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features
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support

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Description

Consider the potential boost in revenue if your customer-facing teams were equipped with a more efficient and intelligent configuration, pricing, and quoting (CPQ) application that enables them to finalize contracts in real-time. This CPQ solution offers extensive functionalities for configuring products and services, determining prices, generating quotes, and managing approvals, all while seamlessly connecting with your backend systems like CRM, ERP, and customer support platforms. It simplifies the process of crafting tailored quotes and proposals for each sales opportunity. Additionally, the smart wizard feature automatically fills in quotes by recognizing patterns from previous customer interactions or project similarities, including applicable discounts and promotional offers. By streamlining these processes, you enhance not only efficiency but also overall customer satisfaction and engagement.

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

BrightGauge No 
CloudRadial No 
Codeless Platforms Alerting Software No 
Codeless Platforms BPA Platform No 
ConnectWise PSA No 
Datto RMM No 
DeskDirector No 
Gmail No 
Kaseya VSA No 
Maximizer CRM No 
Microsoft Excel No 
Microsoft Outlook No 
Pipedrive No 
QuickBooks Online Advanced No 
RangerMSP No 
Rev.io PSA No 
Sage 50 No 
Salesforce No 
Strategy Overview No 
Wise-Pay No 

Integrations

BrightGauge Yes 
CloudRadial Yes 
Codeless Platforms Alerting Software Yes 
Codeless Platforms BPA Platform Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
DeskDirector Yes 
Gmail Yes 
Kaseya VSA Yes 
Maximizer CRM Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
QuickBooks Online Advanced Yes 
RangerMSP Yes 
Rev.io PSA Yes 
Sage 50 Yes 
Salesforce Yes 
Strategy Overview Yes 
Wise-Pay Yes 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
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 No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

MobileForce Software

Country

United States

Website

mobileforcesoftware.com/products-cx-cpq/

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

CPQ

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

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