- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
Introduction
Over the years, as well as the products that you see on our site here, we have also been engaged in many other bespoke custom software development projects. The list to the left provides an overview of the more significant developments that we have successfully created and implemented and the types of solution which our clients have required.
Perhaps some of these bespoke developments may be applicable to your business? If so, then please get in touch and we will see how we can bring the efficiencies our clients are enjoying into your business.
Where appropriate, most of these solutions could very easily be converted to work
with any other application. Many have already been
re-invented several times to work with a.n.other application and/or offer us a
great platform to build from, meaning quicker development times for us and lower
costs for you.
The following lists provide you with an idea of the types of add-on utility application we have been
engaged to develop and implement in the past. Get in touch
if you'd like to know more or would like to discuss your businesses specific
requirements.
Benefits:
- Enhanced time-saving solutions that work for your business, bringing even greater efficiencies and productivity.
- Built by an experienced development team who understand your requirements from a business point-of-view ensuring fast requirement definition and accurate specification.
- Built on industry standard development platforms using tried-and-tested code libraries ensuring we deliver you high-quality software that works exactly as you’d envisaged it.
- Due to the number of solutions, add-ons and utilities that we have already built and the code libraries available to us, that can be modified and enhanced, we can make customised solutions available to you quickly and at highly competitive prices.
Microsoft Outlook / BCM / Dynamics CRM
- Automatic Emails - allows you to send automated emails to customers, supplier and to internal sales or management staff (written for MSCRM 3.0 & 4.0)
- Creating/Updating Contracts - add-on allows you to create a Contract in MSCRM from the information on your QuoteWerks Document
- Resource Management - easy diary management of employees (contract, part-time and full-time), customer billing, employee wages and management KPI reporting
QuoteWerks
- 3D Bin Packing integration - optimises the way that you pack goods to be sent to your customers reducing costs
- Approvals Process add-on - offers a more granular approach to the 'out of the box' Approvals process features
- Avalara Avatax integration - check the QuoteWerks Document address details and associated Tax Rate applied
- Bundle Management add-on - allows you to set placeholder Items within Bundles to massively reduce the number of Bundles that you need to maintain
- ChargeLogic integration - offer another online payment gateway option (particular useful for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central Users)
- Customer-specific Pricing add-on - offers yet more options for you to manage your pricing and retain an easy way to get accurate prices onto your quotes
- DDI System integration - offers you the option to maintain your Pricing and Stock information in DDI ERP solution and have that quickly and easily pulled into QuoteWerks
- Excel Reporting - getting valuable information out of your QuoteWerks database; offers even greater options than the already very powerful built in reporting features
- Exchange Rate Lookup add-on - makes it far easier to keep your exchange rates up-to-date and so retain your margins in quotes
- FedEx integration - allows you to quickly and easily get quotes for sending packages, schedule the packages for collection and get up-to-the-minute updates on the delivery progress
- Price Rounding add-on - allows the User to easily round Prices to a particular £$€ amount
- HTML Email add-on - allows you to send automated and semi-automated emails to customers, supplier and to internal sales or management staff
- Line Item Sort add-on - allows you to sort the Line Items on your QuoteWerks Document by any field (particularly useful when importing or copy/pasting information from a Supplier quote which you then reorganise to present to your client)
- Optional Item Import add-on - offers you an easy way to get a list of base Product and related Optional Items into the QuoteWerks database
- Microsoft CRM Contracts add-on - add-on allows you to create a Contract in MSCRM from the information on your QuoteWerks Document
- Microsoft Business Central add-on - integrated to retrieve Product, Pricing and Stock information and writte back Sales Orders
- Price Uplift & Drop add-on - allows the User to easily uplift and drop prices by a percentage or £$€ amount rounded to a particular number of decimal places
- Purchase Order Tracking add-on #1 - brings Tracking, Serial, Quantity Shipped and Ship Dates into the QuoteWerks Document Line Items so that they are easier to read
- Purchase Order Tracking add-on #2 - works alongside QuoteWerks to offer an array of features to help ensure that Suppliers delivery goods you've ordered on time for your Customer
- Sage 50 Stock integration - update product stock information in QuoteWerks from Sage 50 Accounts data.
- TASBooks integration - offers a range of features so that you can work more efficiently with the two system together
- TechData (C2000) integration - gives User a more seamless and less time-consuming way to place AutoDesk license orders
- UPS integration - allows you to quickly and easily get quotes for sending packages, schedule the packages for collection and get up-to-the-minute updates on the delivery progress
- VBS Scripting - various examples of how QuoteWerks Corporate Scripting features may be used
Sage
- Sage 50 Canada integration - create documents in Sage 50 Canada from the document information in QuoteWerks
- Sage 50 Stock integration - update product stock information in QuoteWerks from Sage 50 Accounts data.
- Sage 200 Customer-specific Pricing - offers various options for you to manage your pricing and retain an easy way to get accurate prices onto your quotes
- Sage 200 Discounting - apply a discount to the entire list of Products on a Sales Order quickly and easily
- TASBooks QuoteWerks integration - offers a range of features so that you can work more efficiently with the two system together
Swiftpage ACT!
- Door Management - provides more efficient private club door entry control
- Resource Management - easy diary management of employees (contract, part-time and full-time), customer billing, employee wages and management KPI reporting
- Roster Manager integration - synchronises Company (Site) and Contact information between Roster Manager and Swiftoage ACT!
Miscellaneous Other Applications
- Document Signing stand-alone software - AdobeSign, DocuSign & SimpleSign online electronic digital signature solution integration
- Domestic & General / SQL Server integration - RESFTful web service integration to a SQL Server database-based solftware solution
- PDF Conversion stand-alone software - convert text, HTML, Word and other documents to PDF format quickly and easily
- ePostcode.com / MS Access integration - find and check business or residential addresses quickly and easily
- Repair Management stand-alone software - provides a complete solution for managing a Job through the manufacturing shop floor; includes parts acquisition, warranties, billing, log history and more
- SalesForce.com / Pegasus Opera integration - synchronises Company, Contact, Product and Pricing information between Pegasus Opera and SalesForce.com SteelBrick
- Servicing Management stand-alone software - provides a complete solution for managing fire protection equipment servicing
- SugarCRM / Roster Manager integration - synchronises Company (Site) and Contact information between Roster Manager and SugarCRM
Compression
Microsoft
- Excel spreadsheet creation
- Microsoft Dynamics CRM - Contract creation
- Outlook #1 - as part of QuoteWerks Approval add-on
- Outlook #2 - as part of QuoteWerks automated email utility
- SQL Server Reporting Services
Web Service integration (SOAP, REST, XML, JSON)
- 3D Bin Packing box or pallet packing optimisation algorithm
- AdobeSign (was EchoSign) digital document signing solution
- ChargeLogic online payment gateway
- DDI System customer-pricing and stock management solution
- DocuSign digital document signing solution
- Domestic & General electronic device repair tracking solution
- ePostcode.com Address Lookup & Postcode Finder
- FedEx pricing and shipping solution (with 3D Bin Packing)
- FedEx pricing and shipping solution (comparing prices with UPS)
- SimpleSign digital document signing solution
- UPS pricing and shipping solution (comparing prices with FedEx)