QuoteWerks


 

 
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QuoteWerks can integrate
with SplashWorks

QuoteWerks LogoIn today's economy, estimating your cost's quickly and accurately is essential to the success of your business. Effective cost estimating is not as simple as pulling a price "straight from your hip" to quote a design.

"QuoteWerks" Integrates with "SplashWorks"
This is what makes "The Suite" of programs so powerful when used in conjunction with each other. The Apply Attribute command in SplashWorks!®  is used to assign product information to objects in the drawing. It works in connection with the product database you create in QuoteWerks. Select the drawing entity you wish to apply the attribute to, than select the APPLY ATTRIBUTE command. You can apply any product or simple bundle to a drawing item or group. Later you can use the Material List command in SplashWorks!®  to export your list to a QuoteWerks quote.

QuoteWerks and SplashWorks
QuoteWerks integrates
with SplashWorks

Quote Products and Services
QuoteWerks allows you to quote products and services with or without using SplashWorks!® You can setup a separate product database for each vendor that you purchase from. If you already have lists of products and services, you can import them into a QuoteWerks product databases using the QuoteWerks Product Import Wizard, or you can enter information directly into the quote "on-the-fly".

QuoteWerks products list image

Customize Quotes, Invoices and Purchase Orders
The built-in “Visual Layout Designer” gives you complete flexibility in designing the look of your printed quote or invoice.  You can choose which information you would like to be included in the quote.  You can insert company logo, and pictures, set background colors, select font style and format, pretty much anything!   If you prefer to include a picture of each line item in the quote, you control where the picture will be located, what size the picture will be, etc.  On top of all this functionality, the “Print Layout Designer” also supports the creation of custom formulas.  QuoteWerks comes with a default print layout for quotes, orders, invoices, sales orders, and purchase orders.  You can modify the existing print layouts, and/or create any new print layout format you would like, such as a work orders, packing slips, etc.

QuoteWerks Layout image

New Features are added to QuoteWerks every month.

12 months of updates are included
with your purchase.

QuoteWerks integrates seamlessly with leading contact management software such as ACT, GoldMine, Outlook, salesforce.com, SalesLogix, and TeleMagic.  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! If you do not use one of the above mentioned contact managers, you can use the built-in contact database that comes with QuoteWerks.

Here at Pool Design Software we use QuoteWerks and ACT integrated, it really saves time and most of all it avoids mistakes from being made.


 

Link to Accounting Software
Links to QuickBooks and Peachtree accounting software. We also have an Open Export Module that can be used to export QuoteWerks orders to other accounting software.
E-Mail or fax Your Quotes
QuoteWerks enables you to e-mail quotes using the built-in SMTP e-mail or Microsoft Outlook, Express, or Vista Mail or use WinFax to fax your quotes.
Share/Synchronize Quotes between offices
Create Sales Reports and Product Catalogs