A: An Overview:

• Exports your QuoteWerks documents to QuickBooks estimates, sales orders, or invoices.
   
• If the customer in the QuoteWerks document does not exist in QuickBooks, it will be automatically created. If the customer already exists in QuickBooks, the customer information can be optionally updated automatically.
   
• If items/parts in the QuoteWerks document do not exist in QuickBooks, you will be prompted to select the type of item it is (Inventory, Non-inventory, or Service), and you will be prompted to select the income/expense account to be associated with this new item.
   
• If other details such as terms and ship via do not exist in QuickBooks, they are automatically created.
   
• When the document is exported, you can set a default tax item name to use with all exported documents, or you can be prompted to select the tax item name for each document exported.
   
• QuoteWerks can search QuickBooks for contacts to be used on Quotes.
   
• Documents exported to QuickBooks are marked as exported so you will know which documents have been exported, and which have not.

          The Export Screen:
         

Q: I already use QuickBooks, how will QuoteWerks compliment QuickBooks?

A: QuoteWerks sales quoting software is not a competitor of QuickBooks. They are both considered a complimentary products. QuoteWerks software is the link between contact managers and accounting software. It was designed to allow each of the respective software product do what they do best. Accounting software supports receivables, payables, purchasing, inventory management, asset management and payroll. Contact management software allows you to manage your customers, leads, and marketing just to name a few. QuoteWerks on the other hand employs both. It allows you to utilize information stored about a customer in your CRM package to generate a sales quote that can be exported to your accounting software for purchasing, invoicing, and receivables.

Quoting software has a specific niche of it's own that fills in the quoting gaps left behind by CRM and accounting software. There are many reasons why not to use your accounting software for creating price quotes.

The following is a list of reasons to use QuoteWerks instead of QuickBooks for your quoting needs. It is not to say anything negative about QuickBooks. In fact, in our opinion QuickBooks is a fantastic accounting package, but is simply not a good quoting solution as compared to QuoteWerks.

• QuoteWerks links with ACT!, GoldMine, SalesLogix, salsforce.com, TeleMagic, Maximizer, MS CRM, and Outlook. With these links you can easily pull your prospect name and contact information into the quote and when the quote becomes an order QuoteWerks will create that new customer in QuickBooks eliminating any re-typing of data. Also, the links write data back to the contact manager such as a follow up call and sales opportunity forecasting. QuickBooks does not write back to the contact manager, nor does it offer the level of integration that QuoteWerks does.
   
• In QuickBooks before you can quote an item to a customer you have to create that item in QuickBooks. Creating the item in QuickBooks requires that you specify a part number, description, income account, cost, price, etc. Then if the quote/estimate does not become and order, this item stays in QuickBooks cluttering your item list. In QuoteWerks, you do not have to create an item before you quote it. Additionally, when the quote becomes an order, QuoteWerks will create the item in QuickBooks for you using the description, part numbers, costs, and prices used in the order.
   
• Include pictures of products in the quote.
   
• Include spec sheets for products in the quote.
   
• With QuoteWerks a virtually unlimited number of users can be using QuoteWerks across the network at the same time. QuickBooks supports a maximum of only 10-users running QuickBooks at the same time and in many cases only enables one user to access an area of QuickBooks at the same time.
   
• QuickBooks has a combined limit of 14,500 customer, products, vendors, and employees (sales reps). The limit of the Enterprise Edition of QuickBooks is 29,000. Once you reach the limit, you would have to delete products and any documents the items appeared on before you can quote new items. QuoteWerks does not have any limits on the number of customers/prospects, products, or vendors it supports.
   
• QuoteWerks supports 9 different pricing methods including Markup, Discount, Gross Margin, Volume based, List, Formula, Fixed, Customer Price Levels, and Customer/Product price matrix. QuickBooks allows for only a few pricing methods.
   
• QuoteWerks has the ability to specify required items. For instance, when you add Part A, QuoteWerks will also add Part B, Part C, and Part D because they are a requirement of Part A. QuickBooks does not offer this functionality. You can also specify substitute and optional items.
   
• QuoteWerks offers a visual Configurator that will allow you to systematically build your product and add it to a document.
   
• QuoteWerks allows for remote sales persons to create quotes and synchronize them back to the main office where they can be imported into the primary database. QuickBooks has no support for remote users or offices creating quotes/estimates.
   
• QuoteWerks offers a complete security package for quoting needs. You can limit which menus are available, the ability to modify products, layouts, reports, etc., and access to other users documents. QuickBooks security features are very basic in the sense you can either provide access or not. You do not have many options.
   
• QuoteWerks has links to the pricing databases of PC Industry distributors Ingram Micro, SYNNEX, and Tech Data. Additionally, QuoteWerks can get Real-Time Pricing & Availability from SYNNEX and Tech Data® extending the reach of how far a bridge QuoteWerks can create between the outside world and QuickBooks itself.
   
• Track commissions, run reports on commissions and display the commission for each quote/order on the quote.
   
• QuoteWerks has the ability to show the best price for an item across multiple vendors. The tool will also allow you to specify which vendor(s) to search on. QuickBooks does not offer this tool.
   
• QuoteWerks can easily hide the prices of certain items in a document. You can specify what an items print properties are through an item attribute menu. QuickBooks does not offer this functionality.
   
• QuoteWerks provides many document automation features. It enables you to very easily select and combine cover sheets, spec sheets, and literature documents that support the quote for simple delivery of the quote by print or by e-mail. QuickBooks does not support these features.
   
• QuoteWerks enables you to easily view a part/item price history as well as a customer's part/item price history when adding the item to the quote.
   
• QuoteWerks enables you to organize and view your products in multi-level folder trees. QuickBooks only displays the product list in a straight list format.
   
• More control over each item in the quote. QuoteWerks can easily hide the prices of certain items in a document. QuickBooks does not offer this functionality.
   
• QuoteWerks can easily calculate your profit margin per quote, order, and invoice, and is readily available. QuickBooks does not show profit margin very easily. Normally you would need to run a report to get this information.

QuoteWerks Maximizer Integration

QuoteWerks Product Summary

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For more details on how QuoteWerks can help your business increase productivity, contact us at 603 483-5700 to request further information or a demonstration.