Frequently Asked Questions



Is QuoteWerks a ‘cloud’ or ‘on premise’ solution?
It can be presented as either, dependent upon your needs and wishes. When deployed with ‘cloud’ methodology, QuoteWerks can be accessed on a wide variety of devices, including MAC OS, iPad, iPhone etc.
How does the QuoteWerks and QuoteValet Licensing work?
QuoteWerks is a one-time purchase product, not subscription based. The licensing is based on concurrent users, so as soon as one user logs out, that licence is available for another user. QuoteWerks licences don’t expire, but annual UMP should be purchased to remain on the latest version of the software.

QuoteValet is an annual subscription service. License count is based on daily maximum number of unique users; thus a “first come – first served” model of licensing. This means that whoever is the first to use QuoteValet starting at 00:00 AM each day has the license reserved for their usage for the REST OF THE DAY until 23:59 PM that day. It is recommended that the number of QuoteValet ‘seats’ matches the number of daily QuoteWerks users; this may be slightly more than the number of QuoteWerks licences.

What is UMP and do I need it?
UMP stands for Update Maintenance Program. Customers with valid UMP subscription are entitled to all product builds, major version releases and interim releases up to the UMP expiry date. It is not a requirement to stay current on your maintenance, but if other linked software is updated, or you update your Operating System, a legacy release may not work properly and it may become essential to update QuoteWerks to the latest release to ensure continued compatibility.


Is there any support available?
Quintadena’s dedicated support team operates within UK office hours. Support is available by email, phone and online screensharing.
We have a problem with QuoteWerks but don’t have a support contract in place. What are our options?
Get in touch with Quintadena! We can offer emergency assistance by screensharing/phone, charged by the hour. For non-urgent questions, email and we’ll answer a specific question or guide you to the relevant help documentation, or if necessary recommend that you purchase some support time.
We’ve been using QuoteWerks for a while, and I’m sure there’s more it can do for our business! How do I find out?
Quintadena’s core business is to offer solutions tailoring QuoteWerks to the needs of your business. Options include business consultancy or an ‘MOT’ which is essentially a QuoteWerks ‘Health Check’. These can be carried out onsite or remotely, and may lead to follow-on actions such as additional configuration, bespoke programming or training. For supported customers we offer reduced consultancy rates and we’re always happy to arrange a call to review how QuoteWerks is working for your business. Follow us on twitter at @quintadena_help to receive regular tips and information on new QuoteWerks features.


We want a very smooth transition to using QuoteWerks. Can you help?
We offer a full plug-and-play ‘project’ implementation of QuoteWerks, and indeed this is the recommended approach for companies with very specific needs or who really want to embed QuoteWerks into their business process. Our full project implementation of QuoteWerks would typically consist of an onsite project planning day, followed by remote configuration, installation and onsite training for your team. Bespoke applications can be developed to further enhance your business process. Take a look at our Case Studies to find out more about what we’ve delivered for some of our customers.
I want to keep using my CRM. Can it link up with QuoteWerks?
QuoteWerks integrates with over a dozen popular CRMs. If your chosen CRM does not integrate with QuoteWerks and possesses an Application Programming Interface, we can create the necessary integration at a competitive cost. Find out more about CRM integration with QuoteWerks.
Does QuoteWerks integrate with any Accounting packages?
QuoteWerks can integrate directly with Quickbooks and the US version of Sage 50. Quintadena has developed an integration with the increasingly popular accounting solution, Xero. Third-party integrations exist with Sage 50, Sage 200 and other accounting software. Contact us to discuss your needs.
I have a new member of staff who needs training – do you offer this?
For companies whose staff have been trained by Quintadena and have a support contract with us, we would be happy to introduce a new staff member to the basics of QuoteWerks by way of an online session and phone call. We can also offer standard or bespoke onsite or remote training sessions to suit your requirements.
How can I ensure our team completes all the essential fields in QuoteWerks?
Quintadena’s most widely-used ‘Workflow & Validation’ module contains document validation to ensure details on your documents are sensible and complete. Find out more about our Quintadena modules for QuoteWerks.
Our business requires some very detailed reporting. Will QuoteWerks be able to handle this?
QuoteWerks has a powerful in-built management report designer. Quintadena’s supported customers receive assistance with creating reports, or alternatively our experienced team can create bespoke reporting solutions for your business; contact us to discuss your needs.
Do you offer business consultancy outside QuoteWerks?
QuoteWerks is at the core of our own business. Our experienced team can help you to achieve effective integration with other applications such as CRM and accounting software, although we do not sell or support these other software packages. We have an extensive portfolio of additional configurations for QuoteWerks, including integration with other software: take a look at our Quintadena modules for QuoteWerks page, and contact us to discuss your needs.