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Description
Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.
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
Integrations
Microsoft Outlook
Yes
Amazon EC2
No
Amazon Web Services (AWS)
No
BrightGauge
No
CloudRadial
No
Codeless Platforms Alerting Software
No
ConnectWise PSA
No
Datto RMM
No
DejaOffice CRM
No
DeskDirector
No
Integrations
Microsoft Outlook
Yes
Amazon EC2
Yes
Amazon Web Services (AWS)
Yes
BrightGauge
Yes
CloudRadial
Yes
Codeless Platforms Alerting Software
Yes
ConnectWise PSA
Yes
Datto RMM
Yes
DejaOffice CRM
Yes
DeskDirector
Yes
Pricing Details
$29 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
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
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
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
Mosspaper
Founded
2014
Country
United States
Website
www.mosspaper.com
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
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
No
Product Configurator
Yes
Proposal Management
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
