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Office Systems
Quotewerks Quotation and Sales Forecasting Software
Users of ACT, GoldMine, KnowTia, Maximizer, MS CRM, Outlook, salesforce.com, SalesLogix, and TeleMagic can now have a seamlessly integrated sales quotation software that will whip out a quote faster than your competitors. Impress your customers with the speed at which you are able to respond to their pricing requests. You will never have to retype your customers names and addresses again. Pull up forecast estimates based on quotes submitted in seconds. See how your sales representatives are performing based on product lines, sales rep codes or geographic criteria.
Quote Products and Services:
You can enter information directly into the quote "on-the-fly", and you can setup a list of products and services that are commonly use in the product databases in Quotewerks. You can setup a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders. If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard.
Customize Quote Layouts:
Use the QuoteWerks visual layout designer to format the layout of your quotes. All companies have different formats that they prefer to present the quote to their customer in. The built-in QuoteWerks visual layout designer gives you complete flexibility in designing the look of your printed quote. You can choose which information you would like to include in the quote, and which information you would like to not include in the quote. You can insert company logos, pictures, lines, boxes. You can set background colors, font colors, fonts, alignment, pretty much anything! If you prefer to include a picture of each line item in the quote, you can use the layout designer to control where the picture will be located, what size the picture will be, etc. On top of all this functionality, the QuoteWerks print layout designer also supports the creation of custom formulas. You can create formulas that calculate lease payments based on a number of months, and the total sale amount of the quote. You can create formulas that print a special message like "You are a valued customer." if the sale amount is over $1000. You can create formulas that calculate a 50% down payment amount to display on the quote. You can create almost any solution using this formula functionality! The layout designer is very powerful, flexible and easy to use.