QuoteWerks desktop is a specialized software used in every industry for creating sales quotes and proposals.
— It works with the software that you store your customer information in like ACT!, ACT! for Web, MS Dynamics CRM, Outlook, Outlook BCM, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks.
— You will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.
— Your customer will be able to change quote options dynamically and ask you questions through the customized quote page
— You can then collect credit card payment from your customer that is directly deposited into your checking account.
Real—time Module offers several real-time integrations.
— Tax Rate lookup service for US postal codes
— Real—time leasing rates
— FedEx & UPS shipping rates service
— Real—time pricing & warehouse availability with many IT/AV distributors
— Online Ordering and Procurement Tracking (shipping tracking, product serial numbers) for IT distributors.
Product Content Subscription (powered by Etilize), you no longer have to download and import product files from the major distributors.
— Provides QuoteWerks users in the IT industry with the part numbers of products from major distributors along with consumer friendly product descriptions, marketing descriptions, and product images. Combined with the QuoteWerks Real-time Module, the pricing and availability of those parts is also supplied all in one place.
Seamless CRM / PSA Integrations — Act! CRM
— Act! for Web
— Microsoft Dynamics CRM
— Microsoft Outlook
Accounting Integrations — Sage 50 US
dpQWSync DataPlus Integration with QuoteWerks
— Sage 50 US
— Sage 50 CA
— Sage 100
dpQWFuse DataPlus Integration with QuoteWerks
— Manage your QuoteWerks item list in Quote with predefined criteria
— Modify item information by scanning quote with predefined information relating with Manufacture Part Number or Vendor Part Number. Like items from different manufacturers have different "Description". dpQWFuse scans all the items and replaces the Description with your predefined Description.
— dpQWFuse modifies Item Description
— dpQWFuse modifies Item Line Attributes
Electronic Signature & Payment
Collect credit card payments from your customers that is directly deposited into your checking account.
QuoteValet subscription also allows you to collect deposits, progress payments, balances.
Supports over 80 gateways including QuickBooks Merchants, Authorize.net, and PayPal.
Standard Edition DataPlus Integration with QuoteWerks
— $19.90 a month per user (billed annually)
Professional Edition DataPlus Integration with QuoteWerks
— $26.90 a month per user (billed annually)
Corporate Edition DataPlus Integration with QuoteWerks
— $41.56 a month per user (billed annually)