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QuoteWerks Features
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Pulls contact information from popular contact management software
QuoteWerks integrates seamlessly with Maximizer. 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.
Quote Products and Services
QuoteWerks allows you to quote for 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.
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 colours,
font colours, 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!
Create and manage quote revisions
QuoteWerks supports "revisioning". This feature enables you to open a saved
quote, make changes, and then save it as the next revision. QuoteWerks will
then automatically save the quote with a new quote number that has either a
numeric or an alpha suffix (like –01 or –A), and will update the contact
management software links to refer to the most recent revision. When converting
quotes to orders, all revisions are now automatically flagged as superseded.
You can easily view the history of all revisions giving you a complete overview
and control over all the revisions.
Define your Pricing Strategies
In all, QuoteWerks supports 9 different ways to price your products and
services!
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1. |
Enter Price Manually
- Use this when you have a fixed price for all customers |
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2. |
Gross Margin
- Use this when you calculate your customer price by applying a % gross
margin to your cost. |
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3. |
Markup from Cost
- Use this when you calculate your customer price by adding a % of your
cost to the cost of the product. |
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4. |
Discount from List
- Use this when you calculate your customer price by discounting from
the list price. |
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5. |
Same as List
- Use this when in most cases you charge your customers the list price
of a product. |
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6. |
Volume Based
- Use this when your customer gets a different price depending upon how
many of the item they are purchasing. |
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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. |
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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. |
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Formula Based
- Use this to have QuoteWerks calculate the price of the product as a %
of the price of another product. |
Calculate your Costs
QuoteWerks supports 3 different ways to determine the cost of your products and
services:
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1. |
Enter Cost Manually
- Use this when you have a fixed cost. |
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2. |
Discount from List
- Use this when you calculate your cost as a discount from List price. |
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3. |
Volume Based Costing
- Use this when the cost of the item you are selling is different based
on how many you are selling. |
Bundle Your Products/Services
The powerful bundling feature adds groups of products to your quote with a
single click. If you quote groups of products/services often, the bundling
features in QuoteWerks will save you a tremendous amount of time. With bundles,
you can specify which products/services are included in a bundle. Then, you can
add that bundle to the quote and all the items that are in the bundle are
automatically added to the quote. Using bundles also ensures that you will
never forget to include an item in the quote. QuoteWerks has two types of
bundles: Simple Bundles, and Grouped Bundles. With a Simple Bundle, the list
of products/services that you specified in the bundle will simply be added to
the quote when you select the bundle. With a Grouped Bundle, the list of
products/services specified in the bundle will be "rolled up" into a single
grouped line item. All the individual item prices will be hidden and
automatically totaled and displayed in the single grouped line item. The
individual item descriptions can optionally be displayed or hidden.
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.
Flexible line item features
Many types of line items are supported in the quote.
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You can have Subtotal line items which allow you to display
grouped totals of key portions of your quote. |
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You can have Running Subtotal line items which allow you to
display the total of all the items from the beginning of the quote to
this line item. |
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You can have % charge line items which are calculated as a % of
the amount of the line item above it. The line item above it can be a
regular product/service, or it can be a subtotal/running subtotal
allowing you to calculate a % of a group of items. |
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You can have % discount line items which work in the same way as
the % charge line items. |
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You can have comment line items which allow you to easily insert
additional spacing in between line items in the quote, and can also be
used to indicate different sections or groups within the quote like
"Options", etc. |
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You can also mark each line item individually to have certain
attributes like hide price, don't print, optional item, taxable, and
more. |
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When a line item has the "hide price" attribute, the individual
price of the product is not printed. This is very useful in preventing
your customer from seeing the price for each line item on the quote, and
then haggling with you about each line item. |
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When a line item has the "don't print" attribute, the line item
will not be printed with the quote, but it will be included in the
totals of the quote. This is very useful for including misc. items
required in the quote that you do not want to clutter the quote with. |
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When a line item has the "optional item" attribute, the line item
will be displayed in the quote as an option that the customer can buy,
and the price of the item will be displayed, but the price of the item
will not be included in the quote totals since it is only an that we are
presenting to the customer. |
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When a line item has the "taxable" attribute, the tax rate will
be applied to this line item to calculate sales tax due on this item. |
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When a line item has the "print picture" attribute, a picture of
the product will be printed with the line item (assuming that you have
specified a picture for the 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 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.
Paste Special Feature
The Paste Special feature enables you to accept data from the Windows clipboard
and use it to retrieve products and services from a QuoteWerks product source
and add them to the quote. This feature can be useful for integrating with
external configuration software such as Cisco and Hewlett Packard configuration
software which only output a list of part numbers with no descriptions or
prices. It also works on part number lists copied from websites or text files
like Dell Premier Quotes. QuoteWerks can take the list of part numbers and
retrieve the description and pricing information for each part from the product
databases linked to QuoteWerks. The result of the Paste Special is the automatic
creation of a quote complete with pricing.
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.
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, mark-ups, 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!
Required Items Support
Many times you need to include certain products/services whenever you quote a
particular product/service. This feature allows you to assign required items to
items in QuoteWerks, and when you add that item to the quote, QuoteWerks will
automatically include the required items. You will never forget to include an
item in a quote again!
Track Custom Information
QuoteWerks has customizable fields and columns accommodate your companies'
unique product and quoting needs. If you need to track the colour
or other quality of a product, you can customize one of the QuoteWerks custom
fields to "Colour", and then enter the colour
of the product into that field. It is that simple to customize QuoteWerks to
fit you needs.
Create Sales Reports and Product Catalogues
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 catalogues 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.
Security Features
The QuoteWerks Administrator can set the security settings for each user. You
can specify which menu options each user has access to. You can specify which
users can view/modify/delete each user's quotes. You can specify individual
access rights for each user to limit their ability to perform tasks like
deleting products from the product database, modifying print layouts, and many
more. These security rights are centrally maintained, and can also be enforced
on laptop installations of QuoteWerks.
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.
International Features
QuoteWerks enables you to display quote pricing in both your local currency AND
another alternate currency. So, if you are in the United States and create
quotes for some customers in Canada, by default QuoteWerks, can automatically
generate the quote in GBP, and in Canadian dollars. If you then want to present
that same quote in United Status dollars, all you have to do is click on USD,
and your alternate pricing is instantly recalculated to United Status dollars!
If you purchase some or all of your products in a foreign currency, you can
enter that foreign price for the product in the product definition, and then
QuoteWerks will automatically calculate the price of the product in your local
currency!
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.
Industry Standard Database
QuoteWerks data is stored in Microsoft Access 2002/2003 databases in the
Standard and Professional Editions and Microsoft SQL 7.0, 2000, 2005, or 2008 in
the Corporate Edition. It is important to mention that you do not need to have
Microsoft Access installed on your computers to use QuoteWerks. Because
QuoteWerks data is stored in this industry standard format, other applications
can read and write data to our databases making QuoteWerks part of your entire
solution.
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