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TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals.PRODUCT SUPPORT
E-mail and Support Tickets To contact support services by E-Mail, send an e-mail to support@quotewerks.com.This will automatically create a ticket. If you do not receive an automated response from the ticketing system within 24 hours, please give us a call at 407-248-1481 or visit the portal to confirm that we received your e-mail.. To view existing support tickets, please visit tickets QUOTEWERKS® UPDATE CENTER Run your existing QuoteWerks and select the Help->About menu and then click on the System tab to see where QuoteWerks is installed. Once you have identified the folder that your existing QuoteWerks folder is installed in, simply run the installation program and choose thisfolder to update.
ACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act! QUOTEWERKS - BUILT-IN EMAIL Email Questions Q: Can I e-mail quotes to my customers? A (1): Yes! QuoteWerks allows you to email quotes directly from within QuoteWerks using the QuoteWerks built-in QUOTEWERKS KNOWLEDGE BASE Database - Corrupt QuoteWerks Database, Possible Causes. Issue: My "Docs.mdb" or other database fil Troubleshooting. August 27, 2019. 6365. Salesforce.com - Fault Code (0). An invalid XML character. Issue: When typing in your SalesForce.co Troubleshooting. QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS: SALES QUOTING SOFTWARE AND PROPOSAL SOFTWAREHOMEPRODUCTSINTEGRATIONSSERVICESPRICINGSOLUTIONS A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Reduce Errors & Misquotes. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. Integrated for Efficiency. QUOTEWERKS - DOWNLOAD AREAQUOTEWERKS UPDATE CENTERSUPPORT These utilities require QuoteWerks 3.0 (Build 17 and higher). Some features in the utilities may assume functionality found only in newer releases of QuoteWerks. Excel Utility. Bring QuoteWerks fields (header and items) to a pre-formatted XLS file. Create a folder called '\QuoteWerks\Applets\ExcelUtility' and extract the ZIP file to thislocation.
TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals.PRODUCT SUPPORT
E-mail and Support Tickets To contact support services by E-Mail, send an e-mail to support@quotewerks.com.This will automatically create a ticket. If you do not receive an automated response from the ticketing system within 24 hours, please give us a call at 407-248-1481 or visit the portal to confirm that we received your e-mail.. To view existing support tickets, please visit tickets QUOTEWERKS® UPDATE CENTER Run your existing QuoteWerks and select the Help->About menu and then click on the System tab to see where QuoteWerks is installed. Once you have identified the folder that your existing QuoteWerks folder is installed in, simply run the installation program and choose thisfolder to update.
ACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act! QUOTEWERKS - BUILT-IN EMAIL Email Questions Q: Can I e-mail quotes to my customers? A (1): Yes! QuoteWerks allows you to email quotes directly from within QuoteWerks using the QuoteWerks built-in QUOTEWERKS KNOWLEDGE BASE Database - Corrupt QuoteWerks Database, Possible Causes. Issue: My "Docs.mdb" or other database fil Troubleshooting. August 27, 2019. 6365. Salesforce.com - Fault Code (0). An invalid XML character. Issue: When typing in your SalesForce.co Troubleshooting. QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS®
3 rd party add-on products are products written by other companies that integrate with QuoteWerks Desktop (using the QuoteWerks SDK) in order to provide a more complete customer solution.. ConnectIT: QuoteWerks to Sage 50 Link by Hilltops IT ConnectIT-Sage gives the QuoteWerks user the ability to create the current active QuoteWerks document in Sage 50 Accounts.ACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act!QUOTEWERKS®
3 rd party add-on products are products written by other companies that integrate with QuoteWerks Desktop (using the QuoteWerks SDK) in order to provide a more complete customer solution.. ERPlite by ERPlite.com inc. ERPlite PRO enables a small business to improve manufacturing inventory tracking earlier, without paying for, or being overwhelmed by, more MRP software than they need. QUOTEWERKS - CONTACT US Phone: 407-248-1481 (press 3) (available Monday through Friday, 9:00 am to 5:00 pm EST) Fax: 407-248-1482. Email: support@quotewerks.com. MICROSOFT DYNAMICS CRM INTEGRATION The combination of QuoteWerks® and Microsoft Dynamics CRM makes it simpler to provide quotes, estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and more. QUOTEWERKS - QUOTE APPROVAL AND PEER REVIEW QuoteWerks Approval and Peer Reviews. Create templates in QuoteWerks to simplify the process of creating quotes or to help introduce new users to QuoteWerks. Creating and using templates is easy, efficient, and only takes a few minutes to set up. This video walks through how to use the QuoteWerks Peer Review to collaborate with other users in QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING This design is necessary because when QuoteWerks prints a PO for each vendor on the quote, the totaling fields would contain the totals for all the line items for all the vendors on the quote. The solution is to insert the DocumentHeaders->ExtendedCost field into the Report Footer 1 section on the Purchase Order print layout (if it is not WHAT IS THE DIFFERENCE BETWEEN A QUOTE AND A PROPOSAL What Is the Difference Between a Quote and a Proposal? Which sales document is right for the job and customer? In one scenario, it's time for you to put your best foot forward. QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error QUOTEWERKS HELP > CHAPTER 4: THE QUOTE WORKBOOK > NOTES TAB QuoteWerks Help. Under the Notes tab, you can perform the following tasks: •Enter introductory and closing statements to your customer, which will appear on the printed quote. •Enter notes that will appear only on the purchase order. •Enter internal notes about the quote, which will appear only on this tab. •Set defaults for QUOTEWERKS: SALES QUOTING SOFTWARE AND PROPOSAL SOFTWAREHOMEPRODUCTSINTEGRATIONSSERVICESPRICINGSOLUTIONS A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Reduce Errors & Misquotes. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. Integrated for Efficiency. TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals. QUOTEWERKS HELP > CHAPTER 7: DOCUMENT MANAGEMENT QuoteWerks Help. Document templates allow you to save documents to be used as templates when creating new documents. Using templates is a great way to save time and ensure consistency in your quotes. If you often create quotes that are very similar, you can save time by creating a template of that quote so that the next time you need tocreate
QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS HELP > CHAPTER 4: THE QUOTE WORKBOOK > NOTES TAB QuoteWerks Help. Under the Notes tab, you can perform the following tasks: •Enter introductory and closing statements to your customer, which will appear on the printed quote. •Enter notes that will appear only on the purchase order. •Enter internal notes about the quote, which will appear only on this tab. •Set defaults for QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING This design is necessary because when QuoteWerks prints a PO for each vendor on the quote, the totaling fields would contain the totals for all the line items for all the vendors on the quote. The solution is to insert the DocumentHeaders->ExtendedCost field into the Report Footer 1 section on the Purchase Order print layout (if it is not QUOTEWERKS HELP > CHAPTER 6: CUSTOMIZING QUOTEWERKS The items that have been added to your quote are displayed on the Document Items tab of the Quote Workbook. The Document Items tab has many columns displayed on it, which can be customized. You can customize which columns are displayed for each user, the title of each column and in which order the columns appear in by selecting the View-> Customize Columns menu. QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error CREATE A FULL BACKUP : QUOTEWERKS SUPPORT PORTAL Solution: Making a backup copy of QuoteWerks is relatively simple. You can choose 2 options to backup: 1. Backup the Entire QuoteWerks Directory (recommended) - In the event that a restore is necessary, this backup method will allow you to simply restore your entire copy of QuoteWerks - all of your data will be restored including: databases QUOTEWERKS: SALES QUOTING SOFTWARE AND PROPOSAL SOFTWAREHOMEPRODUCTSINTEGRATIONSSERVICESPRICINGSOLUTIONS A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Reduce Errors & Misquotes. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. Integrated for Efficiency. TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals. QUOTEWERKS HELP > CHAPTER 7: DOCUMENT MANAGEMENT QuoteWerks Help. Document templates allow you to save documents to be used as templates when creating new documents. Using templates is a great way to save time and ensure consistency in your quotes. If you often create quotes that are very similar, you can save time by creating a template of that quote so that the next time you need tocreate
QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS HELP > CHAPTER 4: THE QUOTE WORKBOOK > NOTES TAB QuoteWerks Help. Under the Notes tab, you can perform the following tasks: •Enter introductory and closing statements to your customer, which will appear on the printed quote. •Enter notes that will appear only on the purchase order. •Enter internal notes about the quote, which will appear only on this tab. •Set defaults for QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING This design is necessary because when QuoteWerks prints a PO for each vendor on the quote, the totaling fields would contain the totals for all the line items for all the vendors on the quote. The solution is to insert the DocumentHeaders->ExtendedCost field into the Report Footer 1 section on the Purchase Order print layout (if it is not QUOTEWERKS HELP > CHAPTER 6: CUSTOMIZING QUOTEWERKS The items that have been added to your quote are displayed on the Document Items tab of the Quote Workbook. The Document Items tab has many columns displayed on it, which can be customized. You can customize which columns are displayed for each user, the title of each column and in which order the columns appear in by selecting the View-> Customize Columns menu. QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error CREATE A FULL BACKUP : QUOTEWERKS SUPPORT PORTAL Solution: Making a backup copy of QuoteWerks is relatively simple. You can choose 2 options to backup: 1. Backup the Entire QuoteWerks Directory (recommended) - In the event that a restore is necessary, this backup method will allow you to simply restore your entire copy of QuoteWerks - all of your data will be restored including: databasesACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act! QUOTEWERKS KNOWLEDGE BASE Database - Corrupt QuoteWerks Database, Possible Causes. Issue: My "Docs.mdb" or other database fil Troubleshooting. August 27, 2019. 6365. Salesforce.com - Fault Code (0). An invalid XML character. Issue: When typing in your SalesForce.co Troubleshooting. QUOTEWERKS HELP > CHAPTER 7: DOCUMENT MANAGEMENT QuoteWerks Help. Document templates allow you to save documents to be used as templates when creating new documents. Using templates is a great way to save time and ensure consistency in your quotes. If you often create quotes that are very similar, you can save time by creating a template of that quote so that the next time you need tocreate
QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS To insert a comment: 1. Select the first item in the list of items you wish to insert a comment above. 2. Right-click, then click Insert comment (or click on the Edit -> Insert Comment menu). Tip: Comment lines are also useful for adding blank lines between line items. Just insert a Comment line and leave it blank. QUOTEWERKS HELP > CHAPTER 2: INSTALLING QUOTEWERKS If you’ll be installing QuoteWerks on a Windows Terminal Server, you must perform the installation while in global or install mode. On Windows Server, to install an application in global mode do the following: 1.Launch a command-prompt window (Start -> Run). 2.Type "cmd" into the command-prompt window. 3.Type “change user /install". QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING QuoteWerks has many tables in which it stores information. The primary tables are the DocumentHeaders, DocumentItems, and QuoteWerksApplication tables.
QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING Once you have clicked on the section header, you will see resizing blocks at the top and bottom of the section. Move your mouse over the resizing block at the bottom of the section, click and hold the left mouse button and drag downward to increase the vertical size of the section. Release the mouse button when the section is the size youneed
QUOTEWERKS HELP > CHAPTER 11: PRODUCT AND SERVICE The following describes the use of the key fields on the Picture tab. Picture File. You can associate a picture file with each product. This picture is used for reference purposes when viewing the item from the Edit Product window. CREATE A FULL BACKUP : QUOTEWERKS SUPPORT PORTAL Solution: Making a backup copy of QuoteWerks is relatively simple. You can choose 2 options to backup: 1. Backup the Entire QuoteWerks Directory (recommended) - In the event that a restore is necessary, this backup method will allow you to simply restore your entire copy of QuoteWerks - all of your data will be restored including: databases QUOTEWERKS: SALES QUOTING SOFTWARE AND PROPOSAL SOFTWAREHOMEPRODUCTSINTEGRATIONSSERVICESPRICINGSOLUTIONS A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Reduce Errors & Misquotes. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. Integrated for Efficiency. QUOTEWERKS - DOWNLOAD AREAQUOTEWERKS UPDATE CENTERSUPPORT These utilities require QuoteWerks 3.0 (Build 17 and higher). Some features in the utilities may assume functionality found only in newer releases of QuoteWerks. Excel Utility. Bring QuoteWerks fields (header and items) to a pre-formatted XLS file. Create a folder called '\QuoteWerks\Applets\ExcelUtility' and extract the ZIP file to thislocation.
PRODUCT SUPPORT
E-mail and Support Tickets To contact support services by E-Mail, send an e-mail to support@quotewerks.com.This will automatically create a ticket. If you do not receive an automated response from the ticketing system within 24 hours, please give us a call at 407-248-1481 or visit the portal to confirm that we received your e-mail.. To view existing support tickets, please visit tickets TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals. QUOTEWERKS® UPDATE CENTER Run your existing QuoteWerks and select the Help->About menu and then click on the System tab to see where QuoteWerks is installed. Once you have identified the folder that your existing QuoteWerks folder is installed in, simply run the installation program and choose thisfolder to update.
ACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act! QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error CREATE A FULL BACKUP : QUOTEWERKS SUPPORT PORTAL Solution: Making a backup copy of QuoteWerks is relatively simple. You can choose 2 options to backup: 1. Backup the Entire QuoteWerks Directory (recommended) - In the event that a restore is necessary, this backup method will allow you to simply restore your entire copy of QuoteWerks - all of your data will be restored including: databases QUOTEWERKS: SALES QUOTING SOFTWARE AND PROPOSAL SOFTWAREHOMEPRODUCTSINTEGRATIONSSERVICESPRICINGSOLUTIONS A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions to close. Reduce Errors & Misquotes. Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors and misquotes. Integrated for Efficiency. QUOTEWERKS - DOWNLOAD AREAQUOTEWERKS UPDATE CENTERSUPPORT These utilities require QuoteWerks 3.0 (Build 17 and higher). Some features in the utilities may assume functionality found only in newer releases of QuoteWerks. Excel Utility. Bring QuoteWerks fields (header and items) to a pre-formatted XLS file. Create a folder called '\QuoteWerks\Applets\ExcelUtility' and extract the ZIP file to thislocation.
PRODUCT SUPPORT
E-mail and Support Tickets To contact support services by E-Mail, send an e-mail to support@quotewerks.com.This will automatically create a ticket. If you do not receive an automated response from the ticketing system within 24 hours, please give us a call at 407-248-1481 or visit the portal to confirm that we received your e-mail.. To view existing support tickets, please visit tickets TECH DATA INTEGRATION The QuoteWerks integration with Tech Data enables you to: Obtain Real-time Pricing and Availability. Search for Products without having to Import a price file using the QuoteWerks Product Content Subscription with PartLocator. Include Product Pictures and Spec Sheets for Tech Data Products on your Quotes and Proposals. QUOTEWERKS® UPDATE CENTER Run your existing QuoteWerks and select the Help->About menu and then click on the System tab to see where QuoteWerks is installed. Once you have identified the folder that your existing QuoteWerks folder is installed in, simply run the installation program and choose thisfolder to update.
ACT! INTEGRATION
Act! The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services. This video demonstrates the QuoteWerks integration with Act! QUOTEWERKS HELP > CHAPTER 20: MANAGEMENT REPORTS QuoteWerks Help. Fundamentally, a report is comprised of two components. The first component is a filter. You design a filter to return only the information you want to see on the printed report. For example, if you wanted to create a report that displayed all the orders for this month, you would create a filter that limited theresults to only
QUOTEWERKS HELP > CHAPTER 5: WORKING WITH DOCUMENT ITEMS Recurring Groups . QuoteWerks supports recurring groups to provide a monthly price for a group of items (products and/or services).When you convert line items to a group, you'll have the option to set the group as recurring.This will calculate a monthly payment based on the APR or Lease Factor and term set on the properties of this group: QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error CREATE A FULL BACKUP : QUOTEWERKS SUPPORT PORTAL Solution: Making a backup copy of QuoteWerks is relatively simple. You can choose 2 options to backup: 1. Backup the Entire QuoteWerks Directory (recommended) - In the event that a restore is necessary, this backup method will allow you to simply restore your entire copy of QuoteWerks - all of your data will be restored including: databases QUOTEWERKS - BUILT-IN EMAIL Email Questions Q: Can I e-mail quotes to my customers? A (1): Yes! QuoteWerks allows you to email quotes directly from within QuoteWerks using the QuoteWerks built-in MICROSOFT DYNAMICS CRM INTEGRATION The combination of QuoteWerks® and Microsoft Dynamics CRM makes it simpler to provide quotes, estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and more. QUOTEWERKS - CONTACT US Phone: 407-248-1481 (press 3) (available Monday through Friday, 9:00 am to 5:00 pm EST) Fax: 407-248-1482. Email: support@quotewerks.com. QUOTEWERKS - QUOTE APPROVAL AND PEER REVIEW QuoteWerks Approval and Peer Reviews. Create templates in QuoteWerks to simplify the process of creating quotes or to help introduce new users to QuoteWerks. Creating and using templates is easy, efficient, and only takes a few minutes to set up. This video walks through how to use the QuoteWerks Peer Review to collaborate with other users in QUOTEWERKS HELP > CHAPTER 7: DOCUMENT MANAGEMENT QuoteWerks Help. Document templates allow you to save documents to be used as templates when creating new documents. Using templates is a great way to save time and ensure consistency in your quotes. If you often create quotes that are very similar, you can save time by creating a template of that quote so that the next time you need tocreate
QUOTEWERKS KNOWLEDGE BASE QuoteWerks Support KB Search: All SQL Execute Error QUOTEWERKS KNOWLEDGE BASE Database - Corrupt QuoteWerks Database, Possible Causes. Issue: My "Docs.mdb" or other database fil Troubleshooting. August 27, 2019. 6365. Salesforce.com - Fault Code (0). An invalid XML character. Issue: When typing in your SalesForce.co Troubleshooting. QUOTEWERKS HELP > CHAPTER 2: INSTALLING QUOTEWERKS Step 4: A progress monitor displays during the re-hosting process. This step may take anywhere from a few minutes to a few hours, depending on how much data your QuoteWerks installation contains.Please be patient.
QUOTEWERKS HELP > CHAPTER 14: PRINTING AND CUSTOMIZING This design is necessary because when QuoteWerks prints a PO for each vendor on the quote, the totaling fields would contain the totals for all the line items for all the vendors on the quote. The solution is to insert the DocumentHeaders->ExtendedCost field into the Report Footer 1 section on the Purchase Order print layout (if it is not QUOTEWERKS HELP > CHAPTER 6: CUSTOMIZING QUOTEWERKS The items that have been added to your quote are displayed on the Document Items tab of the Quote Workbook. The Document Items tab has many columns displayed on it, which can be customized. You can customize which columns are displayed for each user, the title of each column and in which order the columns appear in by selecting the View-> Customize Columns menu.407-248-1481
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USE QUOTEWERKS, THE SALES QUOTING AND PROPOSAL SOFTWARE SOLUTION, IN YOUR CPQ AND QUOTE-TO-CASH SALES PROCESS. Watch the 4-minute Tour Watch the 4-minute Tour SALES PIPELINE TRANSPARENCY A simple, yet powerful, design provides sales reps with an efficient and easy way to create, deliver, and track customer interactions toclose.
REDUCE ERRORS & MISQUOTES Peer and management approval workflows ensure every document created in QuoteWerks is accurate and consistent to reduce errors andmisquotes.
INTEGRATED FOR EFFICIENCY Industry leading CRM and Accounting integrations will transfer your important sales data between QuoteWerks and your already deployedsolutions.
ELECTRONIC SIGNING & ACCEPTANCE Get customer signatures electronically - no more asking the customer to print out the PDF, sign it, and then email it back to you. COLLECT CREDIT CARD / ACH PAYMENTS Collect deposits, progress payments, balances or the full amount of the quote. QuoteWerks supports over 80 gateways - use your existinggateway.
KNOW WHEN QUOTES ARE VIEWED Ever wonder what happens to your quote after you sent it? How often has a customer asked for a discount and you've wondered if they have even looked at the proposal yet? Get notified with QuoteWerks! BEAUTIFUL, BRANDED QUOTES & PROPOSALS Brand your sales quotes and proposals with beautiful and professional layouts. Include important documents such as SOW’s, terms and conditions and contracts. Create stunning presentations. STANDARDIZE PRICING & WORKFLOWS Create item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation. CENTRALIZED QUOTE STORAGE Store and manage all of your documents in a central, searchable location to easily find existing documents. Filter by date, company, sales rep, and much more.Start Free Trial
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integrations including CRM/PSA, accounting, vendor & distributor, shipping, leasing, and payment gateway integrations. Browse All Integrations __ QUOTEWERKS WINS THE ‘BEST QUOTING SOFTWARE ’ AWARD FOR THE _LAST 8 YEARS IN A ROW_ !*
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Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us." — Mark Schmale, Accelerated Post QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks." — Wayne Albone, Thyssenkrupp Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us." — Mark Schmale, Accelerated Post QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks." — Wayne Albone, Thyssenkrupp Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us." — Mark Schmale, Accelerated Post QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks." — Wayne Albone, Thyssenkrupp Your software is outstanding. You will literally save me days each month over my old semi- automated process. I just sent out three quotes totaling $200,000 in a fraction of the time I used to spend. The lightning quick turn-around time that I can now deliver, thanks to QuoteWerks, will certainly be a competitive advantage for us." — Mark Schmale, Accelerated Post QuoteWerks has changed the way we quote forever. We cannot go back to the "old" way. QuoteWerks has allowed us to remove the "black art" that only sales people with twenty years experience could apply. The team at Quintadena have been first class from the initial project outline to the continuing support of QuoteWerks." — Wayne Albone, Thyssenkrupp__
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