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QuoteWerks is used by almost every industry for creating accurate sales quotes and proposals. Instead of using Microsoft® Word® or Excel®, or creating the quote in your CRM, you can benefit from a software application that is specialized to the task of creating quotes and proposals.

QuoteWerks fits into your existing software environment. It works efficiently with your CRM, eliminating the need to re-type customer information into QuoteWerks.

QuoteWerks Key Benefits

  • Seamless CRM Integration
  • Integration with QuickBooks and Sage 50 (Peachtree Accounting)
  • Approval and Peer review
  • Sales Tax Lookup
  • FedEx and UPS Integration
  • Document Audit trail

You can easily import your product information into QuoteWerks. QuoteWerks can be linked to product database sources like external databases, Excel spreadsheets, or text files. You can also freely type line item information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in these applications.

You can get real-time pricing and warehouse availability from your vendors and, using our QuoteWerks Product Content Subscription (powered by Etilize), customer-friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors, and receive order status updates with shipment tracking information, serial numbers and more.

With the QuoteValet® add-on, you will know when your customers view your quotes and your customers sign electronically - no more signing and faxing. You can also collect credit card payments, including deposits.

QuoteWerks integrates with your accounting software, like QuickBooks, Sage 50 US Edition / Peachtree, so that you don't have to re-enter your order information, and those orders can be submitted electronically to your vendors! All of this eliminates costly errors.

If you would like to learn more about integrating QuoteWerks with your CRM, and how Alycom Business Solutions can assist with all of your CRM needs, you may contact us directly or call us at (214) 228-2287.

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