QuoteWerks for ACT!
See how quickly you can create sales quotes from ACT! with QuoteWerks
QuoteWerks is a specialist sales quoting application that integrates with ACT! software to automate the sales process. If you create quotes or orders that consist of line items and you want to track your cost, profit, part numbers and customer price, QuoteWerks can transform the quality of every quote and cut administration giving sales staff more time to sell.
Launch extra quoting power from ACT!
-
Find products & services in seconds - organise products & services in separate folders & databases making it easy to find items when you quote. Run lookups using partial descriptions and part numbers.
-
Line item functionality - includes capability for applying percentage discounts, adding a running subtotal, product descriptions, showing item images and more options for every quote line.
-
Up to 9 pricing models supported - including cost mark-up, volume pricing, list price discounts and more.
-
Literature support - build a list of literature including warranty information, directions, conditions and any other documents to accompany quotes.
-
Create your own quote layout - apply logos, standard fonts, colours and other formatting changes so every quote is professionally presently.
-
Manage quote revision - every time a quote is revised, QuoteWerks tracks the changes for a full quote history on every opportunity.
-
See your profit margin - with QuoteWerks extensive pricing and costs profiles your profit margin is always visible.
-
Sync quotes between offices - synchronise quotes between locations to share sales information with mobile office users and offices.
-
Link to external database - QuoteWerks stores data in Access 2002/3 or MS SQL 7.0/2000 databases so information can be read and written to and from data tables.
Will QuoteWerks work for you?
QuoteWerks gives you the best of both worlds. You can keep a database with a list of your commonly used products and services, and you can also type in services and items on-the-fly in the quote itself. With ACT! integration you can instantly start quoting using your prospect and customer information already in your existing contact management software so you'll never have to re-type your customer's information - or just use QuoteWerks in-built contact database.
Many applications, like Microsoft Word and Excel can be used to create a quote but what sets QuoteWerks apart is how easy it can make the entire quoting process whatever your quote is for.
QuoteWerks and ACT! integrated: automating quotes and saving time
-
QuoteWerks automatically fills in delivery and invoicing information by copying data from the corresponding ACT! record so there's no need to re-key information.
-
Save a quote and the details will automatically be saved as an ACT! opportunity and included in ACT! sales and pipeline reports. You'll be prompted to schedule a follow-up activity so you never forget to follow up on a prospect.
-
A copy of every quote saved is attached to the corresponding ACT! contact maintaining a complete contact history.
-
Complete a sale in QuoteWerks and the ACT! opportunity is automatically converted to a sale.
-
Email quotes from QuoteWerks as a text or PDF file and ACT! will save a copy in the contact history.
|
|
QUOTEWERKS & ACT! COMPARED
|
|
QW |
ACT |
| Track quote revisions |
Ö |
- |
| Build quotes using wizard steps |
Ö |
- |
| See the profit margin on every line |
Ö |
- |
| Fully customisable quote templates |
Ö |
- |
| Convert quotes to orders & invoices |
Ö |
- |
| Configure price & cost policies |
Ö |
- |
| Display running & sub totals |
Ö |
- |
| Show discounts on separate lines |
Ö |
- |
| Display product images |
Ö |
- |
| Bundle linked products & services |
Ö |
- |
|
|
|
| 3 QuoteWerks Editions |
Standard
Edition |
Professional
Edition |
Corporate
Edition³ |
|
| Price |
from £147+VAT
per licence |
from £180+VAT
per licence |
from £259+VAT
per licence |
| Microsoft Access Back-end Database |
Ö |
Ö |
Ö |
| Supports Microsoft SQL |
- |
- |
Ö |
| ACT! Integration |
Ö |
Ö |
Ö |
| Sage Accounting Integration¹ |
Ö |
Ö |
Ö |
| Open Export Module |
- |
Ö |
Ö |
| Link to ODBC compliance data sources |
- |
Ö |
Ö |
| Synchronise quotes, orders & invoices² |
- |
Ö |
Ö |
| Synchronise bundled products & services |
- |
- |
Ö |
| Synchronise required / optional items |
- |
- |
Ö |
| Synchronise user log-ins & rights |
- |
- |
Ö |
| Up to 600 lines per document |
Ö |
Ö |
- |
| Up to 1500 lines per document |
- |
- |
Ö |
¹ Using ConnectIT application.
² Bi-directional synchronisation.
³ Corporate Edition does not include Microsoft SQL licensing.
|
|
|
|
|
QuoteWerks for ACT!
Read our QuoteWerks brochure to learn more about the benefits of using a dedicated quoting tool.
|
 |
Evaluate QuoteWerks
Download a free trial version of QuoteWerks to evaluate the software for 30 days.
Limitations of the Demo Version:
The demo version of QuoteWerks only differs from the registered version in two ways. This allows you the freedom to fully evaluate the product in your environment before you make a purchase. The demo version limits the maximum number of quotes in the database to 8, each with a maximum of 20 line items.
The demo version never expires, so you can take as long as you need to evaluate it. The demo version can be converted to a fully registered version simply by applying a License Key. -
Note: The demo version can be converted to a fully registered version simply by applying a license key. This allows you to keep all the data you enter into the demo. As such, we recommend that you install the demo of QuoteWerks where you would install it if you where purchasing it, instead of installing it in a temporary location which is a common practice. This way, when you decide to purchase QuoteWerks, you do not have to figure out how to move your temporary demo installation, you can simply enter a License Key and you will be up and running.
The User Manual is included in this download and can be viewed by selecting the Help|View Manual menu in QuoteWerks after you have installed QuoteWerks.
The qw4setup.exe file is a self-contained installation program. Save this file anywhere on your hard drive and double-click on it to begin the installation.
|
|
