If you do not use a contact manager that QuoteWerks integrates with or would prefer not to use a contact manager with QuoteWerks, QuoteWerks has a built-in contact database that allows you to store your contact information. 

Contacts can be manually added or imported from a tab or comma delimited file.

QuoteWerks lets your search the database for a contact to use in the quote:

From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the contact database for a contact by name, company name, last name, email, or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.

QuoteWerks pulls other contact information into the quote:

When you select the contact to use in the quote, our innovative DataLink feature can automatically pull other information from the database into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.


QuoteWerks prints information pulled from other contact fields:

QuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from the contact database into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the contact fields that you inserted into the print layout resulting in a printed quote that includes information from your contact. This feature is different from the DataLink feature (described above) in that this extra data is pulled from the contact and printed, but not saved with the quote. When you need to save the information pulled from the contact into the quote, you would use the DataLink feature. So, for example, if you are using a field in to store the contact’s assistant’s name, you can insert that  field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote.


QuoteWerks can pull lookup list information from the contact:

Many of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in in the contact record. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in stored in the contact that you use to store your terms.