Best Quoting Software for Datto Workplace

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.

ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. The system includes electronic sign-off and online payments at no additional cost. ITQuoter manages all aspects of the sales process, including quoting, orders and purchasing.

QuoteRobot makes it easy to create winning proposals, invoices, or contracts for web professionals. Our professionally designed quote, invoice, proposal themes will help you look your best. Instead of using a word processor, you can use one of our themes or create your own. QuoteRobot automatically extracts line item data from all your proposals, invoices, or quotes to determine the price you should charge for each item. To get your quote out faster, you can either start from scratch or use our pre-written proposal templates. You can save past proposals to be used as templates for future pitches. Send your potential client a proposal along with an optional PDF attachment. They can then approve it on their own subdomain in just one click. You can quickly create a detailed timeline for your project with payment milestones, so clients know when to pay you.

ChannelOnline is a sales cycle automation solution that empowers resellers to maximize margins and increase revenues while increasing customer satisfaction. ChannelOnline is a web-based service that automates key business processes. It also allows resellers to have complete control over the entire sales cycle. The platform is designed to enable IT and CE product resellers as well as solution providers. It allows for the creation of proposals and quotes, conversion to sales orders, product procurement, and customer ecommerce from one interface. ChannelOnline is unique because it offers dynamic employee, customer, supplier, and supplier management, comprehensive product pricing and content, and integration with top distributors, carriers, third-party service providers, and other service providers.