QuoteWerks

Gain insight into sales pipeline with dashboards and reporting capabilities

Cloud-based version of QuoteWerks completely reimagined for modern cloud deployment with reliability, speed, and flexibility

Create item lists, templates, and bundles to standardize product and service offerings and document creation workflows

Access to product content and data for quoting

Application programming interface and software development kit for custom integrations and extensions

Brand quotes and proposals with professional layouts and ability to include SOWs, terms, conditions, and contracts

Create branded, professional quotes and proposals with beautiful layouts in minutes

Store and manage all documents in a central, searchable location with filtering by date, company, sales rep, and more

Get customer signatures electronically without requiring customers to print, sign, and email back PDFs

Real-time proposal viewing and e-signature module

Additional module for enhanced clarity in quoting processes

Industry leading CRM and Accounting integrations transfer important sales data between QuoteWerks and already deployed solutions

Collect deposits, progress payments, balances or full quote amounts via credit card or ACH payments with support for over 80 payment gateways

Manage purchasing, procurement, and receiving processes within the platform

Vendor request for quote management module

Simple yet powerful design provides sales reps an efficient way to create, deliver, and track customer interactions to close deals

Get notified when quotes are viewed and tracked by customers to understand engagement

Peer and management approval workflows ensure every document created is accurate and consistent to reduce errors and misquotes