Aspire Software's QuoteWerks, an all-purpose quoting system, generates sales quotes efficiently and easily, integrating seamlessly with ACT!, GoldMine and SalesLogix. It can track costs, selling prices, and profit and allows for selling price and markup adjustments based on single-line items or the entire quote. Users can also create bundles of items, see product price history, enter volume discounts, and link similar products together to offer substitutions. Quotes are stored in a Microsoft Access database file, ensuring a highly flexible format. Quotes can be faxed, printed, or emailed by customizing your output or using a variety of pre-existing formats. Another powerful feature is the ability to convert a quote into an invoice (once the customer accepts the quote) by using a drop-down menu.

QuoteWerks

DataLink can automatically pull other information from your database into the quote such as terms, sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.

You can personalize your print layouts with the built-in visual layout designer that allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote that includes information from your contact manager contact record.

Setup your products to have required, optional, and substitute products. Organize your products visually in folders to make it easier to find the products you are looking for.

Use the optional links to QuickBooks or Peachtree accounting software or use the optional Open Export Module to export your quotes/orders to a delimited text file format that many accounting packages can import (Great Plains accounting for example).