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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

We are thrilled to unveil FastSpring Interactive Quotes. In this concise product overview featuring Mark Jacobs, Senior Program Manager at FastSpring, you'll witness the impressive capabilities and adaptability of Interactive Quotes. You can create new quotes from the ground up or utilize an existing template. Tailor ideal packages to suit prospects of varying sizes. You'll receive notifications and updates whenever your clients engage with your proposals. Experience seamless pricing, quoting, e-signatures, and payments all on one page. Enhance collaboration with your team and prospects by introducing dynamic pricing early in discussions, allowing them to modify options according to their preferences, and facilitating signing and payment simultaneously. Enable your prospects to select their desired offerings with ease, paving the way for closing deals directly through the Interactive Quote feature. This innovation not only streamlines the process but also enhances the overall user experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon EC2 Yes 
Amazon Web Services (AWS) Yes 
BrightGauge Yes 
CloudRadial Yes 
Datto Workplace Yes 
DejaOffice CRM Yes 
DeskDirector Yes 
Gmail Yes 
Google Contacts Yes 
Kaseya BMS Yes 
Kaseya VSA Yes 
Microsoft Azure Yes 
Microsoft Outlook Yes 
Pipedrive Yes 
QuickBooks Online Advanced Yes 
RangerMSP Yes 
Rev.io PSA Yes 
Sage 50 Yes 
Salesforce Yes 
Wise-Pay Yes 

Integrations

Amazon EC2 No 
Amazon Web Services (AWS) No 
BrightGauge No 
CloudRadial No 
Datto Workplace No 
DejaOffice CRM No 
DeskDirector No 
Gmail No 
Google Contacts No 
Kaseya BMS No 
Kaseya VSA No 
Microsoft Azure No 
Microsoft Outlook No 
Pipedrive No 
QuickBooks Online Advanced No 
RangerMSP No 
Rev.io PSA No 
Sage 50 No 
Salesforce No 
Wise-Pay 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 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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) No 
In Person No 

Vendor Details

Company Name

Aspire Technologies, Inc

Founded

1993

Country

United States

Website

www.quotewerks.com

Vendor Details

Company Name

SalesRight

Country

Canada

Website

salesright.co

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

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Alternatives

Alternatives

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