CRM Dynamics Ltd has been implementing CRM solutions with Quotewerks for over 10 years. Quotewerks is easily integrated into Microsoft Dynamics CRM providing an easy to use yet powerful add on to manage complex quoting processes.
QuoteWerks enables you to produce presentation quality quotes fast and accurately, link to the Dynamics CRM database to pull in contact details, build the list of products and services from a comprehensive product database. Produce the quote supported with cover letters and product information sheets – all within minutes.
The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software Microsoft Dynamics.
In addition to the features of the Standard Edition package, the Professional Edition adds the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc). Additionally, the Professional Edition includes the accounting links to QuickBooks and the Open Export Module, plus a quote synchronisation functionality.
The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL 7.0, 2000, or 2005 backend databases. Additionally, the Corporate Edition includes the “Roll-out” functionality that rolls out product and other non-quote related information to remote installations such as laptops. (Please note that the Corporate Edition pricing does not include Microsoft SQL Server licensing).
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects.