QuoteWerks extends Proposal Pack’s capabilities by adding automated quoting features. Use QuoteWerks to do your quote calculations and insert quotes directly into your Proposal Pack proposals.
Proposal Pack Wizard and templates provide the proposal and quote content and the proposal assembly. QuoteWerks adds advanced automated quote capabilities.
The image below illustrates the cost page from the Proposal Pack Networks #4 design theme that has been converted to a QuoteWerks layout file then merged in QuoteWerks with the QuoteWerks line items and quote data.
Proposal Pack Wizard - Expert Edition can create layout files ready to use as-is within QuoteWerks with the click of a button. The Wizard will convert our documents by replacing our tags with QuoteWerks tags, replacing our cost, quote, invoice and work order pages with QuoteWerks table layouts matching your QuoteWerks Item Types and alter the document layouts to be compatible with how QuoteWerks works with Word templates.
Proposal Pack Wizard can also be used in other workflows such as creating just a quote page within QuoteWerks then assembling that quote into a more complex document dynamically using the Wizard to assemble documents more dynamically instead of using static QuoteWerks layout files.
QuoteWerks integration requires the 32-bit version of Microsoft Word/Office. If you are using the 64-bit Microsoft Word/Office, the Proposal Pack Wizard will run but some QuoteWerks features will not be available. You must have the desktop install of QuoteWerks to make full use of QuoteWerks features and to use layout files generated by Proposal Pack Wizard.