Wizard Systems

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. 

QuoteWerks - 2019 Review

In 2019 QuoteWerks added 172 new features including version 5.5 just released including the new QuoteValet Customer Uploads, Two-Factor Authentication for QuoteWerks Web, Etilize Search and Speed Enhancements, support for ConnectWise Projects, Line Item Quantity Change for QuoteValet, Bundle, Configuration, and Email Template enhancements, and much more! We also added support for ConnectWise 2019.5, GoldMine 2019.1, QuickBooks USA and Canada 2020 (Desktop), SugarCRM 9.2 and support for SugarCRM Ultimate.

Contact Wizard Systems for more information on QuoteWerks sales quote CPQ software.

Do you use QuoteWerks with Online QuickBooks integration? - Important NEWS!

Background

Intuit has made changes to the way developers authenticate with the QuickBooks Online API. They are changing from OAuth 1.0 to OAuth 2.0 with OAuth 1.0 no longer supported after December 17th, 2019. 

 

QuoteWerks Development has already made the changes necessary to integrate with the new QuickBooks Online changes. 

 

What you need to do

You will need to ensure that you are running QuoteWerks v5.5 Build 1.12 or higher. To check what version of QuoteWerks you are using, go to the Help->About menu in QuoteWerks.

 

If you are already on v5.5 Build 1.12 or higher, you should not need to do anything else.

 

If you are on an older release of QuoteWerks, you can update to the current release of QuoteWerks here:  https://www.quotewerks.com/updates/UpdateAgent.asp

 

Once updated, you may need to reconnect to QuickBooks Online via the Tools->Options, Accounting Tab. 

 

What happens if you do not update

If you do not update to the latest QuoteWerks update, you may not be able to integrate with QuickBooks Online after  December 17th, 2019 .

 

Wizard Systems can provide costs for the QuoteWerks upgrade if required.

QuoteWerks version 5.3 Build 4 now released...

Wizard Systems is pleased to announce that QuoteWerks Version 5.3 Build 4 is now available. 

This release introduces amongst other things..... 

Improved Payment Options
QuoteWerks now supports up to seven different payment options including Credit Card, eCheck (ACH), Check, Wire Transfer, and two custom options.  Users are able to customize the text of the option, add a 3% surcharge (if paying by credit card) or a discount (if paying by check), set default payment options and much more!  
 
Credit Application Submittal for GreatAmerica
GreatAmerica customers can now submit credit applications for directly from inside QuoteWerks when using the GreatAmerica Leasing Integration to calculate and display leasing payment options on the quote.  

ACH Support in QuoteValet
Accept electronic check (ACH) payments in QuoteValet! Your customers can now pay by entering in their checking account information into the QuoteValet Payment page in addition to credit card and PayPal.  
 
Ingram Micro Lease-IT Credit Application Submittal
Ingram Micro Lease-IT Partners are now able to submit credit applications directly from QuoteWerks for any customers who have leasing options created with the Ingram Micro Lease-IT integration.  
 
Paste Special Improvements
The Paste Special Wizard has been improved to include required items for items being pasted and support for bullet characters and line breaks from the Excel sheet.  
 
Updated Search Window

The QuoteWerks Open Window has been updated to include additional search functionality on Document Header fields such as addresses, document total, deposit amounts, tax rates, and much more!

Download the latest release or view all features in Version 5.3.....

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. 

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

 

QuoteWerks 5.3 released with over 45 new features

The new QuoteWerks 5.3 (launched 27th November) has 45 new features including Section Headers, Optional Simple Labour feature, Quantity Linking, Dynamic Notes Fields and updated integrations to many leading CRMs.

Please contact Wizard Systems for more information and how to upgrade if you're an existing QuoteWerks user.

 

QuoteWerks version 5.2 now available

Wizard Systems is pleased to announce that QuoteWerks Version 5.2 is now available. 

QuoteWerks Version 5.2 adds Printing Enhancements, Leasing Enhancements, Licensing and Security Enhancements, Dell Premier Punchout Orders - Credit Card Payment, and more.

Download the latest release or view All features in Version 5.2.......

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

Printing Enhancements 

QuoteWerks have added a quick preview feature - simply double-click your layout and you will get a quick preview of what your quote looks like without literature, spec sheets, and other static documents that do not change.

Leasing Enhancements

There is now an option on the Lease Payment Calculator window to "Include Monthly recurring in lease payment" and more options to control the display of the leasing options on your quote.

Licensing and Security Enhancements

Administrators can now force user logouts, especially useful when a user locks their machine and leaves for the weekend or when admins want to install updates. Users can see what other users are currently logged in and licensing events are now recorded such as login and logout events.

Dell Premier Punchout Orders - Credit Card Payment

Dell Premier Partners with Punchout credentials placing orders with Dell can now use credit card for payment in addition to terms.

QuoteWerks Web - Coming Soon!   

Use the web version of QuoteWerks to create, edit, and view your quotes from anywhere using a web browser.  QuoteWerks have spent most of our year preparing QuoteWerks Desktop to work with QuoteWerks Web. 

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

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

 

QuoteWerks Issue: Issue: Unable to open Quotes, Orders or Invoice in QuoteWerks "Error opening recordset in ConnOpenRecordset()"

An issue has come to light with QuoteWerks Users today logging into QuoteWerks and retrieving old quotes..

Issue: Unable to open Quotes, Orders or Invoice in QuoteWerks "Error opening recordset in ConnOpenRecordset()"

Cause: There appears to be a software issue with UK daylight saving and QuoteWerks. This occurs with multiple versions of Quotewerks

Temporary Fix: In windows date and time options untick the check box to automatically adjust time for daylight saving. Note: This will have the side effect that your pc's or Terminal servers time is one hour out of date

Solution: Customers with upgrade maintenance (UMP) can update to the latest release of QuoteWerks to resolve the issue. (Version 5.1 B4.24) http://www.quotewerks.com/updates/UpdateAgent.asp

If you require assistance upgrading, we offer a chargeable service to upgrade your QuoteWerks Installation for you.

Customers with a Wizard Systems support contract can contact [email protected] for Upgrade Instructions.

 

QuoteWerks Version 5.1 Builds 2.25 and 4 now available

These releases introduced over 24 new features including: ConnectWise 2016.1, Maximizer 2016, new line numbering macros, highlight support for items on DocItems tab, QuoteValet Auto-reminders, template drop-down option and many more!

For more information on QuoteWerks updates, please contact Wizard Systems.

QuoteWerks version 5.1 released with over 70 new features

Wizard Systems is pleased to announce the latest version for QuoteWerks, 5.1, is now available to download!  

 

This release introduced over 70 new features including: ACT! version 18 support, Quickbooks 2016 support, MS CRM 7.1 support, better integration with Word, new Autosave feature, new printing and PDF features.  

 

To download and see in more detail what's in this new release, please click here.

 

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

 

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

 

QuoteWerks version 5.0 Build 1 released

Wizard Systems are pleased to announce the release of QuoteWerks Version 5!  Major features in this release:

1. ConnectWise 2015.1 is now supported!

  2. Beta support for the new QuoteWerks for Web offering! Use the web version of QuoteWerks to view and edit your quotes from anywhere using a web browser. The Web version of QuoteWerks connects to your existing SQL backend installation of QuoteWerks enabling you to instantly access all of your existing quotes. QuoteWerks for Web is a hosted solution with access being through a web browser at na.quotewerks.com. Your account will be configured to use your backend SQL database that is hosted on your premise. QuoteWerks Corporate Edition (re-hosted to SQL) version 5.0 Build 1 or higher is required along with a QuoteWerks for Web subscription, and your SQL server must be accesssible through the web.

  3. There is now an 'Opportunities' Dashboard in QuoteWerks. The information displayed on this dashboard will be read in real-time from the quotes in the QuoteWerks database, which is the original source of the opportunity information so it will always be accurate, up-to-date, and instant. This dashboard will enable you to automatically track opportunities and quota achievement at the individual or company level. Gain insight into quarterly progress, various stages of quotes, top selling products, and more! The Opportunities Dashboard is only available in the Professional and Corporate Editions of QuoteWerks.

  4. You can now set a Monthly Sales Quota Amount per sales rep on the Sales tab of the User properties window. This is used in the MySummary and Opportunities Dashboards. The UserProperties "Commissions" tab has been renamed to "Sales".

  5. The MySummary Dashboard has been updated to include a "Quota bar" that shows sales statistics relating to the logged in user's sales quota.

  6. Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etc

  7. QuoteWerks now has built-in lease payment calculation support. You can very easily offer your customer the option to lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, $1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate! All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks. When quote is delivered using QuoteValet, as the customer changes options, the lease payments are automatically re-calculated to reflect the new quote total. Through QuoteValet the customer can choose to purchase the quote outright or can choose a leasing option. There are many options, such as whether or not to include sales tax or not.

  8. QuoteWerks now supports a real-time leasing integration with GreatAmerica Financial Services. Offer leasing options to your customers and submit credit apps to GreatAmerica without leaving QuoteWerks! Real-time module is required. On the Sale Info tab, just choose the [Add Lease payment Options] button in the Payment Options frame. Once you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and GreatAmerica provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer.

  9. Dell Integration. The QuoteWerks Dell integration enables Dell Premier Partners with Punchout credentials, to import Dell order Requestions from the Dell Premier portal, and place electronic orders. You can initiate a new Dell order requisition from within QuoteWerks, choose items on the Dell website (or select a quote your Dell sales rep created for you), and then import those items into the QuoteWerks quote. Later, QuoteWerks can order those items electronically through Dell.

  10. Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.

  11. Payment options feature on the Sale Info tab. You can give you customer the choice to pay by Terms or by Credit Card. This is especially useful for QuoteValet users, if you specify any payment options and Credit Card is not included in the list of payment options, then when the quote is accepted through QuoteValet, your customer will not be presented with the option to pay by credit card. You can set defaultpayment options to be used in all new quotes under the Payment tab of the Tools->Options menu.

  12. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.

  13. For ConnectWise 2015.1 and higher users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise.

  14. QuoteWerks URL redirector. The web browser "quotewerks:" protocol handler is a great way to automate QuoteWerks actions from a web browser hyperlink. Not following standards, some CRMs have started requiring that all custom URL hyperlinks start with "http://" or "https://". To address this, we now have a QuoteWerks URL redirector. Instead of starting the URL with "quotewerks://quotebutton?" you can now instead use "https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=quotebutton"

  15. For ConnectWise 2015.1 and higher users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected ConnectWise contact in ConnectWise.

  16. For ConnectWise Users, when converting a Quote to an Order, on the "Close opportunity as Won" opportunity window, there is now an option to create a ConnectWise Sales Order from the Opportunity. This will link all Products, Notes, and Documents from the ConnectWise Opportunity to the New Sales Order in ConnectWise.

  17. For ConnectWise users, the Create/Update Opportunity window now has a button you can click that will open the selected ConnectWise opportunity in ConnectWise (Requires ConnectWise 2015.1 and higher).

  18. For API users, added an "Application.XMLEvent (byref sXMLEventData as string)" method.

  19. For API users, added an "Application.ProcessXMLRequest (byval sXMLRequest) as string&quot..

For more information on how to access a QuoteWerks Upgrade, please contact Wizard Systems.