Centralized Quote Storage

Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, expiration date, and much more to never lose a document again.

Benefits of Centralized Quote Storage

• Reporting Capabilities
• Easily find and duplicate quotes
• As Sales Manager, you have complete knowledge of your team's production
• Quote Management
• Centralized Quote Storage allows the use of Dashboards
• Know your quoting history - like knowing what you previously quoted an item for to a customer ensuring your next quote stays inline
• Approvals and Peer Reviews
• Security
• Standardized, Professional Quotes
• Product Databases
• more...

Database Options

• Standard Included Database¹
• On-Premise Microsoft SQL Database (including SQL Express)²
• Cloud Hosted Microsoft Azure²
• Amazon RDS - Microsoft SQL²
• QuoteWerks Database Hosting²

¹ No Edition Limitations

Note: Microsoft SQL Licenses and Hosting fees are not included with the purchase of QuoteWerks and may require additional purchases from Aspire Technologies, Inc. or third parties.