QuoteWerks Modules By Quintadena
Over the years, our team have developed a number of extra apps to extend functionality. If you have requirements which don’t seem to be natively covered by we may already have what you need or can create it for you.
Workflow and Validation
Our Advanced Excel Integration enables you to use an existing spreadsheet pricing tool seamlessly by transferring products or Line Item details from your pre-existing Excel configurator directly into CPQ document.
Workflow & Validation
This is our most widely-used module, including:
- Document Validation to ensure details on your documents are sensible and complete
- Email notifications to keep customers & colleagues up-to-date (without QuoteValet)
- Agent Commission calculations
- Automatic Layout Printing at specified points in your sales pipeline
Contact Manager Plus
Contact Manager Plus adds the concept of Company/Contact hierarchy to the native contact manager. Each company has a single nominated Primary Contact and can have an unlimited number of Secondary Contacts. Any contact can be selected for SoldTo/ShipTo/BillTo (and renamings of these labels in QuoteWerks will be honoured in this application). Where a secondary contact is selected, any fields left blank will use the primary contact’s information. Thus, for typical situations, only the secondary contact’s name and email addresses need to be entered.
This module allows you to have raw materials set up in your product database and to calculate the cost of building a bespoke item for your customer.
You build your item in the Estimator and transfer it as a group. A typical use of the Estimator would be for pricing a job in a sign-writing or large format digital print environment where costs depend upon area to be printed. Units can be entered and calculated in Imperial or Metric (and automatically converted to the desired system if necessary).
The Quintadena Part Invoicing for module allows an order to be converted to an invoice in stages, for the times when you dispatch an order in multiple parts with an invoice for each delivery. With easy-to-follow Red/Amber/Green highlighting on Not/Part/Fully invoiced items, and items can be selected individually or in bulk, by percentage or by specific quantities.
Alternate Currency Pricing
Foreign Currency Pricing enables spot (line by line) pricing using foreign currency. Much quicker than adding a foreign buy priced item to the product database (and usable by non-admin users).