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Aspire Technologies, Inc., a leading provider of sales quoting software solutions for the global small and mid-markets, released a new version of QuoteWerks, Version 4.5 Build 7.
The new release of QuoteWerks contains over twenty-three new features including a new PDF button on the Print window in QuoteWerks. This new button allows users to assemble their quotes and proposals into a singular PDF document, making it significantly easier to email a quote and proposal to a potential customer. Not only does the customer receive a more professional proposal, but it also ensures that they receive the documents in the proper order without having to manually open and organize each attachment.
Users also have the option to save their proposal or document to an external location or to the QuoteWerks Links Tab when utilizing the PDF assembler. By adding the ability to save the PDF file to the Links Tab, users can easily provide a customer with multiple quotes or proposals without having to manually attach each PDF document to the email separately. This functionality also ensures each quote and proposal have all the required documentation attached when emailing or printing for review. The PDF Assembler also offers users the choice to view the newly created PDF file, open the folder where the PDF was saved, or copy the file name and path name to the Windows Clipboard when creating the new document.
Additional features in QuoteWerks Version 4.5 Build 7 include:
• Support for GoldMine 9.0, Peachtree 2011, and Maximizer 11.
• A new “Notes” field section in the “Edit Contact” window of the QuoteWerks contact database called TopNotes which allows users to permanently leave important notes about each contact on the top of the notes section.
• The capability to insert a user heading in the QuoteWerks contact database under the notes field (e.g. ***(John Smith)*** July 25, 2010).
• A new contextual field in the QuoteWerks Contact Database enabling users to leave a short note about the user such as pronunciation of name, gender for unisex names, where you met them, etc.
In addition to the above features, QuoteWerks also added new functionality to the QuoteWerks built-in ConnectWise Integration. Users now have the ability to attach files to the Documents tab in ConnectWise through the QuoteWerks Create/Update Opportunity window. Using this feature, users are able to link PDFs of the quote (or other files such as spec sheets and terms and conditions) so other users who do not have access to QuoteWerks can view the quote and the other documents associated with that opportunity. This feature can also be used in conjunction with the PDF assembler in QuoteWerks to create the proposal as a PDF document and attach the entire proposal to the documents tab in ConnectWise for other users to view and access.
Other ConnectWise integration features added in Build 7 include the ability to pull in the TaxRate and Terms fields automatically from ConnectWise using QuoteWerks’ DataLink feature. This allows users to automatically populate their quotes and proposals with information from ConnectWise. Also supported by QuoteWerks’ DataLink are user defined fields as well as the ConnectWise Opportunity Locations and Business Units, which can be set through the Create/Update Opportunity window in QuoteWerks.
Furthermore, a new “Don’t Include in Group” option for products is now available in QuoteWerks Bundles and Configurations. This option enables users to add bundles and/or configurations to their quote, but not include selected items into that group. The benefit of this feature is that users can still add products through bundles and configurations, but if they need the items to be separate from the group they now have the option to do it from the bundle or configuration rather than having to search the entire product database(s) for those products. Additionally, when using the Configurator the last items chosen can be formula based line items that are added below the group. This line item could be a charge or discount, for example 20%, based on the group header and be calculated automatically saving the user time of having to manually add a charge or discount.
“In QuoteWerks Version 4.5 Build 7 we introduced over twenty-three new features to QuoteWerks. These features were implemented in order for companies to reduce their costs by decreasing the amount of manual entry that ultimately leads to errors,” says President of Aspire Technologies, Inc. John C. Lewe IV, “Adding features, such as our new PDF assembler, further automates our customers sales processes enabling them to achieve greater efficiency when responding to sales requests.”
About Aspire Technologies and QuoteWerks®
Aspire Technologies, the creators of the award winning QuoteWerks® sales quoting software, is the leading provider of sales quoting software with its award winning QuoteWerks® application deployed to thousands of businesses and enterprises worldwide. QuoteWerks® (quotewerks.com) integrates with leading CRM and accounting packages, along with IT distributors D&H®, Ingram Micro®, SYNNEX®, and Tech Data®, enabling businesses in all industries to integrate QuoteWerks® seamlessly into their existing environments. Aspire Technologies is headquartered in Orlando, Florida and is a Microsoft Certified Partner.
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
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