|
|
|
view 4 more
|
view 3 more
|
Software Description:
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.
|
Software Description:
Proposeful is the most versatile online proposal creation tool in the world.
Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.
Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.
|
Features:
-
Electronic Signature
-
Dashboard
-
Third-Party Plugins/Add-Ons
-
Forecasting
-
Supplier Management
-
Multi-User
-
Notifications
-
Google Apps Integration
-
External Integrations
-
Multi-Currency
-
Contact Sharing
-
API
-
Data Import
-
Email Integration
-
Contact Management
-
Data Export
-
Conversion Tracking
|
Features:
-
Multi-User
-
Notifications
-
Lead Management
-
Multi-Currency
-
Conversion Tracking
|
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:
|
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:
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.
|
FAQs:
Does this service offer multi-user capability (e.g. teams)?
-
Most of Proposeful plans allow for unlimited users and private folders per user.
What are some applications this service is commonly used in tandem with?
-
Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.
What is this service generally used for?
-
For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.
Does this service offer guides, tutorials and or customer support?
-
Proposeful offers great support both by online chat and email to all customers.
Who are the main user groups of this service?
-
Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.
Does this service integrate with any other apps?
-
Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.
Does this service offer an API?
-
Not yet.
What platforms does this service support?
-
Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.
|
Publisher:
|
Publisher:
|
Other:
Who uses QuoteWerks
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Languages:
English
Regional Restrictions:
No restrictions.
|
Other:
Who uses Proposeful
- Freelance
- Startups
- SMEs
- Agencies
Desktop Platforms:
Languages:
English, Portuguese
Regional Restrictions:
No restrictions.
|
