QuoteWerks

croz
score 87/100

Main Category:

Other Categories:

Proposal Management Software, Managed Service Providers (MSP) Software, Contract & eSigning Software, Sales Force & Commissions Software, Sales Management Software

Pricing:

trial/premium, from $30.0/month

Followers:

1.17k followers

Suitable for:

Freelance, Startups, SMEs, Agencies, Enterprises

Native Applications:

Web App, Windows

Vendor Information:

Aspire Technologies, Inc.

What is QuoteWerks?

QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.

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.

Compare QuoteWerks

QuoteWerks Awards

QuoteWerks currently scores 87/100 in the Sales Quoting category. This is based on user satisfaction (86/100), press buzz (44/100), recent user trends (rising), and other relevant information on QuoteWerks gathered from around the web.

The score for this software has improved over the past month. What is this?

www.quotewerks.com

QuoteWerks Product Overview

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

Languages Supported: English

QuoteWerks Features

2-Factor Authentication
API
Audience Targeting
Batch Permissions & Access
Budgeting
Calendar Management
Contact Management
Contact Sharing
Conversion Tracking
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Document Comparison
Email Integration
Expense Tracking
External Integrations
File Sharing
File Transfer
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Password & Access Management
Payroll
Project Management
Referral Tracking
Scheduling
Social-Media Integration
Supplier Management
Task Scheduling/Tracking
Tax Management
Third-Party Plugins/Add-Ons
Travel Management
Electronic Signature
Pricing
Call Recording
Call Tracking
Call Disposition
Softphone
Sales Motivator
Click-to-Dial
Malware Protection
Order management
Network Traffic Monitoring
Network Visualization
Network Device Performance Monitoring
Workflow Management
Dashboards
Reports
Design Templates

QuoteWerks Pricing

QuoteWerks Pricing Plans

Standard Edition

$20.00
1 user(s) / month

Base package
Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month

Includes features of Standard Edition and also Accounting Integrations
Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month

Includes all features of Standard and Professional
Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

Plans starting from: $30.00/month Credit card required: No

QuoteWerks FAQs

Does QuoteWerks 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 QuoteWerks offer multi-user capability (e.g. teams)?

Yes, QuoteWerks is available for single or multiple users.

Does QuoteWerks offer an API?

Yes, the API is offered free of charge.

Who are the main user groups of QuoteWerks?

Any company or individual looking to create line-item based professional quotes or proposals.

What are some applications QuoteWerks 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.