QuoteWerks

Additional features

Professional Quote Creation

Quickly generate accurate and visually appealing sales quotes with a user-friendly interface, ensuring a positive first impression.

Branded Proposals

Customize the aesthetic of your sales proposals with your company's logos, colors, and fonts to maintain brand consistency and professionalism.

Template Creation

Design and save reusable templates for quotes and proposals, significantly reducing the time spent on creating similar documents in the future.

Item Lists

Develop and manage comprehensive lists of your products and services, including detailed descriptions, standardized pricing, and customizable attributes.

Bundling

Group related products or services together as a single, attractive offering with a combined price, simplifying the buying process for customers.

Layout Customization

Tailor the arrangement and design elements of your quotes and proposals to highlight key information and improve readability.

Inclusion of Supporting Documents

Attach essential files such as Statements of Work (SOWs), legal terms and conditions, and detailed contracts directly to your quotes and proposals for a comprehensive package.

Presentation Creation

Generate visually engaging sales presentations directly within QuoteWerks, leveraging your quote and proposal data for consistency.

Sales Pipeline Management

Effectively track and oversee your customer interactions and deals as they progress through various stages of your sales cycle.

Efficient Document Creation

Streamlined workflows and intuitive tools enable sales representatives to generate accurate and professional sales documents with minimal effort.

Peer Approval Workflows

Implement a review process where colleagues can examine quotes before they are sent to customers, ensuring accuracy and adherence to company standards.

Management Approval Workflows

Establish a system requiring manager authorization for quotes, especially for larger deals or those with special pricing, to maintain control and profitability.

Customer Interaction Tracking

Monitor and record all communication and engagement with customers directly within the QuoteWerks platform for a complete history.

Centralized Document Storage

Securely store all created quotes and proposals in a single, easily accessible database, eliminating the need to search through emails or shared drives.

Search Functionality

Quickly locate specific sales documents using various search criteria such as date, company name, sales representative, or keywords.

Filtering Options

Organize and view your stored documents based on specific criteria (e.g., status, date range, sales rep) for efficient management and analysis.

CRM Integrations (55+)

Seamlessly connect with numerous leading Customer Relationship Management (CRM) systems to automatically transfer crucial sales data, reducing manual data entry and improving efficiency.

PSA Integrations

Integrate with Professional Services Automation (PSA) tools to streamline workflows for service-based businesses.

Accounting Integrations (55+)

Link with various accounting software packages to ensure smooth data flow between sales and finance departments, simplifying invoicing and revenue tracking.

Vendor & Distributor Integrations

Connect with your suppliers' systems to access up-to-date product information, pricing, and availability directly within QuoteWerks.

Shipping Integrations

Integrate with major shipping providers to automatically calculate accurate shipping costs for your quotes and proposals.

Leasing Integrations

Connect with leasing companies to provide customers with financing options directly within the quoting process.

Payment Gateway Integrations (80+)

Integrate with a wide range of payment processors to securely collect online payments via credit card or ACH directly from your quotes and proposals.

115+ Total Integrations

Benefit from a vast ecosystem of integrations connecting QuoteWerks with various business-critical applications beyond CRM and accounting.

Electronic Signatures

Enable customers to legally sign and approve proposals and quotes digitally, eliminating the delays and hassle of printing, signing, and scanning.

Electronic Acceptance

Allow customers to formally accept your quotes online with a simple click, providing immediate confirmation and accelerating the sales cycle.

Credit Card Payment Collection

Securely process credit card payments directly from the quote or proposal, offering convenience to your customers.

ACH Payment Collection

Accept direct bank transfers (ACH payments) online, providing an alternative payment method for customers.

Deposit Collection

Request and collect initial payments or deposits at the time of quote acceptance.

Progress Payment Collection

Manage and collect payments in installments based on project milestones or delivery stages.

Balance Collection

Easily request and collect the remaining balance due upon completion of services or delivery of goods.

Full Amount Collection

Allow customers to pay the entire quoted amount online in a single transaction.

Quote Viewing Notifications

Receive real-time alerts when customers open and view the quotes or proposals you've sent, providing valuable insight into their engagement.

Dashboards

Gain visual representations of key sales performance indicators and the current status of your sales pipeline.

Reporting

Generate customizable reports to analyze sales data, track performance, identify trends, and gain actionable insights.

Sales Pipeline Visibility

Obtain a clear and comprehensive overview of all active deals in your sales process, including their current stage and potential value.

Purchasing Features

Manage the process of ordering goods or services needed to fulfill customer orders.

Procurement Features

Streamline your company's purchasing workflows, from requisition to order placement.

Receiving Features

Track and manage the receipt of goods or services purchased, ensuring accurate inventory and order fulfillment.

World-Class Support

Access knowledgeable and responsive customer support to assist with any questions or issues you may encounter.

Flexible Pricing

Choose from various pricing plans designed to accommodate businesses of different sizes and needs.

Free Trial

Explore the full capabilities of QuoteWerks with a no-obligation free trial period.