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

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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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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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Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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