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QuoteWerks integrates with the software you already use and makes it easy to create quotes for your customers. With QuoteWerks, you can select a branded template, add your pricing and product information, and send the quote to your customer electronically. QuoteWerks also offers a cloud-based service called QuoteValet, which makes it easy to track and manage your quotes.
Pricing of QuoteWerks
- Create Quotes
- Orders
- Invoices
- Purchase Orders (Simple)
- Unlimited Product Databases
- Bundles and Configurator
- Reporting
- Peer Review and Approval Process
- Built-in Contact Database and Outlook Integration
- Create Quotes
- Orders
- Invoices
- Purchase Orders (Simple)
- Unlimited Product Databases
- Bundles and Configurator
- Reporting
- Peer Review and Approval Process
- Built-in Contact Database and Outlook Integration
- Includes the features of Standard plan
- plus
- QuickBooks Desktop Integration
- Sage 50 US / Peachtree Integration
- Opportunities Dashboard
- Link to External Product Databases
- Quote Synchronization
- Standard CRM Integrations (Act!
- GoldMine
- Google Contacts
- Maximizer Desktop
- salesforce.com
- SugarCRM
- Zoho CRM)
- Includes the features of Standard plan
- plus
- QuickBooks Desktop Integration
- Sage 50 US / Peachtree Integration
- Opportunities Dashboard
- Link to External Product Databases
- Quote Synchronization
- S
- Includes the features of Professional plan
- plus
- MS SQL Backend Capable
- PSA Integrations (Autotask
- ConnectWise
- and Kaseya BMS)
- Advanced CRM Integrations ( ACT! for Web
- MS Dynamics CRM )
- Product Database Synchronization*
- Purchase Orders and Procurement
- Scripting
- Includes the features of Professional plan
- plus
- MS SQL Backend Capable
- PSA Integrations (Autotask
- ConnectWise
- and Kaseya BMS)
- Advanced CRM Integrations ( ACT! for Web
- MS Dynamics CRM )
- Product Database Synchronization*
- Purchase Ord
Key Specification
| Other Categories: | Configure Price Quote (CPQ) Software Proposal Software Quotation Management Software |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses QuoteWerks
SMEs
Enterprises
Company Details
| Company Name: | QuoteWerks |
|---|---|
| Headquarter: | Orlando, Florida United States |
| Social Media: |
Most Popular Software
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QuoteWerks Video/Screenshots
User Reviews
Frequently Asked Questions (FAQs)
The user group of QuoteWerks are as follows :
- SMEs
- Enterprises
QuoteWerks has 3 plans,
- Standard Edition USD 15.00 /User/Month
- Professional Edition USD 20.00 /User/Month
- Corporate Edition USD 29.00 /User/Month
QuoteWerks is not allowing Free Trial.
QuoteWerks pricing model : Yearly,Monthly
QuoteWerks is Online Software.
No
QuoteWerks offers Online (Ticket) support.
QuoteWerks provides Help Guides,Video Guides,Blogs for the software training.
