Quintadena modules for QuoteWerks
Over the years, our team have developed a number of extra apps to extend QuoteWerks’ functionality. If you have requirements which don’t seem to be natively covered by QuoteWerks we may already have what you need or can create it for you.
Our available modules include:
Workflow & Validation
This is our most widely-used module, including:
- Document Validation to ensure details on your documents are sensible and complete
- Email notifications to keep customers & colleagues up-to-date (without QuoteValet)
- Agent Commission calculations
- Automatic Layout Printing at specified points in your sales pipeline
Our Xero integration enables the creation of draft Receivable (Customer) and Payable (Supplier) Invoices in the popular Xero cloud accounting package, directly from within QuoteWerks. Customers and Suppliers are matched to Xero contacts. Xero does not currently allow third-party software to create Purchase Orders, but creation of Supplier Invoices enables you to manage expected cashflow and control supplier payments effectively.
Alternate Currency Pricing
The Quintadena Foreign Currency Pricing for QuoteWerks enables spot (line by line) pricing using foreign currency. Much quicker than adding a foreign buy priced item to the product database (and usable by non-admin users).
The Quintadena Part Invoicing for QuoteWerks allows an order to be converted to an invoice in stages, for the times when you dispatch an order in multiple parts with an invoice for each delivery. With easy-to-follow Red/Amber/Green highlighting on Not/Part/Fully invoiced items, and items can be selected individually or in bulk, by percentage or by specific quantities.
Our Advanced Excel Integration enables you to use an existing spreadsheet pricing tool seamlessly by transferring products or Line Item details from your pre-existing Excel configurator directly into a QuoteWerks document. This is currently in use for configuring products from window blinds to beer mats. We use it ourselves for pricing in-year additions to QuoteValet!
QuoteWerks Contact Manager Plus
Contact Manager Plus adds the concept of Company/Contact hierarchy to the QuoteWerks native contact manager. Each company has a single nominated Primary Contact and can have an unlimited number of Secondary Contacts. Any contact can be selected for SoldTo/ShipTo/BillTo (and renamings of these labels in QuoteWerks will be honoured in this application). Where a secondary contact is selected, any fields left blank will use the primary contact’s information. Thus, for typical situations, only the secondary contact’s name and email addresses need to be entered.
Our Branded Goods module enables you to create multiple quantity breaks of an item to be quoted within a single line item. For example if you want to price 500, 1000, 2000 off without putting each quantity on a separate line you can show prices for each quantity point. When the quote is converted to an order, the customer selects which quantity is to be used on the order. This is not compatible with QuoteValet.
This module allows you to have raw materials set up in your product database and to calculate the cost of building a bespoke item for your customer. For each material, you can choose whether to regard the price
- as a square metre / square foot price (in which case you enter length and width sizes and a quantity for the line item)
- as a linear metre / per foot price (in which case you enter length and quantity for the line item).
- as a per item price (in which case you simply enter the quantity for the line item)
You build your item in the Estimator and transfer it to QuoteWerks as a group. A typical use of the Estimator would be for pricing a job in a sign-writing or large format digital print environment where costs depend upon area to be printed. Units can be entered and calculated in Imperial or Metric (and automatically converted to the desired system if necessary).
Vtiger CRM Integration
A basic integration to allow the selection of contact information from the vTiger database. (only available for on-premise hosted installations)
This module allows integration with the IceCat product catalogue.