A new utility for QuoteWerks that imports HTML quotes received from Dell has been releases by a leading provider of sales quoting software solutions for the global small and midmarkets, Aspire Technologies, Inc.Developed by the QuoteWerks development team, this new utility reduces the time it takes technology firms to produce quotes for their clients that contain Dell products. The user can begin importing the quote into QuoteWerks, once a QuoteWerks user receives a quote from their Dell representative via email (as an HTML attachment). The applet will allow the user to set the import parameters such as individual product part numbers, how QuoteWerks will handle the Dell Quote number, and the category descriptions for each item included on the quote. The utility can also import both grouped items and individual items into the quote.
One advantage of the Dell utility is that, with the information contained in the quote, QuoteWerks will create/update the sales opportunity in the user's CRM system. Additionally, users are able to schedule follow up calls and relate sales tasks to the quote, since the information can now be automatically passed to the user's CRM system. Also, users can easily include Dell items into a QuoteWerks layout and format of their choice. Finally, all items (and related data) imported via the utility is now stored in QuoteWerks making it fully accessible and searchable for reporting and tracking purposes.
Additional utilities that are available at no cost to QuoteWerks users are:
- Excel Utility
- Multiple Product Source Search
- Rounding Utility
- Group Part Number Builder
- Tech Data Shopping Cart ImporterAlong with the other QuoteWerks utilities, the Dell utility, is available for immediate download from the QuoteWerks website. All utilities are offered free of charge.