Aspire Technologies, Inc., a leading provider of sales quoting and proposal software solutions for the global small and mid-markets, released QuoteWerks Version 4.5 Build 4.
In this new release of QuoteWerks, over twenty additional time-saving features have been added to the already robust quoting functions. These new features add a variety of tools businesses can utilize to create more detailed, efficient, and accurate quotes or proposals.
One of the most notable features in this release is the new ConnectWise PSA integration. This new integration provides users with a complete and comprehensive integration between ConnectWise and QuoteWerks. Utilizing the new link, users are able to leverage the managed services operations ConnectWise offers with the powerful and refined quoting capabilities in QuoteWerks. This link supplies organizations with the most complete and affordable quoting and proposal solution available to ConnectWise users.
In addition to the new ConnectWise integration, QuoteWerks also added many other prominent features in this release including support for product content from Etilize. This new feature enables users to easily and automatically add product pictures, marketing descriptions, and product summaries to their quotes or proposals without having to search the distributors’ website for this information and it can be used in conjunction with the QuoteWerks Real-Time Module to pull in real-time pricing and availability on select products.
Build 4 also includes the ability to forecast recurring revenue in QuoteWerks. Users can specify items to recur weekly, monthly, quarterly, or annual as well as have the first month's fee included in the first payment or not. Management can then run reports to see how much revenue is forecasted for the week, month, quarter, or year. Additionally, these recurring items can be added to the printed output of the quote or proposal so the customer has a clear understanding of which products and/or services are a one-time cost, and which products will be recurring throughout the cycle.
Furthermore, reseller branding of the QuoteWerks installation is now supported in Build 4. Reseller branding allows the QuoteWerks user to view their reseller's contact information from the Help Menu and ensures they always know who their reseller is and how to contact them. With this new feature, QuoteWerks users will always have a fast and direct way to know who originally sold and installed QuoteWerks for their business and will know who to contact when additional licenses or services are needed in the future. Additionally, making it easier for users to find their reseller’s contact information significantly improves the odds of the reseller retaining the customer as a client moving forward.
QuoteWerks has also added a new feature designed at humanizing the sales process. Many times potential customers never see the sales rep on the other end of the phone line or emails. For this issue QuoteWerks has added a sales rep picture & electronic signature field support to help companies personalize their quotes or proposals. The sales rep can place a picture and picture of their signature which adds a human element to the name on their documents. It also lets the potential customers put a face to the voice and name and gives the whole sales process a more personal feel for the customer.
Another useful feature added in this new build was the “AKA” fields in the built-in QuoteWerks Contact Database. This feature enables organizations to specify up to three "Also Known As" (AKA) aliases for each company record. When searching for a contact by company name, if the search phrase finds a match in the Company, CompanyAKA1, CompanyAKA2, or CompanyAKA3 field, that record will be returned in the results. Users can search for a company or contact that may be known by a DBA, the product they sell, or an abbreviation instead of the full company name; making it considerably easier to locate the correct record on the first search attempt.
Also included in this release of QuoteWerks is the Online Ordering Module. Previously, the Online Ordering Module was a separate module that was $399 for the 12 month subscription. Starting in QuoteWerks Version 4.5 Build 4, the Online Ordering Module is included in the QuoteWerks Real-Time Module, allowing users to place electronic orders from QuoteWerks with Tech Data (USA), Ingram Micro (USA & Canada), Synnex (USA & Canada), and D&H (USA & Canada).
“Continuously adding features to QuoteWerks ensures our users always have access to new and innovative features designed to make their sales activities more efficient and successful. These new features are a perfect example of additions to QuoteWerks that will help users’ further streamline and automate their quoting and proposal generation process,” says Vice President of Operations Brian Laufer.
Version 4.5 Build 4 is available for all users who are current on their UMP (maintenance).
About Aspire Technologies and QuoteWerks®
Aspire Technologies (quotewerks.com), the creators of the award winning QuoteWerks® sales quoting software, is the leading provider of sales quoting software with its award winning QuoteWerks® application deployed to thousands of businesses and enterprises worldwide. QuoteWerks® integrates with leading CRM and accounting packages, along with IT distributors D&H®, Ingram Micro®, SYNNEX®, and Tech Data®, enabling businesses in all industries to integrate QuoteWerks® seamlessly into their existing environments. Aspire Technologies is headquartered in Orlando, Florida and is a Microsoft Gold Certified Partner.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.