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Quote Werks Version 4.0

Free Support Trial

 

Create detailed quotes and pro
posals with speed and efficiency

Does your organisation spend significant time creating quotes, proposals, orders and purchasing products? Are you looking for more consistency in the presentation and content? Are you still using MS Word® or Excel® to create price quotes? Is it important to have the proposal linked to a contact record on your CRM system?

Aaromba can integrate QuoteWerks seamlessly with your contact management system, whether it is ACT!, GoldMine®, KnowTia, MaximizerMicrosoft Dynamics™ CRM, Outlook®, salesforce.com, SalesLogix, and TeleMagic eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.

QuoteWerks

Automates the entire process of quote/order generation
Links to Accounting Software
Built-in Product Configurator
Email quotes directly from within QuoteWerks
Share/Synchronize Quotes Between Offices
Know Your Profit Margin on everything you sell
See Product Price History
Create Quotes, Invoices, and Purchase Orders
Security settings for each user
Create Sales Reports and Product Catalogues
Import/Export XML formatted data
Refresh quote with latest or best prices
Import product information from files vendors provide
Vendor price comparisons for best prices
Set-up your products to have required, optional, and substitute products
Create unique customer pricing profiles
Personalise print layouts with the built-in visual layout designer
Does not require word processors or spreadsheets to work.
Ask Aaromba today about your quoting needs.
 

 

 

 
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