Wizard Systems

Boost Your Sales Efficiency with QuoteWerks and Workbooks CRM Integration

In the fast-paced world of sales, efficiency and accuracy are paramount. Imagine a seamless integration between your quoting software and CRM system that enhances your workflow, reduces errors, and saves time. Enter the QuoteWerks and Workbooks CRM integration, a powerful tool designed to streamline your sales process from quote generation to closing deals.  This solution from Wizard Systems if:

1. You use Workbooks and need a more sophisticated quote solution
2. You use QuoteWerks and are looking for a new CRM system, but don't want to stop using QuoteWerks

 

Streamline Your Sales Process

The integration between QuoteWerks and Workbooks CRM allows you to populate critical information such as "Sold to," "Ship to," and "Bill to" details from a Workbooks Opportunity into QuoteWerks. This ensures that all necessary data is readily available when creating new quotes in QuoteWerks. Once a quote is initiated, these details are automatically populated, reducing manual entry and the risk of errors.

Efficient Quote Management

Managing quotes becomes a breeze with this integration. You can amend quotes as needed within QuoteWerks, and any changes are exported to a CSV file on a set schedule. This file is then uploaded to an SFTP server, where Workbooks checks for updates and processes new files. This automated process creates new opportunities and quotes, ensuring that your sales team always works with the most up-to-date information.

Seamless Updates and Revisions

Keeping your data current is crucial for maintaining accuracy in your sales process. With the QuoteWerks and Workbooks integration, you can update "Sold to," "Ship to," and "Bill to" information directly from the quotation record in Workbooks. Simply make the necessary changes and select "Run Process > Update Quote" to ensure that all revisions are recorded and reflected in the opportunity. This feature guarantees that your opportunity replicates the values from the most recent quote, providing consistency across your sales documents.

Key Features and Benefits

• Automated Data Transfer: The integration automates the transfer of basic quote details back into Workbooks on a schedule, minimizing manual data entry and potential errors.
• Real-Time Access: Open QuoteWerks quotes directly from the opportunity or quote record in Workbooks, allowing for quick access and updates.
• Currency and Field Support: Currently, the integration supports only the base currency (GBP) and populates specific fields such as Docno, Docname, Docdate, and more in Workbooks.
• System Requirements: To leverage this integration, you need the QuoteWerks Corporate Edition on SQL, an SFTP server setup, and the SFTP Plug-in enabled within Workbooks.

Frequently Asked Questions

• Can the integration work with QuoteWerks Standard Edition? Unfortunately, the Standard Edition does not support the required commands for this integration.
• Which Workbooks license is needed? The integration is compatible with the basic Workbooks CRM license.
• What documents are transferred to Workbooks? Currently, only Quotation documents are copied.
• Is contact information viewable in QuoteWerks? Not directly. Contact details must be populated by raising the quote from Workbooks.

Overcoming Common Challenges

One common concern is the delay between creating or updating a quote in QuoteWerks and seeing these changes in Workbooks. This delay depends on how frequently your SFTP client collects and uploads files and how often Workbooks checks for updates. While Workbooks can be set to check every minute, a five-minute interval is recommended for optimal performance. Setting up the SFTP server is another consideration. While Wizard Systems cannot set up the server, your IT team can configure it using Windows Operating System features or other providers. Ensure that Workbooks has access by configuring your firewall and router settings.

Conclusion

The integration between QuoteWerks and Workbooks CRM is a game-changer for sales teams looking to enhance their efficiency and accuracy. By automating data transfer and ensuring seamless updates, this integration allows your team to focus on what matters most: closing deals and driving revenue. Embrace the power of automation and elevate your sales process with QuoteWerks and Workbooks CRM from Wizard Systems today.

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.

Tailoring QuoteWerks to Your Industry: Maximising Efficiency and Relevance - Event 24/7

In today's competitive business landscape, having a sales quote solution that truly understands your industry can make all the difference. QuoteWerks, a versatile quoting software from Wizard Systems, offers robust customisation options that allow businesses across various sectors to streamline their quoting process. But how can you ensure you're making the most of these features for your specific industry?

Join us for an upcoming webinar on Wednesday 24th July at 2pm UK time, where we'll delve into the art of customising QuoteWerks to suit your unique business needs. Whether you're in IT, manufacturing, construction, professional services, or healthcare, this session will provide invaluable insights into optimising your quoting workflow.

During this 30-minute webinar, we'll cover:

1. Template Customisation: Learn how to create industry-specific quote templates that speak directly to your clients' needs. We'll show you how to incorporate relevant fields, sections, and industry-specific terms and conditions that will set your quotes apart.

2. Product Database Optimisation: Discover techniques for structuring your product catalogues in a way that makes sense for your industry. We'll explore setting up industry-specific pricing models and incorporating variable options and configurations.

3. Industry-Specific Integrations: Find out how to connect QuoteWerks with industry-standard software and specialised tools, enhancing your overall workflow and eliminating data silos.

4. Workflow Customisation: We'll demonstrate how to set up approval processes and quote-to-order stages that align with your industry's best practices, as well as how to automate industry-specific follow-ups.

 

By the end of this webinar, you'll have a clear understanding of how to tailor QuoteWerks to your industry's unique requirements, helping you to improve efficiency, relevance, and ultimately, your bottom line.

Don't miss this opportunity to transform your quoting process and gain a competitive edge in your industry. Register now to secure your spot!

 

We look forward to seeing you there and helping you unlock the full potential of QuoteWerks for your industry!

Resolution to QuoteWerks error when sending an email via 365 - OAuth Email Token Error

This post only relates to users of QuoteWerks and using 365 for email.

Please follow the steps below to fix your email issue that has been reported today which involves QuoteWerks Desktop. This has to be done from a QuoteWerks Master Rights user machine and once done all users need to log out of QuoteWerks Desktop and then Tools > My Preferences > Email Tab > Disconnect and Reconnect Email. Please keep in mind this fix will only work for 90 days and by then a new QuoteWerks build will be released which will fix this issue permanently. 

1 - In QuoteWerks Desktop go to Help > About > Settings Manager button

 

2 - Click on Run QuoteWerks Command button 

3 - Paste the following commands in the window and then click OK. Restart QuoteWerks and then each user must go to Tools > My Preferences > Email Tab > Disconnect and Reconnect Email.

 

SET:UserSettings:UserEmail:%AllUsers%:SMTPOAutClientIDOverride=a94cdc12-2a50-4f29-ae8c-c28644b1348a
SET:UserSettings:UserEmail:%AllUsers%:SMTPOAuthhClientSecretOverride=qNt8Q~Dn~ZQ3jRuGNPfYE~
Di6d8.WT8qrD8qibra

 

 

QuoteWerks Version 24 Build 2.07 released 2nd May 2024 - GoldMine 2024.2 Compatible!

QuoteWerks version 24 build 2.07 now available through Wizard Systems!

1. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that have not yet been assigned a Zip+4 code by the USPS yet. This can happen with new construction resulting in new addresses that have not been assigned a Zip+4 code yet by the United States Postal System. A list of Tax Jurisdictions for the base Postal Code for you to choose from will now be displayed when using the Prompt for Sales Tax option. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Service Release: 2.04]

2. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for USA address locations that cannot be verified by the USPS. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Service Release: 2.04]

3. The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that cannot be verified by the USPS, like many addresses in Puerto Rico (a USA territory). Puerto Rico addresses use various non-standardized formats that the USPS API does not recognize. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu. [Service Release: 2.04]

4. On Sales Tax Rate lookup window you can now it will default to the SoldTo/ShipTo/BillTo Address setup in options, but you can now choose the SoldTo/ShipTo, or BillTo address to do a validation and sales tax rate lookup based on any of those addresses. Useful if, for example, you are shipping your product to a shipping address that is a staging area (like your office location), but ultimately the final shipping address, and what the tax rate should be based on will be your Customer's address which is currently located in the SoldTo address fields. [Service Release: 2.04]

5. When the USA Address verification is used the USPS returns the address standardized and formatted as all upper case letters. We now Proper Case the results. [Service Release: 2.04]

6. For Ingram Micro Realtime users, added support for the Ingram Micro JSON API for Real-time P&A calls. The JSON API is self-service to create credentials via the following URL: https://developer.ingrammicro.com. This support has been added for Ingram Micro Customers in the United States, Canada, the United Kingdom, Australia, and New Zealand. Also added an option for Sandbox Mode. [Service Release: 2.04]

7. For ConnectWise PSA Users, there is now a setup option that enables the QuoteWerks Admin to require fields when creating/Updating a ConnectWise PSA Opportunity. The fields that can be made mandatory are Opportunity Type, Description, Source, and Campaign. The ConnectWise Opportunity will not be able to be created/updated until the specified fields have data entered. The Required Fields can be specified on the Connectwise Setup->Opportunities Tab->Required Fields Sub Tab. [Service Release: 2.04]

8. For QuickBooks Online Users, added a new setup option for "If the ShipTo Customer Does Not Exist" of 'Do not create - write in only' If this option is selected, then the Ship To Customer will be a "write in" on the document, which does not require that it exist as a customer record. This option adds to the existing options of 'Create' and 'Prompt to create'. [Service Release: 2.04]

9. When editing a product definition, if you change an existing product's Manufacturer Part Number to another Manufacturer Part Number, it will now be checked to see if that newly entered/changed Manufacturer Part Number already exists in another product definition. [Service Release: 2.04]

10. The DocumentItems Manufacturer field length was increased from 30 to 40 characters. [Service Release: 2.04]

11. The User Properties window now has CreatedOn and LastModifiedOn fields. [Service Release: 2.04]

12. When searching for contacts, if there is an error, it is no logged in the err.log file. Also the tooltip will be set on the status label enabling you to see more of a longer message. [Service Release: 2.04]

13. SugarCRM 14.0 is now supported! [Service Release: 2.07]

14. GoldMine 2024.2 is now supported! [Service Release: 2.07]

QuoteWerks Standard Edition vs QuoteWerks Corporate Edition

QuoteWerks is a powerful quoting and sales proposal software used by businesses of all sizes. It comes in 3 main editions - the Standard Edition, Professional Edition and the Corporate Edition. While all versions offer excellent features for streamlining the sales quoting process, there are some key differences to consider depending on your business needs.

This article just focuses on Standard vs Corporate.

QuoteWerks Standard Edition
The Standard Edition is the base QuoteWerks product, designed for smaller businesses and self-employed professionals. It includes all the core quoting and proposal functionality such as:

- Product pricing and quoting tools
- Professional proposal document templates
- Contact management database
- Reporting and analytics

The Standard Edition is very capable for basic quote and proposal creation. It's a great choice for freelancers, independent contractors, home-based businesses, and small teams.

 

QuoteWerks Corporate Edition
The Corporate Edition builds on the Standard Edition with advanced functionality and tools for larger teams and enterprise deployments. In addition to all the Standard features, it adds:

- Microsoft SQL Server back-end database
- Advanced user security and permissions
- Integrated corporate product catalogue management
- Web access options
- eCommerce integration capabilities
- More integration options

The centralised SQL database, workflow controls, and product management tools make the Corporate Edition ideal for multi-user environments with complex requirements.

Benefits of the Corporate Edition
While the Corporate Edition has a higher price point, it delivers significant benefits for the right situations:

- Centralised database accessible to all users
- Granular user security controls
- Ability to manage large product catalogues
- Structured workflow and approval processes
- Integration with other business systems
- Customisable with company branding

The Corporate Edition essentially provides an enterprise-grade platform for streamlining sales operations across an entire organisation. This can drive major efficiency gains, lower administrative overhead, and improve sales effectiveness.

So in summary, the Standard Edition is a great fit for smaller businesses and individuals looking for desktop quoting software. But larger teams and companies with more advanced needs should strongly consider the additional capabilities of the Corporate Edition.

Try out the free trial of either edition to see which QuoteWerks product is the best match for your business requirements. Contact Wizard Systems!

QuoteWerk version 24 Build 2 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 2 release brings several enhancements, including the QuoteWerks Web Configurator Setup, USA Sales Tax Rate Lookup Enhancements, Ingram Micro JSON API for Real-time P & A, ConnectWise PSA Required Opportunity Fields, new QuickBooks Online 'Ship To' Customer options, and much more.

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 this release is not yet compatible with GoldMine 2024.2 (the latest version of GoldMine).  This is due very shortly.

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.