QuoteWerks

“WHERE IS THAT @#$@ QUOTE?!?!”

TIME and ORGANIZATION are often the biggest obstacles to closing more sales.
How fast can you prepare or look up a client quote, even if someone else created it?
How long does it take to see all the currently open quotes?
How easily can you see the progress and stages of all the quotes expected to close this quarter?
Before a client demands “Where is my quote?” how long before they lose interest or go elsewhere?
You will be delighted to see how easy and powerful using QuoteWerks with ACT! can be. Watch your bottom line quickly improve when you know which contact needs attention. With everything you need at your fingertip and maintained automatically, you’ll have the time to provide it.

“We have used QuoteWerks to prepare all our quotes and invoices for years because it is easy, quick and most of all the quote documents are fully integrated with our ACT! sales opportunity management and QuickBooks accounting software. The integration has eliminated virtually all redundant entry and data checking and our process is now fluid.”

FOR JUST A FEW DAYS OF IMPLEMENTATION, USING QUOTEWERKS WILL MAKE YOU MONEY.
Warning: Doing Quotes in Excel or Word will be harder, take longer, allow mistakes costing you money and perhaps customers too!

“As with ACT!, using QuoteWerks has had a profound effect on our company. QuoteWerks enables us to be more responsive, accurate, productive and successful with fewer staff resources.

“To provide better customer service, in fact to survive, we were forced to use a better tool. In QuoteWerks we found it. Now our quotes can be prepared, finished and submitted professionally within minutes of the customers request, usually before the competition too.”

IS QUOTEWERKS STILL RIGHT FOR YOU, EVEN IF YOUR QUOTES ARE “DIFFERENT” THAN MOST?

If you could automate your quoting process, using QuoteWerks will provide the right balance of flexibility with structure. Team Uptime will show you how to address your Quoting priorities better than even products costing thousands of dollars more. For example, if your quotes or invoices consist of regularly used line items, the product list can be created from a spreadsheet form you may already have. Then, you could track your cost, profit, and varied customer pricing along with part numbers etc, and QuoteWerks will work for you. Even if you do not use part numbers, information in the quote sheet can be entered on-the-fly. Products/services can have lengthy descriptions, a variety of pricing methods and different currency exchange rates too. The genius is in the product list and the extensive details it provides users. Bundles and Spec sheets can be prepared to automatically include additional pages of details, making it easier for your customer to have everything they need to see.

QuoteWerks’ built-in user security let’s you control who can change prices and profit margins. Price refreshing features let you update an old quote, exchange rates, compare past prices quoted on that product or to that customer. Build quotes faster and with fewer errors�by choosing product bundles in a single-click, or the automated quote configurator that walks salespeople through a managed step-by-step process.

THIS IS ONE OF THE BEST SOLUTIONS AVAILABLE FOR ACT! ACCOUNTING AND SALES PROCESS INTEGRATION
Watch the QuoteWerks for ACT! video demonstrate ACT! integration.

QUOTEWERKS ALSO CREATES YOUR ACT! LINK TO QUICKBOOKS
QuoteWerks provides the best method for integrating ACT! with QuickBooks, eliminating the need to re-type the contacts bill-to/ship-to details in the quote or invoice. Contact details already in ACT flow into the correct fields and when a quote or invoice is saved, the integration flows back to ACT! as the sales opportunity is automatically created/updated, follow-through activities can be set, the quote or invoice document file is attached to the contact’s the documents tab for quick easy reference later.

After converting the QuoteWerks Quote to an Invoice to present to the customer, the ACT! opportunity will be closed as won. Next, the Export to QuickBooks function can be done on individual or batches of invoices to automatically create internal invoices in accounting. Integration means no retyping the customer or sales details here either as the contact details entered once in ACT now flow from QuoteWerks into QuickBooks. As new products are identified in QuickBooks, the process will present interactive options for taxes and internal account settings. The QuickBooks invoice will now have all the same details as in the QuoteWerks invoice, but the customer will already have their QuoteWerks invoice in their hands, in a matched format to the quote they authorized, being processed for payment.

Uptime also offers enhancements to this process including an add-on that delivers the full product items in the quote to the contacts sales opportunity, allowing reference and reporting in ACT! right down to product details without even opening QuoteWerks.

There’s so much more. For example QuoteWerks provides sales commission management and reporting, plus allows salespeople to work over the network in the office, or remotely (out of the office) through terminal services or a built-in synchronization process.

Team Uptime is experienced first hand in training, configuring and supporting QuoteWerks.

Before you speak to anyone else about QuoteWerks, ask if they actually use it. We do!
Do it right and let it pay off sooner for you. Let Team Uptime help you make the best use of QuoteWerks!