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Description
QuoteSooner is an online quoting platform designed specifically for CNC job shops. Estimators are able to upload customer drawings, 3D models, and request for quote (RFQ) text, allowing them to examine extracted part details in conjunction with the original documents and the relevant excerpts that support each value. The system identifies any missing, ambiguous, or conflicting information that requires human intervention before a quote can be finalized and sent. Shops have the capability to set their machine and labor rates, review estimates against previous pricing, and distribute setup costs based on quantity breaks, all while managing outside services and other expenses separately. Teams can efficiently handle RFQs, create and dispatch quotes through a linked shop email account, automate follow-up communications, and enable buyers to review and accept quotes online, including the option to input a purchase order number. Additionally, QuoteSooner integrates with QuickBooks Online and allows for the importation of historical quotes from various systems. It's important to note that QuoteSooner does not function as an instant-quoting or CAM system, nor does it serve as an ERP or a tool for handling ITAR-controlled projects, making it a specialized solution for the CNC industry. This focused approach ensures that CNC job shops have the necessary tools to streamline their quoting process while maintaining accuracy and efficiency.
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
No
API Access
Has API
No
Integrations
Gmail
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Act!
No
Amazon EC2
No
BrightGauge
No
Codeless Platforms BPA Platform
No
ConnectWise PSA
No
Datto RMM
No
DejaOffice CRM
No
Integrations
Gmail
Yes
Microsoft Outlook
Yes
QuickBooks Online
Yes
Act!
Yes
Amazon EC2
Yes
BrightGauge
Yes
Codeless Platforms BPA Platform
Yes
ConnectWise PSA
Yes
Datto RMM
Yes
DejaOffice CRM
Yes
Pricing Details
$249/shop/month
Free: one user and 5 production RFQs per month, with no card required. Shop: $249 per shop per month, plus applicable taxes, or $2,490 per year billed yearly ($207.50 per month). Shop includes unlimited users and RFQs, with no seat charges, seat minimum, or setup fee. Each shop can try Shop for 14 days without a card. A limited founding offer is $199 per month or $1,990 per year for shops that subscribe while the offer is available; that price remains locked while the subscription stays active. Annual billing covers the year paid for.
Free Trial
Yes
Free Version
Yes
Pricing Details
$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
QuoteSooner
Website
quotesooner.com
Vendor Details
Company Name
Aspire Technologies, Inc
Founded
1993
Country
United States
Website
www.quotewerks.com
Product Features
Job Shop
Billing & Invoicing
No
Capacity Management
No
Job Costing
No
Job Tracking
No
Order Management
No
Purchasing
No
Quality Control
No
Quotes / Estimates
No
Scheduling
No
Shipping Management
No
Traceability
No
Work Order Management
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
No
eCommerce
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes
