IT and Business Insights for SMB Solution Providers

QuoteWerks User Summit Taking Place in Orlando

The annual summit gathers attendees from all over the globe and provides targeted content to maximize the use of QuoteWerks and streamline processes. By Joel Zaidspiner

The third annual QuoteWerks User Summit is taking place this week, March 2 to 4, at the Rosen Plaza Hotel in Orlando, Fla. The summit brings together executives, peers, and industry leaders from all over the globe.

Pre-day sessions geared toward managed service providers and IT solution providers were given on ConnectWise and Autotask best practices, vendor and distributor integrations, and optimizing the procurement process, plus attendees could spend time with technical support.

John Lewe, president, founder, and lead developer of QuoteWerks, an Aspire Technologies company, kicks off the main day on Tuesday.

Educational sessions include the basics of creating a quote, an intro to reporting, getting started with QuoteValet, crafting deliverables, user management, and more. Lewe will also lead a peer networking session.

The evening ends with a welcome reception.

On Wednesday, QuoteWerks Vice President Brian Laufer will talk about what’s coming in 2020. He will also be discussing the development of QuoteWerks Web, an add-on to QuoteWerks.

Educational sessions include getting paid with more payment options, enhancing QuoteWerks through scripting, QuickBooks automation, and more.

Lewe and Laufer will also be interacting with attendees, taking feature requests.

The summit ends with giveaways and awards, plus partner and user recognition.


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