Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 5 Ratings

Total
ease
features
design
support

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

You can replace your scattered cloud applications, legacy tools, or paper-based processes by one operating system that will serve your entire business. Zoho One is a single integrated platform that can transform your business' disparate activities to make it more connected and agile. You can increase productivity, improve customer experience, and more. Collect leads, close deals quickly, create invoices and quotes, sign contracts digitally, and track every metric. Close deals, manage projects and contracts, track and bill expenses and time, and stay on budget and on schedule. Create segments, send targeted surveys and campaigns at the right time, and track your performance with executive dashboards.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Pipedrive Yes 
Salesforce Yes 
AlertOps No 
Asana No 
Bonusly No 
CloudRadial Yes 
DejaOffice CRM Yes 
Dropbox No 
Google Workspace No 
Microsoft Excel Yes 
PagerDuty No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
RingCentral RingEX No 
Splunk AppDynamics No 
Sugar Sell No 
Sumo Logic No 
TCP Humanity No 
Workday HCM No 
Wrike No 

Integrations

Pipedrive Yes 
Salesforce Yes 
AlertOps Yes 
Asana Yes 
Bonusly Yes 
CloudRadial No 
DejaOffice CRM No 
Dropbox Yes 
Google Workspace Yes 
Microsoft Excel No 
PagerDuty Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
RingCentral RingEX Yes 
Splunk AppDynamics Yes 
Sugar Sell Yes 
Sumo Logic Yes 
TCP Humanity Yes 
Workday HCM Yes 
Wrike 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

$45.00/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 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 Yes 
Live Rep (24/7) No 
Online Support No 

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

Zoho

Founded

1996

Country

India

Website

www.zoho.com/one/

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

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Alternatives

Alternatives

Accountri Reviews

Accountri

Dividant Business Solutions
ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
BlueCamroo Reviews

BlueCamroo

BlueCamroo Inc.
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix