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 SalezShark
SalezShark CRM is a platform that allows sales professionals to effectively interact with their customers and drive engagement . SalezShark’s Relationship Cloud helps you connect with future prospects, gathers your customers’ personal traits to help you know them better, leading to further deepening your professional relationships for better business. It is a self-recommending system which also enables collaboration of employees across teams, resulting in positive outcomes and increased sales.
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.com, 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.
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
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
Summary
Built in workflow management
Discount and margin calculations
Automatic tags
Centralized product catalog
Summary
Free trial account for CRM, database and marketing tool
Dynamic platform designed to manage and organize data for your sales professionals
Give insights to your clients’ personal traits
Helps them build business relationships and deliver effective messaging
The self-recommending system enables collaboration of employees across teams, resulting in positive outcomes and increased sales
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
Pricing
Starting from: $20.00/month
Credit card required: No
Basic Plan: $20/user/month
Lead Management
Activities & Tasks
Account & Contact Management
Opportunity Tracking
Forecasting
Reporting & Dashboard
Social Intelligence
Email Integration
Campaign 360°
Administration
Professional Plan: $45/user/month
Basic features
Web2Lead Capture
Assignment & Tracking
Standard Reports + 5 Custom Reports
Relationship Cloud
Chat Feature
Premium Plan: $65/user/month
All Professional features
Standard Reports + 10 Custom Reports
Email & Telephony Integration
Notification Management
Customization
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
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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