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Description

Why invest countless hours in crafting content offers that might not yield qualified leads? EchoQuote™ is designed for easy setup, provides immediate results, and remains consistently relevant. It generates leads that are more qualified and open to engaging in sales discussions, allowing sellers to initiate conversations and identify customer needs effortlessly. We wholeheartedly agree! With EchoQuote™, you maintain complete control over pricing visibility, as it never displays or communicates prices without your consent. Additionally, there are various options available to limit who can request a quote, such as blocking specific countries or email domains. Indeed, most of our clients operate in the B2B sector, offering intricate and customized products and services. EchoQuote™ is tailored to facilitate budget inquiries rather than final pricing, serving as a gateway to meaningful sales dialogues. While virtually every competitor features a Request a Quote or Contact Us form on their site, these often fail to deliver results. In contrast, prospective customers tend to place greater trust in third-party solutions like EchoQuote™, leading to an increase in leads for your sales team and enhancing overall conversion rates.

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 
ConnectBooster No 
ConnectWise PSA No 
Datto RMM No 
Datto Workplace No 
DejaOffice CRM No 
DeskDirector No 
GoldMine CRM No 
Google Contacts No 
Maximizer CRM No 
Microsoft Excel No 
Microsoft Outlook No 
Pipedrive No 
QuickBooks Online Advanced No 
RangerMSP No 
Salesforce No 
Wise-Pay No 

Integrations

BrightGauge Yes 
CloudRadial Yes 
Codeless Platforms Alerting Software Yes 
Codeless Platforms BPA Platform Yes 
ConnectBooster Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
Datto Workplace Yes 
DejaOffice CRM Yes 
DeskDirector Yes 
GoldMine CRM Yes 
Google Contacts Yes 
Maximizer CRM Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
QuickBooks Online Advanced Yes 
RangerMSP Yes 
Salesforce Yes 
Wise-Pay Yes 

Pricing Details

$25 per month
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 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 Yes 
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

LeadLifter

Website

leadlifter.com/echoquote/

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools Yes 
Source Tracking No 

Quoting

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

Alternatives

Alternatives

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