- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Contract Cost Calculation
- 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 & QuickBooks Report
- 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
Contract Cost calculation for QuoteWerks
For use with: QuoteWerks v4.0 build 17 to v25.0 build 1.18.
About the User: This project was commissioned by a client who
sells scientific equipment business-to-business. They wanted to streamline their Service
Sales departments function in producing quotations so boosting sales reps efficiency
and improving quote accuracy.
Project Brief: the client wanted an easier way for QuoteWerks users to
bring information in from their heavily customised Sugar CRM system and
have a wizard style interface to calculate the cost of to the equipment they were selling to the
customer. Based on our experience in developing add-on solutions for QuoteWerks
we were approached to build the integration.
The work-in-progress videos below illustrate how the custom Tools menu -> ‘Get Equipment from SugarCRM’
and ‘Calculate Contract Pricing’ options work together to allow the User to quickly and easily retrieve
the Equipment details and then calculate the contract price.
Please click on the player below to view a work-in-progress video of the QuoteWerks Contract Calculation utility.
Features:
- Product Integration: Real-time updates of product information from SugarCRM to QuoteWerks.
- Equipment Integration: Easy import of customer and equipment details from SugarCRM into QuoteWerks.
- User-Friendly Wizard: A step-by-step interface to guide sales representatives through contract pricing.
- Automated Calculation of Complex Pricing Structures: Handles diverse pricing structures for different regions and contract types.
- Field Mapping: Meticulous mapping of fields between SugarCRM and QuoteWerks to ensure accurate data transfer.
- Extensive Testing: Thorough testing to ensure the system works flawlessly before going live.
- Comprehensive Training: Training sessions to ensure smooth adoption and effective use of the new system.
Benefits:
- Time Savings: Reduced the time to generate quotes by 50%, allowing sales reps to focus on closing deals.
- Improved Accuracy: Automated calculations minimize errors, ensuring consistent and precise pricing.
- User-Friendly Interface: Sales reps appreciate the streamlined process and intuitive interface, leading to higher satisfaction.
- Scalability: Successfully implemented in the US and expanded to six other subsidiaries in different countries, demonstrating the solution's scalability.
- Competitive Edge: The streamlined process provides a competitive advantage in the market.
These features and benefits highlight the effectiveness and impact of the Contract Calculator solution, making it a valuable tool for the customers Service Sales operations.
