QuoteWerks

QuoteWerks

Sales Quoting & Proposal Solution (CPQ)


With over 83,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes.

Features and Benefits

Search and Select SugarCRM Contacts

From the Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the SugarCRM database for a contact by name or phone number. You can also search for an Account by company name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any Contacts associated with an Account can be returned with the search results.

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Create and Update Sales Opportunities

When saving a quote, QuoteWerks automatically creates or updates a Sales Opportunity under the Sales tab for the Contact in SugarCRM. When you are in SugarCRM and select the Sales tab for this contact you will see the sales opportunities and their sale amounts (displayed as an Opportunity Revenue Line Item in SugarCRM Enterprise 7.0 and higher) for each quote you have created for this SugarCRM contact. The Sales Opportunity feature is very useful in determining your projected cash flow.

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Create and Manage Item Databases

Create, edit, manage, and delete product, service, and labor items in your QuoteWerks Item Databases. Create a database for each vendor or import into a single database. QuoteWerks can also link to existing databases such as Excel, Access, SQL, and more.

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Deliver, collaborate, and Close Sales with QuoteValet

An add-on to QuoteWerks, QuoteValet delivers a dynamic web page for your clients to view, comment, select options, change quantities, electronically sign, accept, and make payment. Users will receive notifications (dashboard and emails) when quotes are viewed, commented on, accepted, and paid.

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Search and Select SugarCRM Contacts

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From the Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the SugarCRM database for a contact by name or phone number. You can also search for an Account by company name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any Contacts associated with an Account can be returned with the search results.

Create and Update Sales Opportunities

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When saving a quote, QuoteWerks automatically creates or updates a Sales Opportunity under the Sales tab for the Contact in SugarCRM. When you are in SugarCRM and select the Sales tab for this contact you will see the sales opportunities and their sale amounts (displayed as an Opportunity Revenue Line Item in SugarCRM Enterprise 7.0 and higher) for each quote you have created for this SugarCRM contact. The Sales Opportunity feature is very useful in determining your projected cash flow.

Create and Manage Item Databases

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Create, edit, manage, and delete product, service, and labor items in your QuoteWerks Item Databases. Create a database for each vendor or import into a single database. QuoteWerks can also link to existing databases such as Excel, Access, SQL, and more.

Deliver, collaborate, and Close Sales with QuoteValet

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An add-on to QuoteWerks, QuoteValet delivers a dynamic web page for your clients to view, comment, select options, change quantities, electronically sign, accept, and make payment. Users will receive notifications (dashboard and emails) when quotes are viewed, commented on, accepted, and paid.

Seamless Accounting Integrations

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Export documents to QuickBooks, QuickBooks Online, and Sage 50 (US Edition), as estimates, sales orders, invoices, and PO's. Items will be created if they do not currently exist as well as customers ensuring only items you are selling are being transferred to your accounting system.

Support

Phone Support: 407-248-1481
Support Email: support@quotewerks.com
Support Knowledge Base: http://www.quotewerks.com/support.asp

Terms & Conditions

Terms of Service: http://www.quotewerks.com/termsofuse.asp?campaign=SurgarListing4
Privacy Policy: http://www.quotewerks.com/termsofuse.asp?campaign=SurgarListing3

QuoteWerks WebQuoteWerks Web
QuoteValet InsightQuoteValet Insight
Proposal ExampleProposal Example

Resources

Please where we're going to have PDF and what not

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