QuoteWerks

QuoteWerks

(135)
4.3 out of 5 stars

QuoteWerks is a turn-key quoting and proposal solution with over 80,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes

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QuoteWerks Features

Configuration
Product Catalog

Allows users to search, filter, sort and select items to be added to quote

85%
(Based on 69 reviews)
Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

80%
(Based on 41 reviews)
Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

80%
(Based on 55 reviews)
Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

85%
(Based on 63 reviews)
Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

81%
(Based on 55 reviews)
Ease of Use

Configurator guides users through process visually; no significant training required

85%
(Based on 73 reviews)
Document Creation
Customizability: Variables and Fields

Define fields to pull in dynamic information.

85%
(Based on 90 reviews)
Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

84%
(Based on 91 reviews)
Rich Media

How well the platform supports images, audio, and video in proposals.

82%
(Based on 72 reviews)
Online Document Creation

Create adaptive online documents for view via browser or mobile device.

87%
(Based on 62 reviews)
PDF Creation

Create attractive PDF versions of proposals.

94%
(Based on 88 reviews)
Custom Branding

Brand proposals and the application's portal with your company's logos and branding.

92%
(Based on 85 reviews)
Pricing
Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

89%
(Based on 68 reviews)
Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

89%
(Based on 72 reviews)
Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

87%
(Based on 48 reviews)
Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

88%
(Based on 58 reviews)
Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

86%
(Based on 47 reviews)
Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

85%
(Based on 47 reviews)
Workflow
Document Builder Interface

Easily search for and add elements to a proposal.

81%
(Based on 75 reviews)
Collaborative Creation

Multiple users can edit a single document.

80%
(Based on 56 reviews)
Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

83%
(Based on 57 reviews)
Quoting
Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

88%
(Based on 68 reviews)
Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

87%
(Based on 60 reviews)
Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

89%
(Based on 71 reviews)
Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

86%
(Based on 72 reviews)
Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

87%
(Based on 54 reviews)
Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

86%
(Based on 42 reviews)
Analytics
Engagement Tracking

Track who is looking at proposals and how often or for how long.

87%
(Based on 53 reviews)
Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

86%
(Based on 51 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

83%
(Based on 62 reviews)
Admin
Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

83%
(Based on 43 reviews)
Pricing Administration

Can easily build and maintain pricing logic required by business

85%
(Based on 40 reviews)
Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

83%
(Based on 31 reviews)
Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

85%
(Based on 36 reviews)
Administration and Platform
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

86%
(Based on 78 reviews)
Alerts and Notifications

Program in-app and email notifications for approval milestones or actions.

86%
(Based on 65 reviews)
CRM Integration

Push and pull data from CRM to build proposals and update statuses with clients.

89%
(Based on 75 reviews)
E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

89%
(Based on 50 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

86%
(Based on 57 reviews)
CPQ Integration

Push and pull data from quote applications to build proposals.

87%
(Based on 50 reviews)
Channels
Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

70%
(Based on 31 reviews)
Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

75%
(Based on 42 reviews)
Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

85%
(Based on 44 reviews)
eCommerce

End customer users can configure, price, and buy products in a self service environment online

82%
(Based on 34 reviews)
Platform
CRM Integration

CRM integration is flexible and easy to maintain

91%
(Based on 40 reviews)
Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

90%
(Based on 25 reviews)
Internationalization

System support multiple currencies and languages to enable business in multiple countries

87%
(Based on 16 reviews)
Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

90%
(Based on 44 reviews)
Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

91%
(Based on 40 reviews)
Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

87%
(Based on 32 reviews)
QuoteWerks
(135)