Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We simplify Sales, Quotation and Service by moving away from scattered spreadsheets to a single, centralized application. We help you save time and keep you informed. All information about the sales process is available in one place. Customers, Opportunities, Quotations and Orders, Invoices, Service Tasks and any other information you may need. We can help you improve your communication vertically and horizontally. We offer a platform for sales managers, service reps, estimators and finance to communicate about the sales process. CRM software for sales reps offers complete information and seamless transitions. Consolidating information in one tool can increase employee productivity and communication. All customer information can be tracked in one place without any compromise on data security or ease of use. You don't have to stop improving your sales process by using a traditional enterprise CRM.

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

Act!
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectWise PSA
Datto RMM
DejaOffice CRM
GoldMine CRM
Google Contacts
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Excel
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
RangerMSP
Salesforce
Wise-Pay

Integrations

Act!
Amazon Web Services (AWS)
BrightGauge
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
ConnectWise PSA
Datto RMM
DejaOffice CRM
GoldMine CRM
Google Contacts
Kaseya BMS
Kaseya VSA
Maximizer CRM
Microsoft Excel
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
RangerMSP
Salesforce
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

P3Infotech Solutions

Founded

2016

Country

India

Website

www.orgzit.com

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

XaitCPQ Reviews

XaitCPQ

Xait

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
Conga CPQ Reviews

Conga CPQ

Conga