QuoteWerks - Seamless GoldMine Integration

QuoteWerks 3.0 creates detailed quotes quickly and efficiently, saving you time and money when quoting, selling, ordering, and purchasing products and services. Seamless integration with GoldMine®, allows the selection of GoldMine® primary or secondary contact information. Advanced GoldMine® support includes creating forecasted sales, completed sales, profile records, scheduled forecasts, scheduled call backs, document links to quotes, and more.

Create and maintain your own products database or import product information from files your vendors provide. Visually organize your products in folders. QuoteWerks PC Industry Edition links directly to the offline product price guides of Ingram Micro, Merisel, and Tech Data (no importing required).

Send and receive your quotes across the enterprise, compare vendor price, refresh old quote prices and create "bundles" or "kits". The configurator tool takes you through a step-by-step process of building products using other products. Setup your products to have required, optional, and substitute products.

Personalize your print layouts and management reports with the built-in visual layout designer. The optional QuickBooks accounting software link converts quotes into QuickBooks invoices. The optional Peachtree accounting software link converts quotes into Peachtree purchase orders, sales orders, and invoices.

QuoteWerks is a stand-alone product, and does not require word processors or spreadsheets to work.