QuoteWerks

star star star star star 0.0 (0 reviews) | Sales Tools Software · AI Sales Assistant Software

Streamline your sales process with QuoteWerks, the CPQ solution that helps teams create accurate proposals quickly and efficiently.

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Product Overview

QuoteWerks offers extensive Configure, Price, Quote (CPQ) functionalities designed to assist sales teams in generating precise proposals with ease. Although the user interface could benefit from a more contemporary design, its effective distributor integrations and strategic efficiency render it an attractive option for streamlined quoting.

Product Details

What Is QuoteWerks?

QuoteWerks is a dedicated solution for creating quotes and proposals that effectively connects contact management systems with accounting software. By streamlining the sales process, it helps businesses save valuable time when generating intricate quotes. The software centralizes product information and automates pricing rules, significantly reducing errors that often occur with manual spreadsheet use.

Users can enjoy the benefits of professional and uniform branding throughout all their proposals, along with tools designed to manage intricate pricing models and inventory for growing operations.

QuoteWerks Pricing

The pricing structure for QuoteWerks varies depending on team size and anticipated usage. The available plans are:

Essential: $50/month
Balanced: $78/month
Pinnacle: $102/month

Request a customized QuoteWerks pricing estimate tailored to your business today!

Note: Pricing is subject to change.

QuoteWerks Integrations

This software is compatible with various systems and platforms, including:

ConnectWise PSA
Salesforce
QuickBooks
Autotask PSA
HubSpot CRM software
Microsoft Outlook

Watch the QuoteWerks demo to discover more about its integration options.

Who Is QuoteWerks For?

QuoteWerks caters to a diverse array of industries and sectors, such as:

Healthcare
Construction
Sales
Distribution
Supply chain
Manufacturing

Is QuoteWerks Right For You?

This software is particularly beneficial for MSPs and VARs seeking extensive integration with IT distributors and PSA systems. Its capability to manage complex pricing structures and real-time supply chain information makes it invaluable for sales teams focused on products. Additionally, QuoteWerks complies with the European General Data Protection Regulation (GDPR) and follows the Children's Online Privacy Protection Act (COPPA).

If you still have questions about QuoteWerks software, feel free to reach out to our customer support team at info@softwareseekers.com for further assistance.

Sales Tools Software Features

cancel Activity

cancel Mobile App

cancel Bulk Search

cancel Sales Tools

cancel Lead Scoring

cancel Time & Billing

cancel Call Recording

cancel Sales Coaching

cancel Verified Email

cancel CRM Integration

cancel Lead Enrichment

cancel Lead Management

cancel Task Management

cancel Order management

check_circle Sales Automation

cancel Sales Enablement

cancel Activity Tracking

cancel Data Connectivity

check_circle Email Integration

check_circle Sales Forecasting

cancel Activity Dashboard

cancel Applicant Tracking

cancel Catalog management

cancel Collaboration Tool

cancel Contact Management

cancel Content Management

cancel Customizable Forms

cancel Meeting Scheduling

cancel Reporting/Analytics

cancel Sales Acceleration

cancel Sales Intelligence

cancel Account Development

cancel Attendance Tracking

cancel Collaboration Tools

check_circle Document Management

cancel Proposal Generation

cancel Reporting & Analytics

cancel Cloud-Based Software

cancel Field Sales Software

cancel Inventory Management

cancel Performance Tracking

cancel White Space Analysis

cancel Asynchronous Learning

cancel Business Intelligence

cancel Procurement Management

cancel Customizable Dashboards

cancel E‑signature Capabilities

cancel File Sharing & Management

cancel Real-Time Communication

check_circle Reporting and Analytics

cancel Supply Chain Management

check_circle E-Signature Capabilities

cancel Embedded CRM Integration

cancel Market Signal Monitoring

cancel Sales Analytics Software

cancel Sales Platforms Software

cancel Data enrichment / AI Fields

cancel Sales Pipeline Management

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Integration With CRM & Tools

cancel Sales Intelligence Software

cancel Customizable Dashboards / Views

cancel Predictive Sales Intelligence

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Revenue Operations Intelligence

cancel Customer Relationship Management

cancel CRM integration and data services

check_circle Customer Relationship Management (CRM)

cancel Cross-Selling & Up-Selling Recommendations

cancel Revenue Operations Intelligence Software

cancel Activity Tracking, Reporting and Analytics

cancel Sales Intelligence (via technology tracking)

Pros & Cons

Pros

checkUses existing quotes as brand templates to maintain consistency

checkSimplifies complex building through pre-configured product bundles

checkProvides professional branded layouts that enhance company image

Cons

closeGenerating print versions of quotes can take some time

closeReporting for port tracking and visibility could be more efficient

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Frequently Asked Questions

QuoteWerks cost breakdown includes three plans: Essential ($50/month), Balanced ($78/month), and Pinnacle ($102/month). Request a customized QuoteWerks price plan for your business today!

The platform currently supports the English language.

Information regarding a dedicated mobile app has not been specified by the vendor.

The platform provides support through email, fax, chat, and phone.

Yes, QuoteWerks provides an API.

QuoteWerks features are designed for businesses in industries and sectors like distribution, manufacturing, healthcare, supply chain, construction, and sales.

The platform integrates with various software and services, including HubSpot CRM, QuickBooks, Salesforce, Microsoft Outlook, Autotask PSA, and ConnectWise PSA.

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