Quotewerks

QuoteWerksLogo.jpg

QuoteWerks 1 is a non-industry specific quoting/ordering software with integration to CRM, SFA, and accounting software in the small, medium, and enterprise markets. QuoteWerks is developed by Aspire Technologies, Inc.in Orlando, FL. Working with customers and partners in a variety of markets, Aspire Technologies, Inc. has developed a unique niche of workgroup enabled quoting software for use across the enterprise. QuoteWerks is used by over 50,000 people in over 100 countries.

Product Details

Editions

QuoteWerks is available in three editions2:

  • Standard Edition: Baseline product with integrations to ACT!, GoldMine, Maximizer, Outlook, salesforce.com, basic SalesLogix links, SugarCRM, and TeleMagic.
  • Professional Edition: Adds the ability to link to external product sources including any ODBC compliant data source; PC Industry links to D&H, Ingram Micro, SYNNEX, and Tech Data; Accounting links to QuickBooks and Peachtree; Basic synchronization ability for Quotes.
  • Corporate Edition: Adds CRM integrations with MS CRM and Advanced SalesLogix integrations including opportunity support; Product and Quote synchronization.

Database Formats

QuoteWerks databases come in two different formats:

  • Access: All three editions
  • SQL: Only available in the Corporate Edition

Modules

  • Real-time Data Module: Allows user to retrieve real-time web pricing and availability product information from Accutech, Arbitech, Bell Micro, BlueStar, D&H, Digitek, Ingram Micro, SYNNEX, and Tech Data. The module also allows the user to obtain product content from Open ICEcat.
  • Online Ordering Module: Allows user to place online orders with Distributors and Vendors from within QuoteWerks. Order items from a single order or combine items from multiple QuoteWerks orders into a single D&H, Ingram Micro, SYNNEX, or Tech Data order.

Licensing

QuoteWerks utilizes a concurrent licensing system. With concurrent licensing, you can have an effectively unlimited number of users, though only X-number of people can actually log on at a given time (X being the number of licenses/seats).

Real-time licenses use a reserved concurrency model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks. The number of real-time licenses does not need to match the total number of QuoteWerks licenses. So, for example, in a 2-user installation of QuoteWerks with a single Real-time license, if user 1 logs into QuoteWerks and uses the Real-time pricing first, user 2 will not be able to use Real-time pricing until user 1 logs out of QuoteWerks.

Awards & Certifications

  • 2002 - Wins FrontRange Solutions 2002 Global Developer of the Year for QuoteWerks, named a "Best-in-Class" winner in The Fourth Annual Users Choice Awards
  • 2003 - Winner in The Fifth Annual Users Choice Awards Presented by CRMAdvocate
  • 2003 - Wins FrontRange Solutions 2003 Platinum Award for Best Integration to GoldMine
  • 2004 - Named Winner in The Sixth Annual Users Choice Awards
  • 2006 - Earns Certified Partner status in Microsoft Partner Program
  • 2008 - Earns Gold Certified Partner status in Microsoft Partner Program; Achieves Gold Partner status with Sage Software

Sources: 3, 4, 5

Product Integrations

  • ACT!
  • GoldMine
  • Maximizer
  • MS CRM
  • Outlook
  • Peachtree
  • QuickBooks
  • salesforce.com
  • SalesLogix
  • SugarCRM
  • TeleMagic