Cloud CRM University - QuoteWerks

QuoteWorks

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.


QuoteWerks fits into your existing software environment. It works with the software that you store your SalesOutlook, and SugarCRM CRM Systems. This integration eliminates the need to re-type customer information. QuoteWerks also has its own built-in contact database.

You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote.






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