Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow
with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.
About QuoteWerks
QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.
Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, Salesforce, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.
About Databowl
Used by hundreds of companies daily, Databowl is an intelligent cloud-based application that helps you maximise your ROI by rejecting bad leads before you buy them. Powered by our smart Lead Detection System, Databowl eliminates lead fraud, lead duplication and discovers the real people within your data. Databowl is a scalable solution powerful enough to handle the heaviest lead generation campaigns.
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Supplier Management
Pricing
Sales Motivator
Order management
Features
A/B Testing
API
Audience Targeting
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Referral Tracking
Scheduling
Social-Media Integration
Third-Party Plugins/Add-Ons
Travel Management
Call Recording
Call Tracking
Call Disposition
Softphone
Sales Motivator
Click-to-Dial
Summary
Built in workflow management
Discount and margin calculations
Automatic tags
Centralized product catalog
Summary
Create professional sales quotes and proposals in minutes
Integrate with current systems to ensure accurate forecasts
Streamline your sales process
Track customer interactions on each sales document
Review progress through dashboard
Order directly through IT Distributors
Affordable solution for any size business in any industry
Summary
Lead generation software for advertisers, agencies and brokers
Pricing
Standard Edition
$20.00
1 user(s) / month
Included in plan:
Base package
Includes most links to CRMs
Professional Edition
$27.00
1 user(s) / month
Included in plan:
Includes features of Standard Edition and also Accounting Integrations
Includes Dashboard
Corporate Edition
$40.00
1 user(s) / month
Included in plan:
Includes all features of Standard and Professional
Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)
FAQs
No FAQs associated with this application.
FAQs
Does this service integrate with any other apps?
Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.
Does this service offer multi-user capability (e.g. teams)?
Yes, QuoteWerks is available for single or multiple users.
Does this service offer an API?
Yes, the API is offered free of charge.
Who are the main user groups of this service?
Any company or individual looking to create line-item based professional quotes or proposals.
What are some applications this service is commonly used in tandem with?
QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.
What is this service generally used for?
QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.
What platforms does this service support?
This program operates on a Windows platform.
Does this service offer guides, tutorials and or customer support?
Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.
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