Save Time & Money with QuoteWerks

Do you spend too much time creating quotes and proposals? QuoteWerks is the market leading sales quoting and proposal solution that automates your sales process from start to finish.

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QuoteWerks

QuoteWerks GoldMine Integration

QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

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Key Benefits

  • DataLink: When QuoteWerks pulls the contact information into your quote, its innovative DataLink feature can automatically include other information such as terms, sales tax rate, customer profile, and more.
  • Custom Designed Profiles: Let QuoteWerks determine the appropriate pricing a particular customer should receive based on your pre-specified criteria.
  • Built-In Visual Layout Designer: Personalize your print layouts with the built-in visual layout designer. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.
  • Web-Linked Pricing Guides: Create and maintain your own products database and import product information from files that your vendors provide. For example, if you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of IngramMicro and TechData… no importing required!

Key Features

  • Ability to send and receive quotes across the enterprise
  • Vendor price comparisons
  • Old quote price refreshing
  • Creation of “bundles” or “kits” (a configurator takes you step-by-step through building products using other existing products as templates)
  • Setup products to have required, optional and substitute products.
  • Products can also be organized visually in folders to speed up quoting.
  • Optional link to QuickBooks accounting software to convert quotes into QuickBooks invoices.
  • Optional link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders and invoices.
  • Optional “Open Export Module” to export quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting for example).
  • Multiple-user network versions available, allowing users to increase productivity by sharing information in the quote database.

QuoteWerks starting from $199

20+ Years of Happy Clients

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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