Introduction to Quote Werks Quote Werks allows companies
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Introduction to Quote. Werks • Quote. Werks allows companies in every industry to create detailed quotes with speed and efficiency. If you want to save time and money when quoting, selling, ordering, and purchasing products and services; you need Quote. Werks. • It Integrates seamlessly with contact managers like ACT!, Gold. Mine, Maximizer, Outlook, salesforce. com, Sales. Logix, and Tele. Magic eliminating the need to re -type customer information. Quote. Werks also has it's own builtin contact database.
Products/Services • Support for over 200 separate product/service databases • Import your products/services via the Import Wizard • Adding your products/services manually to a new database • Products/Services in each database can be organized in hierarchical folders • There are many methods to locate the product/service that you want to add to the quote.
Adding Products/Services to your Quote • Locating and adding products/services to the quote is easy and flexible. • Enter items “on the fly” • Select part numbers fast using the Quick Lookup tool bar. • Use Robust Searching tools on the product lookup window.
Many ways to price products/services – Enter Price Manually – Gross Margin – Markup from Cost – Discount from List – Same as List – Volume/Quantity Based – Customer Based Price Levels (can be driven by CRM customer data) – Based on Customer/Product profile (can be driven by CRM customer data) – Formula Based
Bundles • You can create a bundle that includes all the items that you want to quote together and you can specify details like the quantity of each item that should be included in the bundle. • With a bundle created, the next time you need to add that group of items to the quote, you can simply select the bundle, and all the items in the bundle will be added to the quote. • This saves you time by not requiring that you find and select each item, and it ensures that you will not forget to remember some of the items that are supposed to be in the bundle.
Configurator • The Quote. Werks configurator is used to simplify the quoting process for sales representatives. The configurator will walk a salesperson through a step-by-step process of building the quote. • The configurator ensures that the salesperson will not forget any steps, and lowers the experience level required by the salesperson since the configurator is guiding them through the selections.
Required, Optional, and Substitute Items • Required Items You can define that a picture frame item requires a matting item and a glass item. When this picture item is added to the quote, the required items are automatically added to the quote with it. • Optional Items You can also define items that are options for the picture frame item like a two color matting backround item. • Substitute Items You can also define items that are substitutes for the picture frame, matting or glass.
Latest or Best Pricing • The Quote. Werks Refresh with Latest Price feature will refresh the prices of the items in the quote with the current prices. • Whether the price of the product increased or decreased, Quote. Werks will prompt you to decide if you want to pass the profit/loss on to your customer, or absorb it yourself. • The Quote. Werks Refresh with Best Price feature will search all the vendor product databases to find the vendor that has the lowest purchasing price for each of the items in your quote.
Printing your quotes • Quote. Werks enables you to completely customize the printed look of the quote with our layout designer, and create different print layouts for different types of quotes. In your layout, you can: – Add Fields – Add Labels – Add Pictures – Add Lines – Add Formulas • Additionally, you can create formulas for leasing calculations, and other complex calculations. • Quote. Werks also allows you to add cover pages, literature, and spec sheets to quote.
Email you quotes • Quotes can be emailed using our built-in email client or by automating Outlook. • The quote can be sent out in PDF or RTF formats.
Sales Rep Commission • Tracking salesperson commission rates can be a tedious and time-consuming task. Quote. Werks can save time in this area too. • Quote. Werks can be setup to calculate each salespersons commission in one of 3 ways. – – – • The percentage of the total sale The percentage of the total profit Use a sliding scale method Every month (or as often as you like), you can produce commission reports using the built-in Quote. Werks reporting features.
Reporting • The built-in Quote. Werks Report designer enables you to create reports on all of the information that is in Quote. Werks specifically: – List of Outstanding quotes – Commission Reports – List of Today's Orders – List of the number of times a product/service has been quoted. – Report of all products/services quoted. – Report of all customers quoted to. – Product price catalogs “There are no practical limits to the number or type of reports that you can create!”
Purchase Orders • After you have converted your quote to an order, Quote. Werks can automatically create a separate purchase order for each vendor on your quote saving you a tremendous amount of time.
Security • Quote. Werks enables you to manage the security of your data. Security features are especially important in multi-user network installations, and also in remote installations such as installations on laptops. • The Quote. Werks administrator can specify who can view, modify, and delete each salesperson's quotes. • The Quote. Werks administrator can also specify individual access rights for each user to limit their ability to perform tasks like deleting products from the product database, modifying print layouts, and many more. • These security rights are centrally maintained, and can also be enforced on laptop installations of Quote. Werks.
Accounting Links • Quote. Werks has optional links to Quick. Books and Peachtree accounting software, and also has an Open Export Module that can be used to export Quote. Werks orders to other accounting software. • These links are designed to further save time by eliminating the need to re-type order information.
Customize Quote. Werks • The columns that you see on the quote can be customized to your preference. • You can change the order that the columns are displayed in, and you can rename the columns. • Quote. Werks also has built in custom text fields for both the Document Items tab (per product) and Custom Tab (per quote) – 10 custom text fields – 2 custom number fields – 2 custom date fields
Quote. Werks API • Our API is a powerful new way to extend the functionality of Quote. Werks by creating custom applications that perform any specialized task you need by reading and writing information to the active Quote. Werks quote. • You can create an application that analyzes the quote totals, and the items on the quote to provide your customer with lease payment options. Once the user selects an option, the details can be written back to the quote. • You can create applications that analyze the content of the quote to perform validation and checks that normally would require a supervisor to review.
Some other powerful features of Quote. Werks • • Remote user synchronization Adjust Items on the quote – • • Converting the quote to an order/invoice To Save Time… – – – • Item attributes Use Document Templates Quote. Werks Paste Special Feature F 2 Lookup International alternate currency quoting features.
Try Quote. Werks Download a fully functional demo. Download NOW! Demo never expires. Demo video can also be downloaded. Dealer Info: Datakinetics 8531 Market St. Boardman, OH 44512 330 -726 -5811 www. datakinetics. com