Quotewerks Training

Do you need to generate detailed, reliable reports from QuoteWerks that reflect the specific needs of your business?

Have you struggled with inconsistent reporting formats, or found it difficult to extract the insights that really matter?

Quintadena will train your system administrator or key users to create, manage, and maintain powerful custom reports using the native reporting tools built into QuoteWerks—no third-party software required.

This course is designed to help your team unlock the full potential of the built-in reporting engine, enabling you to track performance, identify trends, and make data-driven decisions with confidence.

This course lasts for two hours and is delivered exclusively to delegates from your company.

What the Course Covers

• Understanding the QuoteWerks reporting engine: capabilities and limitations
• How to create new reports from scratch using built-in tools
• Filtering and sorting data for precision reporting
• Grouping data and using subtotals effectively
• Adding custom fields and formulas to reports
• Formatting and presentation best practices
• Managing report access and security
• Real-world examples tailored to your business use cases

What’s Included

• Two hours of focused, online training with a QuoteWerks expert
• Guidance tailored to your existing database and reporting needs
• Custom-built sample reports designed during the session for your own use
• Exclusive training for your company’s team—no mixed-company sessions

Do you want to make your documents more dynamic and persuasive, driving better sales results?

Our Document Editing Training will empower you to enhance your QuoteWerks documents and maximise their potential. In just 1.5 hours, you’ll learn how to effectively use optional products for upselling and get the most out of the approval mechanism—helping you create professional, compelling proposals that close deals.

This training session is customised for your company, using your existing document templates and processes as examples. Only delegates from your company will attend, ensuring the session is specific to your needs.

What the Course Covers

• Setting up and editing optional products to encourage upselling
• Best practices for configuring the approval mechanism for streamlined workflows
• Enhancing product descriptions and pricing for clarity and impact
• Using dynamic fields and features to improve document relevance
• Managing complex pricing structures with ease
• Tips for maintaining consistency and professionalism in all documents

What’s Included

• 2 hours of focused, online training with a QuoteWerks expert
• Practical advice and tailored examples based on your business needs
• Training for a dedicated group of your company’s team members—up to four participants
• Key strategies for driving upsell success and streamlining approval processes

Need the ability to make changes in QuoteWerks documents quickly—without waiting on external support?

Our Document Design and Layout Training is the ideal starting point for companies who want the freedom to manage their own document templates with confidence. In just 1.5 hours, we’ll equip your team to make everything from simple edits to substantial layout changes—without needing to call in a developer.

This course is delivered exclusively for your company, using your branding and templates as examples wherever possible. While most businesses choose to send a single delegate, we’re happy to train up to four users in one session if needed.

What the Course Covers

• Understanding QuoteWerks’ document layout designer
• Navigating sections, fields, and formatting tools
• Making structural edits to layout, spacing, and branding
• Adjusting field visibility and positioning
• Customising text elements, labels, and images
• Updating logos and company details
• Tips for maintaining consistency across multiple templates
• Knowing when a layout change requires more advanced support

What’s Included

• 2 hours of expert-led, online training
• Instruction tailored to your company’s specific templates and requirements
• Exclusive session for your organisation—no shared delegates
• Training for up to four team members from your company
• Practical skills that enable ongoing, in-house control of your document design

Has your business developed one or more Excel spreadsheets over time to handle complex pricing, calculations, or discounting rules?

Are those spreadsheets tried, tested, and trusted—and you’d prefer not to start from scratch?

With Quintadena’s Excel Integration Module, you don’t have to. This training course is designed to help you preserve the accuracy and familiarity of your existing spreadsheets while seamlessly connecting them with QuoteWerks.

We’ll guide your system administrator through the setup, configuration, and management of the module—so you can continue using your custom-built logic without compromising on efficiency or integration.

This session lasts two hours and is delivered exclusively to delegates from a single company.

What the Course Covers

• Introduction to the Excel Integration Module: how it works and what it can do
• Preparing your spreadsheets for use within QuoteWerks
• Linking fields and mapping data between Excel and QuoteWerks
• Configuring validation rules and calculations
• Troubleshooting common issues
• Best practices for long-term management and updates

What’s Included

• Two hours of online, instructor-led training tailored to your environment
• A licensed copy of the Quintadena Excel Integration Module for use by your company
• Practical guidance using your own spreadsheets where possible
• Exclusive training for your team—no mixed-company sessions
• Post-session support for initial setup queries