QuoteWerks Integrates Product Information To Make Quick Quotes and Proposals
QuoteWerks software can be utilized by almost any industry. If you need to create price quotes containing itemized products or services, it is the perfect tool to do so. It is also incredibly powerful when utilized over your cloud server because it gives you added security and reliability.
QuoteWerks has a lot of great features to both migrate and integrate your current information and operations. The software successfully bridges the gap between CRM and accounting to save you time, limit mistakes, and give you professional quote automation. With QuoteWerks you can integrate and leverage the software you already own and know how to use. This centralizes your data and eliminates costly mistakes.
Highlight Features of QuoteWerks:
Seamless CRM/PSA integrations
The seamless integration can retrieve customer information and automatically create and keep sales opportunities up to date. You can easily manage and keep track of all your customer interactions with set reminders for follow ups and tracking marketing campaigns.
Integrate QuickBooks and Sage 50 Peachtree
With this integration you no longer have to worry about duplicate entry. QuoteWerks allows you to automatically create estimates, invoices, sales orders and purchase orders in QuickBooks and Sage 50.
QuoteValet Subscription Adds Benefits
See when quotes are viewed and accepted using QuoteValet. The software creates an interactive we page where your customer can select options and ask questions.
Collect Payments from Customers
The QuoteValet add on can collect payment and export those payments into your QuickBooks, PayPal and many other gateways.
Shopping Carts
You can even create online order forms when using the QuoteValet Shopping Cart making customer re-orders or receive paid order from your email blasts.
QuoteWerks Cloud Hosting improves end-user experience
These features are easily improved when you utilize the software on the cloud. With Trapp Technology’s cloud hosting capabilities, you add security to your system along with more integration capabilities and mobility. QuoteWerks is great for any industry and it is easy to see how your industry can benefit by utilizing the cloud to host your software.
Security is important when you are storing customer information. Since QuoteWerks is used to have better management over your customers, it’s natural that you store their information. With the cloud, you have access to the most up to date security measures along with a staff of trained professionals monitoring your servers to make sure they are safe. You want your customers to trust your business and they benefit by knowing that their personal and billing information is kept secure and out of harms way.
Integrating your software is easy to do on the cloud. The cloud already supports your QuickBooks and Sage 50 software so you can easily utilize all your tools from the office, on site, or any remote location. Having access to your information when you have to be on the move gives you the ability to manage your CRM while you make your quotes and interact with customers on site.
Interested in hosting QuoteWerks or other software on the Cloud? Contact Us to start your 30-Day Test Drive!
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