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ease
features
design
support

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Description

Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.

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

Microsoft Outlook
Act!
Amazon EC2
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Datto RMM
Datto Workplace
GoldMine CRM
Kaseya BMS
Maximizer CRM
Pipedrive
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Strategy Overview
Stripe

Integrations

Microsoft Outlook
Act!
Amazon EC2
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms BPA Platform
ConnectBooster
ConnectWise PSA
Datto RMM
Datto Workplace
GoldMine CRM
Kaseya BMS
Maximizer CRM
Pipedrive
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Strategy Overview
Stripe

Pricing Details

$29 per month
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

Mosspaper

Founded

2014

Country

United States

Website

www.mosspaper.com

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

Quoting

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

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

Alternatives

Alternatives

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ConnectWise CPQ

ConnectWise
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Experlogix CPQ

Experlogix
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Quoter

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