Project Implementation

Quintadena’s bespoke consultancy, configuration and training solution, to tailor and integrate QuoteWerks seamlessly within your business process.

What is typically included in our Bespoke Consultancy?

Project Scoping

  • Face-to-face meetings with key staff to explore your business processes
  • Use of proprietary business analysis tool to capture key information and plan the bespoke project
  • Output: a proposal for an end-to-end QuoteWerks implementation project


  • Licenses (and update maintenance plans where required)

System configuration and installation

  • User interface decluttered to meet your unique business requirements
  • Configuration of documents to meet your required output in terms of data and brand
  • Setup of user logins, with appropriate user permissions and preferences
  • Product lists imported, if required. Assistance with formatting product lists is also available if required
  • Management reports configured to your business requirements
  • Integration with your CRM & accounting Systems
  • Installation to your Server or web deployment credentials, as required.
  • Quintadena extension applications including document validation and email workflow if required.
  • Bespoke programming, if required, to further tailor the base system to your needs

Training programme

A tailored package of onsite or remote training to suit your requirements:

    • Sales Team training – producing and sending out quotes, tracking progress, how the solution integrates with your CRM
    • Admin/accounting training – integration with your accounting package, creating and editing products
    • Reporting training – to meet the needs of your senior management team
    • Senior Administrator training – controlling permissions and access levels.
    • Follow-on training after an agreed interval


Quintadena’s Annual Support Contract: UK office hours access to our dedicated support team through online remote desktop sessions, live web chat, telephone, and e-mail.