This section will introduce you to QuoteWerks Web and how to use it. QuoteWerks Web is designed to be used to create, edit, and deliver documents to your customers. QuoteWerks Web is a great option for users who are not typically in the office or would simply prefer to access QuoteWerks from a web browser.
QuoteWerks Web is accessed through your favorite web browser and includes many of the great features in QuoteWerks Desktop, including full support with QuoteValet and Etilize. Users will have access to their existing documents, products and services, layouts, and more.
QuoteWerks Web Features and Functionality
Open Documents
•You can open any document in the QuoteWerks database.
•Security restrictions are applied, so you can only open quotes that you have access to.
•If you only have read-only access to a quote then you will only be able to open it in read-only mode.
Edit Documents
•You can make changes to the quote information on the tabs and the document items and save those changes.
•All security restrictions are obeyed, so if you do not have the access right to modify any particular field or cell it will be honored.
•The links tab is viewable.
•The QuoteValet tab is available showing quote activity and has buttons for displaying the quote on QuoteValet
•You can lock or unlock the document
•All drop down lists like DocStatus, SalesRep, PreparedBy, etc are populated.
•The F2lookup feature is supported in the fields
•You can add new line items manually to the quote.
•You can insert new line items manually into the quote. You can even insert them inside existing groups.
•You can set the Line Item Properties and Line Item Attributes
•You can set the deposit amount
•You can set the shipping amount (minus the real-time shipping options)
•You can change the DocType
•You can move single or multiple lines in the quote, by cutting and pasting or using drag and drop (watch a video)
•Create and Edit Quotes and Proposals in a browser
Create Documents
•You can create new blank documents
•You can create a new document from a template
Contacts
•You can search for and retrieve contact information from the built-in QuoteWerks contact database.
•You can search for and retrieve contact information from Act! for Web, Autotask, ConnectWise Manage, HaloPSA, HubSpot CRM, Kaseya BMS, Microsoft Dynamics CRM, salesforce.com, SugarCRM, and Zoho CRM contacts.
CRM/PSA Integrations
•The full Act! for Web integration is supported including retrieving contacts, writing Sales Opportunities, Activities, and more.
•The full Autotask integration is supported including retrieving contacts, writing Sales Opportunities, Quotes, and more.
•The full ConnectWise integration is supported including retrieving contacts, writing Sales Opportunities, Tickets, and more.
•The full HaloPSA integration is supported including retrieving contacts, writing Sales Opportunities, Quotes, and more.
•The full salesforce.com integration is supported including retrieving contacts, writing Sales Opportunities, products, and more.
•The full Microsoft Dynamics CRM integration is supported including retrieving contacts, writing Sales Opportunities, calls, and more.
•The full Kaseya BMS integration is supported including retrieving contacts, writing Sales Opportunities, and more.
•The full HubSpot CRM integration is supported including retrieving contacts, writing Deals (Sales Opportunities), Documents, and more.
•The full Zoho CRM integration is supported including retrieving contacts, writing Deals (Sales Opportunities), Documents, and more.
Products
•You can search for, display, and use products from native product databases, including from folders.
•You can search Etilize/content server/real-time P&A for distributor products.
•You can use Bundles to add groups or kits of items to your document.
•You can use the Configurator to add Products, Services, and Bundles to your quote - reducing training costs and mistakes.
•You can Import Products into new or existing QuoteWerks Product databases.
•You can Add New, Edit Existing, and Delete Products in your native QuoteWerks Product sources.
•You can use Paste Special powered by AI to easily add products and services into your document including quotes from Dell, Cisco, HP, or Netformx.
•Use the Quote Importer to retrieve quotes from your Vendors and Distributors like Dell, Ingram Micro, TD Synnex, and more
Quote Delivery
You can use all your same fpc layout files and word documents to generate output in QuoteWerks Web.
•You can preview quotes
•You can print quotes
•You can email quotes
•You can upload quotes to QuoteValet
Leasing
•You can see and refresh leasing information on the Sale Info tab.
Accounting
•With the QuickBooks Online Integration Subscription, you can create QuickBooks Online Estimates, Sales Receipts, Invoices, and more.
Peer Reviews and Approvals
•You can request Peer Reviews.
•You can request Quote Approvals.
Miscellaneous
•Label customizations on the quote tabs are applied.
•Refresh Best and Latest Pricing for items on the Quote Workbook.
•Modify Site-Wide settings (Tools->Options) for QuoteWerks Desktop and QuoteWerks Web.
•Modify User Preferences (Tools->My Preferences) for QuoteWerks Desktop and QuoteWerks Web.
•Label customizations for all the fields on the main quote tabs are applied.
•Column heading customizations on the DocumentItems tab are applied.
•All line item coloring and styling and formatting is applied.
•Vendor Maintenance - Create, Edit, and Delete Vendors
•Event Scripting with AI Assistant
•Multi-Factor Authentication can be enabled per user and is authenticated via Authenticator Apps (Google, Microsoft, etc), Duo for Multifactor Authentication (MFA), and text message 2FA capability.
•Single Sign On Authentication available for Microsoft Azure SSO (Single Sign On).
VendorRFQ
•Create new RFQ Documents (Submit Bid Requests to Vendors)
•View existing VendorRFQs
All of the features described in this topic's sub-topics require that you've already setup QuoteWerks Web.
Please click the following topics to learn more about using QuoteWerks Web:
•QuoteWerks Web Navigation Panel
•QuoteWerks Web Document Items Tab
•QuoteWerks Web Sold to/ Ship to Tab
•QuoteWerks Web QuoteValet Tab
•QuoteWerks Web Deliver Window
•Pulling Contacts into QuoteWerks Web
