In the ever-evolving world of sales and quoting, staying ahead means embracing innovation. QuoteWerks, the trusted quoting and proposal solution, has once again delivered with its latest release: QuoteWerks Version 24 Build 3. This is not just another routine update; it represents a significant leap forward in enhancing your sales and quoting experience with over 25 innovative new features.
What’s New in Version 24 Build 3?
1. QuoteValet Multiple Signature Support: Co-signing Made Easy
One of the standout features in this release is the QuoteValet Multiple Signature Support. Now, you can collect multiple signatures seamlessly, whether it’s from different stakeholders or across various departments. This new co-signing capability simplifies the approval process, reduces delays, and enhances collaboration between all parties involved.
2. Enhanced Built-In Contact Database: Manage Multiple Contacts Effortlessly
Keeping track of your contacts has never been more streamlined. The new QuoteWerks Built-In Contact Database now supports multiple contacts per account, making it easier to manage complex customer relationships. Additionally, there’s an improved contact import feature that simplifies the process of migrating and updating your contact information. Whether you’re dealing with small businesses or large enterprises, managing contacts is now more efficient and less time-consuming.
3. Advanced Integrations for Greater Connectivity
QuoteWerks has enhanced its integrations to provide you with even more flexibility and power:
- Act! Version 26 Integration: This update brings full compatibility with both Web and Desktop versions of Act! Version 26, allowing you to leverage your CRM data more effectively within QuoteWerks.
- Improved HubSpot CRM Integration: The integration with HubSpot CRM has also been fine-tuned to offer a more seamless connection, enabling smoother data transfer and synchronization to help you manage your sales pipeline with ease.
4. New API Integrations for FedEx and UPS
Shipping and logistics are critical components of the sales process, and QuoteWerks has recognized this with the introduction of new API integrations for FedEx and UPS. These integrations provide real-time shipping rates, options, and tracking details directly within QuoteWerks, saving you time and reducing errors associated with manual entry.
5. More Access Rights and Control
Version 24 Build 3 also introduces new access rights features, allowing for more granular control over user permissions. This means you can customize who has access to specific data, tools, or features, ensuring your team works efficiently while maintaining security and compliance.
Why This Update Matters
QuoteWerks Version 24 Build 3 isn’t just about adding new features—it’s about transforming the way you work. This update brings greater flexibility, more powerful integrations, and tools designed to streamline workflows, all aimed at helping you close deals faster and more efficiently.
By leveraging these new capabilities, you can enhance collaboration across your organization, improve customer relationship management, and ensure that your quoting process is as smooth and efficient as possible.
Explore the Full List of Updates
Want to dive deeper into all the new features and improvements? Check out the full list of updates for Version 24 Build 3 here.
For an overview of how these updates can streamline your workflows, take a look at the detailed release overview.
Ready to Elevate Your Sales Game?
With QuoteWerks Version 24 Build 3, you’re not just getting an update—you’re getting a tool that’s built to elevate your sales strategy to new heights. Dive into this game-changing release today and experience how these innovative features can revolutionize your quoting process. Contact Us
