Quotewerks
QuoteWerks is an industry non-specific quoting/ordering software with integration to CRM, SFA, and accounting software in the small, medium, and enterprise markets. QuoteWerks is developed by Aspire Technologies, Inc.in Orlando, FL. QuoteWerks is used by over 64,000 people in over 101 countries.
Product Details
Editions
QuoteWerks is available in three editions:
- Standard Edition: Baseline product with integrations to ACT!, GoldMine, Maximizer, Microsoft Outlook, salesforce.com, basic SalesLogix links, SugarCRM, and TeleMagic.
- Professional Edition: Adds the ability to link to external product sources including any ODBC compliant data source; PC Industry links to D&H, Ingram Micro, SYNNEX, and Tech Data; Accounting links to QuickBooks and Peachtree; Basic synchronization ability for Quotes.
- Corporate Edition: Allows users to rehost to a SQL backend. Adds CRM integrations with Autotask, ConnectWise, MS CRM, and Advanced SalesLogix integrations including opportunity support; Product and Quote synchronization.
Database Formats
QuoteWerks databases come in two different formats:
- Access: All three editions
- SQL: Only available in the Corporate Edition
Modules
- Real-time Data Module: Allows user to retrieve real-time web pricing and availability product information from Accutech, Arbitech, Bell Micro, BlueStar, D&H, Dexxxon Digital Storage, Digitek, Ingram Micro, Printer Essentials, Supercom, SYNNEX, and Tech Data. The module also allows the user to obtain product content from Open ICEcat.
- Online Ordering Module: Allows user to place online orders with Distributors and Vendors from within QuoteWerks. Order items from a single order or combine items from multiple QuoteWerks orders into a single D&H, Ingram Micro, SYNNEX, or Tech Data order. This module is now included with the real-time module.
- QuoteWerks Etilize Content Subscription: The QuoteWerks Etilize Content Subscription enables users in the IT industry to create content rich documents and more. This module requires the Real-time Data Module. This module can be used with all editions of QuoteWerks.
- QuoteValet: In 2010, QuoteWerks made available the online quote delivery and acceptance vehicle for QuoteWerks; QuoteValet.
Licensing
QuoteWerks utilizes a concurrent licensing system. With concurrent licensing, you can have an effectively unlimited number of users, though only X-number of people can actually log on at a given time (X being the number of licenses/seats). Real-time licenses use a reserved concurrency model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks. The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks.
Resellers
QuoteWerks distributes through its reseller channel and is sold direct. QuoteWerks is used in many countries around the world - the US, Canada, UK and Australia are large markets.
Awards & Certifications
- 2002 - Wins FrontRange Solutions 2002 Global Developer of the Year for QuoteWerks, named a "Best-in-Class" winner in The Fourth Annual Users Choice Awards
- 2003 - Winner in The Fifth Annual Users Choice Awards Presented by CRMAdvocate
- 2003 - Wins FrontRange Solutions 2003 Platinum Award for Best Integration to GoldMine
- 2004 - Named Winner in The Sixth Annual Users Choice Awards
- 2006 - Earns Certified Partner status in Microsoft Partner Program
- 2008 - Earns Gold Certified Partner status in Microsoft Partner Program; Achieves Gold Partner status with Sage Software
Sources: [1], [2], [3]
Product Integrations
External links