QuoteWerks Version 5.3 Build 4 includes new payment options, ACH support for QuoteValet, credit application submittal for GreatAmerica and Ingram Micro Lease-IT Partners, updated search window and much more!
Watch this webinar as we demonstrate how to utilize these new features and answer questions about the latest release!
New QuoteWerks Feature Highlights!
Improved Payment Options
QuoteWerks now supports up to seven different payment options including Credit Card, eCheck (ACH), Check, Wire Transfer, and two custom options. Users are able to customize the text of the option, add a percent surcharge (if paying by credit card) or a discount (if paying by check), set default payment options and much more!
Credit Application Submittal for GreatAmerica
GreatAmerica customers can now submit credit applications for customers directly from inside QuoteWerks when using the GreatAmerica Leasing Integration to calculate and display leasing payment options on the quote.
ACH Support in QuoteValet
Accept electronic check (ACH) payments in QuoteValet! Your customers can now pay by entering in their checking information into the QuoteValet Payment page in addition to credit card and PayPal.
Ingram Micro Lease-IT Credit Application Submittal
Ingram Micro Lease-IT Partners are now able to submit credit applications directly from QuoteWerks for any customers who have leasing options created with the Ingram Micro Lease-IT integration.
Paste Special Improvements
The Paste Special Wizard has been improved to include required items for items being pasted and support for bullet characters and line breaks from the Excel sheet.
Updated Search Window
The QuoteWerks Open Window has been updated to include additional search functionality on Document Header fields such as addresses, document total, deposit amounts, tax rates, and much more!
Updating your installation to QuoteWerks Version 5.3 Build 4 is easy, fast, and does not require re-entering or re-registering license keys. You may however, need to enter a new Update Key if your UMP has expired. You can enjoy all of these features in just a few minutes.