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Often, we hear customers say: “I didn’t know QuoteWerks did that."


We aim to deliver step-by-step instructions to guide you through actionable changes you can make to maximize the use of QuoteWerks.

Did you know you can compare prices between vendors with just a click?

You can select items already in a quote, and compare different vendors' prices for those items.


To launch the price comparison worksheet this way, open an existing quote, or have a quote open with some line items in it, and select the Tools → Compare Prices between Vendors menu to compare prices for the selected items in the quote.


If you do not select any items on the quote sheet, all the items on the quote will be compared.

How is this different than Etilize (Product Content Subscription)?


With QuoteWerks' Tools → Compare Prices between Vendors menu, users can input the products or services they're interested in comparing, along with the respective vendors.


The feature then generates a comprehensive comparison report, detailing the prices offered by each vendor for the specified items. This allows users to easily identify the most cost-effective options, enabling informed decision-making and potentially saving both time and money.


The QuoteWerks "Etilize Compare" feature is a tool that allows users to compare multiple products (available via distribution) side by side to make informed purchasing decisions based on both pricing and features. It typically provides a comprehensive overview of the specifications, features, and prices of each product, allowing users to easily compare their attributes and make a choice based on their needs and preferences.


This feature can be particularly useful when deciding between similar products or when researching options within a specific product category.

Did you know you can refresh older quotes with current pricing?

To refresh all the line items in the quote, select Tools → Refresh Items with the Latest Pricing menu, or press the "Latest" button.


QuoteWerks will look up the items in the quote in the product source(s) they obtained using the manufacturer part number and vendor name.


Then, QuoteWerks will refresh the cost and price values with the current prices in the database. If any part numbers cannot be found in the product database, you will be notified in the status bar of the main window.


If you select specific items on the quote sheet, it will only refresh those items selected otherwise it will refresh the entire quote.


Hint: This is a great feature when duplicating older quotes.

Starting from a Template - Refreshing Prices with Latest


Using templates is a great way to save time and ensure consistency in your quotes. If you often create very similar quotes, you can save time by creating a template of that quote so that the next time you need to create a similar quote, you can easily select the template to start with. 


As the template is used to generate a new document, if the "refresh item prices" checkbox is checked, the item prices will be updated with the current pricing. Also, if the items are no longer in the product database, you will receive a notification of this alerting you to this issue.

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.


For international customers and technical support, click here.

Thank you for your business!


Sincerely,

MaryGrace Adamson

Community Coordinator

Aspire Technologies, Inc. / QuoteWerks®

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