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QuoteWerks
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The seamless link between QuoteWerks & Sage ACT! enables users to launch QuoteWerks from within Sage ACT! thus maximizing the full potential of their sales process, while at the same time eliminating the hassle of retyping customer information. 

Compatible With: Sage ACT!, Versions
Created by:

Professional Edition $239.00


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QuoteWerks sales quoting software empowers businesses to increase productivity and close more sales by simplifying and streamlining the price quoting/estimating process both in the office and on the road.  QuoteWerks is the integrated quoting solution for Sage ACT! and Sage ACT! for Web that bridges the divide between sales processes, automation, and productivity.  The seamless integration between QuoteWerks and Sage ACT! enables users to launch QuoteWerks from within Sage ACT! thus maximizing the full potential of their sales process, while at the same time eliminating the hassle of retyping customer information.  Orders can be exported to industry-leading accounting software like QuickBooks® and Sage 50.  QuoteWerks is the scalable, award-winning solution that redefines and revolutionizes the sales quoting process.

 

The key benefits of the QuoteWerks integrated solution:

 

·            Automatically pull Sage ACT! contact information into the quote

·            Schedule Follow-Up Calls, To-Do Items, and Meetings within Sage ACT!

·            Creates & update Sales Opportunities and completed Opportunities within Sage ACT! to include line item details

·           Writes Products/Services into Sales Opportunities in Sage ACT!.

·            Create QuoteWerks document attachments in Sage ACT!

·            Pull other information stored in Sage ACT! into the quote such as customer specific sales tax rates and customer terms

·            Use Customer Profiles in Sage ACT!  to automatically determine the pricing that a particular customer should be given in the quote

·            Prints information from ACT! custom fields onto the quote

·            Logs emails sent from QuoteWerks directly into the Sage ACT! history


Industries: Non-Industry Specific

Business Needs: Contact Management, Budgeting, Pricing, Queries/Quotes/Reports, Sales Order Entry, Contact Management, EDI - Electronic Data Interchange, Import/Export, Queries/Quotes/Reports, Sales Order Entry, Forecasting, Queries/Quotes/Reports