QuoteWerks Sales Quoting Solution

QuoteWerks is the de facto sales quotation software solution enabling companies in any industry to create detailed quotes with speed and efficiency. QuoteWerks is intuitive to get started with and has a vast depth of features.

QuoteWerks is proven to save time and money when quoting, selling, purchasing and invoicing products and services.

Features & Benefits

Intuitive & User Friendly

You’ll find that you get up-and-running very quickly; plus there are a host of powerful features to help like pricing and profit analysis as you build the quote.

Seamless Integration

Most popular CRM solutions plus accounting packages and product data services are supported ‘out of the box’. There’s also a multitude of others created by third party developers.

Managed Products & Pricing

Pricing based on quantity and customer profile, real-time vendor pricing and availability, creating product bundles (BoMs) and configurators to simplify the quoting process.

Secure Shared Information

With all of your sales documents and associated information centralised, you can quickly and easily access all history items. Plus permissions prevent those that shouldn’t from seeing them!

Comprehensive Reporting

Having collated all of the sales data in one place, QuoteWerks’ report module offers powerful features for you to get business insights out – most profitable customers, sales reps, suppliers, etc.

Access Anywhere

QuoteWerks offers a number of options for remote workers. QuoteWerks can be accessed from any Windows-based, web-based or mobile access device.

Our Services

We shortcut the process of getting software up-and-running effectively by working with you and your team to understand your business requirements in both short and longer term.

Whether deploying to a stand-alone computer or in a multi-sited company with remote workers, we can offer advice and assistance to achieve the optimum set up and performance.

Typical tasks include importing data from legacy systems, setting up User details, making modifications to screens based on your specific business requirements.

We have pre-determined course agendas for Introductory and Advanced Users which we tailor for your specific usage of the software. Courses can take place at your office or 1-to-1 online.

We have a range of support options available to choose from depending on your experience with the software. Support is delivered by email, telephone and online via screen-sharing.

For more information on the many solutions that we have successfully developed, please refer to the ConnectIt Software website here.

Testimonials