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

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

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Act!
Amazon EC2
Amazon Web Services (AWS)
CloudRadial
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Datto RMM
DeskDirector
Gmail
GoldMine CRM
Google Contacts
Kaseya VSA
Maximizer CRM
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Strategy Overview

Integrations

Act!
Amazon EC2
Amazon Web Services (AWS)
CloudRadial
Codeless Platforms Alerting Software
Codeless Platforms BPA Platform
Datto RMM
DeskDirector
Gmail
GoldMine CRM
Google Contacts
Kaseya VSA
Maximizer CRM
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
RangerMSP
Rev.io PSA
Sage 50
Strategy Overview

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
Free Version

Pricing Details

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
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

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Vendor Details

Company Name

Roadbase

Founded

2026

Country

Spain

Website

roadbase.io

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

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc
Scope Reviews

Scope

The Virtu Group