With the announcement of QuoteWerks 4.5, we have recorded a new tutorial video for all users.
This new video walks users through upgrading QuoteWerks to the latest version or build. It can be viewed here.
For a list of all the available QuoteWerks tutorial videos please follow this link and the demo videos can be found here.
More information on QuoteWerks can be found on the QuoteWerks website.
QuoteWerks has just released a new version for all users. QuoteWerks Version 4.5 Build 1 includes 17 new features previously unavailable.
Updated QuoteWerks Interface
Do you want to personalize QuoteWerks? Well, now you can! Take advantage of the new look for QuoteWerks.
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Drag and Drop Line Items
Do you want to easily move line items up and down on your quote without cutting and pasting? QuoteWerks development has listened to your requests! Now you can drag and drop your items on your quote.
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Link Documents and URLs
Have you ever wanted to link a document like a Word/Excel document, Visio diagram, or a CAD drawing to your quote? Ever need to link a web page to your quote for the products that you are researching? The new Links tab will enable you to this and more including presenting more detailed and vivid proposals!
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Search Online Merchants with Datafeedfile.com
Do you or your customers purchase items from Amazon, Buy.com, Dell, TigerDirect, J&R or other online merchants? Take advantage of the new Datafeedfile.com support to search and use items from more than 1500 merchants without having to manually import items or leave QuoteWerks! *
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ACT! Premium for Web
Are your sales reps in the field? Access your ACT! for Web 2010 contact information from within QuoteWerks. You will have the same functionality with ACT! for Web as you would if ACT! and QuoteWerks were on the same computer.**
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Change the Print Order
Have you ever wanted to set the order in which items are printed or saved to file? This new functionality enables you to print your Literature before your Print Layout or your Print Layout before your Cover Page for example.
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Automate Filename Generation
Do you want to customize the name of the PDF or RTF file when emailing quotes to your customers? Have you wanted to be able to customize your saved reports to be the name of your report and the date it was created? With QuoteWerks Version 4.5, you can automate all of this and more! Automate Filename Creation when Saving Documents
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QuoteWerks & SugarCRM 5.5
Have you upgraded to SugarCRM 5.5? Take advantage of your SugarCRM contacts in QuoteWerks!
* Datafeedfile.com support requires the QuoteWerks Real-Time Module
** The QuoteWerks integration with ACT! for Web is only available in the Corporate Edition of QuoteWerks
To see all the features available in this new release click here.
To download the latest version visit our Update Agent page. It lists all the latest features for each new release.
For more information visit the QuoteWerks website.
QuoteWerks 4.0 Build 51 Release Webinar Video
Build 51 includes over 20 new features. We will spotlight the improved Microsoft Dynamics CRM integration, Maximizer integration, re-designed select email window, QuickBooks 2010 support, and more! Additional time will be allotted for questions from the attendees.
The video can be viewed here and is free to view.
Please visit the QuoteWerks website for more information.
The enhanced integration leverages additional features and functionality in MS CRM, previously unavailable for users, to support the sales process and increase efficiency.
ORLANDO, FL December 3, 2009 — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, announced today an enhanced integration between QuoteWerks and Microsoft Dynamics CRM. This enhanced integration supplies functionality in direct response to user and partner requests.
The QuoteWerks to Microsoft Dynamics CRM integration is a powerful link connecting the two applications. It enables organizations to manage their sales operations more efficiently and accurately by automating the quote and proposal generation process. The new integration includes not only the previous features (such as scheduling follow up calls and creating opportunities), but also:
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Furthermore, users can search the entire MS CRM database for an email address by account, name, or phone number. The email address window has been enhanced by adding functionality for users by enabling them to retrieve email addresses from the MS CRM contact or account records linked to the SoldTo, ShipTo, and BillTo contact fields. If the quote is linked to an MS CRM contact, all three email addresses associated with that contact will be listed in the selection window. Additionally, if the document is linked to a MS CRM account, users also have the option to choose from all email addresses associated with the account including all the email addresses of the contacts related to that account.
“QuoteWerks continues to evolve by strengthening integrations with popular contact managers such as Microsoft Dynamics CRM. This enables companies of all sizes and industries to not only utilize the robust quoting capabilities that QuoteWerks offers, but also integrate QuoteWerks with their already deployed software. The demand for speed and efficiency remains an important factor during the sales process and this enhanced integration is just one way QuoteWerks continues to offer organizations a competitive edge,” says Vice President of Operations Brian Laufer.
Figure 1: Lookup MS CRM Contact or Account window
Figure 2: Writing line item detail into MS CRM quote from the QuoteWerks quote
The enhanced MS CRM integration is available in Build 51 or higher of QuoteWerks version 4.0. Users must be on the Corporate Edition in order to use the integration. Visit http://www.quotewerks.com/updates/UpdateAgent.asp to download build 51.
About Aspire Technologies and QuoteWerks®
Aspire Technologies, the creators of the award winning QuoteWerks® sales quoting and proposal 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 Certified Partner. For more information please visit www.quotewerks.com.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
The new build introduces the revolutionary QuoteWerks Communicator SPAM filter neutralizer and includes an enhanced Microsoft Dynamics CRM integration, improved Maximizer integration, and support for QuickBooks 2010 (USA and Canada).
ORLANDO, FL November 23, 2009 — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, announced today the release of a new build which includes over twenty-two new features. Included in the build are numerous features designed to help companies of all sizes reduce their cost-of-sales and improve sales worker efficiencies.
Build 51 improves some existing integrations and also adds some new features for users. The most notable features include:
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In this release, the new QuoteWerks Communicator was introduced. The QuoteWerks Communicator enables Aspire Technologies, Inc. to periodically send messages to QuoteWerks users informing them of build updates, new features available, and other pertinent information. These messages are received and viewed from within the QuoteWerks application. These messages are designed to be sent infrequently so as to not inundate the customers with messages. It also enables the users to reply directly to the messages that they receive. They can send questions and suggestions about the product allowing for bi-directional communication for purposes of feedback and to gauge customer responses to new features.
“Our customers often upgrade their systems and applications to take advantage of new features and technologies. It is crucial that we inform our customers when we release new integrations and functionality, ensuring that their combined CRM and accounting solutions continue to work seamlessly with QuoteWerks. Often however, customers are unaware of new additions to QuoteWerks because email SPAM filters trap or discard our build announcement emails, disrupting legitimate email communication between us and our customer base. The new QuoteWerks Communicator will allow us to keep our customers informed and alert them when new features are available,” comments John C. Lewe IV, President of Aspire Technologies, Inc.
A full list of all the features added in Build 51 can be viewed here.
The new QuickBooks 2010 integrations, enhanced MS CRM integration, and improved Maximizer integration (plus more) are available in Build 51 or higher of QuoteWerks version 4.0. Visit http://www.quotewerks.com/updates/UpdateAgent.asp to download build 51.
About Aspire Technologies and QuoteWerks®
Aspire Technologies, 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. For more information please visit www.quotewerks.com.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
Build 50 includes 12 new features highlighted by the compatibility with Windows 7 and a new PDF generator.
ORLANDO, FL November 17, 2009 — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, announced today the latest build of QuoteWerks sales quoting software (Build 50) is now available for download and purchase.
Build 50 includes new features designed to enhance the user’s ability to create quotes quickly and accurately. The most notable feature is the new PDF generator. The new and improved PDF generator no longer requires that a printer driver be installed and alleviates the inconvenience and complexity of installing these drivers. Organizations often set user restrictions which limit the ability for drivers or new software to be installed by non-administrators. Although this is a helpful security setting, installing required drivers for software becomes increasingly difficult and user rights usually need to be modified to allow the install to continue. Utilizing a PDF generator that does not install drivers not only eliminates this issue, but it also allows the CPU to operate without another process running too.
Additionally, the new PDF generator includes the ability to flag PDF’s as Read-only. This option can also be enhanced to prevent the recipient of the file from copying text out of the PDF. Organizations can use this feature to make it more difficult for customers or prospective customers to alter the quote. Furthermore, users can now embed fonts into the PDF making the file even more tamper-resistant since only the characters embedded in the file are used which also reduces the size of the document.
Coupled with the above features, users can also activate the option to have the PDF generator automatically detect hyperlinks in the PDF file. This option will underline and color the link blue and allow the hyperlink to be clicked.
By installing this new build, users will also be completely compatible with Windows 7 since the only previous issue involved the PDF generator which has been updated in build 50.
“With the release of Windows 7 it is very important to offer our customers a solution that functions seamlessly with it as well as previous versions of Windows. Currently, QuoteWerks is 100% compatible with Windows 7 and the new PDF generator expands the functionality users can implement to ensure their quotes are accurate,” says Vice President of Operations of Aspire Technologies, Inc. John Lewe.
The new PDF generator and compatibility to Windows 7 is available in Build 50 or higher of QuoteWerks version 4.0. Visit http://www.quotewerks.com/updates/UpdateAgent.asp to download build 50.
About Aspire Technologies and QuoteWerks®
Aspire Technologies, 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 Certified Partner. For more information please visit www.quotewerks.com.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
QuoteWerks has just created a new community page specifically for ConnectWise users. The new page includes many features tailored for users and some helpful videos as well.
The new page also officially announces the new integration between QuoteWerks and ConnectWise and when it will be released. Moving forward, users will be able to use a QuoteWerks native integration to link to ConnectWise. This will allow the link to be updated on a more consistent basis as well as allow QuoteWerks to troubleshoot the link directly instead of ConnectWise. This link will be completely written and supported by QuoteWerks.
The link will have all the features currently in the ConnectWise link plus some new features not currently available.
The community page also contains many links to features, videos, and layouts that may be useful for companies in the IT industry.
To view the new page, please click here.
Orlando, FL October 21, 2009 — Aspire Technologies, Inc. is proud to announce the new QuoteWerks integration with Digital Storage.
QuoteWerks, the award winning sales quoting and ordering software, is used by over 50,000 professionals in over 100 countries every day. QuoteWerks is designed specifically to transform the quoting process into what it should be ~ Simple, Fast, and Cost Effective.
Providing quoting solutions to IT Solution Providers for over 15 years, QuoteWerks is clearly the quoting solution of choice for companies who want to improve their sales processes without the costly recurring fees inherent with other quoting tools. Dexxxon Digital Storage VARs can be up and running with QuoteWerks and the Real-time Module for less than $380 (one time investment).
Both Aspire Technologies, Inc. and Digital Storage recognize that the costs of traditional integration technologies and complex backend systems are significant and often cost-prohibitive to the small to midsize resellers. “Digital Storage is continuously looking for ways to help our customers increase efficiencies and decrease the cost of doing business,” said Bev Fekete, Vice President of Sales at Digital Storage. “Our partnership with QuoteWerks allows us to provide a quality alternative to EDI or XML without the expense and maintenance.”
In today’s market, if you take too long to get a price quote into a potential customer’s hands, you stand a greater chance of losing that sale.
With the QuoteWerks real-time integration to Dexxxon product pricing and availability, Dexxxon VARS can now search for and include Dexxxon products in their quote, and update these items with current pricing and availability – all from within QuoteWerks. Without this integration, Dexxxon VARs would need to perform multiple queries on the Dexxxon website finding products and pricing, and then would need to manually copy the part number, description, and pricing into the quote for each item.
The VAR will continue to benefit from QuoteWerks and the integration with Dexxxon even after the initial quote has been submitted to the customer.
Often, a customer calls with an older quote, asking for updates and changes. With this real-time integration, QuoteWerks users just use the “Refresh with Latest Prices” option and all of the prices in the quote are updated with the Dexxxon VAR’s current pricing. This saves the VAR a tremendous amount of time. Often the VAR’s cost of various products has changed since the last time pricing was checked. To address these changes, the QuoteWerks “Item Cost Change” wizard assists the VAR in deciding how to apply a cost change to the product’s price. For example, if the VAR’s cost goes down, using the wizard, the VAR can easily determine the best way to apply the cost change with a simple click. There is an option to keep the customer price the same or pass the savings on to the customer – lowering the customer price. There is also an option to split the savings between the VAR and the customer.
“Having access to real-time pricing gives the Dexxxon VAR the ability to deliver last minute price savings to their customers, ” said Brian Laufer Vice President of Operations at Aspire Technologies, Inc. “QuoteWerks is fast becoming the preferred choice of IT VARs as the cost effective quoting solution that integrates with their IT distributors.”
About Digital Storage
Digital Storage is a wholesale distributor of removable storage media, related equipment, accessories and services. Digital Storage provides real-time services, industry knowledge, and customized, value-added offerings that help customers and suppliers grow their businesses. Digital Storage emphasizes the sale of high-quality, internationally-known, name-brand product lines. HP, IBM, Sony, Quantum, Imation, Memorex, Maxell, Verbatim, Emtec, TDK, Fuji, Exabyte, EDP, are a few of the major brands supported. Dedicated to helping customers grow their business, Digital Storage offers excellent customer service, product availability and industry knowledge. For more information please visit www.digitalstorage.com
About Aspire Technologies and QuoteWerks®
Aspire Technologies, 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 all major and leading CRM packages including ACT!, Goldmine®, Maximizer®, Microsoft Dynamics CRM, Outlook®, TeleMagic®, salesforce.com®, SalesLogix, and SugarCRM™ and such popular accounting applications as QuickBooks® and Peachtree, 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, Sage Gold Level Development Partner, and an HP DSP Partner. For more information please visit www.quotewerks.com.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
In build 49 QuoteWerks added a new feature for Canadian users. Document level GST tax rate is now supported for all users who upgrade to build 49 and higher. This feature was added because the Canadian government has started changing the GST tax rate; this will make it easier for users to update quotes with accurate taxes.
Users can run a SQL query to update all of their previous documents in QuoteWerks that had the older GST tax rate. “UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < #01/01/2008#”, and for a MSSQL backend the SQL command would like similiar to “UPDATE DocumentHeaders SET GSTTaxRate=0.05 WHERE LastModified < ‘01/01/2008′”. After you run the SQL update query, run the Utilities|Rebuild CM Transport files to update all the DTF files with the new field and data.
The GSTTaxRate field is also available as a DataLink field. This will allow QuoteWerks to pull in the tax from customers automatically when retrieving customer contact information.
For more information please visit the QuoteWerks website or contact the sales team (407) 248-1481.
New, in build 49 of QuoteWerks, is the ability to set default literature when creating a new Quote, Order, and/or Invoice. Users can specify which literature should be included each time that document is emailed or printed. This ensures users never forget to add Terms and Conditions, pricing considerations, payment options, etc when sending their documents to the customers.
Additionally, users can select multiple documents to be included or select just one. Also, QuoteWerks can specify an entire folder’s contents to be included in the quote as well.
The default settings for the literature can be found in the Tools | Options menu under the documents tab.
For more information please visit the QuoteWerks website or contact the sales department at (407) 248-1481.
