Quoting Made Easy
Does your business require creating
quotes for customers? Do you waste time copying and pasting contact
information from GoldMine and your product and pricing data from a
pricelist document? Do you record the sale data in an accounting
package? Are potential sales being lost because there is no follow up
with the client after the quote was created? If you answered yes to one
or more of these questions, then QuoteWerks is for you.
QuoteWerks, from Aspire Technologies,
Inc., is designed to be both easy-to-use and a very powerful tool for
creating quotes. With just a few mouse-clicks, a customized quote can be
created for a potential customer and e-mailed to them in a PDF format,
and a follow up call scheduled on the salesmenís calendar. QuoteWerks
does this through quality integration with GoldMine to pull the contact
information into the quote, and schedule the follow up call.
QuoteWerks also creates, updates, and
completes forecasted sales and opportunities in GoldMine and links the
quote to the contact as a linked document.
QuoteWerks can also be used as a
product database. By importing your Excel or Word pricelist documents
into QuoteWerks, you can then maintain those pricelist directly with
price breaking for varying quantities, percentage discounting for
specific client types, and product bundling. QuoteWerks lets you change
prices and profit margins on the fly, it has price refreshing features
that let you refresh the prices on an existing quote with your current
pricing, and it compares prices between vendors ensuring that you get
the best prices.
QuoteWerks links to QuickBooks and
Peachtree. There is an export module for generic exporting for that can
be pulled in to most accounting packages. This helps ensure that data is
correctly entered in both systems and cuts down time associated with
double entry of data. With pricing between $199 and $329 per license,
QuoteWerks is very affordable.