Frequently Asked Questions
QuoteWerks is a Windows Application designed to be used “on-premise”. It can, however, be deployed as a published application which will provide a “Cloud” user experience. With ‘cloud’ deployment, QuoteWerks can be accessed on a wide variety of devices, including MAC OS, iPad, iPhone etc.
QuoteWerks licensing is based on concurrent users, so as soon as one user logs out, that licence is available for another user. Annual UMP should be purchased to remain on the latest version of the software. QuoteWerks licences can be purchased outright or licensed by annual subscription.
QuoteValet is an annual subscription service. License count is based on daily maximum number of unique users; thus a “first come – first served” model of licensing. This means that whoever is the first to use QuoteValet starting at 00:00 AM each day has the license reserved for their usage for the REST OF THE DAY until 23:59 PM that day. It is recommended that the number of QuoteValet ‘seats’ matches the number of daily QuoteWerks users; this may be slightly more than the number of QuoteWerks licences.
UMP stands for Update Maintenance Program. Customers with valid UMP subscription are entitled to all product builds, major version releases and interim releases up to the UMP expiry date. It is not a requirement to stay current on your maintenance, but if other linked software is updated, or you update your Operating System, a legacy release may not work properly and it may become essential to update QuoteWerks to the latest release to ensure continued compatibility.
Quintadena’s dedicated support team operates within UK office hours. Support is available by email, phone and online screensharing.
Get in touch with Quintadena! We can offer emergency assistance by screensharing/phone, charged by the hour. This can be purchased on our website shopping cart under the Services menu.
Quintadena’s core business is to offer solutions tailoring software to the needs of your business. Options include business consultancy or an ‘MOT’ which is essentially a system ‘Health Check’. These can be carried out onsite or remotely, and may lead to follow-on actions such as additional configuration, bespoke programming or training. For supported customers we offer reduced consultancy rates and we’re always happy to arrange a call to review how your CPQ solution is working for your business.
We offer a full plug-and-play ‘project’ implementation; this is the recommended approach for companies with very specific needs or who really want to embed their software solution into their business process. Our full project implementation would typically consist of a project planning day, followed by remote configuration and training for your team. Bespoke applications can be developed to further enhance your business process.
With QuoteWerks integrates with popular CRMs. If your chosen CRM does not integrate, and possesses an Application Programming Interface, we can create the necessary integration.
QuoteWerks can integrate directly with QuickBooks and the US version of Sage 50. Quintadena has developed an integration with the increasingly popular accounting solution, Xero. Third-party integrations exist with Sage 50, Sage 200 and other accounting software.
For companies whose staff have been trained by Quintadena and have a support contract with us, we would be happy to introduce a new staff member to the basics by way of an online session and phone call. For other companies, training can be provided by use of time-based support credits.
Quintadena’s most widely-used ‘Workflow & Validation’ module contains document validation to ensure details on your documents are sensible and complete.
Quintadena’s supported customers receive assistance with creating reports; alternatively our experienced team can create bespoke reporting solutions for your business.
QuoteWerks is at the core of our own business. Our experienced team can help you to achieve effective integration with other applications such as CRM and accounting software, although we do not sell or support these other software packages. We have an extensive portfolio of additional configurations for QuoteWerks, including integration with other software.