValet Mobile.
  • QuoteValet Mobile - Adding icon to your iPad
    Demonstrates how to create an icon on your iPad to launch QuoteValet Mobile and also how to default your tenant account number and Login name to avoid having to re-type it every time..
  • QuoteValet Insight
    Demonstrates how to use and setup QuoteValet Insight.
  • QuoteValet Shopping Cart
    Demonstrates how to use the QuoteValet Shopping Cart.
  • Capture Written Signatures with QuoteValet
    Demonstrates how to Setup and Use written signatures with QuoteValet templates.
  • Enable Customer Quantity Changes
    Demonstrates how to enable customers to be able to modify quantities of items on your QuoteValet template.
  • Embedding YouTube Videos in QuoteValet Templates
    Demonstrates a technique for embedding YouTube videos into QuoteValet templates.
  • QuoteValet Maintaining OrderForms and Mobile Templates
    Demonstrates how to maintain QuoteValet OrderForms and QuoteValet Mobile Templates. This includes how to know what Templates and OrderForms have been uploaded to QuoteValet, obtaining QuoteValet Shopping Cart URLs for sending to customers, and modifying/removing Shopping Cart OrderForms and Mobile Templates.
  • QuoteValet Overview
    This short video will introduce you to QuoteValet - Modern Quote Delivery.
  • Add Videos to QuoteValet Documents
    In this short video we demonstrate how you can quickly and easily link YouTube videos to your QuoteValet documents.

Products

  • Importing Products
    Demonstrates how to import products using the Product Import Wizard.
  • Importing Products into folders
    Demonstrates how to import products into product folders and sub-folders.
  • Bundles - Basics
    Demonstrates the different types of bundles in QuoteWerks and how to setup and use them.
  • Bundles - Advanced
    This video builds upon the Bundles Basics video adding advanced features such as comments and subtotals to your bundles.
  • Configurator - Basic
    Demonstrates the different types of configurations in QuoteWerks and how to setup and use them.
  • Configurator - Intermediate
    This video builds upon the Configurator Basics video including setting the quantity for your item, the sort code, line type, and item attributes.
  • Configurator - Advanced
    This video builds upon the basic Configurator Basics video adding advanced features such as when to use product, navigation, and default branches..
  • Creating Groups/Bundles on the Fly
    Demonstrates how to create a Bundle on the Fly in the quote rather than selecting from pre-setup bundles or grouped bundles.
  • Setting up Product Data Sources
    Demonstrates how to create, link to, and removing product data sources through the Products|Setup Product Sources menu.
  • Setting up and using Optional Items
    Demonstrates how to set up and use Optional Items. Optional Items are useful to show your sales people available options for a given item.
  • Setting up and using Required Items
    Demonstrates how to set up and use Required Items. This video walks you through setting up and using Required Items. Required Items are useful to automatically add items to your document based on the primary item that has been added.

Layout Designer and Word Merging

  • Word Merging Proposals
    Demonstrates how to create Microsoft Word based quotes and proposals from within QuoteWerks rather than using our built-in layout designer.
  • Layout Designer - Introduction
    Demonstrates how to use the QuoteWerks Layout Designer to customize the printed lookup of your quotes.
  • Layout Designer - Applied
    Demonstrates how to use the QuoteWerks Layout Designer to customize the printed lookup of your quotes.
  • Creating formulas in the Layout Designer
    This video will introduce you to basic formula design in the QuoteWerks layout designer.
  • Creating Proposals with QuoteWerks
    QuoteWerks can be used to create many documents in the sales process from Quote to Proposal. This video demonstrates how quickly and easily you can create a proposal with word editable items in QuoteWerks.
  • Creating Page Breaks in the Layout Designer
    This video will show you how you can create page breaks on your QuoteWerks layout. This video also introduces you to multiple Detail Sections within the same layout.
  • Creating a Profit Amount formula in the Layout Designer
    This video walks you through creating a profit amount formula on the QuoteWerks layout.
  • Placing images or logos on the top of every page in the Layout Designer
    This video walks you through modifying your layout to have your logo or other fields on the top of every page. The video uses a Section Filter to accomplish thi
  • Using Heading lines to divide your quotes into sections
    This video walks you through modifying your layout to use Heading Lines to divide your quotes into sections.
  • Printing your logo on every page
    This video you will show you a simple technique for updating a QuoteWerks print layout so that a company logo will print at the top of every page instead of just the first page.
  • Creating Manual Page Breaks
    This video demonstrates a technique for creating page breaks in the QuoteWerks Layout Designers for printed/emailed documents using special line items in our quote.
  • Word Merging II - The Links Tab
    This video will expand on the Microsoft Word Merging Functionality found in QuoteWerks focusing on the Links Tab.

Accounting

  • QuickBooks Integration
    Demonstrates the QuoteWerks integration with QuickBooks.
  • QuickBooks Integration Setup
    Demonstrates how to setup and configure the QuoteWerks QuickBooks Accounting Integration.
  • QuickBooks PO Integration
    Demonstrates the QuoteWerks PO integration with QuickBooks.
  • QuickBooks Online: Invoice / Estimate / Sales Order
    Demonstrates the QuoteWerks integration with QuickBooks Online creating an Invoice.
  • QuickBooks Online: Purchase Orders
    Demonstrates the QuoteWerks PO integration with QuickBooks Online.
  • Sage 50/Peachtree Integration
    Demonstrates the QuoteWerks integration with Peachtree.
  • Sage 50/Peachtree Integration Setup
    Demonstrates how to setup and configure the QuoteWerks Peachtree Accounting Integration.

Misc

  • Quote Approval and Peer Review (Part 1 of 2)
    Demonstrates how to use the QuoteWerks Approval and Peer Review workflow. Part 1 of 2.
  • Quote Approval and Peer Review (Part 2 of 2)
    Demonstrates how to use the QuoteWerks Approval and Peer Review workflow. Part 2 of 2.
  • FedEx/UPS Shipping Integration
    Demonstrates how to use the FedEx/UPS Shipping Integration.
  • Sales Tax Rate Lookup
    Demonstrates our sales tax rate lookup feature.
  • Mutually Exclusive Options
    Demonstrates how to use Optional Groups and Mutually Exclusive Options to control the options your customers can choose, especially with QuoteValet.
  • QuoteWerks SMTP Email Setup
    Demonstrates how to setup the QuoteWerks SMTP email client.
  • Laptop Licensing - Creating Remote PC licenses
    Demonstrates how to create a Remote PC License from the master QuoteWerks installation for use in a remote laptop installation.
  • Remote Office Licensing - Creating Remote Site Licenses
    Demonstrates how to create a Remote Site License from the master QuoteWerks installation for use in a remote office/site installation.
  • Database Rollout and Document Sync
    This video will walk you through the Database Rollout available in the Corporate Edition as well as the Document Sync available in both the Professional and Corporate Editions of QuoteWerks.
  • Using QuoteWerks HTML Email
    Demonstrates how to use the QuoteWerks HTML Email client.
  • Launching Templates from Shortcuts
    Demonstrates creating desktop shortcuts to launch QuoteWerks and create a new quote from one of several quote templates.
  • Using Select Special
    Demonstrates how to use the Select Special feature for quickly finding and manipulating line items that meet certain criteria.
  • Document Rights
    Demonstrates how to setup different security settings / rights within QuoteWerks for Document Access Rights.
  • Recurring Groups / HaaS
    Demonstrates how to use Recurring Groups in QuoteWerks (Hardware as a Service / HaaS).
  • Multi-Level Undo Redo
    This short video will introduce you to the multi-level Undo/Redo Functionality found in QuoteWerks.
  • Active Quotes Panel
    When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel.
  • Introduction To Scripting
    This video will introduce you to scripting in QuoteWerks. QuoteWerks has built-in VB scripting in the Corporate Edition which enables you to write code to extend the functionality of QuoteWerks including performing special validations, checking for combinations of items, and more. QuoteWerks Scripting takes advantage of API events within the application itself without the need of an externally written application.
  • QuoteWerks My Summary Dashboard
    This Dashboard provides a high-level overview of your total dollar amount and number of quotes and orders from the current month, last month, and two months ago.
  • Rounding with the Price Modifier
    This video will introduce you to rounding in QuoteWerks using the Price Modifier. You can round to the nearest Penny, 5 Cents, 10 cents, Dollar, 5 Dollars, 10 dollars, and even 100 dollars.
  • Drop Down Lists
    This Video will introduce you to the Manufacturer Part Number and Vendor Drop Down Menus on the Quote Workbook. The Manufacturer Part Number column on the Document Items tab supports a drop down list of part numbers. If the Vendor Column is empty, The Manufacturer Part Number column drop down will return a list of all products in the selected Quick Lookup Database. If you have a vendor specified on the same line, QuoteWerks will return that Vendor's database instead of the Quick Lookup vendor's database. If you have a lot of items in your database and know what the part number begins with, you can type in the first few letters of the part number, hold down shift and click on the drop down. This will show you only the part numbers that begin with those letters.
  • Email Tracking Numbers
    A great feature of the Purchasing screen is the ability to quickly email an updated status of items to your customer. How many times have your customers asked, when is my server coming in? We have simplified the process with a simple right click to email your customer the tracking number that is even hyper-linked for them.
  • Dell Punchout Integration
    This short video demonstrates how to use QuoteWerks to import Dell Order Requisitions into QuoteWerks and how to setup the integration. You will need to have a Dell Premier account in order to use this integration as well as the Real-time module for QuoteWerks.
  • Exclude Etilize Results
    Easily exclude results from your Etilize search to remove items that are outdated, unavailable, or you simply do not sell.
  • Multiple Shopping Carts in QuoteValet
    Select the OrderForm template for your shopping cart pages to take advantage of various features and settings in each template.
  • Modify HTML PO Template
    This short video will demonstrate where and how you can make changes to the default PO email template found on the Purchase Orders tab of the QuoteWerks Purchasing Window.
  • Using QuoteWerks Commands
    This introduction video provides a brief overview of how you can use QuoteWerks Commands to edit, update, and remove settings in your installation and across multiple users.
  • Track Approvals in QuoteValet Insight
    This video demonstrates how you can use the drop-down menu on the Approvals Dashboard in QuoteValet Insight to filter between documents that need approval and which documents have had the approval request denied.
  • Using Windows Authentication to Login into QuoteWerks
    This video walks you through the simple setup of using Windows Authentication to log into QuoteWerks.
  • Licensing and Security Enhancements
    This video demonstrates how you can log users out of QuoteWerks in order to release a license for another user or terminate an installation to run the updates.

IT Industry Solutions

  • Etilize Product Content
    The QuoteWerks Product Content Subscription (powered by Etilize) provides customers in the IT industry with consumer friendly product descriptions, product images, and marketing descriptions.
  • Placing Electronic Orders - Overview
    In this video, we use the Purchasing window to place an order with our distributor, Tech Data, then send the Purchase Order to QuickBooks, and lastly we retrieve real-time order status shipping tracking and serial numbers..
  • QuoteWerks Procurement Tracking
    For Online Orders placed through QuoteWerks order status updates are available. You can see real-time order statuses including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more.
  • Personalized Demo by our CEO
    While speaking with customers at IT Nation 2013, we found that most of our customers wanted help setting up and learning how to better use QuoteWerks. We also found that most of our customers didn't know about the solutions we've released over the last two years. Watch John's video to see what you don't know about QuoteWerks.
  • Dell Quote Importer
    Demonstrates how to use the QuoteWerks Quote Importer to import quotes emailed by your Dell sales rep, Dell Premier eQuotes that you create yourself, and even import a quote that you are working on via the Dell Premier Portal.
  • HP iQuote Importer
    Demonstrates how to use the QuoteWerks Quote Importer to import quotes you create on HP iQuote. HP iQuote is HP's channel sales and quotation cloud service that ensures order accuracy, improves the efficiency of presales teams and reduces the risk of error.
  • Cisco's Quick Pricing Tool (QPT) Importer
    Demonstrates how to use the QuoteWerks Quote Importer to import quotes that you create with Cisco's QPT utility. QPT ensures order accuracy, improving the efficiency of sales teams and reducing the risk of error.
  • Setting up Realtime Vendor and Content Subscription
    Demonstrates how to setup the Realtime Module with a distributor and Product Content Subscription
  • Using Network Assessments to Close more Deals
    Network Assessments are a great way to get your foot in the door with prospects and also a good way to add additional revenue from existing clients.
  • Purchasing Sourcing
    Demonstrates Purchasing Sourcing within QuoteWerks. A lot can happen in the 2 weeks between when you quote an item and when your customer wants to move forward with the order. Your cost can change, they don�t have it in stock at your preferred warehouse anymore (so it�s going to cost you more in shipping), or even worse, it is on back order for 3 weeks. With QuoteWerks, the real-time module, and the product content subscription, you can see all of your vendors at once with your pricing and availability before you place the order.
  • Free Shipping Minimums
    Demonstrates how to set free shipping minimums in QuoteWerks when using the electronic ordering or purchase order functionality within QuoteWerks.
  • QuoteWerks - Tech Data Quote List and Retrieval
    See how easy it is to select a Tech Data Quote from a list and create a QuoteWerks Quote.

Webinars

  • QuoteWerks and QuickBooks Online Webinar
    During this webinar we demonstrated the available features between QuoteWerks and QuickBooks Online and answered questions from participants.
  • QuoteWerks Builds 6&8 Release Webinar!
    During this hour long session we discussed and demonstrated the new features and capabilities available in Version 5.2 Builds 6&8 including new QuoteValet video support, QuickBooks Online Support, Windows Authentication Login, and more!
  • QuoteWerks Real time and Product Content Subscription Etilize Webinar
    This webinar demonstrated the available features in the Real-time and Etilize integrations and how to utilize them to quickly search and retrieve items from distributors as well as the other available features including tax rate lookup, Dell Punchout integration, shipping estimates, and more.
  • Avalara/Greystone Integration to QuoteWerks Webinar
    During this hour long webinar our development partner Greystone Technology demonstrated the integration they created between QuoteWerks and Avalara.
  • QuoteWerks Year in Review for 2016! Webinar
    Did you miss any of the new features released in 2016? No worries! During this hour long session we demonstrated the major new features released in 2016 and how they can save your company time and money in 2017!
  • QuoteWerks Version 5 2 Release Webinar
    During this hour long webinar we demonstrated the new features available in QuoteWerks v5.2 and how to use these in your current installation. From Etilize upgrades to new licensing enhancements, this latest release has something for everyone.
  • Webinar: Create As-A-Service Quotes with QuoteWerks and GreatAmerica
    During this webinar we discuss the changing landscape of displaying quotes and proposals as a single monthly payment to simplify the sales process for the customer. This webinar will demonstrate exactly how this can be done in QuoteWerks utilizing our leasing functionality.
  • New QuoteWerks Etilize Features Webinar
    During this webinar we offered a sneak peak into the new QuoteWerks features available for Product Content Subscribers in V5.1 Build 6 as well as a recap of the key features released over the previous 12 months.
  • QuoteWerks Dell Punchout Integration Webinar
    Knockout your Dell quotes and orders with the QuoteWerks Punchout Integration. Quickly and easily create order requisitions in the Dell Premier site and import them into QuoteWerks to deliver to your client and then process the order from within QuoteWerks.
  • Deliver, Collaborate, and Close with QuoteValet [Webinar]
    In this webinar, learn to utilize QuoteValet to quickly and efficiently create, deliver, and close more sales while simultaneously tracking customer interactions, acceptances, and payments in a fully integrated system.
  • QuoteWerks Version 5.1 Builds 2 & 4 Release Webinar
    This build release webinar focused on the new features available in Version 5.1 builds 2 & 4 including Auto-reminders, highlighting of line items, creating Autotask accounts and to-dos, and much more!
  • 2015 QuoteWerks Year in Review Webinar
    During this hour long session we demonstrated some of the major features we released in 2015 and how you can leverage them in your installation for 2016!
  • QuoteWerks Version 5.1 Builds 1 & 2 Release Webinar
    This webinar focused on the new features in v5.1 Builds 1 & 2. During this hour long session we demonstrated how to use these features and set them up in your installation as well as answered questions regarding the new and existing features.
  • Webinar: QuoteWerks and ConnectBooster
    How Your MSP Can Win More Deals, and Attract More IT Clients, Through a Marquee Quoting Tool
  • QuoteWerks Enhanced and Upgraded Etilize Integration Webinar
    During this hour long session we discussed the available security features and how to use them for individual users, groups, and even product sources to restrict and customize your system.
  • QuoteWerks Enhanced and Upgraded Etilize Integration Webinar
    This webinar demonstrates the new Product Content Functionality introduced in v5.0 Build 4. This release dramatically speeds up the real-time calls to distributors, enables you to narrow your search results, adds compare functionality for Etilize Products, and adds upsell/similar items.
  • Webinar: Deliver, Collaborate, and Close with QuoteValet
    Watch this webinar to see how QuoteValet can save time, track your customer interactions, and help you close more sales by simplifying the acceptance and purchasing of your quotes and proposals through QuoteValet.
  • Webinar: 5 Ways to Update Your Proposals to Close More Business
    Watch this webinar to see how you can use QuoteWerks to simplify your quotes by offering lease payment options to your customer. GreatAmerica discusses the benefits of leasing and we demonstrate how to offer these options seamlessly and easily in QuoteWerks
  • Webinar: QuoteWerks Year in Review for 2014!
    Did you miss any of the time saving features QuoteWerks released over the past year? Join us for this webinar where we will discuss and demonstrate the major features released in 2014 and how you can use them to save time in 2015!
  • Webinar: QuoteWerks v5.0 Build 1 Release
    Watch this webinar where we demonstrate the newest features in QuoteWerks Version 5.0 Build 1! This release includes our brand new leasing integration with GreatAmerica real-time support, auto-links support, expanded Dell integration, multiple product database search, a new Opportunity Dashboard for forecasting, ConnectWise Sales Orders, and much more!
  • Webinar: QuoteWerks Overview Presentation
    This QuoteWerks Webinar focuses on the overall use of QuoteWerks. We demonstrate how to select contacts, add items (including using our IT Distributor integrations) from product sources, how to deliver the quote/proposal to the customer using QuoteValet and via email, how to export to QuickBooks or Sage 50, and finally how to create purchase orders and track items inside of QuoteWerks. This webinar is a great training tool for anyone evaluating QuoteWerks to see why it is a complete solution.
  • Webinar: The QuoteWerks Links Tab
    Did you know you can create a proposal document directly from the Links tab? Did you know you can attach documents to share with other QuoteWerks users? In this webinar, we discuss the capabilities of the QuoteWerks Links tab. We'll show you how to create proposals, use templates, email documents and more all from the Links tab!
  • Webinar: QuoteWerks and ConnectWise
    In this webinar, we demonstrate the available features and functionality between QuoteWerks and ConnectWise. During the last several months we have greatly expanded our integration into ConnectWise where we have added PO support, contact creation support, increased ticket functionality, and much more!
  • QuoteWerks Version 4.9 Build 10 Release Webinar
    In this webinar, we demonstrate the latest features in QuoteWerks Version 4.9 Build 10. These new features include enhancements to searching for items using our new auto-fill system for part numbers, vendor selection options, free shipping minimum settings for vendors, and much more.
  • Webinar: QuoteWerks and QuickBooks
    In this webinar, we focus on the integration between QuoteWerks and QuickBooks. During this webinar we demonstrate the available features between QuoteWerks and QuickBooks including product support, document creation in QuickBooks, Purchasing support, and more!
  • Webinar: QuoteWerks Purchasing Module
    This QuoteWerks webinar provides an overview of the QuoteWerks Purchasing and Procurement features.
  • Webinar: QuoteWerks and Autotask Integration
    This QuoteWerks webinar provides an overview of the QuoteWerks integration with Autotask.
  • Webinar: QuoteValet and QuoteValet Web
    This QuoteWerks webinar provides an overview of QuoteValet and QuoteValet Web.
  • Webinar: QuoteWerks Integration Features with Tech Data
    This webinar will covers the QuoteWerks integration features with Tech Data. Also joining us is Ryan McKenzie, Sr. eBusiness Specalist with Tech Data.
  • Webinar: Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue
    Gary Pica of TruMethods along with Brian Laufer of QuoteWerks will share proven methods for pricing and packaging your IT service offerings. If you're recurring revenue is not increasing each and every month you need to hear what Gary has to say.
  • Webinar: QuoteWerks Integration with salesforce.com
    This webinar provides an overview of the QuoteWerks integration with salesforce.com.
  • Webinar: QuoteWerks Support and Training Options
    This webinar discusses the various training and support options QuoteWerks offers all of our customers.
  • Webinar: QuoteWerks v4.9 Builds 7 & 8
    QuoteWerks Version 4.9 builds 7 & 8 have something for everyone. This new release includes over 40 new features, including salesforce.com opportunity products, Autotask Purchase Orders & receiving, more QuoteWerks Dashboard features, additional PartLocator Distributors, time saving features, and much more.
  • Webinar: Learn How to Handle Clients Who Don't Pay
    QuoteWerks has coordinated with The ASCII Group to have one of their community experts - Ken Galenza, a 27+ year credit and collections veteran, speak on the subject. In this webinar, we tackle the topic of cash flow and collections - the do's and don'ts. It's vital for every company to create a process for receivables on how to handle clients are who late in paying their bills. This is a situation nearly every business faces at one time or another, and Ken will show you a receivables system you can put in place as well as timelines and tips on how to broach the subject when you have a late-paying client.
  • Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
    The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources. Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice Prseident at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.
  • QuoteWerks v4.9 Build 4 Release Webinar
    This QuoteWerks Version 4.9 Build 4 release webinar has something for everyone. This new release includes over 45 new features, including Purchasing Support, ConnectWise Features, time saving features, and much more! After we cover the new features, attendees were able to ask questions.
  • QuoteWerks Sales Rep Training - March 2014
    This webinar provides an overview of QuoteWerks and QuoteValet from the sales rep perspective. We step through all of the QuoteWerks tabs and toolbar buttons. We then create a quote from start to finish with Product Content, Heading Lines, QuoteValet, etc. We also touch on QuoteValet Web at the end of the webinar.
  • QuoteWerks Sales Rep Training - Feb 2014
    This webinar provides an overview of QuoteWerks and QuoteValet from the sales rep perspective. We step through all of the QuoteWerks tabs and toolbar buttons. We then create a quote from start to finish with Product Content, Heading Lines, QuoteValet, etc. We also touch on QuoteValet Web and answer questions at the end of the webinar.
  • Version 4.9 Build 1 and 2 Release
    The QuoteWerks Version 4.9 Build 1/2 release includes over 80 new features, including QuoteValet Web, QuoteWerks Scripting, Undo / Redo, QuoteWerks Dashboard, Google Contacts, ConnectWise Purchasing Integration, and much more.
  • Version 4.8 Build 5 Release
    The QuoteWerks Version 4.8 Build 5 release includes 70 new features including Recurring Grouped Items, QuickBooks Item Name Creation, Distributor Online Ordering with Negotiated Pricing, and more.
  • Version 4.8 Build 1 Release
    The QuoteWerks Version 4.8 Build 1 release includes over 17 new features including QuoteValet Shopping Cart, Procurement Automation, Azure Support, Shipping Integrations, and more.
  • Version 4.7 Build 8 Release
    The QuoteWerks Version 4.7 Build 8 release includes over 20 new features including new email functionality, a new real-time partner (Comstor / Westcon Group), and additional Product Content (Etilize) functionality.
  • Version 4.7 Build 6 Release
    The QuoteWerks Version 4.7 Build 6 release includes over 10 new features including QuoteValet Mobile along with other QuoteValet enhancement features. This webinar is designed for existing QuoteWerks users and provides an overview of these features specifically focusing on QuoteValet and QuoteValet Mobile.
  • Version 4.7 Build 2 Release
    The QuoteWerks Version 4.7 Build 2 release includes over 38 new features including Links tab and PDF file improvements, QuoteValet enhancements, QuickBooks enhancements, Purchasing window enhancements, and ConnectWise functionality.
  • Version 4.7 Build 1 Release
    The QuoteWerks Version 4.7 Build 1 release includes over 29 new features including enhancements to product selection, quote delivery, customer acceptance, payment receipt, purchasing, and invoicing. With this release, our focus was putting money back in your pocket. This is evident in the new Etilize 2.0 upsell functionality, USA tax rates included free in the Real-time Module, and credit card processing with over 80 payment gateways, and more. In this webinar, we review all of the new features in Version 4.7 including Etilize 2.0, QuoteValet Credit Card Payments, Sales Tax, QuickBooks Custom Fields and POs, and even the enhanced formula and new summary lines on the Quote Workbook.

Customer Testimonials

View customer testimonial videos on our Customer Testimonials page.

Tips & Tricks

View our tips & videos on our Tips and Tricks Playlist on YouTube.

Training Class Recordings

We record these classes to benefit not only the classroom attendees, but also the entire QuoteWerks community. Each class covers the same material outline, but different questions are asked which can direct the content to go more in depth or cover even more information. See the Recordings

Videos by the QuoteWerks Community

  • QuoteValet in 2 minutes
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
  • QuoteValet 10-minute Tour
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
  • QuoteValet Dashboard
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
  • QuoteValet Mobile
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers creating a QuoteValet Mobile quote and retrieving it into your QuoteWerks installation.
  • QuoteValet Template Editing
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers modifying the QuoteValet Page that the customer sees.
  • QuoteValet Payment Processing
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers QuoteValet payment processing including using deposit request feature from the customer and sales rep perspective.
  • Linking Files on Resources tab
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers how to use the Resources tab in the Quote WorkBook to link to files and websites. Also includes how to merge word documents from this tab.
  • HP eConfigure Paste Special Integration
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner.
  • Importing Dell Quote from Website
    By Matt Rose from Quintadena, Ltd. the 2006-2012 QuoteWerks WorldWide Number 1 Solution Partner. Covers importing a Dell quote from the Dell website using the Paste Special Wizard. The same process can be used to import quotes from other websites.