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Quotewerks increase sales quotation productivity and accuracy

Quotewerks provides fast accurate sales quotations

"Quotewerks" Sales Quotations

  • Hosted on a cloud location.
  • Hosted at your location.

QuoteWerks is specialised software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel®, you can benefit from a tool that is designed for the task of creating attractive quotes and proposals.

QuoteWerks fits into your existing software environment. It works with the software that you store your customer information including :- ACT!, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, MS Outlook,, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

Key Features

  • Link to Product Databases - import from spreadsheets/text files or manually enter products into product and services databases.
  • Know Your Profit Margin - With QuoteWerks' extensive pricing features you will know your profit margin on everything you sell.
  • Customise Quote Layouts - Use QuoteWerks visual report designer to format the layout of your quotes.
  • Document Automation - Supports integrated cover sheets and spec sheets. Has integrated spell check. Reports and documents can be pasted into Microsoft Word.
  • Get the Best Prices - The price comparison worksheet compares prices between your vendors ensuring that you receive the best price.
  • Track Custom Information - Customisable fields and columns accommodate your company's unique product and quoting needs.
  • Security Features - Define who can see your quotes, and define which menus are available to each user.
  • See Product Price History - See what you have sold to your customers in the past, and what prices were proposed.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition/ Peachtree.

"QuoteValet" - Interactive web quotes

A new addition to the Quotewerks range, enabling users of Quotewerks to be able to publish their quote to the Quotevalet website, email the client a link and importantly be able to see when this is viewed. Clients and Peers can if need be amend the quote items and then take payment...all through the web.

Key Features:-

  • Know when Quotes are Viewed and Accepted
  • Collect Credit Card Payments from Customers
  • Approval and Peer Review
  • QuoteValet Mobile with your iPad!
  • Create a Shopping Cart
  • Integrate with your CRM

For more details on Quotevalet, give us a call on 01905 380920 or download the pdf opposite

CRMC has been a Quotewerks  Partner since 1999 and have been involved in many implementations over the last 18 years.  We have the required skills and experience to help you improve your sales quotation productivity and efficiency.