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features
design
support

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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

WBudget is an online tool aimed at making the process of creating, modifying, and submitting quotes and sales proposals more straightforward. Its intuitive design empowers both professionals and businesses to produce visually appealing documents while optimizing their sales workflows. Users have the flexibility to build tailored databases by incorporating unique categories, attributes, and statuses as per their needs. Additionally, WBudget connects seamlessly with various business applications through Webhooks, facilitating access to APIs that boost its capabilities. This integration allows organizations to leverage CRM and ERP systems to align customer and product data, thereby enhancing the efficiency of generating commercial proposals through these cohesive solutions. Overall, WBudget serves as a valuable asset for any business seeking to streamline its proposal management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Pipedrive Yes 
Act! Yes 
Amazon EC2 Yes 
ConnectBooster Yes 
Datto RMM Yes 
DejaOffice CRM Yes 
DeskDirector Yes 
Gmail Yes 
Google Contacts Yes 
Google Meet No 
HubSpot CRM No 
Kaseya BMS Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Teams No 
RangerMSP Yes 
Rev.io PSA Yes 
Salesforce Yes 
Strategy Overview Yes 
Zapier No 

Integrations

Pipedrive Yes 
Act! No 
Amazon EC2 No 
ConnectBooster No 
Datto RMM No 
DejaOffice CRM No 
DeskDirector No 
Gmail No 
Google Contacts No 
Google Meet Yes 
HubSpot CRM Yes 
Kaseya BMS No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Teams Yes 
RangerMSP No 
Rev.io PSA No 
Salesforce No 
Strategy Overview No 
Zapier 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 

Pricing Details

$23/month/user
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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

WLabs

Founded

2019

Country

Brazil

Website

www.wbudget.app/

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

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration No 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates Yes 
Version Control Yes 

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Aspire Technologies, Inc