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features
design
support

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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.

Description

Quoterite streamlines the complete operations of a window covering enterprise within a single web platform, encompassing quoting, customer relationship management, sales pipelines, order processing, production scheduling, payment solutions, and e-commerce functionalities. Designed specifically for businesses dealing with blinds, curtains, drapes, and shutters, it caters to retail showrooms, manufacturers, wholesalers, and online retailers across various regions, including Australia, New Zealand, the United States, Canada, the United Kingdom, and South Africa. The platform harnesses the power of AI to facilitate essential tasks, such as a quote verification system that identifies specification discrepancies before they impact production, and a price-list ingestion feature that rapidly transforms supplier pricing documents into operational catalogs within hours. Additionally, manufacturers benefit from advanced production scheduling supported by wireless machine connectivity and dedicated dealer ordering portals. Pricing is transparently published on a month-to-month basis without requiring any long-term commitment, and the onboarding process is handled for the user, typically bringing them online within one to two weeks. Furthermore, Quoterite offers seamless integration with accounting platforms like Xero, MYOB, and QuickBooks, while providing payment processing through Stripe, including options for Afterpay and Zip, ensuring a comprehensive solution for all aspects of the window covering industry. With such robust features, businesses can focus on growth while confidently relying on Quoterite to manage their operations efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Act! Yes 
Amazon EC2 Yes 
Amazon Web Services (AWS) Yes 
BrightGauge Yes 
CloudRadial Yes 
Codeless Platforms Alerting Software Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto Workplace Yes 
Gmail Yes 
Google Contacts Yes 
Kaseya BMS Yes 
Kaseya VSA Yes 
Maximizer CRM Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Strategy Overview Yes 
Wise-Pay Yes 

Integrations

Act! No 
Amazon EC2 No 
Amazon Web Services (AWS) No 
BrightGauge No 
CloudRadial No 
Codeless Platforms Alerting Software No 
ConnectBooster No 
ConnectWise PSA No 
Datto Workplace No 
Gmail No 
Google Contacts No 
Kaseya BMS No 
Kaseya VSA No 
Maximizer CRM No 
Microsoft Azure No 
Microsoft Excel No 
QuickBooks Online Advanced No 
Salesforce No 
Strategy Overview No 
Wise-Pay No 

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
Free Trial Yes 
Free Version No 

Pricing Details

$195
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Vendor Details

Company Name

Quoterite

Founded

2016

Country

Australia

Website

www.quoterite.com

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 

Product Features

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 

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