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features
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support

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Description

The Ecollat Quotation Tool is an online CPQ and proposal solution designed specifically for B2B sales teams. It enables users to generate, tailor, modify, and disseminate sales quotes utilizing branded templates, proposal duplication, version management, and adaptable approval processes. Additionally, this tool offers insights into proposal engagement and conversion metrics while integrating with Ecollat's PIM and CRM systems to incorporate product and customer data into proposals. Companies can leverage it to streamline their quotation processes and craft tailored product proposals for their clients. Furthermore, Ecollat provides a mobile application compatible with both Android and iOS devices, facilitating seamless sales collaboration regardless of location. This mobile support enhances productivity and allows sales teams to respond swiftly to customer needs.

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 
CloudRadial No 
Codeless Platforms Alerting Software No 
Codeless Platforms BPA Platform No 
ConnectWise PSA No 
Datto Workplace No 
DeskDirector No 
Ecollat PIM Yes 
GoldMine CRM No 
Kaseya BMS No 
Kaseya VSA No 
Microsoft Azure No 
Microsoft Excel No 
QuickBooks Online Advanced No 
RangerMSP No 
Sage 50 No 
Salesforce No 
Strategy Overview No 

Integrations

Act! Yes 
Amazon EC2 Yes 
Amazon Web Services (AWS) Yes 
CloudRadial Yes 
Codeless Platforms Alerting Software Yes 
Codeless Platforms BPA Platform Yes 
ConnectWise PSA Yes 
Datto Workplace Yes 
DeskDirector Yes 
Ecollat PIM No 
GoldMine CRM Yes 
Kaseya BMS Yes 
Kaseya VSA Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
QuickBooks Online Advanced Yes 
RangerMSP Yes 
Sage 50 Yes 
Salesforce Yes 
Strategy Overview Yes 

Pricing Details

$8/user/month
Basic costs $8/user/month with a 10-user minimum and requires an Ecollat PIM subscription. Business costs $11/user/month with a 10-user minimum and also requires an Ecollat PIM subscription. Enterprise pricing is custom.
Free Trial No 
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 Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Techtonic Enterprises

Founded

2019

Country

India

Website

www.ecollat.com/solutions/quotation-tool/

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Product Features

Quoting

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