QuoteWerks
4.2
354
QuoteWerks is a specialized CPQ software used in every industry for creating sales quotes and proposals. It fits into your existing software environment and works with the software that you store your customer information in. QuoteWerks has the ability to group items using Bundles or Kits and provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. With QuoteValet® Add-on, you can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors!
Strengths
-
Customizable templates
Users can create and save templates for quotes, proposals, and invoices.
-
Integration with CRM and accounting software
QuoteWerks can integrate with popular CRM and accounting software, streamlining the sales process.
-
Real-time pricing and availability
Users can access real-time pricing and availability information from vendors, reducing errors and saving time.
Weaknesses
-
Steep learning curve
The software can be complex and difficult to learn, requiring significant training for new users.
-
Limited customization options
While templates can be customized, the overall look and feel of the software is limited.
-
Expensive pricing
QuoteWerks can be expensive, especially for small businesses or those with limited budgets.
Opportunities
- QuoteWerks could expand into new markets or industries, such as healthcare or education.
- A mobile app could be developed to allow users to create and manage quotes on-the-go.
- QuoteWerks could integrate with more software, such as project management or inventory management tools.
Threats
- There are many other quote software options available, which could lead to decreased market share for QuoteWerks.
- An economic downturn could lead to decreased sales and revenue for QuoteWerks.
- Security breaches or data leaks could damage the reputation of QuoteWerks and lead to decreased trust from customers.
Ask anything of QuoteWerks with Workflos AI Assistant
http://www.quotewerks.com
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
Media
QuoteWerks Plan
QuoteWerks offers three pricing plans starting at $25/month, with increasing features such as integrations, user licenses, and support.
QuoteValet Subscription
28
QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. QuoteValet Mobile and QuoteValet Web are included free with your QuoteValet Subscription. This subscription can be used with all editions of QuoteWerks.
e-Signature
Collaboration
Engagement tracking
Know When Quotes are Viewed and Accepted
Collect Credit Card / ACH Payments from Customers
QuoteWerks Professional Edition
21
Per Month
In addition to the features of the Standard Edition package, the Professional Edition adds the ability to link to a variety of external product data sources including any ODBC compliant data source (such as MS SQL, MS Access, Oracle, etc.), Ingram Micro®, SYNNEX, Tech Data®, QuickBooks®, and salesforce.com®. Additionally, the Professional Edition includes the accounting links to QuickBooks®, Peachtree®, and the Open Export Module. This Edition also includes quote synchronization functionality. (Volume Pricing Available)
QuickBooks
Peachtree
Opportunities Dashboard
QuoteWerks Standard Edition
15
Per Month
The Standard Edition of QuoteWerks is a great sales tool that is used by customers in almost every industry, and is the base QuoteWerks package that includes the links to contact management software such as ACT!™, GoldMine®, Maximizer, Outlook®, Outlook BCM, salesforce.com®, SugarCRM, and ZohoCRM®. Links to ACT! For Web, Autotask, ConnectWise, MS Dynamics CRM and SalesLogix are available in the Corporate Edition only.
Create Quotes, Orders, Invoices
Bundles and Configurator
Reporting
QuoteWerks Corporate Edition
30
Per Month
The Corporate Edition of QuoteWerks includes all the features of the Standard and Professional Editions and adds support for hosting the data on a Microsoft® SQL backend database. The Corporate Edition includes the ability to integrate with ACT! for Web, Autotask, ConnectWise, MS Dynamics CRM and SalesLogix® contact managers in addition to the other contact management software. The Corporate Edition also includes quote synchronization functionality as with the Professional Edition. Additionally, the Corporate Edition includes the "Rollout" functionality that rolls out product and other non-quote related information to remote installations such as laptops. Corporate Edition pricing does not include Microsoft SQL Server licensing. Benefits of the SQL backend using the Corporate Edition. (Volume Pricing Available)
Microsoft SQL
Autotask
ConnectWise
MS Dynamics CRM
Purchase Orders and Procurement
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
