QuoteWerks Training

Basic QuoteWerks training is included in our Standard Implementation, however we also offer a number of Advanced courses for users with more specialised requirements. If you feel you require training or advice in a field which is not listed here, please contact us to discuss.


Document Design and Layout


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A 1.5-hour training course in QuoteWerks document design, after which you will be equipped to make all but the most radical adjustments to your own documents. This course will be specific to your company and only people from your company will attend. Most companies will send only one delegate, but we will train up to four at the same time if requested.

Microsoft Excel integration


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Does your business have an Excel spreadsheet or several Excel spreadsheets which have been developed in-house over a period of time in order to deal with your pricing needs?

Do you wish to retain the tried-and-tested accuracy of these spreadsheets when using QuoteWerks?

Quintadena will provide – free of charge – our Excel Integration Module and train your administrator in its setup and management so that you do not have to set your spreadsheets aside when adopting QuoteWerks.

This course lasts for two hours and includes a copy of Quintadena’s Excel / QuoteWerks integration module licensed to your company. Only delegates from a single company will be trained together.

QuoteValet Document Editing


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Achieve the same results with your QuoteValet templates as with your standard PDF templates, making each equally informative and in harmony with your corporate image.

This course lasts for 1.5 hours and includes our advice with regard to setting up optional products to encourage up-sell in QuoteValet and getting the best out of the QuoteValet Approval, Peer Review and reporting capabilities.

Report Writing

with the native QuoteWerks Reporting tools


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This course allows you to mine the QuoteWerks database for the vital management information your company requires to produce clear, useful and good-looking output.

Many of the principles involved in the Document Design and layout course apply equally to Report Writing, and delegates should either already be familiar with the document designer and have created their own document layouts, or should have attended the Quintadena Document Design and layout course.

The course lasts for two hours. Each course will accommodate delegates from one company only and so can focus on your specific reporting needs.


Delivery of training courses

  • At our Birmingham office, near to Smethwick Rolfe Street railway station

    With this option Two Courses can be booked under our “Special Offer”, in which case one will proceed in the morning (11 am to 12.30 pm) and the other in the afternoon (2.00 pm to 4.00 pm) of the same day. A light lunch will be provided.

  • At your premises (only when two courses are booked for the same day)

    We will send our engineer to your offices to conduct the training. You will need to provide an appropriate room away from the day-to-day activity of your business.

  • Online

    Conducting the training by online meeting can be done, and the price is the same as for training at Smethwick. When training is delivered online it must be targeted at one specific named individual, and is charged as training for one delegate only. Other members of staff may log in to the webinar and monitor the audio feed at no extra cost, but we cannot take questions and input from more than one trainee when delivering training online.