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ease
features
design
support

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Description

Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.

Description

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Codeless Platforms Alerting Software
Salesforce
Amazon EC2
CloudRadial
Datto RMM
DeskDirector
Google Contacts
Kaseya BMS
LeanDNA
Maximizer CRM
Microsoft Dynamics 365
Microsoft Excel
QuickBooks Online
RangerMSP
Smartflow
SnapAP
Strategy Overview
Uptempo
Wise-Pay

Integrations

Codeless Platforms Alerting Software
Salesforce
Amazon EC2
CloudRadial
Datto RMM
DeskDirector
Google Contacts
Kaseya BMS
LeanDNA
Maximizer CRM
Microsoft Dynamics 365
Microsoft Excel
QuickBooks Online
RangerMSP
Smartflow
SnapAP
Strategy Overview
Uptempo
Wise-Pay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199.00/one-time/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Infor

Founded

1992

Country

United States

Website

www.infor.com/es-la/products/customer-experience-suite/cloudsuite-cpq

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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