Fast-track Overview
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Evaluation
Guided Screenshot tour, Take a Tour, Features & Benefits, QuoteWerks vs Word/Excel, QuoteWerks vs Accounting, Getting Started with QuoteWerks, Reasons Customers Choose QuoteWerks, Tips for Selecting Quoting Software, Customer Testimonials, Notable Customers, Reviews, Case Studies, Customer Demographics, Pre-Sales FAQ, How-to-Use FAQ
Try It
Buy-it/Pricing/Ordering
Editions, Real-time Module, Product Content Subscription, QuoteValet Subscription, Update Maintenance, Compare Editions, Licensing Model/Concurrent, Customization Services, Proficiency Booster Sessions, Accelerated Implementation Service, Professional Services, QuoteValet Web Development Services
Core Quoting
Quantities, Quantity Multipliers, Price Modifiers Markups, Price Modifiers Discounts, Cost Modifiers (product database and Quote Workbook), Price Comparisons, Price Refreshing, Item Refreshing, Write-in Products, Searching for Products, Quick Product Lookup, Charge Lines, Discount Lines, SubTotals, Running SubTotals, Comment Lines, Recurring Revenue, Heading Lines, Item Grouping, Formula-based Unit Pricing, Customizing Columns, Hiding Prices, Don't Print, Exclude Line, Print Picture, Optional Items, Sales Tax, Tax Codes, Custom Fields, Foreign Currencies, Mutually Exclusive Items and Optional Groups, Price Rounding, Recurring Groups, File Links Tab, Commissions, Paste Special
Documents
Quotes, Orders, Invoices, Sales Orders, Purchase Orders, Converting Quotes to Orders, Document Templates, Revisioning
CRM Integrations
Act!, Act! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, HubSpot CRM, Kaseya BMS, Maximizer, Maximizer CRM Live, Microsoft Dynamics CRM, Microsoft Outlook, Microsoft Outlook Business Contact Manager, salesforce.com, Saleslogix, SugarCRM, Zoho CRM.
Accounting Integrations
QuickBooks, Sage 50 (Peachtree), XML Documents, 3rd-Party Integrations, Open Export Module
ClarityWerks Integration
QuoteValet
QuoteValet, QuoteValet Web, QuoteValet Mobile, QuoteValet Shopping Cart, Collecting Credit-Card Payments
Products and Services
Nine Pricing Methods, Configurator, Bundles, Required Items, Optional Items, Product Databases, Organize in Folders, Searching for Products, Tech Data, Ingram Micro, Importing Your Own Product Database, Product Price History
Product Sources
QuoteWerks Built-in Databases, Sage 50 (Peachtree) Item List, QuickBooks Item List, Autotask Product List(s), ConnectWise Product List, salesforce.com Product Catalogs, External Sources (i.e., ODBC, MS SQL, Oracle, Dbase, FoxPro)
Workflow
Peer Reviews, Approvals , Audit Trail
Special-Purpose Tools
HP Configurator, Cisco Configurator, Paste Special, Tech Data Shopping-Cart Importer, Tech Data Excel Quote Importer, Tech Data SAP Quote Importer, Dell Quote Importer, HP Quote Importer, Cisco Quote Importer, Netformx Quote Importer
Printed Output and Delivery
Layout Designer, Microsoft Word Merging, Sample Quotes, SMTP HTML E-Mail, Outlook HTML E-Mail, PDF Quotes, PDF Merging, Cover Pages, Literature, Spec Sheets, E-Mail Template Manager, Mass E-Mail
Real-time Pricing and Availability
Tech Data, Ingram Micro, SYNNEX, D&H, and more.
Shipping Integrations
Sales Tax Integrations
Procurement/Online Ordering
Purchasing Window, Electronic Ordering (D&H, Ingram Micro, SYNNEX, Tech Data), Purchase Orders, Creating Purchase Orders in Autotask, Creating Purchase Orders in ConnectWise, Creating QuickBooks Purchase Orders, Creating Sage 50 (Peachtree) Purchase Orders, Tracking Shipments and Serial Numbers, Receiving Inventory
Rich Product Content
Etilize, OpenICEcat, No more importing products, Part Locator, CDW/Dell/NewEgg/Staples/Provantage Pricing, Upselling Accessories
Customizing
F2 Lookup Lists, Columns, Label Names, Menus
Search Online Merchants
Security
Access Rights, Document Ownership
Reporting
Management Reports, Commission Reports, Product Catalog
Working Remotely
API
Add-ons
Real-time Data Module, QuoteWerks Product Content Subscription (powered by Etilize), QuoteValet Subscription, 3rd-Party Accounting, 3rd-Party Alerts/Workflow, 3rd-Party Contact Management/PSA, 3rd-Party Inventory Tracking, 3rd-Party Project Management, 3rd-Party Proposal/Contract Templates, 3rd-Party Reporting, 3rd-Party Custom Solutions
Support/Downloads/Updates
Support Policies, E-Mail Support, Voice Support, Support Forum, Knowledgebase, Quick Start Guide, Videos, Download Updates, Tips & Tricks, New Release Webinars
Solution Partners
United States, International, Hosting Partners
Company