- What is new in Act! 17
- Act! Pro vs Premium
- Act! Version Comparison
- Act! Premium Mobile
- Act! On Premise vs Cloud
- Act! Business Care
- Act! FAQ
- Act! System Requirements
- Act! Obsolescence Policy
- The Knowtifier
ASPIRE TECHNOLOGIES PRESS RELEASE
New!! Best New Partner
The 2011 QuoteWerks Best New Partner award was presented to:
Keystroke Quality Computing Inc.
In 2011, Keystroke Quality Computing in Toronto, Canada accomplished what few other Partners have done before...become a Solution Partner in their first year! Solution Partner status is attained once a Sales Partner makes a new user sale to 10 different companies and Keystroke did that in just 8 month between March and November 2011.
Ken Quigley, the owner of Keystroke has done a fantastic job in learning QuoteWerks and presenting it to a wide variety of companies in Ontario. We expect an even more successful 2012!
What is QuoteWerks?
As much as we love ACT!, the quoting tool within it is weak, and seldom used. QuoteWerks picks up where ACT! drops off when it comes to quoting.
QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks fits into your existing environment of software. It works with the software that you store your customer information in like ACT! and ACT! for Web, eliminating the need to re-type customer information. QuoteWerks100 also has its own built-in contact database.
QuoteWerks pulls ACT! contact information into the quote
From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently selected in ACT!. You will never have to re-type your customer information. QuoteWerks also allows you to define which fields in ACT! should be used for the Ship To contact information (All supported versions of ACT!).
QuoteWerks pulls other ACT! contact information into the quote
When you select the ACT! contact to use in the quote, our innovative DataLink feature can automatically pull other information from ACT! into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive (All supported versions of ACT!).
QuoteWerks searches the ACT! database for a contact to use in the quote
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the ACT! database for a contact by name, company name, last name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any secondary contacts listed under the Secondary Contacts tab will be retrieved and available for selection. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005)
QuoteWerks prints information pulled from other ACT! fields
QuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from ACT! into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the ACT! contact fields that you inserted into the print layout resulting in a printed quote that includes information from your ACT! contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from ACT! and printed, but not saved with the quote. When you need to save the information pulled from ACT! into the quote, you would use the DataLink feature. So, for example, if you are using a field in ACT! to store the contact’s assistant’s name, you can insert that ACT! field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote (All supported versions of ACT!).
QuoteWerks Creates Notes/History attachment in ACT!
When saving a quote, QuoteWerks automatically creates a link to the quote under the Documents tab in ACT! (2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005). In versions of ACT! prior to 2005, the link is created under the Notes/History tab in ACT! that links to the quote you are saving.
When you are in ACT! and select the Notes/History tab, you will see all the quotes that you have done for this ACT! contact. For ACT! 2000 users, the name of the quote is displayed in the Regarding column in addition to the quote number. You can even double-click on the attachment, and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within ACT! (All supported versions of ACT!).
QuoteWerks Creates/Updates Sales Opportunities in ACT!
When saving a quote, QuoteWerks automatically creates a Sales/Opportunity under the Sales/Opportunities tab in ACT!. When you are in ACT! and select the Sales/Opportunities tab, you will see the sales opportunities and their sale amounts for each quote you have created for this ACT! contact. For ACT! 2005 and higher, users have the option to see individual items or the entire quote amount in the ACT! Sales Opportunity. The Sales/Opportunity feature is very useful in determining your projected cash flow. In ACT!, you can run forecasted sale reports that tell you how much income will possibly be generated from all the quotes you have generated. These reports also let you know when these quotes are estimated to become orders which again helps you estimate your cash flow. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 6.0, and 5.0)
QuoteWerks Creates/Updates updates completed Sales Opportunities in ACT!
We create quotes with the expectation that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing ACT! Sales Opportunity into a completed sale. If no Sales Opportunity exists in ACT! (This would be the case if a customer called to place an order without requesting a quote first), QuoteWerks will simply create a new completed Sales Opportunity in ACT!. The Sales Opportunity will be marked as completed and listed under the Sales/Opportunities tab in ACT!. In ACT!, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 6.0, and 5.0)
QuoteWerks writes line item details into ACT! Sales Opportunities
When creating/updating an ACT! Sales Opportunity, QuoteWerks can either write a single rollup line summarizing the entire QuoteWerks document or write the individual line items from the QuoteWerks document as Product/Services in the opportunity. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005)
Example of Line Item Detail on ACT! opportunity Products/Services tab:
Example of single rollup line on ACT! opportunity Products/Services tab:
QuoteWerks schedules Follow up calls in ACT!
When saving a quote, QuoteWerks offers to schedule a follow up call for you in ACT!. By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Activities tab in ACT!. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 6.0, and 5.0)
QuoteWerks schedules Meetings in ACT!
When saving a quote, QuoteWerks offers to schedule a meeting for you in ACT! that is related to the quote. By scheduling meetings at the time you create the quote or order, you won't ever forget to take care of all the details related to your quote or sale. The meeting will be listed under the Activities tab in ACT!. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 6.0, and 5.0)
QuoteWerks schedules To-do items in ACT!
When saving a quote, QuoteWerks offers to schedule a To-do item for you in ACT! that is related to the quote. By scheduling to-do items at the time you create the quote or order, you won't ever forget to take care of all the details related to your quote or sale. The to-do item will be listed under the Activities tab in ACT!. (ACT! 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 6.0, and 5.0)
Logs e-mails sent from QuoteWerks into ACT! history
QuoteWerks has a built-in e-mail client allowing you to e-mail the quote to your customer with a single-click. Your customer's e-mail address is automatically pulled from the ACT! contact information, and after the e-mail has been sent the e-mail is logged in ACT! history under the Notes/History tab. (All supported versions of ACT!)
QuoteWerks can pull lookup list information from ACT!
Many of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in ACT!. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in ACT! that you use to store your terms. (All supported versions of ACT!).
Why do you need it?
QuoteWerks will make you more efficient, more consistent, more professional, and more competitive. The content of your quote and how you present your quote is important. The quote represents not only what you are selling, but is also an extension of your company brand and image.
First impressions are important; they can make or break deals. The quicker you can get that quote into your customers hands the better chance you have of winning their business.
Using QuoteWerks, you can "go the extra mile" for your customers - without all the legwork!
Bottom line; If you want to save time and money when quoting, selling, ordering, and purchasing products and services you need QuoteWerks®
How are you creating your quotes and proposals now? Are you still using Microsoft® Word®, Excel®, or your Accounting software to create your price quotes? Find out how QuoteWerks is a much better solution.
The following items are listed for information purposes only, and do not reflect any current promotional pricing that may be available. All of these products are available in our online shopping cart, which can be accessed from the top menu bar.
QuoteWerks is offered in 3 cost effective solutions that are scalable:
QuoteWerks Standard Edition starts at USD $199
QuoteWerks Professional Edition starts at USD $239
QuoteWerks Corporate Edition (MS SQL) starts at USD $349
Complete Price List
View our Edition Comparison matrix.
Some customers ask "Is that price monthly?". No, it is just a one-time purchase. There are no setup fees. The price includes voice support. Our licenses are sold per concurrent user, not per named user, so if you have someone that only occasionally uses QuoteWerks, you don't have to buy a license for them.
If those prices seem too inexpensive for how robust QuoteWerks is, it is our volume of 64,000 users that makes it possible for us to keep the prices affordable for all our users.