QuoteWerks allows companies in every industry to create detailed quotes and proposals with speed and efficiency.   If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks.

It Integrates seamlessly with contact managers like ACT!, GoldMine, Maximizer, MS Dynamics CRM, Outlook and Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer contact information. QuoteWerks can also store contacts in its own contact database.

Additionally, our innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc when populating customer contact information. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.

Each quote and proposal print layout can be edited using the built-in visual layout designer included in every edition of QuoteWerks. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts and then, when you print the quote, QuoteWerks will pull this data from the contact manager fields and include the information in the printed output.

Users are also able to create and maintain product databases by importing or linking to product information from files that your vendors provide.

Business of all sizes and industries benefit from the efficiencies QuoteWerks offers.  This includes the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products, emailing of quotes and proposals, and much more.  

Products can also be visually organized in folders to make it easier to find your products and services and QuoteWerks supports the ability to setup these items with required, optional, and substitute products.

A link to QuickBooks and Peachtree accounting software programs is included in the Professional and Corporate Editions of QuoteWerks.  This link will allow users to export estimates, sales orders, or invoices into either QuickBooks or Peachtree.  Users can also utilize the  Open Export Module to export your quotes/orders to a delimited text or XML file format that many other accounting packages can import.

QuoteWerks is a stand-alone product on an Access backend and is completely networkable. The QuoteWerks Standard Edition starts at USD $199, and is a cost effective solution that is scalable to the Professional Editon and then to the Corporate Edition (SQL supported).

The recommended requirements for QuoteWerks are:

Microsoft Windows (1), 2000, XP (2) , Vista (3), 7 (3)
- Intel Pentium or higher class processor running at 133MHz or higher (4)
- 64 MB of RAM (4)
- CD-ROM drive (on installation computer only)
- SVGA or higher resolution monitor
- Windows compatible mouse or pointing device
- 10/100 Mbps Network Connection
Server Recommendations
- Microsoft Windows NT, 2000, 2003, 2008
- Pentium III 300 MHz or higher
- 256 MB RAM minimum
- 10/100 Mbps Network Connection