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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Determining the optimal price for your customers can often prove to be a challenging and lengthy task. How can you ensure that your pricing is accurate? What strategies can you employ to maintain uniformity throughout your organization? Moreover, how do you enhance your profitability while still retaining customers? Relying on “creative” pricing is not a viable long-term solution. To successfully manage your business, establishing a clear pricing strategy and set parameters is crucial. Develop a pricing framework that allows for necessary flexibility—such as market-driven adjustments—while still adhering to established limits. It is indeed possible to act swiftly and secure deals while being mindful of your pricing strategy, guidelines, and realistic price ranges. Many companies still rely on manual quoting processes, often conducted through spreadsheets or lengthy email exchanges between sales and operations. Who is responsible for quote approval? How do you monitor adjustments? This cumbersome method can significantly hinder your response time when providing quotes, ultimately affecting your overall efficiency. By streamlining these processes, you can reduce delays and enhance your responsiveness to customer inquiries.

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 
BrightGauge No 
CloudRadial No 
Codeless Platforms Alerting Software No 
Codeless Platforms BPA Platform No 
ConnectBooster No 
Datto Workplace No 
DeskDirector No 
Gmail No 
Google Contacts No 
Kaseya BMS No 
Kaseya VSA No 
Maximizer CRM No 
QuickBooks Online No 
RangerMSP No 
Rev.io PSA No 
Strategy Overview No 
Wise-Pay No 

Integrations

Act! Yes 
Amazon EC2 Yes 
Amazon Web Services (AWS) Yes 
BrightGauge Yes 
CloudRadial Yes 
Codeless Platforms Alerting Software Yes 
Codeless Platforms BPA Platform Yes 
ConnectBooster Yes 
Datto Workplace Yes 
DeskDirector Yes 
Gmail Yes 
Google Contacts Yes 
Kaseya BMS Yes 
Kaseya VSA Yes 
Maximizer CRM Yes 
QuickBooks Online Yes 
RangerMSP Yes 
Rev.io PSA 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 No 
iPad App No 
Android App No 
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 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 Yes 

Types of Training

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

Vendor Details

Company Name

INSIGHT2PROFIT

Founded

2006

Country

United States

Website

www.insight2profit.com/improve-your-quoting-process-and-win-rate/

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal 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 

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