Monthly Archives: July 2009

Peachtree 2010 Now Supported By QuoteWerks

QuoteWerks’ latest build, 47, includes an integration with the popular accounting software program, Peachtree.  QuoteWerks now supports Peachtree Complete Accounting 2006 versions through 2010, Peachtree Premium Accounting 2006-2010, and Peachtree Quantum Accounting 2007-2010.

The integration with Peachtree allows users to:

  • Export QuoteWerks documents to Peachtree such as invoices/sales orders, and purchase orders one at a time, or in batches.
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  • Create a separate purchase order for each vendor referenced in the QuoteWerks document that you are exporting to Peachtree.
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  • Automatically create the customer in the QuoteWerks document if they do not exist in Peachtree. If the customer already exists in Peachtree, the customer information can be optionally updated automatically.
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  • If items/parts in the QuoteWerks document do not exist in Peachtree, you will be prompted to select the type of item it is (Stock item, Non-stock item, Service, or Labor), and you will be prompted to select the income/expense account to be associated with this new item.
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  • QuoteWerks can search Peachtree for contacts to be used on Quotes.
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  • QuoteWerks can link to and search the Peachtree item list, so you can add Peachtree, items to your quote.
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  • Documents exported to Peachtree are marked as exported so you will know which documents have been exported, and which have not.

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Users can view tutorial videos on how to setup the Peachtree link and use it in conjunction with QuoteWerks.

For more information on QuoteWerks please visit the QuoteWerks website.

Build 47 Includes ability to place orders with D&H

The QuoteWerks Online Ordering module can now place online orders with D & H (USA and Canada) from within QuoteWerks (requires Real-time and Online Ordering modules).  The features include:

  • Order items from a single order, or combine items from multiple QuoteWerks orders into a single D & H order.
  • The order date and D & H sales order number will automatically be stored with your QuoteWerks order for reference.
  • Place D & H online orders on hold. This allows users to review the order with your distributor rep and negotiate pricing
  • Place D & H orders immediately if the pricing is suitable without having to contact customer sales rep

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The Online ordering module now includes Tech Data (USA), Ingram Micro (USA & Canada), Synnex (USA & Canada), and D&H (USA & Canada).

For more information on QuoteWerks please visit the QuoteWerks website.

QuoteWerks Recognized as Sales Quoting Solutions Leader

QuoteWerks has been featured in a Manufacturing Business Technology Magazine article here.  The article details how QuoteWerks’ ability to deliver strong integrations with CRM packages, including SugarCRM, plus the powerful quoting features enables the Open Source and On Demand communities to receive greater efficiencies from their sales processes.

Furthermore, according to the article QuoteWerks’ integrations with many popular contact managers has set a precedent for how sales quoting packages should integrate with contact managers.  These integration points should include but not necessarily be limited to:

  • Ability to pull customer contact information into a quote
  • Create and update sales opportunities
  • Schedule follow up calls when saving the quote
  • Convert a quote to an order or invoice
  • Ability to close the quote as “Won”
  • Completely customize print layouts including branding layout with company logo and terms and conditions

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For more information on the QuoteWerks product and all the features and benefits available please visit the QuoteWerks website.

PC Magazine writes article featuring QuoteWerks

PC Magazine has written an article headlining QuoteWerks on one of their blogs.  The article can be found by following this link.

The article summarizes a few of the features and benefits of QuoteWerks as well as a few screen shots from the program itself.  It also briefly discusses the QuoteWerks integration with Sugar and other contact managers supported by QuoteWerks.

For more information on QuoteWerks please visit the QuoteWerks website or contact the sales department.

QuoteWerks Continues Its Real-Time Expansion with the Addition of BlueStar

QuoteWerks continues to evolve and meet needs of customers by including solutions-based distributor BlueStar to Real Time Module.

ORLANDO, FL — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, confirmed today that it has again expanded QuoteWerks’ real-time price and availability support to now include BlueStar, a leading distributor to the specialty electronics channel.

Headquartered in Hebron, Kentucky, BlueStar distributes a wide variety of product lines for Point-of-Sale, Bar Coding, Auto ID and Data Collection, RF Networks, Portable Data Collection Devices, Biometric Solutions, and Printers.  Amongst the brands BlueStar represents are Datamax O’Neil, ELO Touch Systems, Honeywell, HP, Motorola, Toshiba, and Unitech.

“We are pleased to welcome BlueStar into our real-time community,” states Aspire Technologies vice president of operations Brian Laufer.  “Given today’s hyper-competitive marketplace, companies require more from their distribution partners in order to succeed.  With QuoteWerks and our real-time module, BlueStar’s VARs will be afforded a level of agility and accuracy within their quoting process that is unmatched by the competition.”

The QuoteWerks Real-time Module was developed to improve quoting efficiencies and accuracy through the ability for users to obtain real-time product pricing and availability data from select distributors such as BlueStar.  Benefits of the Real-time Module include:

  • The ability to deliver last minute price savings to their customers.
  • Instant confirmation of stock on hand to fulfill the order, avoiding unexpected back order delays.
  • Reduces the time spent by the distributor’s sales support team to provide verbal confirmation of current pricing and availability for the company’s customers.

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Companies utilizing the QuoteWerks real-time module ensure that their products are correctly priced and stocked before quoting the customer.  This unique advantage helps companies save countless hours every year by eliminating the need to contact their distributor sales rep for their pricing.  Additionally, users can confidently send out quotes to customers, assured that their quotes have a professional appearance and are completely accurate.

“Partnering with QuoteWerks to offer our mutual customers real-time support is a prime example of how BlueStar delivers on our mission to exceed the expectations of our VAR customers by delivering the very best solutions, services and support possible,” explains Rob Dorsey, VP U.S. Sales of BlueStar.  “QuoteWerks offers unparalleled value and support for our customers.”

In addition to running the Professional or Corporate edition of QuoteWerks, users who wish to access real-time price and availability for Accutech will need to purchase the QuoteWerks Real-time Module and be current on their Update Maintenance Plan.  Users must also have an established reseller relationship

with BlueStar.  To learn more about becoming an BlueStar reseller, companies should register their interest on the BlueStar website by visiting:  http://us.bluestarinc.com/en/become_a_reseller.

Real-time Price and Availability support for BlueStar is available beginning with Build 47 of QuoteWerks, which was released on June 9, 2009.

About BlueStar
BlueStar is a leading global solutions-based distributor of Point-of-Sale, bar coding, data collection, radio frequency identification (RFID), and wireless mobility products. BlueStar works exclusively with VAR Partners, providing them with complete solutions at competitive prices. The company brings unequaled expertise to the market, offers award-winning technical support, and is an authorized service center for a growing number of manufacturers. For more information about BlueStar, please contact a BlueStar Account Executive or log on to www.bluestarinc.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®, MS CRM, Outlook®, TeleMagic®, salesforce.com® and SalesLogix®, 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 Software 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.

Attention Canadian companies: save on your business tax – buy QuoteWerks and write-off 100% of the purchase price

To help stimulate the economy, the Canadian Federal Government has accelerated the Capital Cost Allowance, commonly referred to as the CCA, on computer equipment and related software (anything covered by class 50, schedule 2).  This includes sales automation software including CRM and sales quoting solutions such as QuoteWerks.

The Canadian Federal Budget for 2009 was passed with supplemental legislation providing for a temporary 100% CCA write-off for eligible computers and software acquired after January 27, 2009 and before February 2011.  This 100% CCA rate will not be subject to the half-year rule, which generally allows half the CCA write-off otherwise available in the year the asset is first available for use by the taxpayer.  As a result of this measure, a business will be able to fully deduct the cost of an eligible computer and related software in the first year that CCA deductions are available.

Beware that if you use an operating lease, this provision will not apply, but it will for a capital lease, since that is interpreted as a purchase with debt financing and not a lease by the tax rules.  So you could take this entire tax write off in the first year, even if you are paying for it over three to five years.

This information is offered for information purposes only.  You should NOT rely on this information to make decisions that can affect your tax liabilities.  You are encouraged and directed to consult with your accountant or tax advisor before acting on this information.

QuoteWerks Offers Users Seamless Integration with SugarCRM

QuoteWerks and SugarCRM partner to deliver sales quoting efficiencies to the Open Source and On-Demand CRM communities.

ORLANDO, FL — Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, today announced its newly developed QuoteWerks integration with SugarCRM and a new partnership with the leading provider of open source CRM solutions for small, medium, and large enterprises word wide.  Under terms of the partnership, QuoteWerks will be offered through the SugarExchange marketplace.

“Sales quoting and CRM go hand in hand,” said Keith Carrington, vice president of sales and marketing for Aspire Technologies, Inc.  “Companies want to have a seamless, accurate, and efficient sales quoting process which makes use of vital customer and sales opportunity data that typically reside in disparate CRM, Accounting, and quoting systems. This integration makes it possible to achieve both quoting automation and a competitive advantage affordably and with minimal effort.”

Features of the new QuoteWerks integration for SugarCRM include:

  • QuoteWerks lets users search the SugarCRM database for a Contact or Account to use in the quote.
  • When saving a quote, QuoteWerks automatically creates a Note record for the contact and will attach a linked document to the Note, from which the user can, at a later time, launch QuoteWerks and open the quote for review and modification.
  • When saving a quote, QuoteWerks will automatically create or update a Sales Opportunity under the Sales tab for the Contact in SugarCRM.
  • When a sale is made, QuoteWerks will convert the quote to an order and also convert the existing SugarCRM Sales Opportunity into a “Closed as Won” sale.
  • QuoteWerks will also offer to schedule a follow-up call, in SugarCRM, for the user when saving a quote or quote revision.
  • With the built-in QuoteWerks print layout designer, users can easily insert data fields from SugarCRM directly into the QuoteWerks print layout.
  • QuoteWerks can pull lookup list information from SugarCRM.

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QuoteWerks integrates with SugarCRM versions 5.1 and 5.2 including Community, Express, Professional, and Enterprise editions.  For detailed descriptions of the integration features and to view screenshots, please visit http://www.quotewerks.com/sugarcrm.asp.
SugarCRM currently has over 500,000 users in 195 countries, while QuoteWerks has 50,000 users in 101 countries.  Given the seamless integration between the two applications, both companies anticipate strong demand for their products across multiple industries and markets.

“The market for on-demand CRM applications such as SugarCRM is expected to grow by an estimated CAGR of 17.4% between now and 2013,” said Carrington.  “Given the quality and stability of our product and its integration with SugarCRM coupled with the leadership role we hold in the marketplace, QuoteWerks is ideally positioned to serve the growing needs of small, medium, and large enterprise organizations.”

The QuoteWerks integration for SugarCRM is included in Build 47 which was commercially released earlier today by Aspire Technologies, Inc.  Current QuoteWerks 4.0 users who are current on their Update Maintenance Plan may immediately access and download Build 47 from the QuoteWerks website.  Build 47 is also shipping on all new orders of QuoteWerks.  QuoteWerks 4.0 users who are not current on their UMP and all existing QuoteWerks 3.0 users should contact Aspire Technologies, Inc. or their QuoteWerks reseller to obtain Build 47.  To view a complete list of the 27 new enhancements and features included in  Build 47, please visit:  http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.0.47&Version=4.0&Build=47

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®, MS CRM, Outlook®, TeleMagic®, salesforce.com® and SalesLogix® , 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 Software 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.

QuoteWerks Continues Enhancing Real Time Module

QuoteWerks now offers expanded Real-Time product content for over 180 brands through the QuoteWerks Real-Time Module.  Utilizing OpenIceCat, users now have the ability to retrieve real time product content for brands such as Dell, ITT, LevelOne, QNAP, SpectorSoft, WiFi-Link, WYSE, and many more.

QuoteWerks users who are on build 44 or later and have a Real-Time Module will be able to take advantage of the added brands.  The Real-Time Product content can retrieve new descriptions, pictures, and spec sheets for quoted items.  In addition, it can also update quoted products with more detailed descriptions when items are added to the quote.

Click here for more information on the Real-Time Product Content.

For more information on QuoteWerks please visit the QuoteWerks website.

QuoteWerks build 47 webinar now available

The QuoteWerks build 47 webinar is now available to view on the QuoteWerks website.  If users were unable to attend the live webinar on July 1st, you may view it now.  It can be found here on our “Downloads” page: http://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=4.0.47&Version=4.0&Build=47.

Please visit the QuoteWerks website for more information regarding QuoteWerks.