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Overview
QuoteWerks provides comprehensive Configure, Price, Quote (CPQ) capabilities to help sales teams create accurate proposals efficiently. While the user interface can be a bit more modernized, its efficient distributor integrations and strategic efficiency make it a compelling choice for simplified quoting.
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Starting Price
Custom
QuoteWerks Specifications
Sales Automation
Reporting and Analytics
Sales Forecasting
Email Integration
What Is QuoteWerks?
QuoteWerks is a specialized quoting and proposal solution designed to bridge the gap between contact managers and accounting systems. It enables businesses to simplify their sales cycle by reducing the time spent creating complex quotes. By centralizing product data and automating pricing rules, the software eliminates errors associated with manual spreadsheets.
Its capabilities benefit users by ensuring professional and consistent branding across all proposals while providing the tools to handle complex pricing structures and inventory management for scaling operations.
QuoteWerks Pricing
The pricing of QuoteWerks is tiered based on team sizes and the expected workload. The plans include:
- Essential: $50/month
- Balanced: $78/month
- Pinnacle: $102/month
Disclaimer: The pricing is subject to change.
QuoteWerks Integrations
The software supports integration with multiple systems and platforms, such as:
- ConnectWise PSA
- Salesforce
- QuickBooks
- Autotask PSA
- HubSpot CRM software
- Microsoft Outlook
Who Is QuoteWerks For?
QuoteWerks is ideal for a wide range of industries and sectors, including:
- Healthcare
- Construction
- Sales
- Distribution
- Supply chain
- Manufacturing
Is QuoteWerks Right For You?
QuoteWerks is an excellent choice for MSPs and VARs that require deep integration with IT distributors and PSA systems. Its ability to handle complex pricing matrices and real-time supply chain data makes it an asset for product-centric sales teams. QuoteWerks maintains compliance with the European General Data Protection Regulation (GDPR) and adheres to the Children's Online Privacy Protection Act (COPPA).
Still unsure about QuoteWerks software? Connect with our customer support staff at (661) 384-7070 for further guidance.
QuoteWerks Features
A simple design gives sales reps an easy way to create and track customer interactions until they close. This gives full visibility into the sales cycle so teams can monitor every quote and manage the pipeline with ease.
The system gets customer signatures electronically, so there is no need to print or scan PDF documents. This makes the agreement process faster by letting clients approve proposals on any device, which removes delays in the final sale.
Sales teams get alerts the moment a customer opens a proposal, so they know exactly when a document is being reviewed. This removes the guesswork and helps reps have better follow-up talks since they know if the client saw the price.
Peer and manager approval steps make sure every document is accurate and consistent before the customer sees it. This review process stops errors and misquotes, which protects the company from mistakes and keeps all work professional.
Users can make item lists and templates to keep service offerings the same brand proposals with professional layouts. Keeping product data and designs in one place ensures that all presentations and contracts look the same across the company.
