Wizard Systems

How QuoteWerks software can help you create sales quotes faster and save time!

QuoteWerks software streamlines the sales quoting process, allowing you to create professional, branded quotes in minutes. With its intuitive design and robust features, you can reduce errors, standardize pricing, and integrate seamlessly with existing CRM and accounting systems. Key benefits include:

• Faster Quote Creation: Generate detailed quotes quickly, eliminating the need for manual entry and formatting.
• Error Reduction: Built-in approval workflows ensure accuracy, minimizing misquotes and saving time.
• Centralized Document Management: Store and manage all quotes in one searchable location, making retrieval easy.
• Interactive Quotes: Use QuoteValet to send interactive quotes that clients can review, amend, and sign electronically, enhancing customer engagement.
• Payment Integration: Collect payments directly through the platform, streamlining the sales process from quote to cash.

With QuoteWerks, you can close deals faster and enhance your productivity, making it an essential tool for any sales team! #Sales #QuotingSoftware #Productivity

Just ask Wizard Systems for a demo!

QuoteWerks Version 24 Build 3 now out!

The QuoteWerks folks have been hard at work delivering another update packed with new features and enhancements for QuoteWerks Users!

The latest 24 Build 3 release brings several enhancements, including QuoteValet Multiple Signature Support (co-signing), the QuoteWerks Built-In Contact Database with multiple contacts and enhanced contact import. Plus, they've enhanced their integrations with Act! version 26 for both Web and Desktop, and the HubSpot CRM integration, to serve you better.  Plus, new API Integrations for FedEx and UPS, new access rights, and so much more. This is not just another QuoteWerks update, but a significant leap towards making your sales and quoting experience even more seamless.

Download the latest release or view all features in Version.....

http://www.quotewerks.com/updates/UpdateAgent.asp

Please ensure you have a current UMP (an annual contract from Wizard Systems to get QuoteWerks upgrades) to install this update.

Please note that if you are a GoldMine CRM User, this release is not yet compatible with GoldMine.  QuoteWerks will release this shortly and we will let you know.  So don't upgrade just yet or the link to GoldMine will not work.

For more information on QuoteWerks Upgrades, Training and Support, contact Wizard Systems on 01454 316800.

QuoteValet Templates: Streamlining Professional Quote Creation

Creating professional-looking quotes and proposals can be a time-consuming task that requires significant effort to ensure consistency and accuracy. Without a standardised template system, generating personalised quotes may lead to inconsistencies and errors, potentially impacting your ability to win clients and secure deals.

With QuoteValet Templates, you can easily create customised, professional quotes and proposals in minutes, rather than hours. Say goodbye to manually formatting each quote — simply select from your pre-designed templates tailored to your company and branding preferences.

QuoteValet is an add-on for the QuoteWerks quoting and proposal software, designed to simplify and streamline the process of creating professional quotes and proposals. It provides a comprehensive library of pre-designed, customisable templates that are tailored to match your company's branding and preferences. With QuoteValet, you can effortlessly generate polished, consistent quotes and proposals in minutes, eliminating the need for manual formatting and reducing the risk of errors. This powerful tool allows you to focus on your core business activities while delivering a professional and consistent experience to your clients throughout the quoting process.

By integrating QuoteValet Templates, you'll streamline your quoting process, reduce errors, and save valuable time that can be redirected towards serving your clients and growing your business.

Furthermore, we've expanded the customisation capabilities to offer you greater control over the look of your quotes.

Our revised sample-customisations.css offers an extensive range of examples, illustrating the different aspects that can be personalised according to your preferences.

Whether it's modifying colours, fonts, layout elements, or even including a customisable message at the top of your quote, you'll have the flexibility to adjust every detail to align with your brand identity.

Additionally, we've introduced a seamless method to brand notification emails. By simply downloading, updating, and re-uploading the header and footer images, you can effortlessly customise email branding without the need to edit HTML.

For existing QuoteValet customers, implementing these enhancements is a breeze. Simply reach out to our support team at [email protected], and they'll be more than happy to assist you in integrating the updated sample-customisations.css into your QuoteValet setup.

Streamline Your Quotation Process with QuoteWerks Bundles

If you're in the business of selling products or services, you know how time-consuming it can be to create detailed quotations for your customers. From listing out each individual item to calculating pricing and discounts, the quotation process can be a real drain on your productivity. That's where the QuoteWerks Bundles feature comes in – a game-changer for anyone looking to simplify and accelerate their quotation workflow.

What are QuoteWerks Bundles?
Bundles in QuoteWerks allow you to group multiple products or services together into a single, pre-configured package. These bundles can include set pricing, discounts, and even customised product descriptions, all tailored to your specific offerings. By creating bundles ahead of time, you can save countless hours when it comes to assembling quotations for your customers.

Time-Saving Efficiency
One of the primary benefits of using bundles is the incredible time savings it provides. Instead of manually adding each individual item to a quotation, you can simply select the pre-built bundle that matches your customer's needs. This not only reduces the risk of errors but also allows you to generate professional-looking quotations in a matter of seconds.

Consistent Pricing and Discounts
With bundles, you can ensure consistent pricing and discounts across all your quotations. No more second-guessing or inconsistencies – your bundled offerings will always reflect the accurate and up-to-date pricing you've established. This level of consistency not only streamlines your quotation process but also helps to instil confidence in your customers.

Customised Descriptions
In addition to pre-configured pricing and discounts, bundles in QuoteWerks allow you to include customised product or service descriptions. This means you can tailor your offerings to specific customer needs or highlight particular features and benefits, all within the context of your bundled package.

Increased Sales Potential
By presenting your products or services as pre-packaged bundles, you can make it easier for customers to understand the value proposition you're offering. This, in turn, can lead to increased sales and revenue for your business. Bundles also provide an opportunity for up-selling or cross-selling complementary products or services, further boosting your revenue potential.

Seamless Integration
QuoteWerks Bundles integrate seamlessly with the rest of the QuoteWerks suite, ensuring a cohesive and efficient quotation experience. You can easily manage and update your bundles as your offerings evolve, and seamlessly incorporate them into your existing quotation workflows.

Whether you're a small business owner, a sales professional, or part of a larger organisation, the QuoteWerks Bundles feature can revolutionise the way you create quotations and present your offerings to customers. By streamlining your quotation process, ensuring consistent pricing and discounts, and increasing your sales potential, bundles can be a powerful tool in your business arsenal.

Streamlining Sales and Procurement: Exciting New Capabilities Coming Soon in QuoteWerks

Exciting New Integrations and Capabilities Coming Soon from QuoteWerks...

QuoteWerks is pleased to announce several powerful new features and integrations that will soon be available to streamline users' sales quoting and procurement processes:

Integration with HaloPSA
QuoteWerks will be rolling out a new integration with HaloPSA, a leading professional services automation platform, to connect QuoteWerks seamlessly with this popular system. This will allow users greater visibility and efficiency between quoting and services delivery.

Multiple Signatures Support in QuoteValet
QuoteWerks's QuoteValet, their sales quoting iPad app, will now support applying multiple signatures to quotes for improved approval workflows and audit trails. This provides flexibility in environments where multiple stakeholder sign-offs are required.

Enhanced Procurement in QuoteWerks Web
The QuoteWerks Web platform will gain robust enhancements from QuoteWerks to streamline procurement. This includes introduction of a user-friendly Purchasing tab to view and filter products to order, generate purchase orders, and access convenient right-click menus for efficiency. The Purchase Orders tab will also allow users to easily view and manage orders.

These upcoming releases demonstrate QuoteWerks's commitment to continuously advancing their software through new integrations, features and cloud capabilities. QuoteWerks values customers' feedback, so let them know any capabilities you would like to see in future releases. Stay tuned for these and other enhancements coming soon from QuoteWerks!

QuoteWerks Version 24.0 Build 1.09 now out!

New Features - Build 1
	1. Act! For Web 25.100 is now supported! [Service Release: 1.01]
	2. Goldmine 2023.4 is now supported! [Service Release: 1.01]
	3. SugarCRM version 13.2 is now supported! [Service Release: 1.01]
	4. Sage 50 Accounting 2024 (Peachtree) is now supported! [Service Release: 1.01]
	5. QuickBooks Desktop USA version 2024 is now supported! [Service Release: 1.01]
	6. USA Address verification is now supported. On the SoldTo/ShipTo tab of the Quote WorkBook there is now a button to verify and standardize the address using the US Postal Service database. On the Sales Tax tab of the Real-time Setup window there is the option "Show/Display USA address verification icon" to hide this feature if not wanted. The option is useful if you live in a country besides the USA like Canada. You may still ship and do business with customers in the USA, you can use this option to benefit from USA address verification even though your company is not located in the USA. On the Misc.General(more) tab of the Users Preferences window there is a "Address Verification Mode" option with the choices of "Manual" and "Auto Verify USA Address on Address selection". When an address is verified, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01]
	7. The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature. [Service Release: 1.01] See a screenshot/video of this feature
	8. Whole document spell check. Pressing the F7 key while in a text box will display the traditional spell check dialog. Choosing the Tools->Spelling menu (or CTRL-F7) will run the Whole Document Spell Check wizard. A wizard will be displayed that presents each field one by one indicating misspelled words with a red squiggly line underneath it. When done correcting the spelling, you can click the [Next] button to move to the next field. There is also a [Previous] button to go back if needed, or [Close] to stop. If you choose to [Ignore All], that word will be ignored in all the remaining fields checked. If a field is empty or there are no spelling errors, or the user does not have rights to modify the field, it will be skipped. The Whole Document Spellcheck can include fields on the Quote WorkBook tabs, and also line item columns for each line item. You can customize the list of fields that are included under the Spelling tab of the Tools->My Preferences menu. [Service Release: 1.01]
	9. You can now spell check individual cells on the Document Items tab grid by pressing F7 while in the cell. [Service Release: 1.01]
	10. QuoteWerks Web now supports SSO login. QuoteWerks Desktop user setup was updated to reflect this. [Service Release: 1.01]
	11. The Product Content Subscription now has PartLocator support for Arbitech in the USA. We've negotiated an arrangement with Arbitech to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01]
	12. The Product Content Subscription now has PartLocator support for Accutech Data in the USA. We've negotiated an arrangement with Accutech Data to host their product data so as to provide our mutual customers with the best experience possible. [Service Release: 1.01]
	13. On the Product Lookup window, the Etilize keyword search box now has a drop-down list of your most 20 recent searches. [Service Release: 1.01]
	14. For the Deposit Amount, there is now an option to include the Sales Tax in the deposit amount when selecting the "TOTALING: Add up multiple matching line items in the document" or "Percent of a line item in the document" options. Defaults for this can be specified on the Documents tab of the Tools->Options menu. [Service Release: 1.01]
	15. For the Deposit Amount, there is now an option to "Include Shipping Amount (including Sales Tax) in Deposit Required". [Service Release: 1.01]
	16. The Summary line "TOTALING: Add up multiple matching line items in the document" option now has the option to "Include Sales Tax" [Service Release: 1.01]
	17. On the Custom Tab of Quote WorkBook, the fields CustomMemo01, CustomMemo02, CustomMemo03, and CustomMemo04 now have vertical scrollbars. [Service Release: 1.01]
	18. On the QuoteValet Upload window, next to the [Reminder Options] button is an indicator that displays how many reminders are set. [Service Release: 1.01] See a screenshot/video of this feature
	19. The QuoteValet Auto-Reminders window now has [Select All] and [De-Select All] buttons [Service Release: 1.01] See a screenshot/video of this feature
	20. Under the Tools->Options menu on the Print tab added options of "Include Percent Charge lines on Sales Orders" and "Include Percent Discount lines on Sales Orders" and "Include Group Header lines on Sales Orders". [Service Release: 1.01]
	21. For ConnectWise PSA users, QuoteWerks now supports up to 6 ConnectWise PSA Tax levels when using the DataLink to retrieve the tax rate from ConnectWise PSA. Previously, QuoteWerks only supported the first 5 levels. Note: The ConnectWise PSA API as of October 2023 only supports 6 Tax Levels. The ConnectWise UI allows administrators to create more than 6, however. [Service Release: 1.01]
	22. You can now select multiple bundles at the same time to delete. [Service Release: 1.02]
	23. For SugarCRM users, significant speed improvements were made across all API calls. [Service Release: 1.03]
	24. You can now specify company wide Spell Check words to Ignore. In the Settings Manager, you can set SystemSettings\System\SpellCheckCompanyCustomDictionaryData key with a list of words to ignore, with each word being on its own line, so separated by CRLF. [Service Release: 1.03]
	25. For Autotask users, the shipping description will now map over for shipping items on an Autotask quote. The shipping description can also be manually set. This new feature is located on Autotask Setup window -> Opportunities->Quote Products->Shipping section. [Service Release: 1.06]
	26. For Hubspot CRM users, if two words are entered when doing a Name search on the Lookup window, a match with the first word for the first name and the second word for the last name will be used. [Service Release: 1.06]
	27. For Zoho CRM users, product lookup can now show up to 10,000 records. [Service Release: 1.06]
	28. Act! For Web 25.2 is now supported! [Service Release: 1.08]
	29. Autotask 2024 is now supported! [Service Release: 1.08]
	30. SugarCRM 13.3 is now supported! [Service Release: 1.08]
	31. Goldmine version 2024.1 is now supported! [Service Release: 1.09]

And many changes and fixes!  Contact Wizard Systems to get your update!

Streamline Quoting with QuoteWerks Templates

 

Creating professional, error-free sales quotes can be a time-consuming process for any business. However, leveraging templates in QuoteWerks quote software can help you accelerate the quoting process without sacrificing quality.

One of the most useful features in QuoteWerks for faster quoting is its library of ready-made templates. With a few clicks, you can build a template for any type of quote - whether its a complex project proposal or a simple one-time sale.

Once you save a template, you can reuse it any time you need to create a similar quote. Just open the template, update any customer-specific information, make any required product/pricing adjustments, and output the polished quote document in seconds rather than minutes or hours.

Templates save time in several ways:

- Header/footer information is already populated for your business
- Standard terms and conditions are pre-written
- Common configurations are set up as bundle/groups
- Logo, color schemes, fonts are designed professionally

Leveraging templates allows your sales reps to spend less time formatting quotes manually and more time serving customers and closing deals. And with quotes produced faster, businesses can capitalize on sales opportunities more rapidly.

The template functionality in QuoteWerks streamlines one of the most frequent and important processes in sales - quoting. Ultimately, less reps' time spent creating quotes means more time focused on revenue-generating activities.

Try leveraging QuoteWerks' quoting templates to accelerate your business's ability to deliver quotes and close sales faster than ever before.

Latest additions to QuoteWerks

New features out soon...

• QuoteWerks Web Multi-Factor Authentication: QuoteWerks Web now supports Authenticator Apps (Google, Microsoft, etc.) and Duo for Multifactor Authentication (MFA) in addition to the existing text message 2FA capability.
• QuoteValet Custom URL: Your QuoteValet URL can now have a custom CNAME. So, instead of www.quotevalet.com, the URL could be yourcompany.quotevalet.com. This helps with your branding, especially for customers not familiar with QuoteValet.
• Quote Expirations with Time: You can now specify a time for your quote expiration. This is useful for specifying that a quote expires at 5PM on a certain day.
• Purchase Order Status Customer Notifications: You can now store and organize even more information in the QuoteWerks Purchase Order. There is a “PO Confirmed” field you can use when you have received confirmation that your order has been received. PO items now have an “ETA date” to help you manage customer expectations.
• QuoteWerks Web Auto-Sync: Changes to Literature and Cover pages are now immediately synced to QuoteWerks Web just like when creating, editing, renaming, cloning or deleting a layout on the Print window (added in v23 Build 3).
• Multiple Contacts for Vendors: On the Vendors window, you can search for a company or contact. You can indicate which contact is the primary contact for the vendor, and automatically include the vendor contact's email address as a TO or CC when "Emailing a PO to the vendor" or in a "VendorRFQ notification."

Get Paid Faster by using QuoteWerks - Top Tips on our Webinar 1st Sept

GET PAID FASTER

Top Tips by using QuoteWerks Sales Quote Software with GoldMine CRM. Simple, easy & affordable.

Catch our free webinar Tuesday 1st Sept 10am UK.  Free register at:

ow.ly/yufW50Bbujx

#crm #cpq #goldminecrm

Save time and improve quote accuracy

Have you ever had a sales rep email a quote to a customer that you wished you had reviewed before the customer received it?  Maybe the price was too low, the margin too low, the wording incorrect.  There could be many many reasons.  Well, you have that power within QuoteWerks to check all or selected quotes before being sent out! The QuoteWerks users who give their authorisation to a deal can be notified electronically, and can sign it off very simply and quickly, far faster than a more manual process.  In order to make a decision, an approver generally needs information about the specific item they are being asked to give their consent to, as well as contextual information from the deal itself. For example a pricing manager may be asked to agree to an extra discount, but may not wish to do this for clients already on some lower price level.

With the QuoteWerks Approval Requirements feature you can require that your sales reps obtain approval from you before a quote can be printed, emailed, or uploaded to QuoteValet.

This can be decided:

Per Sales Rep. You can activate the Approval requirement per sales rep, and define under which conditions the approval is required and by who the approval needs to be obtained from.

Per Document or Line Item. An Approval requirement can be triggered on a document or line item level. For example, if any single item's margin is less than 5%, then this quote requires an approval, or if the margin on the entire quote is less than 15%, then this quote requires an approval.

Approval Escalation. When an approval is required, you can specify who is authorised to approve the quote. For example, if the quote amount is greater than £10,000 it requires the single approval from the sales rep's manager. If the quote amount is greater than £50,000 then it requires a single approval from an escalated approver such as the Managing Director. If the quote amount is greater than £100,000 then it requires multiple approvals from escalated approvers such as the Managing Director and the Finance Director.

These are just a few examples of the power of the 'Peer Approval' process in QuoteWerks.

To improve your quote process and ensure all your important sales quotes are checked, contact Wizard Systems about QuoteWerks, the number one quote solution for small and mid-sized businesses.