Automate Your Sales Proposal with QuoteWerks

One of the most fundamental parts of business is creating sales quotes and proposals. It's a necessary step of the sales process that's often overlooked because so much attention is given to the sales presentation. Yet, even a dynamic presentation will fail if it's followed up by a substandard proposal. QuoteWerks is a great sales quoting software that will help you close the deal!

QuoteWerks is a great software solution that automates the proposal generating process for any business by generating professional looking proposals. With QuoteWerks, your proposal is sure to stand out from your competitor's proposal, especially if your competitor is just using a basic word processing application and handing off an itemized list. Or maybe you are the one turning in a basic proposal and wondering why you're not closing the deals like you feel you should. If this is describes you, then you stand to benefit most of all from using QuoteWerks.

One of the ways QuoteWerks makes creating sales proposals easy is by integrating with several popular Customer Relationship Management softwares. These integrations allow QuoteWerks to automatically fill in the forms with customer information, saving you time from having to manually create your own proposal from scratch and enter in customer information. QuoteWerks integrates with CRM software like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM, which means there's a good chance that QuoteWerks will be compatible with your specific industry.

QuoteWerks can be utilized to automatically import product information into your sales proposal by linking to product database sources like external databases, Excel spreadsheets, or text files. QuoteWerks also integrates with QuickBooks, Peachtree, and Sage 50 and can extract product information from these applications too.

QuoteWerks is much more than a form building software. It can be used to give your proposal product information that includes the latest prices and warehouse availability by integrating with your company's IT infrastructure and inventory applications like Tech Data, Ingram Micro, SYNNEX, D&H and more. You can also use QuoteWerks to order products from your vendors and keeping track of orders.

Another handy feature of QuoteWerks is the QuoteValet Add-on. With this add-on, you can know when a customer views the quote, give them the option to sign it electronically, and make a credit card payment, all from within the quote. This feature will give your salesperson peace of mind from having to worry about a prospect actually looking at the proposal. Having the knowledge of knowing when a prospect viewed the quote will provide you with a great window of opportunity to make a follow up sales call.

QuoteWerks is a software solution that's been aiding businesses with their sales proposals for over 20 years. With two decades of upgrades and adding new features under their belt, you can bet that QuoteWerks has the tools your business needs to take your sales proposal to the next level and close the deal.

To learn more about QuoteWerks, you can visit their website, or call Preferred at 708-781-7110. We can tell you more about how this great software can enhance your business, along with other great business apps that will make your company more productive and profitable!