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QuoteWerks is particular (CPQ) software used in various industry for creating sales quotes and proposals. Instead of using Microsoft Word or Excel to create your quotes and proposals, you can advantage from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks is capable to fit into your existing software environment. It works with the software that you store your customer information such as Autotask, ConnectWise Manage, Goldmine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM,, Sales Logix, SugarCRM, and ZohoCRM abolishing the requirement to re-type customer information. Besides, QuoteWerks has its own built-in contact database. You can smoothly import your product information into QuoteWerks. QuoteWerks can link to product database sources such as external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you operate QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. QuoteWerks can group items items using Bundles or Kits. The QuoteWerks Configurator reduces building a quote by introducing the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the earlier selection.

 Features of QuoteWerks:

  1.  QuoteWerks is a simple, powerful design which provides sales reps with an efficient and easy way to create deliver and track customer interactions to close.
  2.  Peer and management approval workflows make sure every document created in QuoteWerks is precise and consistent to lessen errors and misquotes.
  3.  Its industry leading CRM and accounting integrations will transfer your important sales data between QuoteWerks and your already deployed solutions.
  4.  It helps to brand your sales quotes and proposals with beautiful and professional layouts.
  5.  It creates item lists, templates, and bundles to standardize your company’s product and service offerings in a simple and efficient workflow for document creation.
  6.  It stores and manages all your documents in a central, searchable location to easily find existing documents.

What does QuoteWerks perform?

  •  When businesses use QuoteWerks, they change what used to be a difficult and resource rigorous task into a simple task that helps the business to offer top notch customer service and, in the process, produce more sales resulting from customer satisfaction.
  •  QuoteWerks automates the complete sales process and offers all the information needed during the process to the user in a logical and efficient manner. This helps the business to maximize their productivity, efficiency, and customer service.
  •  Quotes are of course created for customers. QuoteWerks is well suited for creating quotes in any industry that is composed of line items. You can track your cost, your selling price, and surely your profit.
  •  When a customer holds onto a quote for a while, the product price usuallychanges that occur. That is the reason QuoteWerks has a price refreshing feature that automatically updates the prices in the quote with the latest prices, or better yet, the best prices provided bydifferent vendors.


30-35 hrs

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