Overview
 

Pulls contact information from popular contact management software:

QuoteWerks integrates seamlessly with leading contact management software. Acts93 specializes in using QuoteWerks with GoldMine CRM, Microsoft CRM, and Microsoft Outlook.

This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software.  You will never have to re-type your customer information, and no importing is required!  In addition to retrieving contact information from your contact manager, our innovative DataLink feature automatically pulls almost any other information from your contact manager into the quote. Using the QuickBooks link module, you can also retrieve lead and customer information from QuickBooks.  If you do not use one of the above mentioned contact managers, you can use the built-in contact database that comes with 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.

Use Products and Services stored in other programs:

The Professional and Corporate Edition of QuoteWerks has the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.), QuickBooks®, and Salesforce.com®.  This enables you to build quotes by selecting products or services from these databases in addition to the QuoteWerks product/service databases.

QuoteWerks Standard Edition
The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software such as GoldMine®, Outlook®, Microsoft CRM is available in the Corporate Edition only.


QuoteWerks Professional Edition
In addition to the features of the Standard Edition package, the Professional Edition adds the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.), Ingram Micro®, SYNNEX, Tech Data®,  QuickBooks®, and Salesforce.com®.  Additionally, the Professional Edition includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module. This Edition also includes quote synchronization functionality.


QuoteWerks Corporate Edition
The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL 7.0, 2000, or 2005 backend database. The Corporate Edition includes the ability to integrate with MS CRM contact management software in addition to the other contact management software.  Additionally, the Corporate Edition includes the "Rollout" functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing. Benefits of the SQL backend using the Corporate Edition.