QuoteWerks

Quote Products and Services
QuoteWerks allows you to quote products and services.  You can enter information directly into the quote "on-the-fly", and you can setup a list of products and services that you commonly use in our product databases.  You can setup a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders.  If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard. 

Get the Best Prices
When you select the product that you want to add to the quote, you can right click to immediately see the cost of this product from each vendor that you have setup in QuoteWerks.  In a flash, you know which vendor has the lowest price, and you can choose to purchase that item from that vendor.

Refresh quote with latest or best prices
Often customers request a quote, and then for a variety of reasons, the project gets put on hold.  Then, one day the customer calls back and says they would like a new quote.  No problem for QuoteWerks.  Simply select all the line items on the quote, and choose the Refresh with Latest price feature.  Immediately, your quote has been updated.  In fact, if your cost has now lowered, QuoteWerks will ask you if you would like to keep the profit for yourself, or pass on the lower cost to your customer!

Vendor prices fluctuate often.  The QuoteWerks Refresh with Best price feature will automatically find the vendor with the lowest cost for each item on the quote, and update the quote with that information.

Customize Quote Layouts
Use the QuoteWerks visual layout designer to format the layout of your quotes.   All companies have different formats that they prefer to present the quote to their customer in.  The built-in QuoteWerks visual layout designer gives you complete flexibility in designing the look of your printed quote.  You can choose which information you would like to include in the quote, and which information you would like to not include in the quote.  You can insert company logos, pictures, lines, boxes. You can set background colors, font colors, fonts, alignment, pretty much anything!   If you prefer to include a picture of each line item in the quote, you can use the layout designer to control where the picture will be located, what size the picture will be, etc.   On top of all this functionality, the QuoteWerks print layout designer also supports the creation of custom formulas.  You can create formulas that calculate lease payments based on a number of months, and the total sale amount of the quote.  You can create formulas that print a special message like "You are a valued customer." if the sale amount is over $1000.  You can create formulas that calculate a 50% down payment amount to display on the quote.  You can create almost any solution using this formula functionality! The layout designer is very powerful, flexible and easy to use.

QuoteWerks comes with a default print layout for quotes, orders, invoices, sales orders, and purchase orders.  You can modify these existing print layouts, and/or create any print layout format you would like, such as a work orders, packing slips, etc.   There is no limit to the number of different print layouts you can create.   Again, you have full control over what the end result will look like!

Define your Pricing Strategies
In all, QuoteWerks supports 9 different ways to price your products and services!

1. Enter Price Manually - Use this when you have a fixed price for all customers
2. Gross Margin - Use this when you calculate your customer price by applying a % gross margin to your cost.
3. Markup from Cost - Use this when you calculate your customer price by adding a % of your cost to the cost of the product.
4. Discount from List - Use this when you calculate your customer price by discounting from the list price.
5. Same as List - Use this when in most cases you charge your customers the list price of a product (lucky you!).
6. Volume Based - Use this when your customer gets a different price depending upon how many of the item they are purchasing.
7. Customer Based Price Levels - Use this to have QuoteWerks automatically assign your customer a fixed price depending upon what type of customer this customer is.  So, if your customer is a RETAIL customer, they get price X, and if they are a WHOLESALE customer, they get price Y.
8. Based on Customer/Product profile - Use this to have QuoteWerks automatically assign your customer a calculated price based on markup, margin, discount, or list depending upon the type of customer AND the type of product you are selling. So, one example is, if your customer is a RETAIL customer, they get a 10% discount, and if they are a WHOLESALE customer, they get a 30% discount. Another example is, if your customer is a RETAIL customer, they get a 40% marked up price, and if they are a WHOLESALE customer, they get a 10% marked up price.
9. Formula Based - Use this to have QuoteWerks calculate the price of the product as a % of the price of another product.

E-Mail Your Quotes
QuoteWerks enables you to e-mail quotes directly from within QuoteWerks using the built-in SMTP e-mail or Microsoft Outlook. Your quotes are e-mailed as an attached .RTF file (Word Processor compatible like Microsoft Word) or .PDF file (Adobe Acrobat compatible).  The e-mail setup options let you choose which format you want to your quotes to be emailed in.  RTF files can be opened, and printed by all word processing applications. Your customer will receive the quote formatted exactly in the format that you sent it in, and your customer can simply double-click on the attached quote, and it will be opened by their word processor (RTF files) or the free Adobe Acrobat Reader software (PDF files).

Configure Your Products
QuoteWerks has a built-in configurator (most configurators cost thousands of dollars!) that will present you with a list of products to choose from in a step by step format. The list products displayed for you to select at each step is based on your previous selection.  The configurator can maximize your sales forces productivity, efficiency, and accuracy by walking them through the process of building a quote, ensuring that the sales rep remembers to include all the items they need to in the quote.

Import/Export XML formatted data
XML is quickly becoming the new standard for data transfer and exchange.   QuoteWerks can import quotes/orders/invoices that are formatted in XML (following our XML document specifications).  This functionality is very useful for exporting data from web applications to an XML format that can then easily be imported into QuoteWerks.  Our Open Export Module has an option that enables you to export quotes/orders/invoices from QuoteWerks to an XML file.

Share/Synchronize Quotes Between Offices
Do you have sales people on the road, or do you work from home at times? QuoteWerks can synchronize quotes between different locations.  QuoteWerks can be installed at the main office and then also installed on laptops and other office locations.  Then while salesreps are out on the road creating quotes on their laptop with QuoteWerks, they can export their quote and use the built-in e-mail feature to e-mail the quote back to their main office where it can be imported!  QuoteWerks manages the unique quote numbers across all the installations of QuoteWerks, so you do not have to worry about conflicting quote numbers! If you use GoldMine contact management software, and GoldMine's synchronization features, quotes can be automatically synchronized!

Know Your Profit Margin
With QuoteWerks' extensive pricing features, you will know your profit margin on everything you sell.  Each line item in the quote can have a different profit margin and pricing method, so you can mix and match your product pricing with discounts, markups, etc.  You can select an individual line item, or a group of line items to see the profit amount and profit margin for the selected items!

See Product Price History
With a single-click, see what products you have sold to your customers in the past, and what price you charged your customer the last time you sold the product to them.

Create Quotes, Invoices, and Purchase Orders
Start to finish QuoteWerks handles it all.  Once you receive an order, the purchase order feature has option to print a separate purchase order for each vendor on the quote!

Create Sales Reports and Product Catalogs
In addition to the standard reports that come with QuoteWerks, the built-in visual reporting tool allows you to easily modify and even create new reports to report on just about any data you would want.  You can create outstanding quotes reports, forecasted sales reports, commission reports, sales closure reports and more.  You can find out who your most productive sales person is, what your most profitable product is, which is your highest selling product/service, etc.  Create reports based on regions or territories, etc.  The flexibility of our report designer allows you to create just about any report you can imagine.    You can also create product/price catalogs for your customers (which can include customer specific pricing), and detail reports on your product lines, inventory, etc.  Reports and documents can even be copied and then pasted into Microsoft Word.

Document Automation
QuoteWerks automates the entire process of quote/order generation starting with the initial building of the quote on to the presentation format of the quote, and finally ending with the delivery of the quote to your customer. 

To facilitate this process, QuoteWerks has integrated cover page and literature support.   You can create a list of customized cover pages (using a word processor to create them and save them in RTF format) and then easily select from your list of cover pages when printing/emailing the quote. So QuoteWerks will do everything you need in order to get the quote to the customer.

QuoteWerks also has integrated literature support. This feature allows you to build a list of literature such as warranty information, support information, directions to your company, specials of the month, letters of acceptance, or essentially any additional information that you would like to include with the quote.  Once you have your list of literature put together, you can easily select the literature pages that you would like send along with the quote.  Literature pages can be in RTF format or PDF format (PDF formatted can only be sent via email feature).

QuoteWerks also supports product/service spec sheets.  You can setup product/service spec sheets for all or some of the products in your product database.   While the QuoteWerks product/service description can be up to 32,000 characters long, the spec sheet allows you to create a separate page of information and can also include a picture of the product.  Then, when you print your quote, QuoteWerks will automatically include (at the end of the quote) the product/service spec sheets for each of the products that you have quoted.  You do not need to create a spec sheet for the product in order to print a picture for the line item, however, the spec sheet feature gives you an additional flexibility over how and where you would like to display details about the items on the quote.  Spec sheets can be in RTF format or PDF format (PDF formatted can only be sent via email feature).

QuoteWerks also has integrated spell checking, and can export information to Microsoft Excel, and Microsoft Word.

Find Products Quickly
QuoteWerks displays all your products and services in the familiar Windows explorer format.  You can organize your products and services in different product databases, and in different folders making it really easy to visually organize and find your products when quoting them.  Our powerful search features also make it a breeze to do searches using partial descriptions, part numbers, etc.