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Description

Csmart CPQ is an advanced, cloud-based configure-price-quote solution enhanced by artificial intelligence, specifically designed for the telecommunications sector and complex enterprises. This innovative tool enables sales teams, partners, and clients to effortlessly configure sophisticated products, utilize flexible pricing strategies and discounts, and produce precise, professional quotes in just minutes. Featuring an intuitive user interface, real-time margin oversight, low-code workflows, and smooth integration with CRM and BSS systems, it guarantees impeccable configurations, shortens sales cycles, and improves quoting productivity. Among its key advantages are guided product bundling, streamlined approval processes, contract-ready quote generation, and AI-driven suggestions, all aimed at improving accuracy, compliance, and conversion rates. Whether dealing with connectivity plans, bundled services, or offerings across multiple regions, Csmart CPQ revolutionizes the quoting process into an efficient, trustworthy, and revenue-boosting endeavor. Additionally, its robust features provide a competitive edge in today’s fast-paced market, making it an indispensable tool for any sales organization.

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 Web Services (AWS) No 
CloudRadial No 
Codeless Platforms BPA Platform No 
ConnectBooster No 
ConnectWise PSA No 
Datto RMM No 
Datto Workplace No 
DeskDirector No 
GoldMine CRM No 
Google Contacts No 
Kaseya VSA No 
Maximizer CRM No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Outlook No 
QuickBooks Online No 
RangerMSP No 
Rev.io PSA No 
Wise-Pay No 

Integrations

Act! Yes 
Amazon Web Services (AWS) Yes 
CloudRadial Yes 
Codeless Platforms BPA Platform Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Datto Workplace Yes 
DeskDirector Yes 
GoldMine CRM Yes 
Google Contacts Yes 
Kaseya VSA Yes 
Maximizer CRM Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
RangerMSP Yes 
Rev.io PSA Yes 
Wise-Pay Yes 

Pricing Details

Custom
Free Trial No 
Free Version Yes 

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 Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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) Yes 
Online Support Yes 

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

Covalense Digital Solutions

Founded

2006

Country

India

Website

covalensedigital.com

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

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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