Category: QuoteWerks

8 Qualities of the Best CPQ Software

Configure, price, quote (#CPQ) software offers new opportunities for time savings with features like guided selling that can improve your sales team’s performance. It can identify upsell and cross-sell opportunities

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Compare Items using Etilize and QuoteWerks Web when selecting Items to Quote

Did you know that #Quotewerks Web allows you to compare #Etilize items before adding them to the quote? It’s easy and will save you time! This short video demonstrates how

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How To Update/Upgrade QuoteWerks

This video will demonstrate how to update your current #QuoteWerks installation to the most recent version or build so you are always up to date!

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F2 Lookup Window | Save time in QuoteWerks Web

Do you often find yourself searching for the same products? Or writing the same instruction or notes for each customer? Or maybe you want to give yourself or your sales

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7 Ways Proposal Software Helps the Customer 👁️‍🗨️7️⃣ | Why you need a Proposal Solution

Are you looking for 7 ways a proposal software like #QuoteWerks can help your customers? Quote, proposal software helps sales reps and managers, and the end result is that customers

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Are eSignatures Legally Binding? QuoteWerks supports eSigning of quotes and contracts!

Are QuoteValet signatures legally binding? Yes. When the United States passed the ESIGN Act, it made e-signatures legal for virtually any use.

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Zoho CRM and QuoteWerks Version 5.7 New Features

Version 5.7 of QuoteWerks is now Available for download! This short video showcases the new enhancements with QuoteWerks and Zoho CRM.

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Product Price History in QuoteWerks | See what you have previously quoted and won!

In this video, we go over the Product Price History Features in #QuoteWerks! The Product Price History window will display a list of documents that contain specific items and customers

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HubSpot CRM Integration Overview for QuoteWerks Web | Quotes and Proposals | CPQ

This video demonstrates the QuoteWerks Web integration with HubSpot CRM. Information flows seamlessly between QuoteWerks Web and HubSpot CRM. This integration will increase your productivity so you can spend more

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What is QuoteValet? A quick introduction to QuoteValet for QuoteWerks

#QuoteValet is the online quote delivery and acceptance vehicle for #QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and #prospects.

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