08-08-2010 10:24 AM
Disclosure: I am an ACT! Certified Consultant and a QuoteWerks Reseller. But I am a QW reseller because I love their product, not the other way around. QW happens to fit my business model very well - I am able to select the Bill to, Sold to and Ship to from ACT!, select the products from a price list or from properly-formatted Excel spreadsheets, adjust quantities and pricing based on markup, discount, quantities, add various supporting documents (Ts & Cs, Requirements, datasheets, turnaround documents), the quote info gets written back to ACT! Opportunities, optionally follow-up calls are scheduled, I pdf them and email them out. Huge time savings, consistency, professional look. Love it. They have trials.
08-10-2010 09:04 AM
Ditto from us. Quotewerks is a great complement to ACT. It's well designed and offers excellent support and product documentation. We use it in house, and consult on it as well. We also HOST Quotewerks