Aspire Technologies, Inc. will be holding a 10 hour classroom training on Friday February 20, 2009 from 8AM-6PM EST. The training will be held at Aspire’s corporate headquarters located at 7680 Universal Blvd Suite 360 Orlando, FL 32819.
The price is $199.00 and includes lunch the day of training. Attendees are responsible for their own travel and hotel arrangements and expenses.
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 all attendees to bring a laptop and follow along using their own QuoteWerks setup. Power strips will be provided at each table.
The training class will cover the following topics:
- 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
- Peachtree Link (Time Permitting)
- QuickBooks Link (Time Permitting)
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The end of the class will be reserved for attendees to ask questions about topics that were not addressed, how-to questions, or specific topics requiring more detailed explanations.
For those interested in attending the training class please call (407) 248-1481 option 2 for sales and ask for Brian, fax the registration form to us at (407) 248-1482, or email brian@quotewerks.com.
For additional information regarding the training class please visit our website at http://www.quotewerks.com/classes.asp.
