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QuoteWerks will help you up sell and track more sales | Quotation Software

Watch a QuoteWerks demonstration video


Download a demonstration video from quotewerks.com and view additional QuoteWerks tutorial videos.

Availailable for hosted or self hosted Clients, call for a demo on
020 8099 3032


See how quickly you can create sales quotes from WiredContact with QuoteWerks


QuoteWerks is a specialist sales and quoting application that we have integrated with WiredContact Enterprise to automate the sales process. If you create quotes or orders that consist of line items and you want to track your cost, profit, part numbers and customer price, QuoteWerks can transform the quality of every quote and cut administration giving sales staff more time to sell.

Extra quoting power from WiredContact


Will QuoteWerks work for you?

QuoteWerks gives you the best of both worlds. You can keep a database with a list of your commonly used products and services, and you can also type in services and items on-the-fly in the quote itself. With WiredContact Integration you can instantly start quoting using your prospect and customer information thats already in your existing Database so you'll never have to re-type your customer's information again.

Many applications, like Microsoft Word and Excel can be used to create a quote but what sets QuoteWerks apart is how easy it can make the entire quoting process whatever your quote is for.

QuoteWerks and WiredContact integrated: automating quotes and saving time

  • QuoteWerks automatically fills in delivery and invoicing information by copying data from the corresponding WiredContact record so there's no need to re-key information.
  • Email quotes from QuoteWerks as a text or PDF file.

 

 

WiredContact & QuoteWerks

  QW  
Track quote revisions Ö -
 Build quotes using wizard steps Ö   -
See the profit margin on every line Ö -
Fully customisable quote templates Ö -
Convert quotes to orders & invoices Ö -
Configure price & cost policies Ö -
Display running & sub totals Ö -
Show discounts on separate lines Ö -
Display product images Ö -
Bundle linked products & services Ö -

  • Find products & services in seconds - organise products & services in separate folders & databases making it easy to find items when you quote. Run lookups using partial descriptions and part numbers.
  • Line item functionality - includes capability for applying percentage discounts, adding a running subtotal, product descriptions, showing item images and more options for every quote line.
  • Up to 9 pricing models supported - including cost mark-up, volume pricing, list price discounts and more.
  • Literature support - build a list of literature including warranty information, directions, conditions and any other documents to accompany quotes.
  • Create your own quote layout - apply logos, standard fonts, colours and other formatting changes so every quote is professionally presently.
  • Manage quote revision - every time a quote is revised, QuoteWerks tracks the changes for a full quote history on every opportunity.
  • See your profit margin - with QuoteWerks extensive pricing and costs profiles your profit margin is always visible.
  • Sync quotes between offices - synchronise quotes between locations to share sales information with mobile office users and offices.
  • Link to external database - QuoteWerks stores data in Access 2002/3 or MS SQL databases so information can be read and written to and from data tables.

 

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