Most Business Accounting software can create Sales Quotations, but our QuoteWerks Sales Quotation solution has some serious benefits for doing your quotes, yet integrated back into your accounting system.
- You sell to more than just your customers yes?
With an Accounting system there can be a complex process for setting up a customer record even before you can start creating a quotation. It's a lot quicker with QuoteWerks to create quotes for prospects who have not yet bought from you. - QuoteWerks links with Contact Management Software.
With these links you can easily pull your prospect name and contact information into the quote and when the quote becomes an order QuoteWerks will create that new customer in your accounting system eliminating any re-typing of data. Also, the links write data back to the contact manager such as a follow up call and sales opportunity forecasting. Your accounting system may not write back to the contact manager or integrate in any way. - Don't clutter your accounting system with items you didn't sell
In Your accounting system before you can quote an item to a customer you have to create that item in your accounting system. Creating the item in your accounting system requires that you specify a part number, description, income account, cost, price, etc. Then if the quote/estimate does not become and order, this item stays in your accounting system cluttering your item list. In QuoteWerks, you do not have to create an item before you quote it. Additionally, when the quote becomes an order, QuoteWerks will create the item in your accounting system for you using the description, part numbers, costs, and prices used in the order. - Print Spec Sheets
Include spec sheets for products in the quote. - Unlimited number of users
With QuoteWerks a virtually unlimited number of users can be using QuoteWerks across the network at the same time. Your accounting system may have limits on the number of Users, and you may want to restrict access. - Supports 9 pricing methods
QuoteWerks supports 9 different pricing methods including Markup, Discount, Gross Margin, Volume based, List, Formula, Fixed, Customer Price Levels, and Customer/Product price matrix. - Supports Required Items
QuoteWerks has the ability to specify required items. For instance, when you add Part A, QuoteWerks will also add Part B, Part C, and Part D because they are a requirement of Part A. Your accounting system may not offer this functionality. You can also specify substitute and optional items. - Has a Configurator
QuoteWerks offers a visual Configurator that will allow you to systematically build your product and add it to a document. - QuoteWerks has links to the pricing databases of PC Industry distributors D&H, Ingram Micro, SYNNEX, and Tech Data. Additionally, QuoteWerks can get Real-Time Pricing & Availability from D&H, Ingram Micro, SYNNEX and Tech Data® extending the reach of how far a bridge QuoteWerks can create between the outside world and your accounting system itself.
- Track commissions
Run reports on commissions and display the commission for each quote/order on the quote. - Compare prices across vendors
QuoteWerks has the ability to compare item prices between vendors and show the best price.. The tool will also allow you to specify which vendor(s) to search on. - More control over each item in the quote
QuoteWerks can easily hide the prices of certain items in a document. You can specify what an items print properties are through an item attribute menu. - Document Automation
QuoteWerks provides many document automation features. It enables you to very easily select and combine cover sheets, spec sheets, and literature documents that support the quote for simple delivery of the quote by print or by e-mail. - Customer product price histories
QuoteWerks enables you to easily view a part/item price history as well as a customer's part/item price history when adding the item to the quote. - Visually organize products
QuoteWerks enables you to organize and view your products in multi-level folder trees. - Easily see your profit margin
QuoteWerks can easily calculate your profit margin per quote, order, and invoice, and is readily available. Your accounting system may not show profit margin very easily. Normally you would need to run a report to get this information.
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