Project Implementation

Quintadena’s bespoke consultancy, configuration and training solution, to tailor and integrate QuoteWerks seamlessly within your business process.

What is typically included in our Bespoke Consultancy?

Project Scoping

  • Face-to-face meetings with key staff to explore your business processes
  • Use of proprietary business analysis tool to capture key information and plan the bespoke project
  • Output: a proposal for an end-to-end QuoteWerks integration project

Licenses

  • QuoteWerks licenses and update maintenance plans – Corporate, Professional or Standard editions
  • QuoteValet licenses (if taken) with our optional standard QuoteValet HTML templates
  • Real-Time and Etilize licenses (if taken)

Training programme

A tailored package of onsite or remote training to suit your requirements:

  • Sales Team training – producing and sending out quotes, tracking progress, how QuoteWerks integrates with your CRM
  • Admin/accounting training – integration with your accounting package, creating and editing products
  • Reporting training – manipulating the powerful management reports within QuoteWerks to meet the needs of your senior management team
  • Senior Administrator training – controlling permissions and access levels within QuoteWerks
  • Follow-on training after an agreed interval

System configuration and installation

  • QuoteWerks interface decluttered and then enhanced to meet your unique business requirements
  • Configuration of documents to meet your required output in terms of data and brand (documents may include Quote, Proposal, Order Confirmation, Internal Build Sheet, Delivery Note, Invoice)
  • Setup of user logins, with appropriate user permissions and preferences
  • Product lists imported, if required. Assistance with formatting product lists is also available if required
  • Management reports configured to your business requirements
  • Integration with your CRM & accounting Systems
  • QuoteWerks installation on your server & activation on each workstation
  • Setup of Quintadena extension applications including document validation and email workflow
  • Bespoke programming, if required, to further tailor QuoteWerks to your needs

Support

Quintadena’s Annual Support Contract: UK office hours access to our dedicated support team through online remote desktop sessions, live web chat, telephone, and e-mail.


More information required?

Get in touch: call 0121 669 1111 or contact us