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BDG can provide quoting solutions |
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• QuoteWerks benefits |
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QuoteWerks integrates seamlessly with
GoldMine. This integration allows you to instantly start quoting using
your lead and customer information that is already on your system. You
will never have to re-type your customer information, and no importing
is required! In addition to retrieving contact information from
GoldMine, the Data Link feature will pull almost any other information
from your contact manager and place it into the quote. |
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• Customize QuoteWerks |
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Use the QuoteWerks visual layout designer to
format the layout of your quotes. All companies have different formats
that they prefer to present the quote to their customer in. The built-in
QuoteWerks visual layout designer gives you complete flexibility in
designing the look of your printed quote. You can choose which
information you would like to include in the quote, and which
information you would like to not include in the quote. You can insert
your company logos, pictures, lines, boxes. You can set background
colours, font colours, fonts, alignment, pretty much anything! If you
prefer to include a picture of each line item in the quote, you can use
the layout designer to control where the picture will be located, what
size the picture will be, etc. On top of all this functionality, the
QuoteWerks print layout designer also supports the creation of custom
formulas. You can create formulas that calculate lease payments based on
a number of months, and the total sale amount of the quote. You can
create formulas that calculate a 50% down payment amount to display on
the quote. You can create almost any solution using this formula
functionality! |
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QuoteWerks comes with a default print layout
for quotes, orders, invoices, sales orders, and purchase orders. You can
modify these existing print layouts, and/or create any print layout
format you would like, such as a work orders, packing slips, etc. There
is no limit to the number of different print layouts you can create.
Again, you have full control over what the end result will look like! |
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• Bundle Your Products/Services |
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The powerful bundling feature adds groups of
products to your quote with a single click. If you quote groups of
products/services often, the bundling features in QuoteWerks will save
you a tremendous amount of time. With bundles, you can specify which
products/services are included in a bundle. Then, you can add that
bundle to the quote and all the items that are in the bundle are
automatically added to the quote. Using bundles also ensures that you
will never forget to include an item in the quote. |
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• Refresh quote with latest or best prices |
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Often customers request a quote, and then
for a variety of reasons, the project gets put on hold. Then, one day
the customer calls back and says they would like a new quote. No problem
for QuoteWerks. Simply select all the line items on the quote, and
choose the Refresh with Latest price feature. Immediately, your quote
has been updated. In fact, if your cost has now lowered, QuoteWerks will
ask you if you would like to keep the profit for yourself, or pass on
the lower cost to your customer! |
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BDG are experienced Quotewerks Developers and
can customise and configure QuoteWerks to meet your needs.
Click here to learn more about
Quotewerks development project from from BDG |
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Please
contact us if you would like to
know more. |
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