Collect Credit Card Payments from Customers

QuoteValet 1.3 now includes Credit Card processing. Collect deposits, progress payments,  balances, and payments flow seamlessly into QuickBooks.

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet is an additional Subscription.

QuoteValet Mobile

The QuoteValet add-on subscription for QuoteWerks gives you the flexibility to create quotes on the go. QuoteValet Mobile enables you easily create quotes on your iPad or any HTML5 compatible tablet or browser. Imagine being able to create quotes in minutes and email it to your customer while still in your customer's office.

Use your Payment Gateway

QuoteValet 1.3 payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and Google Checkout.

Compare Prices from CDW®, Dell™, Newegg®, and Amazon

The enhanced Etilize 2.0 functionality enables you to compare your prices with the prices your customers see.

The QuoteWerks Etilize Content Subscription (requires the Real-time Data Module) enables users in the IT and AV industries to create content rich documents and more.

Up sell with Ease

Etilize 2.0 now presents spec sheets and accessories, enabling you to up sell your customers, generating more revenue.

Etilize UK

Etilize 2.0 adds support for UK QuoteWerks users in IT and AV industries!

No More Wasting Time Looking Up Sales Tax Rates

Tax Rate Lookup service is now included free in the Real-Time Module. Retrieve sales tax rates for your customer's zip code & city.

Enhanced QuickBooks Integration

The QuickBooks integration now creates Purchase Orders, Payments from QuoteValet 1.3 flow seamlessly into QuickBooks, and QuickBooks Custom fields (estimates/invoices/sales orders/POs, items, etc) are now supported.

Associate Pictures with items "on-the-fly"

You can now manually associate a picture with a line item on the Documents Items Tab of the QuoteWerks workbook. Previously, this would only happen through Etilize or through associating a picture in advance in the product database.

Automatically attaches PDFs in your CRM/PSA

QuoteWerks now attaches a PDF of your quote/proposal automatically to your CRM. This new feature is supported in all of our native CRM/PSA integrations, which include: ACT! 2005+, Autotask, ConnectWise, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, salesforce.com, SalesLogix, and SugarCRM.

New Inbox Tab on QuoteValet Dashboard

The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, giving you the flexibility to see all important notifications in one place.

Enhanced QuoteValet Reporting

The QuoteValet reporting functionally has been enhanced and can be found on the new Reporting Tab on the QuoteValet dashboard. The QuoteValet Reporting allows you to filter your pending quotes to easily see new opportunities and keep track of details. The QuoteValet document activity history is now color coded to easily distinguish between customer and sales rep activities.

QuoteValet is an additional Subscription.

Deliver - Collaborate - Close

Find out more about QuoteValet today!
 

Everyone knows how to use Microsoft Word. Word is more flexible than report designers and it is easy to design a Word based Quote layout since you already know how to use Word. QuoteWerks simply inserts the data into your Word document wherever you want it. After merging, it is easy to make changes or tweaks to the Word document providing you the best of both worlds - macro replacement and the ability to edit afterwards. To top it all off, QuoteWerks then automatically saves your data merged Word document as a PDF file and links it into the quote.

Advantages of Word Merging:

• You can choose to insert only certain item types into certain areas of the Word document
• You can have your service items on Page 2 and have your product items on page 5
• You can have item type total summaries anywhere in the Word Document
• You can include Line item Product Pictures in the the Word document

Watch a short Video to find out more!
 

First impressions are important. Now, your customer's first impression when receiving the quote will be an HTML formatted email with your branding versus just plain text.

Watch a short Video to find out more!
 

With the new Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet.

Per Sales Rep. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from.

Per Document or Line Item. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval.

Approval Escalation. When an approval is required, you can specify who is authorized to approve the quote. For example, if the quote amount is greater than 10,000 it requires the single approval from the sales reps manager. If the quote amount is greater than 50,000 then it requires a single approval from an escalated approver such as the CEO. If the quote amount is greater than 100,000 then it requires multiple approvals from escalated approvers such as the CEO and CFO.

There are many different scenarios that can be accounted for.

When used with the optional QuoteValet subscription, the approval features are greatly extended.

Watch a short Video to find out more!
 

Individual items and Groups can now be set as mutually exclusive, so selecting one optional group will automatically de-select the other optional group or item.

While a quote can have, for example, 3 grouped options, you can now set one of the options as the selected (or recommended) option. These new features are particularly useful with the QuoteValet integration, as you can present one or more mutually exclusive options to your customer and you can pre-select the option that you recommend. Even when not using QuoteValet, these features still save you time.

Watch a short Video to find out more!
 

When Heading lines are used, on the Add Item Assistant or from the Bundles, or Configurator, you can choose to insert the item as the first item under the heading, or append the item the last item under the Heading. When appending it as the "last" item under the Heading, it uses some "artificial Intelligence", so if the last items under the heading are a blank comment line, % charge line, % discount line, or subtotal line, then the item is added above those items.

Heading lines are also useful in the printed output as Heading type line items can have their font larger and bold, whereas comments could be the same font size as the regular Product/Service line items.

Some examples for Heading lines would be like:

• "Family Room"
• "Master Bedroom"
• "Theater Room"
• "Service"
• "Parts"
• "Servers"
• "Workstations"
• "Services"
• "Managed Services"
• "Anti-Virus"
• "Monitoring"

Watch a short Video to find out more!