Overview
What is QuoteWerks?
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users…
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Popular Features
- Product configuration (32)9.797%
- Price adjustment (32)9.393%
- Configuration options (32)9.393%
- Quote sharing/sending (32)9.191%
Reviewer Pros & Cons
Pricing
QuoteWerks Standard Edition
$15
QuoteWerks Professional Edition
$20
QuoteWerks Corporate Edition
$29
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
GoldMine Quotewerks Demo
Quotewerks Demo
A Personalized QuoteWerks Demo by our CEO, John Lewe
QuoteWerks v5.7 Build 1 Release Webinar
QuoteWerks Maximizer Demo Video
QuoteWerks Demo Video
Features
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is QuoteWerks?
QuoteWerks is specialized Configuration Pricing Quoting (CPQ) software that can be used in every industry to create sales quotes and proposals. The vendor’s value proposition is that rather than relying on Microsoft Word or Excel to create quotes, users can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks integrates with the user's existing CRM software and distributors. With QuoteWerks users can also submit orders electronically to their vendors and receive an order status with shipping tracking numbers, serial numbers and more.
QuoteWerks Features
CPQ Features
- Supported: Quote sharing/sending
- Supported: E-signature
- Supported: Product configuration
- Supported: Configuration options
- Supported: Pricing rules
- Supported: Price adjustment
- Supported: Purchase history and open contracts
- Supported: Guided selling/Sales portal
- Supported: Self-service CPQ
- Supported: CPQ reporting & analytics
- Supported: Proposals
- Supported: Excel integration
- Supported: CPQ-CRM integration
- Supported: Attachments to quotes
- Supported: Renewal management
- Supported: Order capturing
Additional Features
- Supported: Integrates with CRM, PSA, and Accounting
- Supported: Know when customers view your quote
- Supported: Link to or Create Product Databases
QuoteWerks Screenshots
QuoteWerks Video
QuoteWerks Integrations
- Datto Autotask PSA
- ConnectWise PSA
- QuickBooks Desktop Pro
- QuickBooks Desktop Premier
- QuickBooks Desktop Enterprise
- Salesforce Sales Cloud
- GoldMine CRM (discontinued)
- Act! CRM
- QuickBooks Online
- Zoho CRM
- Maximizer CRM
- Authorize.net
- Stripe Payments
- Sugar Sell (SugarCRM)
- Sage 50cloud Accounting
- Microsoft Dynamics 365
- Outlook
QuoteWerks Competitors
- Conga CPQ
- SAP CPQ
- PROS Smart CPQ
- ChannelOnline
- Configure One
- Oracle CPQ Cloud (BigMachines)
QuoteWerks Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |