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.

Optimize Your Sales Process with QuoteWerks Web CRM

 

QuoteWerks Web is the leading cloud-based quote solution built specifically for streamlining your quoting and sales workflow. This powerful solution centralizes your entire sales operation so you can close more deals, faster.

Key Benefits:

- Accelerate quoting with flexible templates
Design professional quotes in minutes with custom templates, products/services, branding and more

- Visualize your pipeline from lead to close
Kanban boards provide visibility into your sales funnel by stage for smarter forecasting

- Mobile access keeps team connected 24/7
Native iOS and Android apps enable sales reps to manage opportunities on-the-go

- Tools to enhance team collaboration
Share quotes, communicate on deals and stay aligned with comments, peer reviews and more

- Integrations with 55+ apps
Connect seamlessly to accounting, email, payments and other business systems

- Enterprise-grade security
Data protection with encryption, backups and permissions to meet compliance needs

- Dedicated customer success team
Onboarding, online training, knowledgeable support and account management

 

Get a free personalized demo and select the plan that fits your business. Let QuoteWerks Web transform how your team sells.