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| QuoteWerks |
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| Detailed Quotes with speed and efficiency |
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| Instant quotes |
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Designed to ensure quote generation is easy and fast you simply choose the customer, select the required products from your product list and send it to your customer. You can even create your own quote templates to make quoting even quicker. |
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| Instant access to existing quotes |
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With all of your team's quotes in one location, finding quotes has never been easier. All you have to do is click the find button! There are even ways you can synchronise the quotes from your remote sales people back to head office so that all quotes are stored centrally. |
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| Instant access to product price history |
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Never again forget how much you quoted a client for a particular product. Your product price history is instantly available when you need it. |
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| Instantly add marketing material |
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Automatically include pictures and spec sheets of your products within your quote. You can also choose to include additional marketing material to educate your prospects on why they should choose you over your competitor. |
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| Instant sales reports |
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Instantly produce accurate reports such as; Forecast sales reports by salesperson, Forecast sales reports by product, and Completed sales reports. |
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| Instant links to GoldMine |
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Links directly with GoldMine to automatically update Forecasted Sales, Opportunities, schedule reminder calls, and also creates links back to the saved quote in your Links tab. |
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| Instant emailing of quotes |
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Once you have completed your quote you can email the quote as a pdf file directly to your prospect. Depending upon your contact management software, this email can then be stored in the History of that prospect for easy retrieval. |
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| Instant profit analysis |
Immediately visible to you at all times is the profit and margin on a per quote and per product basis. This helps to ensure you maintain a healthy margin. Note, you can also disable this feature if required. |
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