Webinars

DriveWorks Quote and Order Management: Stop Using Excel for Quoting

February 10, 2025

Join us for an insightful webinar where we delve into the advantages of using DriveWorks as a quoting tool over traditional Excel spreadsheets. DriveWorks is a powerful software solution designed to automate and streamline the quoting process, making it more efficient and accurate.

Unlike Excel, which requires manual data entry and is prone to errors, DriveWorks offers a dynamic and customizable platform that integrates seamlessly with your existing systems. This webinar will demonstrate how DriveWorks can reduce the time spent on generating quotes, minimize errors, and improve overall productivity.

TriMech Elite Application Engineer, Matthew Siddall, will show you how to leverage DriveWorks’ advanced features, such as automated workflows, rule-based configurations, and seamless integration with CAD and ERP systems. Whether you're a small business or a large enterprise, this webinar will provide valuable insights into how DriveWorks can transform your quoting process, making it faster, more reliable, and scalable. Don't miss this opportunity to see how DriveWorks can elevate your business operations beyond the limitations of Excel.

Key Takeaways:

  1. Introduction to DriveWorks CPQ

  2. Reviewing ordering and quoting workflows function in DriveWorks

  3. Learning how DriveWorks manages item lists

  4. Learning how to integrate configurators into DriveWorks CPQ system