Your quote can often end up on the desk of someone you've not had the chance to speak with.
Are you proud of your quotes?
Do they follow your business branding?
QuoteWerks will provide your clients with consistent, good looking quotes that sell for you.
Online Quote Delivery
QuoteWerks present online quotes (PDF option also available) which brings quoting to the 21st century.
Incorporating multiple options, video, e-signature...best of all, you'll know when your clients are viewing your quotes!
It will even prompt users if quotes haven't been viewed or are due to expire!
QuoteWerks gives you real-time information on your business in seconds.
This can include; total outstanding quotes, most profitable client, lost quotes this month, and much.. much more!
We create reports to your exact specification.
Already using a CRM, PSA or Accounting solution in your business? QuoteWerks integrates with leading solutions such as ACT!, MS CRM, Salesforce, ConnectWise and Autotask.
On the Accounting side, we remove duplication between Sage and Quickbooks.
Accuracy & Consistency
Errors can very easily be introduced into quoting when accidentally mistyping a number, or changing a totaling formula, and now you have a calculation error which may be difficult to track down.
QuoteWerks improves your quote accuracy and can validate that all information has been captured such as part numbers and cost pricing.
Quoting with QuoteWerks is fast!
All your client information, product information and document templates are available from one application.
No duplication of data, minimise hopping between multiple applications, no formatting of your quote template and worrying about calculating totals and tax rates.