Relevant Automation has written applications that use the QuoteWerks API to extend the functionality of QuoteWerks. If you are interested in a custom QuoteWerks add-on that is specific to your company, contact us to inquire about our experience as it pertains to your needs. 

The following custom QuoteWerks programs are available:

Automated Re-Pricing for Brock-McVey
This program checks GoldMine and another contract database to determine the lowest possible pricing for a customer based on the various customer and contract pricing available. The process is run automatically before a save or print to make sure that all pricing is correct before it goes out.

GSA Contract Manager for ACG
This program updates the current quote to populate the GSA contract number in each line of the quote. It also creates summary items at the bottom of the quote to track GSA related discounts.

Excel Import for Sypris
This program is an Excel add-in that enables quick import of quote data directly form Excel. This is commonly used for resellers to take a manufacturing quote, rearrange and clean up the data and push it right into QuoteWerks.

Word Input for Brady
This program was written for a company that needed to have the flexibility of creating their quotes in Word and still have the reporting benefits of QuoteWerks. The program reads bookmarked data in the Word document to populate a QuoteWerks quote.

SalesLogix Contact for PEI
This program allowed custom integration of QuoteWerks and SalesLogix. The program enabled the customer to customized the search for contacts and the data returned to the quote.

Output to Excel for Sypris
This program enables the user to quickly export a quote to Excel and then format the Excel spreadsheet based on a specific customer format. It also automatically e-mails the quote using Outlook.

Excel Input for Medcon
This program was created to automatically import excel data into QuoteWerks quotes.