Wizard Systems

QuoteWerks Version 4.9 Build 10.09 now available

New features in this release....

     1. ConnectWise 2014.4 is now supported.

     2. The Manufacturer Part Number column on the Document Items tab now supports a drop down list of part numbers. When you click on the drop down it will load all the part numbers from the product database that is specified in the vendor column for that line item. If the vendor column is empty, (as it would be for a new line item), then the Product Database selected on the QUICK LOOKUP toolbar will be used. The list will be sorted by Manufacturer Part Number. If you press and hold the SHIFT key while clicking on the drop down list, then only the products that have a Manufacturer Part Number that starts with the value currently in the cell will be displayed.

     3. The vendor column on the Document Items tab now has a drop down list that includes all the Product Databases and also all the Vendors from the Utilities->Vendor Maintenance menu.

     4. The DocumentItems tab now has a TicketNumber column to associate a ticket number with each line item on the quote.

     5. When selecting the File->Duplicate menu, the new TicketNumber column is now cleared if the option "Remove Line Item SONumber, PONumber, OrderDate, and TicketNumber" is selected.

     6. There is now a TicketNumber field for the Purchase Order Items. When purchase orders are created from orders, the ticket number in the order line items is copied into the purchase order item ticket number. This ticket number is displayed in the PO item on the Purchasing and Ordered Items tabs of the purchasing window. You can also search by ticket number to find an ordered item, or even to select items that you need to purchase.

     7. For ConnectWise users, when QuoteWerks creates ConnectWise service tickets, the service ticket that each line items is assigned to is now saved in the QuoteWerks line item. Later when this line item is used in a Purchase Order, the ticket number pulls through to the purchase order enabling you to know on the Purchasing window the order status of each item on a particular ConnectWise ticket number. You can also search to see all the items related to a ticket number and then order those from the Purchasing tab.

     8. For ConnectWise users, on the Purchase Order and Ordered items tabs, you can click on the ConnectWise Ticket number on the Purchase Order item and the Ticket will be opened in ConnectWise.

     9. Items received in the QuoteWerks purchasing window can now be posted to the ConnectWise PO that QuoteWerks created. Right click and choose "Post Received Item(s) against ConnectWise PO Item". This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item.

See a screenshot/video of this feature

     10. Items received in the QuoteWerks purchasing window can now be posted to ANY ConnectWise PO, even ConnectWise POs that QuoteWerks did not create in ConnectWise. Right click and choose "Post Received Item(s) against ConnectWise PO Item". You will be prompted to supply a ConnectWise PO number, then you can choose the PO item to receive against. This will perform the same function in ConnectWise as if you were receiving the items in ConnectWise itself, with the advantage that QuoteWerks will automatically supply all the serial numbers of the received items into the ConnectWise PO Item.

     11. For ConnectWise users, under the "Product ID Mapping" under the Products.Mappings tab of the ConnectWise Setup window, added support for the VendorPartNumber field.

     12. Added a Free Shipping Minimum feature. This amount is specified under the Utilities->Vendor Maintenance menu. On the Purchasing tab of the Purchasing window, below the grid you will see, for example, "Your Tech Data free shipping minimum is $1,000. You need to add $436.13".

     13. For salesforce.com users, on the SoldTo/ShipTo tab there is now a button you can click that will open the selected salesforce.com contact in salesforce.com

     14. For salesforce.com users, the Create/Update Opportunity window now has a button you can click that will open the selected salesforce.com opportunity in salesforce.com

     15. In the PO Item display on the Purchasing window, there is now an indicator like [2] that shows how many item receipt records have not yet been sent to the Accounting software.

     16. In the PO Item display on the Purchasing window, When right clicking on a PO Item, there is now a "Copy Special" menu. This will copy the Manufacturer Part Number and serial numbers for the item into the Windows Clipboard in the following format: MfgPartNo: F4J91UT456 S/N: 3456346,67767,77687688,5467568,56786579,6896789

     17. In the PO Item display on the Purchasing window, when right clicking on a PO Item, there is now a "E-mail tracking number(s)..." menu. This create an email with the tracking numbers for the PO item. You can then send this when your customer asks for tracking information.

     18. The length of the InternalPartNumber field in the product database has been increased from 40 to 255 characters.

     19. There is now a LastModifiedBy field on the Advanced tab of the Edit Product window.

     20. For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the QuickBooks product list by ManufacturerPartNumber field, now supports new operators of "Begins with" and "Ends with", in addition to the originally supported "Equal to" and "Contains" operators.

     21. For API users, the ItemFunctions.FindAndCopyProductIntoSLIBuffer method when searching the Peachtree product list by ManufacturerPartNumber field, now supports new operators of "Begins with", "Ends with", and "Contains", in addition to the originally supported "Equal to" operator.

     22. ConnectWise 2014.5 is now supported! [Service Release: 10.04]

     23. For salesforce.com users, you can now create a new salesforce.com Account(Company) record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from salesforce.com. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Service Release: 10.04]

     24. When using the QuoteWerks contact database, you can now create a new Company/Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from the QuoteWerks contact database. Also, the Company field and Contact field must both be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature. [Service Release: 10.04]

     25. Added support the following macros for Word merging <<&DI_&RecurringRevenueWeekly>>, <<&DI_&RecurringRevenueWeeklyWithTax>>, <<&DI_&RecurringRevenueMonthly>>, <<&DI_&RecurringRevenueMonthlyWithTax>>, <<&DI_&RecurringRevenueQuarterly>>, <<&DI_&RecurringRevenueQuarterlyWithTax>>, <<&DI_&RecurringRevenueAnnual>>, <<&DI_&RecurringRevenueAnnualWithTax>>, <<&DI_&RecurringRevenueWithTax>>, <<&DI_&QtyGroupMemberTotal_Actual>>, <<&DI_&QTYTOTAL_ACTUAL>>, and <<&DI_&QTYGROUPMULTIPLIER_ACTUAL>>. [Service Release: 10.04]

     26. All macros beginning with "&DI_" used on the QuoteWerks Print Layouts are now available for Word merging. [Service Release: 10.04]

     27. Added support for Mobile number fields on the Soldto/ShipTo tab. There are now SoldToMobile, ShipToMobile, and BillToMobile fields. Along with this we added misc Access rights "CannotManuallyModifyCRMRetrievedFieldValue:DH_SoldToMobile", "CannotManuallyModifyCRMRetrievedFieldValue:DH_ShipToMobile", "CannotManuallyModifyCRMRetrievedFieldValue:DH_BillToMobile". Also the macro fields &DH_SoldToMobile,&DH_ShipToMobile, and &DH_BillToMobile are now available. [Service Release: 10.04]

     28. For Act! users, when selecting an Act! contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     29. For Act! for Web users, when selecting an Act! for Web contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     30. For Outlook and Outlook BCM users, when selecting a Outlook contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     31. For QuickBooks 2013 (and higher) users, when selecting a QuickBooks contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     32. For salesforce.com users, when selecting a salesforce.com contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     33. For Microsoft Dynamics CRM users, when selecting a MS CRM contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     34. For Autotask users, when selecting an Autotask contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     35. For SugarCRM users, when selecting a SugarCRM contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     36. For GoogleContacts users, when selecting a GoogleContacts contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     37. For SalesLogix users, when selecting a SalesLogix contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     38. When using the QuoteWerks contact database, when selecting a contact the mobile number is now retrieved into the quote. [Service Release: 10.04]

     39. When creating a contact in salesforce.com new mobile number is supplied. [Service Release: 10.04]

     40. When creating a contact in ConnectWise the new mobile number field is supplied. [Service Release: 10.04]

     41. When submitting an electronic order, the ShipTo information entered into the online order will now be saved in the QuoteWerks PO. [Service Release: 10.04]

     42. When submitting an electronic order and then creating a PO in Autotask, the ShipTo information entered into the online order will be included in the Autotask Purchase Order. [Service Release: 10.04]

     43. For SugarCRM users, every time you saved an opportunity, the DateClosed was subtracted by one day. [Service Release: 10.04]

     44. Tech Data Netherlands Real-time Pricing & Availability is now supported! [Service Release: 10.06]

     45. For ConnectWise users, when selecting a ConnectWise contact the mobile number is now retrieved into the quote. [Service Release: 10.06]

This new version is available for all QuoteWerks Users who have the annual Upgrade Maintenance Program.  Please contact Wizard Systems for details.

 

QuoteWerks Version 4.9 Build 4 Released.

Wizard Systems is pleased to announce the latest version for QuoteWerks is now available to download!  Featured in this new release are 46 new features!

To see what's in this latest version, click here.

To download this version, 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.

 

QuoteValet Web released - Create quotes from your Smartphone or Tablet

Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC. QuoteValet Web is a browser based solution and is included in your QuoteValet subscription at no additional charge. QuoteValet Web is packed with features, here are just some of the highlights.

Executive Summary: Gain insight into your business with the Executive Dashboard. From this dashboard you can see the total number and dollar amount of all quotes sent, accepted, and paid for any given date range. You can see the top quotes and orders (by $ amount), all documents that were viewed by customers, any customer comments, or sales rep comments. When reviewing each of these documents, you can use the [Send Note] feature to email the sales rep feedback or questions about the quote and you can easily cc their supervisor. Also in the dashboard is the Comparitive Analysis which gives you a pivot table like breakdown of your sales reps performance based on number of quotes, number of orders, dollar amount of quotes and dollar amounts of orders generated within a specified date range. Great for comparing the performance between sales reps.

StatusBoard: The Status Board shows a non-interactive version of the Inbox for all users, but limits the notifications to priority notifications like quote acceptance, payments, customer comments, and expired quote viewed. This is meant to be run and displayed on a large monitor in the sales area so that the sales manager can see that all QuoteValet customer activity has been addressed, like all orders have been processed, etc. It automatically refreshes every minute to get you realtime customer activity notifications. Also displayed on the Status Board is the LeaderBoard which is a rotating panel that shows a) The top($) 10 Accepted Quotes this WEEK b) The top($) 10 Accepted Quotes this MONTH, c) The top($) 10 Accepted Quotes this YEAR, d) The top($) 10 Outstanding Quotes this WEEK e) The top($) 10 Outstanding Quotes this MONTH, f) The top($) 10 Outstanding Quotes this YEAR.

Inbox: The inbox is very similiar to the QuoteValet Dashboard inbox within QuoteWerks.

Peer Reviews: This will show you any peer reviews requested on documents that you have the rights to view.

Approvals: This will show you any approval requests on documents that you have the rights to approve.

My Summary: Very similiar to the Executive Summary is limited in that it will only show information about your own documents and it does not include the Comparative Analysis feature found in the Executive Summary.

Find: This is a great way to quickly find a quote and see its current status and all activity history without actually opening it in QuoteWerks

For more information on QuoteWerks and mobile quoting, contact Wizard Systems.

 

 

QuoteWerks Version 4.9 released with new Web access and customisation capabilities

Wizard Systems is pleased to announce the latest version for QuoteWerks is now available to download!  Featured in this new release is...

-  QuoteValet Web. Gain insight and have mobile access to your QuoteValet Executive Dashboard, StatusBoard, Leaderboard, Inbox, Peer Reviews, and Approvals, anywhere, anytime from any web device like your phone, tablet, or PC
-  Multi-level Undo
-  Advanced Customisation capapbility for Corporate Edition Users
-  Integration with Google Contact
-  Quickbooks 2014 supported
-  GoldMine 2013 Supported
-  There is now an Active Quotes Panel that can be displayed. When creating a new quote and selecting the contact you are creating the quote for, any active quotes for that contact will automatically be displayed in the Active Quotes Panel

To see what's in this latest version, click here.

To download this version, 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 4.8 now available

QuoteWerks, the popular sales quotation / proposal tool, has a new release 4.8 out now!

New Features: 

1. On the Realtime tab of the Tools->Options menu, added a [Test] button for Tech Data, Ingram Micro, SYNNEX, and D&H to test the real-time credentials on their respective tabs. [Service Release: 01.05] 

2. A new Word merging template "MSP Word Proposal.doc" is now included. [Service Release: 01.05] 

3. A new management report "Totals For All Items by Rep" is now included. [Service Release: 01.05] 

4. QuoteValet Shopping Cart. Create online order forms with the QuoteValet shopping cart. Use them to automate customer re-orders or to receive paid orders from a promotional email blast. The QuoteValet Shopping cart is included, at no extra charge, in your QuoteValet subscription! It is easy to setup and use, simply 1) save/upload the order form, 2) grab the shopping cart URL, and then 3) email the shopping cart URL to your customer or include in your promotional email blast. It's that easy! Orders will appear in your QuoteValet Dashboard. Get used to coming into work each morning to an inbox full of paid orders from your QuoteValet Shopping Cart. The QuoteValet Shopping Cart is great for many uses, but here are two in particular. First, with your established customer base, they probably routinely order consumable items from you, low dollar items that you probably don't make much money on. Use the QuoteValet Shopping Cart to automate this process. You simply setup a Shopping Cart OrderForm template that contains all the items your customer typically orders and then give them the QuoteValet Shopping Cart website URL to go to whenever they need to order these items and from that point on you will simply receive orders in your inbox. No more phone calls and emails trying to identify the correct items to re-order. The other great way to use the QuoteValet Shopping Cart is to create an OrderForm for some kind of item, like a limited time special offer discount, like an HP Server, for example, and you can even set an expiration date on the OrderForm. Then you simple send out an email blast to all your customers pointing them to this Shopping Cart Order Form and simply put, you will have an order waiting for you in your QuoteValet Dashboard from anyone that was interested! 

5. When placing Online Orders, the order is now saved in QuoteWerks and is available under the Purchase Order and Ordered Items tabs on the Purchasing window. 

6. Procurement Tracking. For Online Orders placed through QuoteWerks with D&H, Ingram Micro, SYNNEX, and Tech Data, realtime order shipping updates are now available. You will receive realtime order status including line item shipping status, estimated ship date, ship date, warehouse fulfillment locations, shipping tracking numbers, product serial numbers, and more - all on a single screen in QuoteWerks. Customers have higher and higher expectations everyday, if they get down to the minute order status updates from large $100 million a year company, they expect it from you too, and with QuoteWerks, you can deliver that! How often do you get a call from your customer like "Where is that server I ordered?". Some companies have to pay a full time person just to keep up with order status requests. With the Procurement Tracking feature, you can spend less time tracking your orders and more time building your business. Not only can you track order status, you can keep track of the actual fulfillment. Sure, you placed the order with 5 items on it, but has it shipped? Did all 5 items ship? Have you actually received all the items? UPS says it was delivered, but you don't have it. Do you have all the items you need for Customer ABC to do the job for them? You submitted one PO, but how many sales orders did the distributor split that into? All of these answers are now provided by QuoteWerks. 

7. For QuoteValet users, there is a new Activity Notifications tab in the QuoteValet setup under the QuoteValet tab of the Tools->Options menu. For key QuoteValet events like when a QuoteValet Mobile quote is created, a quote is accepted, or when payment is made, in addition to the sales rep receiving email notifications, you can specify additional users/email addresses to receive a CC or BCC of the notification. This is especially useful for keeping the accounting department in the loop when payments are received and for keeping sales managers in the loop when quotes are accepted. 

8. For QuoteValet users, uploading a quote to QuoteValet always requires that the customer electronically sign before you can collect payment. Now, if you start with an ORDER type of document in QuoteWerks and upload it to QuoteValet your customer can immediately provide payment without having to first electronically sign. 

9. For QuoteValet Mobile users, volume priced items are now supported. 

10. We have a new FedEx and UPS shipping rates integration enabling you to obtain real-time shipping quotes from your carriers. Use it to calculate your shipping costs, mark them up and pass them through to your customer. Choose from a grid of available services and pricing like Ground, Overnight, Two day, etc. You can also easily give your customers shipping option choices (complete with pricing) such as Ground, Overnight, etc. Requires the realtime module. You will need to have an account with FedEx or UPS to use this feature. The feature is setup under the Shipping tab of Real-time tab under the Tools->Options menu. 

11. Azure product database support. You can now host your QuoteWerks Product Databases in the cloud through Microsoft Azure. If you have multiple QuoteWerks installations and want to keep the product databases up to date, you currently have to get the remote installations to synchronize on a regular basis. With the Azure support, you can just setup one or more QuoteWerks product databases to be hosted on Azure and then all the remote installations of QuoteWerks can simply use that same shared product database so there no longer is a need to synchronize the product database. We've made it really easy to move your QuoteWerks product database up to the Azure cloud, simply right click on a QuoteWerks native product database and choose "Upload/Migrate to Azure". Another great use for this feature is for manufacturers that have dealers or any company that wants to share their QuoteWerks price list with other QuoteWerks users. In this case the manufacturer creates an Azure QuoteWerks product database and then provides their dealers with the read-only credentials to this Azure database. It is that simple. The Corporate Edition is required for the Azure integration. 

12. Our product content subscription (powered by Etilize) now has a new PartLocator service. Distributors add new parts to their websites daily and subscription services have a tough time keeping up with that pace. Now, QuoteWerks provides you with ALL the parts from your distributors D&H, Ingram Micro (USA and Canada), SYNNEX, and Tech Data (USA only). We've negotiated deals with the distributors to host their product data so as to provide our mutual customers with the best experience possible. 

13. With Audit Trail Tracking, key events are recorded creating an audit trail of changes made to the document such as: a) when the document is saved b) who an email is sent from the quote, email address (to/subject/attachments), c) when the document is uploaded to QuoteValet for customer, peer review, approval, mobile template, d) when the document is updated with customers selections from QuoteValet, e) when the document is converted to an order or invoice, f) when the document is exported to QuickBooks or Peachtree, g) when the document approval is requested through QuoteWerks or QuoteValet, and h) when the document is approved through QuoteWerks or QuoteValet. The current date, time, and logged-in user is recorded along with the event. Using the "Audit Trail Transaction Record Macros" option under the Security tab of the Tools->Options menu you can choose what other information from the document you would like to record in the even such as GrandTotal, LineCount, DocStatus, etc. Also on the Security tab is a "Enable Audit Trail Backup files" checkbox. This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files". 

14. For QuoteValet Mobile users, that use ConnectWise, there is now a new Contacts bottom tab where you can choose the ConnectWise contact from your ConnectWise database while creating a QuoteValet mobile quote. 

15. The QuoteWerks Sales Tax Rate lookup service now displays the date the QuoteWerks Tax Table was Last Updated, and also displays the effective date of each of the City, State, County, etc taxes which is very useful in determining exactly when new tax rates have taken effect.  

16. On the Groups tab of the Utilities->User Maintenance menu, there is now a Group Members list that displays the members of each group when selected. 

17. ConnectWise 2012.2 is now supported!

 For more information on how to get this update if you're a QuoteWerks User, please contact Wizard Systems.

 

Start accepting electronic signatures today and speed up those orders!

Are you ready to take control of your sales process? If that is you, QuoteValet can make it happen!

The QuoteValet add-on subscription for QuoteWerks gives you the tools and insights you need to quickly close the sale. You can even create quotes on the go on your tablet with QuoteValet Mobile. 

It's time to take control and stop waiting your customer to print, sign, and fax your quotes and proposals.  Set-up only takes 3 minutes!

What is QuoteValet?

Instead of sending a PDF of a quote, QuoteValet creates an interactive customized webpage that displays your quote with the ability to accept electronic signatures and collect payment. Quotes can even be created on the go with QuoteValet Mobile from your tablet.

One of the major advantages of QuoteValet, is that it provides insight into the customer's level of interest by notifying you every time your customer views the quote, selects an option, and has a question. You can even filter your quotes by customer activity to target your follow-up calls.

 

Why use QuoteValet?

By making it simple for your customers to buy from you, your chances of closing the deal significantly increase. When you think about, we are asking our customers to do a lot of work for them to accept a quote. They have to print it out, sign it, fax it back, and then mail a check or hand fill out a credit card form.

Another advantage is that you can close deals even after your office is closed for the night. Start your day off with closed deals waiting for you. 

For more information on QuoteWerks or QuoteValet, please contact Wizard Systems.

 

QuoteWerks v4.7 Build 6 released. Get up to date with the world's best quote solution

New Inbox Tab on QuoteValet Dashboard 
The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, which can only be dismissed by the sales rep, giving you the flexibly to see all important notifications in one place.   

Enhanced QuoteValet Reporting
The new Inbox tab on the QuoteValet Dashboard is designed to help you stay on the top of all your pending quotes by providing one place to see all new notifications. The inbox tab will display only new notifications, which can only be dismissed by the sales rep, giving you the flexibly to see all important notifications in one place.   The document activity for each quote on the QuoteValet Dashboard is now color coded to easily distinguish between customer and sales rep activities. In addition to the new reporting filters, quotes can be filtered by "Doc Name contains", "Company starts with", and Source (QuoteWerks or QuoteValet Mobile).  

Tech Data Canada is now supported in Etilize 
The QuoteWerks content subscription, Etilize, now supports Tech Data Canada. Customers that purchase from Tech Data Canada can now bring in product pictures, marketing descriptions, spec sheets, and more into their quote with never leaving QuoteWerks.  

Enhanced salesforce.com integration 
The salesforce.com QuoteWerks integration now retrieves products from the salesforce.com price book up to 100 times faster depending on the number of products. In addition, the Merge Remote Documents feature is significantly faster. 

 

For more information on how to access the latest QuoteWerks software, please contact Wizard Systems.

 

Get Orders in faster with QuoteValet #CRM

QuoteValet is an optional, online quote delivery and acceptance vehicle for QuoteWerks, the number one sales quotation software tool for popular CRM systems like Microsoft, Salesforce, ACT!, GoldMine, Sugar CRM and many others.

Rather than attaching a PDF file to a quote and emailing it to your customer, QuoteValet will instead create a personalised web page to present the quote on quotevalet.com.

The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.

Your customer will be able to change quote options dynamically and ask you questions through the customised quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote.

The advantages of QuoteValet and QuoteWerks are:

Delivery of your Quote/Proposal

• Know when your quotes are actually received and viewed
• Avoid spam filters stripping out your proposal PDF attachments
• Avoid email servers rejecting large PDF proposal attachments
• Extend your company brand with a specialized quote delivery webpage


Collaboration with your Customer

• Interactively refine the elements in your quote with your customer through QuoteValet's collaboration features
• Customers can view the quote, select options, and ask questions
• Your peers can review your quote offering valuable feedback
• Managers can approve quotes before they are submitted to the custome

Close Deals

• Get customer signatures electronically - no more signing and faxing
• Customers can view and accept your quotes from their mobile devices
• Get SMS message alerts when high value quotes are accepted
• Automatically receive an email notification when your customer accepts the quote

QuoteValet also enables you to collect deposits, progress payments, balances, and even export payments to QuickBooks. Use your payment gateway - payment processing is available for over 80 gateways including QuickBooks Merchant Services, Authorize.net, PayPal, and Google Checkout.

For more information on how QuoteValet and QuoteWerks can improve your sales quotation process, talk to Wizard Systems on 01454 316800.