Archive for Quotewerks

Act, Quotewerks and Quickbooks – Match made in heaven

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially […]

Quotewerks Version 5.4 Build 7 is available

Quotewerks Version 5.4 Build 7 is available.  The key item (we are excited about) is the integration with Act has been totally rewritten and has so many new features we are beyond thrilled. If you want to hear more or want to see a demo, call today at (423)875-2652. Click here to see the list of […]

Tom Najemy of Squad 16 joins Patricia Egen Consulting

Chattanooga, TN, May 6, 2019 – Patricia Egen Consulting, LLC is pleased to announce that Tom Najemy, owner of Squad 16, will join us as a Senior Consultant. Tom has had an act! consultancy business for 20 years.  His office in East Windsor, CT hosts a training center providing hands-on training on copies of client’s […]

Q2C – Quote to Cash – What it means for SMBs

Recently I posted a Youtube video about the integration of Act! and Quotewerks. I’m including a link to it below. After I sent out a Tweet about the video I got back quite a few interesting comments but one in particular inspired this blog post. This follower liked the video and said that the Act! […]

Quotewerks Tip of the Week – Exporting Quotes to Excel

We’re starting Quotewerks Tip of the Week blog posts and today’s is about a trick a lot of people may not realize exists. Quotewerks has so much power it’s easy to not know every single feature or nuance. A client wanted to be able to export Quotes to Excel so they could import them into […]

QuoteWerks Version 5.1 Builds 2.25 & 4 now available

There are several updates and new features released with Build 2.25 of Quotewerks 5.1.  The link below shows the full list.  Key items are: ConnectWise 2016.1, Maximizer 2016, new line numbering macros, highlight support for items on DocItems tab, QuoteValet Auto-reminders, template drop-down option and many more!  One of my favorites: you can now highlight […]

Quotewerks and ACT – startup Tip

I like automating things.  Anything I can do to make life move a little smoother is a plus.  We use Quotewerks and ACT every day and I work off a remote installation.  That means I need to sync regularly to the master database. In addition, since I prepare quotes often during the day, my typical […]

Quotewerks 4.9 Build 7 update

Quotewerks has released 4.9.7 of their software Since October 1, 2013, there have been 16 QuoteWerks updates released containing over 145 new featurs.  We love Quotewerks and whenever they come out with an update it’s always full of improvements.  The integration with ACT is seamless and makes creating opportunities a snap. Nice new features are a scripting language, […]