QuoteWerks will offer its final training class of 2008 on Friday, October 17, 2008. The class will run from 8am to 6pm Eastern time with a 1 hour lunch break from 12:00 – 1:00pm. Lunch is provided for all attendees and included in the class tuition. The class will be head at our corporate office in Orlando, Florida.
The training format will be classroom style. Attendees will be provided with a user manual, paper and pen to supplement the projection screen presentation. We encourage the attendee to bring a laptop to follow along using their own QuoteWerks setup. Power strips will be provided at each table.
You can watch previous Training Classes.
Topics covered in the training class include:
| • | General Introduction |
| • | Contact Management |
| • | Datalink for contact managers |
| • | Creating Quotes |
| • | Setting up Products and creating product databases |
| • | Different Pricing Methods |
| • | Importing Products |
| • | Quote Sheet Features |
| • | Ways to search for products |
| • | Printing Quotes |
| • | Customizing the Print Layouts |
| • | E-mail Features |
| • | Fax Rush/OmniRush Feature |
| • | Bundles |
| • | Configurator |
| • | Security |
| • | User Preferences |
| • | Customizing Columns (Product and Quote) and fields (Custom Tab and Product columns) |
| • | Tools/Options |
| • | Converting quotes to Orders or Invoices |
| • | Management Reports |
| • | Report designer Formulas |
| • | Document Management |
| • | Quote Synchronization Features |
| • • |
Quote Templates QuickBooks Link (Time Permitting) |
| • | Peachtree Link (Time Permitting) |
The cost for the one day training is $199.00 per person attending which includes lunch on the day of the class. The attendee is responsible for hotel and travel reservation and expenses. Note: Training class fee does not include hotel accommodations. Attendees must provide this for themselves. Prices do not include applicable taxes.
To register:
Contact Brian Laufer at Aspire Technologies, Inc., 407-248-1481 or email brian@quotewerks.com. You can also print a registration form and fax it to 407-248-1482. Registration fees are non-refundable.
Class size is limited and is offered on a first-come, first-served basis. Please register early to ensure your space.
If the minimum number of attendees is not met, the class may be rescheduled. Please note, training classes may be video and audio recorded by Aspire Technologies, Inc.
