Why SoftwareWorld Chooses QuoteWerks:

“SoftwareWorld likely chose QuoteWerks based on user reviews highlighting its robust features for streamlining the quoting process, ease of integration with various CRM and accounting systems, and excellent customer support. Users appreciate its ability to customize quotes, manage pricing, and improve sales efficiency, making it a valuable tool for businesses looking to enhance their sales operations.”

Highly Recommended

QuoteWerks Overview

QuoteWerks is an advanced proposal management software designed to streamline the quoting and proposal creation process for businesses. This platform provides comprehensive tools for generating accurate quotes, managing pricing, and tracking customer interactions seamlessly. With its user-friendly interface, sales teams can easily create professional proposals, customize templates, and monitor approval statuses in real-time. QuoteWerks features robust reporting capabilities that deliver insights into quote performance, sales trends, and customer preferences, enabling organizations to make informed decisions. The software supports integration with various CRM and accounting systems, ensuring seamless data flow across operations. By leveraging QuoteWerks, businesses can enhance their proposal management practices, improve customer satisfaction, and drive sales growth, making it essential for any organization focused on optimizing its sales processes.

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QuoteWerks Screenshot & Video

Contact Details

  • Vendor Name Aspire Technologies
  • Founded 1993
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Automotive, Construction, Hospitality, Information Technology & Services, Renewables & Environment

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QuoteWerks Features

  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

QuoteWerks Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Standard

$15 Per User

QuoteWerks FAQs

QuoteWerks is an advanced proposal management software designed to streamline the quoting and proposal creation process for businesses. This platform provides comprehensive tools for generating accurate quotes, managing pricing, and tracking customer interactions seamlessly. With its user-friendly interface, sales teams can easily create professional proposals, customize templates, and monitor approval statuses in real-time. QuoteWerks features robust reporting capabilities that deliver insights into quote performance, sales trends, and customer preferences, enabling organizations to make informed decisions. The software supports integration with various CRM and accounting systems, ensuring seamless data flow across operations. By leveraging QuoteWerks, businesses can enhance their proposal management practices, improve customer satisfaction, and drive sales growth, making it essential for any organization focused on optimizing its sales processes.

  • No, QuoteWerks does not offer a free version.

  • Yes, QuoteWerks offers a free trial.

  • No, Credit Card details are not required for the QuoteWerks trial.

  • QuoteWerks offers the following pricing plans & packages:

    Standard

    $15 Per User

  • QuoteWerks supports the following payment frequencies:

    • Monthly Subscription

  • No, QuoteWerks does not offer an API.

  • QuoteWerks offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • QuoteWerks offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • QuoteWerks supports the following languages:
    • English

  • Following are the typical users of the QuoteWerks:
    • Self-Employed , Small-Business , Midsize-Business

  • QuoteWerks supports the following deployment:
    • Cloud Hosted , On-Premise

  • QuoteWerks supports the following devices and operating systems:
    • Web-Based , Windows

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