How It Works

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How Quote Writer® Works

Quote Writer® allows you to reduce your custom quoting time to minutes instead of hours. Sales reps will spend less time creating quotes and more time making sales.

The value of Quote Writer® is that product knowledge is built into the system while supporting internal workflow processes, ensuring your made-to-order quotes are configured accurately, professionally, and all at a very affordable price.

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Quote Writer® empowers ‘point and click’ custom quote creation, while simultaneously generating detailed specifications including images, PDFs, web links, and even complete product manuals and production orders.

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Categorize your sales products through Units/Models while organizing items with sections, headers, and packages. Easily add, replace, or customize products or items within a quote.

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Each quote is templated, making it possible to send a single-page proposal, a proposal filled with images, or even a full-page product specification, operation, or installation manual.

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Quote Writer® enables tracking, or creating a detailed audit trail of the changes made to the quote.

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For complex configurations, organize packages and items commonly sold together.

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Manufacturers can allow items to be altered or modified to accommodate a customer’s specific needs. Any modifications are subject to a review process.

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Supporting documents can be linked to the quote, such as drawings, manuals, and work instructions.

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