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.
About Quote Roller
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 eSignLive
Recognized as a leader by top analyst firms, eSignLive is responsible for processing e-signed documents by some of the most trusted and security-conscious brands in the world.
No matter how simple or complex your signing processes are, whether you need to e-sign the occasional electronic contract or process tens of thousands of transactions online, you won’t have to compromise with eSignLive™. You’ll get exactly what you need at a price that suits your budget.
Built on a single SaaS platform that can be deployed in the cloud or on-premises, eSignLive provides highly tailored e-signing experiences and strong legal protection and regulatory compliance.
With nearly 1 billion documents processed every year, eSignLive is the most widely used e-signature solution around the world. Thousands of organizations, big and small, including the leading banks, insurers, credit providers, pharmaceutical and government agencies trust eSignLive as their platform to make business digital.
eSignLive is a wholly owned subsidiary of VASCO, which allows more than 10,000 customers in 100 countries to secure access, manage identities, verify transactions, and protect assets across financial, enterprise, e-commerce, government and healthcare markets.
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
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
2-Factor Authentication
API
Calendar Management
Contact Management
Data Export
Data Import
Document Comparison
External Integrations
File Sharing
File Transfer
Multi-User
Notifications
Scheduling
Electronic Signature
Sales Motivator
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
Built in workflow management
Discount and margin calculations
Automatic tags
Centralized product catalog
Summary
e-sign on any device
Most flexible deployment options: SaaS (public or private), on-premises, or a combination of all three
Most comprehensive audit trails: embedded, static and active audit trails
Compliant e-signature solution: SOC 2 Type II certified and FedRAMP certified
Includes pre-built connectors: Box, Salesforce, Microsoft SharePoint, Microsoft Dynamics CRM
White-labeling and brand customization capabilties
Robust authentication: Email, Q&A, SMS pincode, support for digital certificates, DIGIPASS, and Knowledge-based authentication
Meets your data residency needs with global data centers
Responsive design and mobile ready
Advanced workflow customization cabailities
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
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
No FAQs associated with this application.
FAQs
What platforms does this service support?
You can get up and running with eSignLive in the ways:
1) Standalone web-based service: This option largely satisfies the most common signing workflows and e-contracting use cases– for example, getting your contracts and agreements electronically signed. Simply upload your document, select your signers and begin e-signing in minutes.
2) Integration: Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.
3) Pre-built connectors for 3rd party applications: Send and sign your documents without ever leaving 3rd party applications like Salesforce, SharePoint, Box, or Dynamics CRM. With these connectors, we’ve done all the integration work for you – no coding or IT resources are needed to get started with e-signatures inside these business applications that you know and use every day.
4) We also offer mobile apps so you can get up and running with e-signatures on your mobile device.
What are some applications this service is commonly used in tandem with?
eSignLive enables enables organizations to integrate e-signing capabilities into
their web applications, mobile apps and core systems. There’s no software to
install. Our simple but comprehensive programming tools require only minimal IT
support so organizations can be up and running in just a few hours.
Who are the main user groups of this service?
eSignLive provides the most flexible and scalable solution to support your signing needs. eSignLive was designed to be easy to use for all stakeholders: signers, senders and developers. There are a number of ways in which your organization can consume e-signatures and this largely depends on your use case – and whether you need e-signatures embedded inside of an application or not.
Does this service offer multi-user capability (e.g. teams)?
Multiple signers, multiple signatures per signer, multi-party routing, document and signing order, sequential and parallel workflow – we have your basics covered.
Does this service offer guides, tutorials and or customer support?
eSignLive has been recognized in the industry for its white-glove treatment when it comes to post-sales customer service with its customer success reps, technical support and professional services teams.
We also offer an extensive amount of resources for those interesting in e-signatures. Please visit our website to find datasheets, video tutorials, case studies and white papers about eSignLive.
For developers interested in integrating e-signatures, visit our Developer Community for code samples and documentation.
Does this service integrate with any other apps?
Our solution gives you the ability to add e-signing capabilities into your own applications – whether that’s through your website, your mobile app, or even your home-grown or legacy system. We have an open, industry standard REST API, as well as fully supported SDKs for Java, .NET, APEX and mobile – to help you embed e-signing capabilities in ANY one of your applications.
Does this service offer an API?
eSignLive offers a REST-based API to automatically prepare and present documents to each signer. eSignLive receives information about the signing
process (e.g., names of signers and customer data entered via a web portal) through a web services call that uses REST with a JSON payload.
eSignLive then automatically prepares the transaction in the background,
managing details such as the number and order of signers, the authentication
process and the documents. The person sending out a document for signature
does not have to prepare anything. They simply click a button from within their
application and send it. eSignLive takes care of the rest.
eSignLive also offers a unique way to integrate the signing process into a web
portal application. Through APIs, eSignLive can present the signing ceremony
embedded into the web app as an iframe, for a seamless signer experience.
What is this service generally used for?
Our service is targeted to users who need to get documents e-signed in a legal and compliant way.
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