If you've been using your accounting software like Quickbooks to create quotes or estimates, you're likely familiar with the challenges that arise from this approach. Accounting software often requires pre-existing part numbers along with descriptions, costs, and other details for quoting. Granting salespeople access to add part numbers to accounting...
Tag: QuoteWerks
A better way to write and deliver sales quotes
If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative. First Direct orders a tool for writing quotes that can be delivered via a web portal. Consider the reasons and benefits of doing quotes the following...
ATTENTION QUOTEWERKS OWNERS
Announcement for QuoteWerks Owners The QuoteWerks Development Team is planning to release Version 5.3 in the next month or so. In preparation for the upcoming release, you may need to upgrade your SQL server or migrate your QuoteWerks database to a newer SQL server. If you do not know what...
The Better Way To Do Sales Quotes
Most sales quotes are emailed to prospects and customers. Businesses use a variety of methods for preparing the quote itself - word processor, spreadsheet, accounting software, etc. There is a better way, and it's called QuoteWerks. QuoteWerks is a the most decorated tool for generating professional sales quotes on the...
Planning for Your New QuoteWerks Software
There’s more to a successful QuoteWerks implementation than just taking the CD out of the box and installing the software. Here is a list of things to consider when planning your QuoteWerks roll-out. We at First Direct are here to help you with your QuoteWerks project. We can assist you...