Every organisation has its own rules around its quoting workflow. Quintadena’s Automation for QuoteWerks Web lets you build those requirements directly into QuoteWerks so the right checks, calculations, documents, information and notifications happen as part of the normal quoting process.
There are various steps your specific quoting process might involve that are unique to your business, for example you might need to record which office a quote has come from, who the project manager or solution designer is or which technical designer needs to see it. Different customers may need different Terms and Conditions, some of the products you offer may require additional checks or maybe you need to calculate supplier spend or pass a summary of line items to your CRM.
If your current process involves you or members of your team remembering to check specific information, calculating figures, attaching documents or consulting colleagues then Quintadena Automation could help build these steps directly into your workflow.
Quintadena Automation lets you bring multiple rules into one single process that fits your team’s specific quoting workflow:
You can watch the quick 5-minute video to see how rules, conditions and groups can be used to automate your workflow or alternatively get in touch with our team with any questions and we’ll be happy to help.
Quintadena’s Automation for QuoteWerks Web is designed to make your quoting process more straightforward and efficient without relying on team members to remember every check, calculation, attachment or follow-up:
To find out more about how Quintadena can help you integrate QuoteWerks with your favourite software, get in touch with our team today.
QuoteValet, an innovative add-on for QuoteWerks, revolutionises the quoting process by enabling online quote delivery, tracking, and acceptance. Say goodbye to static PDFs and lost emails—QuoteValet provides an interactive, cloud-based quoting experience that enhances customer engagement and speeds up sales cycles.
Vendor RFQ, a powerful feature within QuoteWerks, makes it easy to request pricing and availability from multiple vendors, ensuring you get the best deals for your customers. Say goodbye to time-consuming manual RFQs—automate and centralize your supplier communications for faster, more competitive quoting.
The Product Content Subscription powered by Etilize enhances QuoteWerks by providing up-to-date, detailed product information, helping sales teams create professional and accurate quotes effortlessly. Say goodbye to manual data entry—access rich product descriptions, images, and specifications directly within QuoteWerks.
The Excel Integration Module for QuoteWerks allows you to leverage your existing spreadsheet-based pricing tools by seamlessly transferring products and line-item details from your Excel configurator directly into your QuoteWerks CPQ documents. This advanced integration eliminates the need for manual data entry, ensuring a smooth and efficient quoting process.
QuoteWerks seamlessly integrates with leading CRM (Customer Relationship Management) and PSA (Professional Services Automation) platforms, ensuring a smooth flow of data between your sales, service, and support teams. Enhance productivity, improve customer relationships, and streamline quoting with powerful two-way integrations.
Stay ahead of renewals with Quintadena’s Automated Renewal Quoting Module for QuoteWerks! This powerful solution automatically generates renewal quotes for products and services, ensuring you never miss a renewal opportunity. By seamlessly pulling data from your CRM/PSA, or other contract management system, it creates accurate, ready-to-send quotes in QuoteWerks—eliminating manual effort and reducing errors.
The Alternate Currency Pricing module streamlines international sales by enabling spot (line-by-line) pricing in foreign currencies. This flexible solution allows users to apply foreign pricing instantly—without needing to add items to the product database—making it ideal for quick, on-the-fly quoting.
This is our most widely-used module, including:
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.
The QuickBooks Integration for QuoteWerks streamlines your workflow by seamlessly transferring quotes, orders, and invoices between QuoteWerks and QuickBooks. Eliminate double data entry, reduce errors, and improve efficiency by keeping your sales and accounting systems perfectly in sync.
The Xero Integration by Quintadena seamlessly links QuoteWerks with Xero, enabling smooth and efficient transfer of quotes, invoices, and customer data. Say goodbye to manual data entry and accounting errors—this integration ensures your sales and financial records stay perfectly aligned.
The Connect-It Sage 50 Integration seamlessly links QuoteWerks with Sage 50, streamlining the transfer of quotes, orders, and invoices between your sales and accounting systems. Eliminate manual data entry, reduce errors, and ensure accurate financial records with this powerful integration.
The Connect-It Sage 200 Integration seamlessly connects QuoteWerks with Sage 200, enabling efficient transfer of quotes, orders, and invoices. This powerful integration eliminates manual data entry, enhances accuracy, and ensures a smooth workflow between your sales and finance teams.
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