QuoteWerks Overview

QuoteWerks is a leading integrated quoting and proposal software solution (CPQ). It seamlessly integrates with CRM and accounting systems to streamline the sales process.

Use Cases

Customers recommend Proposal & Quote Management, Products & Pricelist Management, Engagement Management, as the business use cases that they have been most satisfied with while using QuoteWerks.

Other use cases:

  • Contract Management
  • Contact List Management
  • Workflow Management
  • Sending & Publishing Communications
  • Digital Signature
  • Collaboration
  • Helpdesk Management
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using QuoteWerks.

Other priorities:

  • Enhance Customer Relationships
  • Scale Best Practices
  • Improve Efficiency
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Improve Internal Communications
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QuoteWerks Use-Cases and Business Priorities: Customer Satisfaction Data

QuoteWerks works with different mediums / channels such as Phone Calls, and E-Mail,

QuoteWerks's features include Templates, Dashboard, Calculator, etc.

Reviews

"...I needed a solution that allowed me to develop a quote in a very short amount of time...." Peer review by Thomas Stanley, President, Retailer Solutions Co., LLC

QuoteWerks, Powertrak CPQ, ConnectWise Sell, SAP CPQ, Oracle CPQ Cloud, etc., all belong to a category of solutions that help CPQ. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for QuoteWerks

Top Industries

  • Information Technology and Services
  • Computer Software
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

QuoteWerks is popular in Information Technology And Services, Computer Software, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on QuoteWerks Use Cases

How efficiently Does QuoteWerks manage your Proposal & Quote Management?

How efficiently Does QuoteWerks manage your Products & Pricelist Management?

What makes QuoteWerks ideal for Engagement Management?

What solutions does QuoteWerks provide for Contact List Management?

42+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well QuoteWerks solved their CPQ needs. Cuspera uses 5046 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CPQ needs.

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QuoteWerks Data Manager Overview

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Frequently Asked Questions(FAQ)

for QuoteWerks

What is QuoteWerks?

QuoteWerks is a Sales Quoting and Proposal software solution provided with seamless integration into CRM/PSA and other accounting systems, payment gateways, shipping systems and other sales process software.

Quotewerks leverages data already available from the other applications in use, in whatever format, and eliminates the need for manual entries. It comes with real-time bundling features based on items commonly sold together, auto-population of ‘essential-to-add’ items into the quote, and allows for comparison of earlier prices, before arriving at the final price.

The review feature enables eliminating errors before the quote reaches the customer. The look-and-feel of the quote document can be chosen from existing templates. The quote delivery can be chosen by the customer with options for on-line electronically delivered signed documents and payments system enabled.

What is QuoteWerks used for?

QuoteWerks is a CPQ Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Proposal & Quote Management, Products & Pricelist Management and Engagement Management .

What are the top features of QuoteWerks?

Templates, Dashboard and Calculator are some of the top features of QuoteWerks.

Who uses QuoteWerks?

QuoteWerks is used by Information Technology And Services, Computer Software and Computer & Network Security among other industries.

What are QuoteWerks alternatives?

Powertrak CPQ, ConnectWise Sell, SAP CPQ and Oracle CPQ Cloud are popular alternatives for QuoteWerks.
lightning

Peers used QuoteWerks for proposal & quote management and products & pricelist management

QuoteWerks Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.58/5 ★

Read Reviews (48)
Custom Reports

3.81/5 ★

Read Reviews (370)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.58/5 ★

Read Reviews (48)
Custom Reports

3.81/5 ★

Read Reviews (370)

Software Failure Risk Guidance

?

for QuoteWerks

Overall Risk Meter

Low Medium High

Top Failure Risks for QuoteWerks

QuoteWerks News

Revolutionary Integration of QuoteWerks and Unleashed: - openPR.com

QuoteWerks integrates with Unleashed, streamlining sales and inventory management for efficient product and order record creation.

14/10/2024 - source

QuoteWerks Profile

Company Name

QuoteWerks

Company Website

https://www.quotewerks.com/

HQ Location

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE