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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our software stands out as the sole application available that can identify potential "non-compliance" issues prior to authors drafting a "single word." The compliance support report displayed below is automatically created when the project manager establishes a cross-referenced compliance matrix, showcasing just one of the "multiple" compliance support reports generated by our innovative software. Additionally, the automation features in the color review sector equip reviewers with tools that enhance the effectiveness of pink, red, and gold team reviews significantly. Whether you're engaging in an internal rolling review of certain sections of your proposal or embarking on a comprehensive review with your whole team, our automated color review tools expedite the process and simplify the efforts of your review team, enabling them to efficiently provide feedback and recommendations to improve the quality and persuasiveness of your proposal. This streamlined approach not only saves time but also fosters collaboration among team members, resulting in a more polished final document.

Description

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Act! No 
Amazon EC2 No 
Amazon Web Services (AWS) No 
Codeless Platforms Alerting Software No 
ConnectBooster No 
ConnectWise PSA No 
Datto RMM No 
Datto Workplace No 
DejaOffice CRM No 
DeskDirector No 
Gmail No 
GoldMine CRM No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Rev.io PSA No 
Sage 50 No 
Strategy Overview No 

Integrations

Act! Yes 
Amazon EC2 Yes 
Amazon Web Services (AWS) Yes 
Codeless Platforms Alerting Software Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Datto Workplace Yes 
DejaOffice CRM Yes 
DeskDirector Yes 
Gmail Yes 
GoldMine CRM Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Rev.io PSA Yes 
Sage 50 Yes 
Strategy Overview Yes 

Pricing Details

$375 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

123PAS

Founded

2009

Country

United States

Website

www.123pas.com

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

RFI

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Alternatives

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix