Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Renewtrak serves as an automation platform designed to bridge the global technology sector, enhancing the functionality of the renewals and subscription economy. Our platform empowers clients to manage their recurring revenue streams efficiently while streamlining the quoting process through intricate distribution networks, allowing them to offer tailored and relevant renewal choices for various types of licenses, support, maintenance, and annuity agreements. By automating renewal notifications, we help your team save valuable time while ensuring that every account is touched, resulting in improved renewal rates. This renewal event can also be leveraged as a strategic opportunity to deepen relationships with current customers. We enable customers to explore options, self-checkout, and finalize transactions seamlessly, which accelerates the quote-to-cash process. Renewtrak brings the consumer-like digital purchasing experience typical in B2C environments to the B2B sphere, fostering not just renewals but also customer expansion. Our automation of repetitive processes allows your team to dedicate their efforts to more significant tasks. Furthermore, our dashboard, equipped with AI-driven renewal likelihood scores, provides immediate insights into real-time performance metrics. This combination of automation and analytics ensures that businesses can make informed decisions while enhancing customer engagement throughout the renewal lifecycle.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Salesforce
Yes
Amazon Web Services (AWS)
Yes
BrightGauge
Yes
Codeless Platforms BPA Platform
Yes
ConnectWise PSA
Yes
Datto RMM
Yes
DeskDirector
Yes
Gmail
Yes
Kaseya BMS
Yes
Integrations
Microsoft Excel
Yes
Salesforce
Yes
Amazon Web Services (AWS)
No
BrightGauge
No
Codeless Platforms BPA Platform
No
ConnectWise PSA
No
Datto RMM
No
DeskDirector
No
Gmail
No
Kaseya BMS
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
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Aspire Technologies, Inc
Founded
1993
Country
United States
Website
www.quotewerks.com
Vendor Details
Company Name
Renewtrak
Founded
2016
Country
Australia
Website
www.renewtrak.com
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
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No