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	QuoteWerks QuoteWerks® enables companies in every industry to create detailed quotes with speed and efficiency. See what's new in version 4.0! If you want to save time and money when quoting, selling, ordering, and purchasing products and services, you need QuoteWerks®. Contact us for more information on QuoteWerks®! QuoteWerks integrates seamlessly with contact managers like ACT!, GoldMine, KnowTia, Maximizer, MS Dynamics CRM, Outlook, Salesforce.com, SalesLogix and TeleMagic, eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. In today’s fast paced market, if a business takes too long to get a price quote into a potential customer’s hands, that business stands a greater chance of losing that sale. QuoteWerks empowers businesses to increase their productivity and close more sales by simplifying and speeding up their price quoting/estimating process in the office and on the road. Are you still using Microsoft® Word® or Excel® to create your price quotes? Find out how QuoteWerks is a much better solution for creating quotes. QuoteWerks is used by over 50,000 users worldwide in over 100 countries. Whether your company is small (one-person) or large (Fortune 100), you can benefit from the increase in productivity QuoteWerks provides. Top performing QuoteWerks add-ons, like ConnectWise PSA, extend the functionality of QuoteWerks using the QuoteWerks Software Development Kit. Read in Precision Distributor Magazine how Precision Airconvey reduced their quoting time from 5 hours per quote to just one hour. When QuoteWerks pulls the contact information into your quote, our innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile, etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive. You can personalize your print layouts with the built-in visual layout designer. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified, resulting in a printed quote that includes information from your contact manager contact record. Create and maintain your own products database and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of Ingram Micro, Tech Data (no importing required), and SYNNEX. A real-time web pricing and availability module is also available for D&H, Ingram Micro, SYNNEX, and Tech Data. If you are a small or large business, and you sell products or services, you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products. Setup your products to have required, optional and substitute products. Your products can also be organized visually, in folders, to make it easier to find the products you are looking for. Use the link to QuickBooks accounting software to convert your quotes into QuickBooks invoices in the Professional and Corporate editions of QuoteWerks. Use the link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders and invoices in the Professional and Corporate editions of QuoteWerks. Use the Open Export Module to export your quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting, for example) in the Professional and Corporate editions of QuoteWerks. No matter what industry you are in QuoteWerks will work for you. QuoteWerks will increase your quoting productivity more than any software you will ever own. That’s the QuoteWerks advantage! Contact us to learn more. Custom QuoteWerks Relevant CRM 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. Contact us to learn how we can customize QuoteWerks for you!

Product News

GoldMine Announces New Version 9.2!

Monday, September 24, 2012

GoldMine has released its newest version, GoldMine 9.2 Premium Edition, which integrates CRM with social networking! This will help your company better manage business relationships with potential and current customers. Give Relevant CRM a call at 919-554-1919 or email us for all of your GoldMine needs!