InvoicePal

Pulls contact information from popular contact management software
QuoteWerks integrates seamlessly with leading contact management software such as GoldMine, KnowTia, Maximizer, Outlook, salesforce.com, SalesLogix, and TeleMagic . This integration allows you to instantly start quoting using your lead and customer information that is already in your existing contact management software. You will never have to re-type your customer information, and no importing is required! In addition to retrieving contact information from your contact manager, our innovative DataLink feature uses DDE to automatically pull almost any other information from your contact manager and place it into the quote. Using the optional QuickBooks link module, you can also retrieve lead and customer information from QuickBooks. If you do not use one of the above mentioned contact managers, you can use the built-in contact database that comes with QuoteWerks.

Quote Products and Services
QuoteWerks allows you to quote products and services. You can enter information directly into the quote "on-the-fly", and you can setup a list of products and services that you commonly use in our product databases. You can setup a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders. If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard.

Computer Resellers can link to Distributor product databases
If you are a computer reseller, we have a special edition of QuoteWerks called the PC Industry Edition. This PC Industry Edition links to the offline price guides of Ingram Micro, and Tech Data. Linking to their databases, gives you full access to each of their 30,000 products they carry. When you select items from their product databases, all the important information such as vendor part number, manufacturer part #, cost, suggest retail, etc is copied into the quote. You can even compare prices between the distributors with a single click!

Real-time web pricing and availability for Tech Data
Many companies in the PC Consulting and integration industry purchase products from PC industry distributors such as Tech Data. It is very important to these companies to receive up to date pricing and availability information so that they have all the tools they need to deliver product to their customer as fast as possible. Having access to real-time pricing gives the company the ability to deliver last minute price savings to their customer. Having access to real-time availability gives the company the ability to know if the product will ship today, or if it will be backordered. Since a backordered product cannot be shipped to a customer, knowing that a product is backordered before placing an order will give you the tools you need to make a good purchasing decision. QuoteWerks offers a real-time web pricing and availability module.

Bundle Your Products/Services
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. QuoteWerks has two types of bundles: Simple Bundles, and Grouped Bundles. With a Simple Bundle, the list of products/services that you specified in the bundle will simply be added to the quote when you select the bundle. With a Grouped Bundle, the list of products/services specified in the bundle will be "rolled up" into a single grouped line item. All the individual item prices will be hidden and automatically totaled and displayed in the single grouped line item. The individual item descriptions can optionally be displayed or hidden.

Get the Best Prices
When you select the product that you want to add to the quote, you can right click to immediately see the cost of this product from each vendor that you have setup in QuoteWerks. In a flash, you know which vendor has the lowest price, and you can choose to purchase that item from that vendor.

Refresh quote with latest or best prices
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!

Vendor prices fluctuate often. The QuoteWerks Refresh with Best price feature will automatically find the vendor with the lowest cost for each item on the quote, and update the quote with that information.

Customize Quote Layouts
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 company logos, pictures, lines, boxes. You can set background colors, font colors, 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 print a special message like "You are a valued customer." if the sale amount is over $1000. 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! The layout designer is very powerful, flexible and easy to use.

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!

Define your Pricing Strategies
In all, QuoteWerks supports 9 different ways to price your products and services!

• Enter Price Manually - Use this when you have a fixed price for all customers
• Gross Margin - Use this when you calculate your customer price by applying a % gross margin to your cost.
• Markup from Cost - Use this when you calculate your customer price by adding a % of your cost to the cost of the product.
• Discount from List - Use this when you calculate your customer price by discounting from the list price.
• Same as List - Use this when in most cases you charge your customers the list price of a product (lucky you!).
• Volume Based - Use this when your customer gets a different price depending upon how many of the item they are purchasing.
• Customer Based Price Levels - Use this to have QuoteWerks automatically assign your customer a fixed price depending upon what type of customer this customer is. So, if your customer is a RETAIL customer, they get price X, and if they are a WHOLESALE customer, they get price Y.
• Based on Customer/Product profile - Use this to have QuoteWerks automatically assign your customer a calculated price based on markup, margin, discount, or list depending upon the type of customer AND the type of product you are selling. So, one example is, if your customer is a RETAIL customer, they get a 10% discount, and if they are a WHOLESALE customer, they get a 30% discount. Another example is, if your customer is a RETAIL customer, they get a 40% marked up price, and if they are a WHOLESALE customer, they get a 10% marked up price.
• Formula Based - Use this to have QuoteWerks calculate the price of the product as a % of the price of another product.

• · You can have Subtotal line items which allow you to display grouped totals of key portions of your quote.
• · You can have Running Subtotal line items which allow you to display the total of all the items from the beginning of the quote to this line item.
• · You can have % charge line items which are calculated as a % of the amount of the line item above it. The line item above it can be a regular product/service, or it can be a subtotal/running subtotal allowing you to calculate a % of a group of items.
• · You can have % discount line items which work in the same way as the % charge line items.
• · You can have comment line items which allow you to easily insert additional spacing in between line items in the quote, and can also be used to indicate different sections or groups within the quote like "Options", etc.
• · You can also mark each line item individually to have certain attributes like hide price, don't print, optional item, taxable, and more.
• · When a line item has the "hide price" attribute, the individual price of the product is not printed. This is very useful in preventing your customer from seeing the price for each line item on the quote, and then haggling with you about each line item.
• · When a line item has the "don't print" attribute, the line item will not be printed with the quote, but it will be included in the totals of the quote. This is very useful for including misc. items required in the quote that you do not want to clutter the quote with.
• · When a line item has the "optional item" attribute, the line item will be displayed in the quote as an option that the customer can buy, and the price of the item will be displayed, but the price of the item will not be included in the quote totals since it is only an that we are presenting to the customer.
• · When a line item has the "taxable" attribute, the tax rate will be applied to this line item to calculate sales tax due on this item.
• · When a line item has the "print picture" attribute, a picture of the product will be printed with the line item (assuming that you have specified a picture for the product).