Category: QuoteWerks

QuoteWerks Web 4-minute Tour – Sales Quoting and Proposal Software

QuoteWerks enables you to reduce your quoting time from hours to just minutes. If you are using Word, Excel, or even your accounting software to create your quotes and proposals,

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Discount Lines | QuoteWerks Web

In this short video we discuss and show how to apply discount lines to an item on a quote. This is a great way to show a customer that you

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Quote Templates – QuoteWerks Web

In this short video we demonstrate how to create a quote template in QuoteWerks Web. Templates allow you to preconfigure a quote that can act as a starting point when

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Best, Latest, Compare | QuoteWerks Web

In this video we discuss the Best, Latest, and Compare features in QuoteWerks Web. These features enable users to quickly find the best or latest pricing from vendors and compare

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Creating a Quote | QuoteWerks Web

In this video we demonstrate how to build a quote from scratch in QuoteWerks Web. This includes pulling in contacts and products, setting document settings, and delivering the quote to

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Creating Contacts in the QuoteWerks Contact Database | QuoteWerks Web

In this video we demonstrate how to add a new contact to an existing company in QuoteWerks Web using the QuoteWerks native contact database.

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Subtotals | QuoteWerks Web

In this video we review the different options users have to add subtotals to their documents. This includes section headers, subtotals, and running subtotals.

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Pain Point Webinar Series | Losing Valuable Time Processing Routine Customer Re-orders

In this webinar we focus on the challenges of creating customer re-orders and creating quotes for the masses. Between the time it takes to create a quote, process the order,

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Quoting Recurring Services | QuoteWerks Web

In this video we show you how to set up recurring services in QuoteWerks. You have the ability to set up recurring billing for any product or service and can

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Volume Based Pricing | QuoteWerks Web

In this video we introduce you to volume-based pricing. Volume Based pricing is also known as “Quantity pricing” or “Price Break” pricing. This pricing method allows you to track changes

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