The latest build 5 update for QuoteWerks 4.6 (the #1 quoting tool for GoldMine) is now available to download! This new release includes over 30 new features. Each new build of QuoteWerks is rich with features that will improve your sales process and help you work smarter. The top new features for QuoteWerks 4.6 Build 5 are:
QuoteWerks E-mail Templates
The new email templating system in Build 5 will allow you to customise all the emails that QuoteWerks sends. The E-mail Templates window can stay open while sending e-mails in QuoteWerks making it easy to quickly make adjustments and preview the results. There are System, Public and User E-Mail templates. The System templates can be directly modified by users with Master Rights. Users can also create their own templates to be used from the Send Email window. Public templates are templates that most users would want to use, typically with company standardised information in them. The real benefit is that changes can be made in one template, and all the users now are using the updated template. There is now a new "Select Template" dropdown on the Send Email window. When a template is selected, the subject and body of the email will be updated with the information from the template.
Multiple E-mail Signatures
You can now have more than one email signature. In fact, you have a Standard, Short, Alternate1, Alternate2, and Alternate3 email signatures. During each season of the year, you might have a slightly different e-mail signature and now you can keep them all instead of replacing it each time. Sometimes you want to include your signature complete with your full address, phone number, title, etc. Other times you will just want to include your Short signature, like just your name, title, and phone number. The short signature is particularly good for QuoteValet "Your Quote is Ready" emails to your customers. There are also Email signature macros for email templates. Rather than typing in your email signature into each email template you setup, you can use email signature macros in them, making it easy to change your email signature in one place.
E-mail Snippets
Email Snippets are a great way to centrally organise and maintain information that is used in multiple email templates. If you have two email templates that need to include the same information, you could of course type that same information into both email templates, and then when you need to make a change, you will need to remember to change it in both email templates. If you entered that information into a Snippet, and then used a macro in the two email templates to refer to that Snippet, then you could just make changes to the information in the Snippet and the changes will automatically appear in the two email templates. There are Public and User E-Mail Snippets.
To access updates for QuoteWerks and 4.6 Build 5, you must have an annual 'Upgrade Maintenance Program' in place. To find out more, please contact Wizard Systems.
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