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Customers from all industries that have a need to create line item based quotes will benefit from QuoteWerks. The primary market strength of QuoteWerks is attributed to its ability to be a useful tool for any industry that has a need to create price quotes containing itemized products or services.
It is important to point out that the generation of price quotes can generally be divided into two markets: line item quoting software and proposal software. Proposal software typically generates a document with many pages describing the needs of a customer followed by an implementation plan and then a single non-itemized price at the bottom. QuoteWerks is designed for the market of selling itemized products or services.
QuoteWerks is designed for use world wide, and as such, QuoteWerks can create price quotes in both the local base currency and an alternate currency simultaneously, and can also price products based on foreign prices.
QuoteWerks is the global solution that bridges the gap between traditional spreadsheet/word processor approach to creating price quotes, and high-end custom and accounting software based solutions.
Contents:
We asked our customers what they were using to create quotes before they found QuoteWerks, and here is what some of them had to say:
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Access
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Access and/or Word
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ACT! using integration to Microsoft Word Templates
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Contact Management Software
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Custom app built with Alpha Four (a DOS based database program)
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Custom program written with Lotus
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Excel
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Excel & Word
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Excel and quoting facility of Solomon accounting software
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FileMaker Pro
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Hand written
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In-house Access database
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In-House Custom Clipper application
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In-house program using Profile running under Unix
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In-house written system
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In-House, custom-written, Claris FileMaker Application
- originally chosen because of cross-platform compatibility.
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I-Quote from Results International
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Lotus Notes
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MYOB - Accounting software
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PC Buyer software
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PC Order/TechBuyer
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Peachtree accounting software
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QuickBooks
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Quik Quote
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QuikQuote
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Quote Desk
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QuoteIT!
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QwikQuote
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SBT Accounting software
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SmartSales
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ThumbsUp Software
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VAR Office (discontinued Access-based app)
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Word Processor
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WordPerfect
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We asked our customers what industries they are in, and here is what some of them had to say:
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Agricultural Construction
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Agricultural Irrigation
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Analytical Instrumentation
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Assistive Technology
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Audio design & services
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Audio Visual
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A-V design and installation.
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Bio Medical Instrumentation
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CD ROM Manufacturing and Duplication
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Commercial Aviation Maintenance
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Commercial Carpet Maintenance and Installation
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Communications
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Communications and Data Networking
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Computer Consulting
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Computer hardware
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Computer Integration and Consulting Services
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Computer Networking, Hardware, Software
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Computer Software
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Computer Storage Integrator
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Computer VAR
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Computers and Communications
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Computers and Networking
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Computers, IT Services and Office Equipment
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Computers, Systems Integrators
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Computers/Internet
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Computers-POS/Inventory Control Systems
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Construction
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Consulting
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Contract Sales
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Controls Systems Integration
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CRM Solutions
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Custom Electronics
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Data Center Infrastructure Solutions
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Display & Exhibition
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Distribution
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Distribution - packaging equipment/materials
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Distribution and Service
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Distribution of Factory Automation Equipment
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Distributor & importer of promotional products.
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E-commerce Systems Integration
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Education
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Electric
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Electrical Distribution
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Electrical Engineering
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Electrical Maintenance
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Electrical Power Distribution Apparatus
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Electronic test equipment
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Electronics
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Environmental Instrumentation
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Export
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FILTRATION DISTRIBUTOR
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Fire Fighting Equipment
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FLUID POWER
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Healthcare
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Heavy Truck Dealership
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High pressure washers sales & service
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Industrial
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Industrial Automation
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Industrial Distribution / International Sales
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Industrial Furnaces
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Industrial Hygiene Instrumentation
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Irrigation
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IT/Data Communication
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Landscape construction and maintenance
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Legal/public education.
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Letter shop Direct Mail & Mailing Svc.
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Life Safety and Communications
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Machine Tool Sales
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Machinery distribution
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Machining, Tool & Die
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Manufacturer of Medical Devices
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Manufacturers Representative and distributor
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Manufactures Representatives- Environmental
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Manufacturing
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Manufacturing - Inspection Equipment
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Manufacturing (Electronics)
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Manufacturing / Wholesale
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Manufacturing Automated Welding Equipment
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Manufacturing/Engineering
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Marketing Media (Internet)
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Material Handling
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Mechanical
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Mechanical Eng. Computer-Aided Design Systems
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Medical Equipment Distribution & Service
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Medical Sales
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Network and Internet Services
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Network Integration
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Network servers and services (Novell)
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Networking, accounting, EDI, manufacturing.
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Nutritional supplements
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Office Equipment & Point of Sale
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Office furniture
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Precision Engineering
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Rehabilitation Software
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Research Instrument Manufacturing
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Retail and Corporate Office Sales
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Sales of Printing Presses and Bindery Equipment
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Scientific Instruments
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Security and Industrial Engin. Systems
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Security Systems
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Service
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Services, Apparel Distributor, Sales Agency
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Ski Industry / Travel and Tourism
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Software
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Software - ASP
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Software & Consultancy
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Software Consultant
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Software Development for Transportation Industry
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Software Development/Products
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Software for Insurance
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Software Reseller
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Software sales support and training
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System Integration and Consulting
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Technical Construction
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Telecommunications
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Telephone systems, voice and data network cabling
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Trade Show Displays & Graphics Distributor
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Tradeshow industry
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Trading
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Trading business on automation product
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Transportation
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VAR
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Videoconferencing & A/V Integrator (Telecom)
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Wholesale Distribution
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Wholesale parts
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Wholesale Trade
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Wireless CCTV
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Wood, upholstery, Cabinets and installations
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Thousands of companies from all different types of industries use QuoteWerks. Whether your company is small 1-person company or a large Fortune 100 company, you can benefit from the increase in productivity QuoteWerks provides. Below is a list of our notable customers.
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3M
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American Red Cross
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AT&T
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Australian Business Telephone Company
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Beckman Coulter
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Belkin Components
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Canon Medical Systems
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CompUSA
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Dothill
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Ecolab
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Ericsson
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Fluke Biomedical
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Fujitsu New Zealand
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GE Clinical Services
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Hach
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Instron
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Kaplan Companies
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Kinko's
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Lindsay Manufacturing
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Mettler-Toledo
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Northrop Grumman PRB Systems
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Novell
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Panasonic Communication & Systems
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Panavision
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Philips Digital Networks
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Scantron Service Group
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ServiceMaster
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Sharp Office Systems
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Siemens Ltd.
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Skyline Displays
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Sony
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Staples
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Thompson Multimedia
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Toshiba Europe GHMB
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Volvo
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Wireone
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YMCA
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We asked our customers what they use QuoteWerks to sell, and here is what some of them had to say:
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ACCPAC SOFTWARE AND RELATED PRODUCT
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ACT! 2000 CRM software with consulting
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Advanced Systems for Materials Testing
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Aircraft inspections (maintenance man hours), aircraft avionics installations and modifications, parts, overhaul items, etc.
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Analytical instrument
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Apparel, related services
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Architectural door, frames and hardware to the commercial, industrial markets
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Architectural products
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ARCHITECTURAL STEEL FRAMES, DOORS, & HARDWARE
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ATM/POS Supplies
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Automation Equipment
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Bars, architectural millwork
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Beverage distribution software and computer and handheld hardware
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Billing electronic mailings, sales of specialty products
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Broadcast microwave equipment
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Broadcast systems that compose digital signals carrying TV, radio and data services and digital set-top boxes.
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Building materials
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Cabinets
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Cardiac Monitoring Devices
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CDROM services, replication, duplication, supplies, and packaging
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Center pivots agricultural watering systems
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Ceramic tile and natural stone with all accessories related to products
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Classroom manipulatives and curriculum
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Combustion equipment and systems
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Commercial infant care products, ie: diaper changing stations, etc.
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Communications and data networking products and services in a reseller environment.
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Communications equipment
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Computer based Boardroom, training room facilities. Control centre video walls, projection equipment etc
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Computer business systems for the transportation industry, system support, computer hardware.
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Computer Disk Arrays, Backup and Disaster Recovery Software, Fibre Channel Switches, All services including Internet/Intranet Security and intrusion detection
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Computer equipment, consulting services and software modifications
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Computer hardware & software
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Computer hardware and software, web hosting, Internet Access, network cabling
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Computer Hardware, Network, Software, Peripherals.
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Computer Hardware, software and professional services
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Computer interfaces and cd duplicators
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Computer parts, networking equipment
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Computer platforms
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Computer product and services
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Computer Servers & Accessories
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Computer Software
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Computer software (CORBA ORBs for real-time and embedded systems)
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Computer software, training, custom development, and hardware.
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Computer Systems via ingram micro/tech data integration
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Computer systems, networking projects.
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Computer, network hardware, software
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Computer/Network Test Equipment
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Computer-aided drafting and design products and related services.
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Computers
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Computers, programmable logic controllers
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Computers, software, cabling, Web Host....etc.
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Consulting time, services, hardware
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Control Systems
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Copiers fax and cash registers
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Data communications equipment and services
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Digital CCTV transmission over wireless and over LAN / WAN
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Display systems, and digital imaging
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Electrical distribution apparatus and generator set related accessories
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Electrical Engineering Products
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Electrical supplies
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Electrical Test & Measurement Equipment and Associated Services
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Electronic components and systems
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Electronic Instruments - Sensors, Accessories and related services
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Embroidered emblems or patches
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Engineering design software, training, and support services.
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Exhibits, graphics, rental of exhibits, Installation & Dismantle of exhibits
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Fans (axial, centrifugal, double inlet etc etc)
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FILTERS, ELTS AND CONSULTING AND IAQ RELATED SERVICES
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Fire Fighting Equipment
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Forklift Attachments
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Forklifts and Warehouse Equipment
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Furnace, spare parts and service
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Furniture Restoration, Facility repairs, upholstery
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GoldMine and related services
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GoldMine software, related products and services
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GoldMine, ECommerce, Great Plains Accounting, etc.
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Hardware, services, maintenance
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Hardware, software anything that Ingram Micro or Tech Data sell we sell using the updated database
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Headsets, comms systems or intercom systems
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Heavy trucks, truck bodies and custom fabrication to these vehicles.
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High End audio cable and interconnects
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High pressure washers and automatic parts washers.
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Horse barn equipment
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HVAC/R parts and pieces. (Heating,Ventilation,Air Conditioning and Refrigeration)
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Individual components, packages, service jobs.
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Industrial and Medical Test Devices and instrumentation
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Industrial Automation software, hardware and components - Data Acquisition software for the plant floor, Industrially hardened computers, Safety Equipment, Vision Systems, Bar Code systems
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Industrial tools and machinery
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Installation and maintenance services
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Internet Service and Telecom Equipment
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Irrigation equip. Insurance products
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Irrigation Equipment (center pivots)
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IT solutions
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Laboratory oil analysis to companies who own and have to maintain their high voltage transformers.
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Laboratory Software & Implementation Service
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Landscape services
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Lasers
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Licenses, support agreements, bundled products
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Lift tickets, Lodging, Mountain Biking, and Golf
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Lighting Products
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Machine Tools, Cutting Tools, Work holding
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Maintenance, Repair and Operating Supplies - (MRO Supplies)
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Marine & Industrial Equipment
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Material Handling equipment
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Medical Equipment (pathology)
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Medical Equipment Service
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Medical equipment, supplies and pharmaceuticals.
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Medical test and measurement instruments - Software for preventative maintenance, Blood Pressure Cuffs and accessories, Patient Monitoring Systems
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Medical/Research Equipment
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Meter sockets, transformers, steel poles, street lighting, transformer cabinets, etc
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Modular Inplant Offices and Buildings
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Monitoring equipment
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Network related hardware, software and services
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Networking & Communication equipment
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Nutritional supplements
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Office equipment (copier, fax, etc.), audiovisual, IT Services, IT equipment.
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Office furniture
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Omni+ Software, software designed for wholesale insurance market
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Our software and training service and computer boxes
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Packaging equipment and materials
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Pharmaceutical R & D/QC Testing Equipment
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Phone equipment
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Phone systems
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Phone systems and network cabling
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Phone systems, audio systems, video
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Plastics Pellets
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Plumbing and heating products.
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PNEUMATIC AND ALUMINUM EXTRUSION- SOME HYDRAULIC COMPONENTS.
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Point of sale software, Pos/computer equipment, and services.
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POS/Inventory control systems to soft goods retailers
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Premise Wiring Systems, Phones, Data Equipment.
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Primarily Fertilizer & Pesticides
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Printer hardware, memory, cartridges, consumables
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Process Control Photometry
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Process Instruments & sensors
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Products to hold power cables underground
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Programmable motion control (ie robotic) equipment
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Projectors and other presentation products.
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Promotional products.
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Publications
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Rear-projection solutions
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Recruiting software, consulting and implementation services
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Remote administration / Monitoring services, Enterprise professional (development) services, Resell Enterprise Computer hardware and software Licenses
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Research Instruments (Probe Microscopes) to University and Government labs
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Rotary Airlock Feeders.
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Rugged Laptop Computers and their support services.
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Rupture disks (world leader in overpressure protection prods. required by nat.& local codes)
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Sales of Printing Presses and Bindery Equipment
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Satellite communications hardware (military and commercial)
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Security systems
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Security, CCTV, Fire Alarm, Telephone, Nurse Call, Intercom, Overhead Paging, and various other Life Safety/Communications Equipment.
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SEM/TEM electron microscopes, Atomic Force Microscopes, XPS, Surface Science Equipment.
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Sensors
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Service - Block Time, NOS Agreements, Big Brother, Hardware and Software
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Shipping and travel cases
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Software
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Sound level meters, dosimeters, dust monitors, heat stress monitors and much, much more.
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Specialized machines
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Specialty heat exchangers
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Spectral Imaging equipment, software and reagents.
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Street furniture and also software (goldmine, sage etc.)
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SW licenses, consultancy & training
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Switchgear, switchboards, panel boards, electrical distribution apparatus.
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Telecommunications and Security
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Test equipment
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Tooling
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Trade Show Exhibits, Graphics, Install & Dismantle Service, Rentals
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Training
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Universal joints, found in most machinery.
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UPSs & UPS related equipment and services
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Videoconferencing equipment and peripherals plus do custom design and installation of Audio Visual rooms.
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Water quality monitoring instrumentation
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Weather and Water Resource Monitoring Instruments and Equipment
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Web design services, hosting, interactive cd-roms, print design, graphics, animation, multimedia presentations.
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Website Services
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Weighing and measuring equipment, calibration and repair services
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Welding systems and services for support of the welding systems. Some are custom made most are standard products sales.
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Zimmatic (irrigation) pivots
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We asked our customers if they use QuoteWerks to sell Products, Services, or Both, and here is what some of them had to say:


We asked our customers if QuoteWerks is used by their Inside Sales Force, Outside Sales Force or Both, and here is what some of them had to say:

QuoteWerks has document transport features that enable users to exchange quotes between multiple locations such as notebooks, and other office locations. Furthermore if you use GoldMine as your contact manager, synchronization of these files can be automated.

We asked our customers what they find so useful about QuoteWerks, and here is what some of them had to say:
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Ability to build quotations with various equipment accessories and services
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Ability to download corporate pricing & have the purchase order ready for entry into corporate ordering system.
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Ability to have all of the components of the quote in one place.
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Ability to list products and options in a way that customers and prospects can understand.
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Ability to quickly create a quote and either fax, email or print the quote. Also integration with GoldMine is a key feature.
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Ability to readily assess the profit margin, ability to present to the customer a discount or a markup -- whichever is most appropriate, the ability to email a quote, and the ability to respond rapidly -- email almost while you are on the phone with them.
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Ability to tracking quoting activity.
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Access to contact data, product data, and attached documents.
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Act 2000 link features
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ACT interface reduces having to type in data, The price list allows us to immediately download product features, The DDE link allows us to grab info from other Lytron software, We have written an interface program which allows us to stream QuoteWerks orders directly into our MRP system.
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Act! interface and ability to track quoting activities. Also the performance of our inside and outside sales people can be more easily measured.
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ACT!2000 integration, Multiple pricing levels
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All the features in combination with GoldMine
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As a description database and formatting tool, Use Multiple currency features, and PDF creation
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Auto generation of standardized quotes, and price tracking.
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Automatic contact info from ACT!, Price list database, Ability E-mail PDF quotes
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Automatic follow up scheduling for sales force in contact manager.
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Bundles and configurator
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Bundles, DTF exporting for use of software at the factory and salesmen in the field, Reporting
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Bundles, ease of use, consistent output format to our customers
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Bundles, email features (PDF), the fact that you can import into Peachtree, and its easy.
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Bundles. I am able to configure products the way I want to in great detail.
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Capability to add our own products to a database
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Centralized price lists which allow for products from multiple vendors to be utilized in a proposal, Comparison of pricing for the same products from multiple vendors, Uniform quotes templates.
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Changes in price lists are made on a spreadsheet and then I use the automatic import features. I keep three spreadsheets on the different lines of products I sell and changes and additions are easy to make.
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Configurator & bundles, interface with Outlook.
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Configurator, product db's easily upgraded, templates and covers easily customized, built in PDF generator
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Configurator, Quote to E-mail / Fax
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Configurator, reports
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Configurators, bundles and compare cost
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Consistent pricing, currency conversion
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Contact manager integration, less manual typing, price modifier
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Contact manager integration, product lookups, order conversion
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Creating nice, custom layout of information
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Creating PO's from the quote. Linking to Maximizer. Linking to Tech Data and Ingram Micro
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Custom quote templates for each major category of product we sell.
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Custom Text Fields, Customer based Profile pricing
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Customizable quotes and invoices, e-mail quotes, reporting capabilities, linking to GoldMine.
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Default mark-up; ability to add our own part numbers; supplier database.
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Direct Email capability, Auto line creation, nice looking quote layout.
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Direct link to our suppliers
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Distributor databases
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Downloading quotes into QuickBooks, eliminating retyping quotes. Ability to import a parts list of 20,000 + parts in moments on a monthly basis!
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Ease and efficiently of creating quotes, especially quotes similar to other previously done quotes. Easily tracks profit.
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Ease and speed.
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Ease of importing/maintaining quotes and pricing.
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Ease of updating products, East of importing database files.
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Ease of use
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Efficiency of price manipulation
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Efficient and fast quoting, linking with ACT 2000
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Efficient- available to everyone in the sales and AM group. The database makes all products available to everyone so we don't have to look up part numbers every time. We have a pricing strategy that is consistent and gives us confidence that our pricing is competitive and profitable. One administrator handles all the updates. We have linked to Tech Data and Ingram Micro databases so our purchaser can get the best and current pricing. The database puts the information on the quote and you can instantly see what the profit is and can give quantity discounts or match a competitors price and still make money. The reports help us track gross profits and number of quotes and sales we have each month as well as the dollars of sales and $ of profits. Reports help us track opportunities and purchase smarter. I love the fact that every invoice is accessible to be reprinted anytime. I can track which brand has the most sales and which rep has the most productivity.
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Efficient e-mailing of quotes, conversion of quotes to sales orders
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Email or faxrush sent, techdata database link, simplicity
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E-mail quotes; easy access to the Access database to fine tune to fit our needs
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Email using PDF format. The product database comparison
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Emailing quotes or orders directly from QuoteWerks, integration with GoldMine, product folders to keep products organized.
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Everything - I love this product
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Export to QuickBooks, Link to Goldmine
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Faxing & e-mail from the computer. Importing manufacturer's price lists to generate quotes. The look-up features, networking, converting to PO's, customizing features to allow assigning customer line numbers, follow-up, merging with ACT!, documenting lost sales for future pricing, inserting different ship-to from customer, changing screens to fax / e-mail quotes to other offices, generate request for quotes...etc.
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Forced us to develop standards for implementation pricing and simplify quoting. Integrates with e-mail in GoldMine and faxing with FaxRush.
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Format, profit margin calculations.
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Goldmine interface, ability to store product info and pricing
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Good Looking quotes, quickly and in an organized fashion.
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Grouped Bundles, Volume pricing, Document attachments (eg.term & conditions of sale), email, Goldmine integration.
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Having the ability to link to GM and having a 'formal' quote issued, rather than an email sent to a potential customer.
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I like the product inventory. It is easily applied to an invoice. I can then give a discount if the customer is buying a large enough 'qualifying' order. The Quotes and Invoices look great. It works well with our Goldmine system.
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Importing supplier's price lists and comparing them when quoting, Using pre-defined templates, one click insertion for items including description, item codes, cost price, list price etc., e-mail facilities
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Integrate with ACT, database of products, reporting, copy old quote, all forms look same for all salespersons.
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Integrated email, PDF file layouts
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Integration with ACT! and most of other features.
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Integration with GoldMine
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Integration with Goldmine, Ease of use, Flexibility.
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Integration with GoldMine, FaxRush and QuickBooks sure makes life easy!
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Integration with Goldmine, the configurator is a big bonus, it prevents vital pieces from being forgotten
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Integration with Maximizer. E-mail interface.
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Integration with the Ingram Micro database. A HUGE timesaver for us!!!
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Interface to Goldmine and fast effective method of producing quotes
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Interface w/ ACT!2000
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Interface with ACT; ability to analyze profit per quote and line item; having common database of products saves quote preparation time.
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Intuitive interface, Goldmine interaction.
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It's flexibility and user definable aspects.
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Less mistakes on quote/orders, consistent price list, shared software, integration with ACT.
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Link to ACT
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Link to Goldmine to track open quotes. Neat format easier to read and reduces errors.
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Link to QuickBooks, Ingram Micro, TechData. And the configuration wizards are great. The custom docs that I can add to each quote when I email them has been a big timesaver.
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Link with Techdata and Ingram.
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Linked spec sheets, markups and ease of use.
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Linking between quotes, PO and sales order and invoice
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Links to goldmine, outlook, etc. Easily customized. Importing of Databases.
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Links to major distributors, Integration with Goldmine, Works on Terminal Server
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Links to Tech Data and Ingram Micro databases.
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Links to Tech Data, Ingram Micro, QuickBooks.
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Links to Tech Data, Ingram, Goldmine and Peachtree.
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Margin analysis, standard templates, backend manufacturer documentation support.
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Margin visibility, Ease of creating professional quotes in minutes.
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Multi currency; ease of use; difficult to make a mess, unless you try.
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Multiple databases, multiple report formats, ease of quote creation.
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Multiple databases, Email capability, custom layouts, pricing options, changing line items to comments (for system pricing), quick creation, etc.
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Order Tracking, and as a accounts receivable reconciling tool.
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Part number/description/pricing, discounts/multipliers on multiple fields, emailing PDF quotes to customers
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Part numbers and continuity of appearance.
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PDF export is top feature
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PDF generator to e-mail quotes and order acknowledgements.
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Point and click from product databases, address and contact information
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Preparing professional and easy to read quotes and most important tracking the quotes
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Price List Management, Customized Quote Templates, email Quote, Reporting, etc.
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pricing and description database, ability to manipulate markups/discounts
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pricing help us be more consistent and I control the discounts automatically.
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Product book, pricing structures, link with goldmine with forecasting
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Product catalog, easy to customize reports
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Product Catalogs, Configurator, The DATABASE for retrieval old quotes (is easy)
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Product database
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Product database and link to contacts
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Product database, exchange rate maintenance, link to GoldMine, profitability calculations
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Product list w/ tree view. Volume pricing discount. Extra fields for tracking product & user info.
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Product list, automatic markup calculations, profit calculation per line and per quote, auto population of customer data.
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Product list, forecasting, find, config., email quote.
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Product lists with customer specific pricing levels pulled from Goldmine. Profitability checks to make sure kits are priced appropriately. Consistency is key.
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Product lookup is used most often, along with the ability to customize reports
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Product price importing.
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Product price lists and pricing features.
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Products bar to add items, customized quote reports, emailing quotes as PDF.
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professionalism, consistency, profit margin
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Profit margin!
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Purchasing from the quotes when they become jobs. Using the custom fields to calculate labor, engineering, and programming time automatically.
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Quickly create and transmit quotes. Being able to link quotes to GoldMine records is a big help
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Quote configurator, support for several product lines, customization of 'reports', ability to quote while on the road, professional appearance, etc.
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Quote tracking, integration with GoldMine
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Quotes can be called up in goldmine.
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Reporting -- being able to examine quotes lost and the reasons why.
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Reporting based on details of goldmine contact records, customized categories, etc.
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Send quotes by e-mail
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Sharing the info in the office.
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Simple and easy to store and make changes to them.
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Speed - instant PDF creation (nice and easy)
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Speed in creating a quick quote
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Speed of quote creation and delivery
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Speed of quotes and turning them into orders, Full database in one place
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Speed of using the product database, and ability to call up quotes very quickly by customer or quote #.
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Speed. ability to change exch rates. ability to cut & paste into ACCESS
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Standard quote info, we have entered all products in the products area and use them to create quotes
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Submitting quotes by email and creating reports
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Subtotal areas and visual product directories
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Sync with ACT!, ability to input our entire product assortment (1000s of products) into one database that can be easily accessed and searched, customizable quotation templates.
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Tech data links. e-mail, fax
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Tech Data/Ingram Micro database support, one single system for quotes
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Templates and the ability to insert them into groups to build single line items composed of various parts
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Text formatting and editing capabilities.
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The ability to bundle products
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The ability to easily create quotes makes us more efficient.
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The ability to put our products and services into a well organized database to choose from. The ability to modify the descriptions and costs on the fly helps for modifications for special circumstances with our prospective clients. The quote report writer is excellent and it allows us to put out a neat detailed well organized quote linking into goldmine and having the ability to save to an RTF/PDF makes e-mailing a quote a breeze and for saving the quote for later reference outside of Goldmine or QuoteWerks.
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The ability to quickly apply different discount structures, or apply discount structures based in information pulled from Goldmine.
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The ability to setup a template of a quote and email quotes and greatly improved our efficiency in getting the quoting process done.
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The database integration to Ingram Micro & Tech Data is a huge time saver.
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The database of products with prices makes for a more consistent and faster quoting procedure. The product bundles are great too.
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The ease of using the products tab to put together a quote.
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The interface with Goldmine. Product data base and ease of use for customer service.
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The link between ACT! and QW. In one process you create the quote, the follow-up reminder and the sales opportunity.
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The possibility to import different price list and have them all available in one program. Custom quote template, fax and email option.
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The reports feature and I like to be able to change the forms to fit my needs.
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The total margin and line-item margin calculators are fantastic. Customized Quotes look professional and are easy to change.
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Tracks the quotes for us and keeps the prices consistent.
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Transfer to QuickBooks
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Uniform control on pricing policy, monitor exchange rate changes-we import products, notes on follow quotes and customer database.
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Use of local and foreign currencies, total use of the reports
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We are able to import our product database into QuoteWerks. This eliminates double work when entering product numbers and cost information. It is easy to create a quote and fax it directly from the PC.
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We implemented automation to import and maintain Ingram database in Product database. So, this product database feature, is very useful for us. Also, we can build reports easily.
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We like the looks of the finished quote form and we can now e-mail our quotes. Our ACT! templates didn't extend prices or add totals for us!
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We sell at several different price levels and QuoteWerks accommodates us.
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We use the Ingram Micro/Tech Data product links.
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We use the linking ability it has to Goldmine forecasts. Also the ability to track your margin in real time is awesome.
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We use the quote as a sales tool. Each item quoted has 'Hot' Features and benefits. Competitors non-descriptive quotes are at a disadvantage to ours.
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Working from product database, Creation of RTF or PDF files, Creation of purchase orders, Integration with Outlook
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