You can now add videos to your quotes and give your customers a whole new experience, all from within that one document!

Quotewerks is our solution for creating fast, professional, consistent and secure quotes – each document has a unique reference and is stored in a central database, protecting this valuable data and providing analytics on your sales pipeline. With integration to all major CRMs like Salesforce, Goldmine, ACT! and several Accounting systems including QuickBooks, Sage 50 and Xero, this really is the bridge between sales and finance.

QuoteValet, a subscription based optional add-on, enables you to host your quotes online for customer collaboration. So, instead of emailing large quotes, proposals and attachments, you simply send a secure URL which your customer can click to view, query, change, confirm PO and even make payment.

Videos can be linked to individual items and be automatically inserted into the quote and you can also have generic videos, perhaps introducing your company, products and services.

Here is how you can set it up: