General information about Quotewerks
QuoteWerks is a specialized software solution for creating sales quotes and proposals. It streamlines the process of generating, tracking, and managing quotes, allowing businesses to increase productivity and close deals faster.
QuoteWerks integrates with popular CRM and accounting software like Salesforce, QuickBooks, and Microsoft Dynamics CRM to eliminate duplicate data entry. It supports multiple pricing options, bundles, configurations, and optional items for flexible quote creation.
The software also features real-time pricing and availability from various vendors to ensure accurate quotes. Moreover, it has built-in electronic signature capture for quick approvals.
With its robust reporting capabilities, businesses can gain insights into their quoting activity and performance. QuoteWerks is a comprehensive tool that simplifies the quoting process, making it an essential asset for sales teams in any industry.
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See alternatives to Quotewerks like Slack or PandaDoc.What is Quotewerks used for?
QuoteWerks is a valuable tool for small businesses, allowing them to quickly create accurate and professional quotes. It eliminates the need for double data entry by integrating with popular CRM and accounting software. For example, a business using Salesforce to manage its customer relationships can easily transfer contact and sales information into QuoteWerks to create a quote. Moreover, with the electronic signature feature, customers can approve quotes quickly, thus speeding up the sales process. The robust reporting capabilities also provide valuable insights into sales performance.Quotewerks features
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Integration with CRM and Accounting Software
QuoteWerks integrates with popular CRM and accounting software like Salesforce, QuickBooks, and Microsoft Dynamics CRM to eliminate duplicate data entry -
Multiple Pricing Options
It supports multiple pricing options, bundles, configurations, and optional items for flexible quote creation -
Real-Time Pricing and Availability
The software features real-time pricing and availability from various vendors to ensure accurate quotes -
Electronic Signature Capture
QuoteWerks has built-in electronic signature capture for quick approvals -
Robust Reporting Capabilities
With its robust reporting capabilities, businesses can gain insights into their quoting activity and performance.
3 Quotewerks reviews
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Calista D
Helpful Tool: QuoteWerks
I have been using QuoteWerks since 26 and my experience has been excellent so far. The customer service has consistently been polite and supportive. The technology department has also saved the day a few times.
April 21, 2024
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Dennis
Improved Efficiency with CRM Integration
The software's integration with our CRM has significantly improved our efficiency, allowing us to generate quotes in a fraction of the time it used to take
April 16, 2024
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Stephanie Rodriguez
Benefits of Software Reporting for Project Managers
As a project manager, I've found the software's reporting features particularly useful. They provide clear insights into our sales performance and trends
April 13, 2024
Quotewerks: Pros & Cons
Pros
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Integration Capability: QuoteWerks seamlessly integrates with popular CRM and accounting software, enhancing business efficiency
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Customization: QuoteWerks offers a high degree of customization, allowing businesses to tailor the software to their specific needs
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Time-Saving: With its automated quoting and proposal generation features, QuoteWerks significantly reduces the time spent on creating quotes and proposals.
Cons
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Limited Customization: QuoteWerks does not offer a high level of customization, which can make it difficult for businesses with unique needs to fully utilize the software
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Outdated User Interface: The user interface of QuoteWerks is considered outdated by some users, which can make the software less intuitive and harder to navigate
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Lack of Integration: QuoteWerks lacks integration with some popular CRM systems, which can limit its functionality and efficiency for businesses that use these systems.
Why is Quotewerks better than other CRM software?
Quotewerks has better positive reviews compared to PandaDoc: 92 vs 91
Quotewerks pricing plans are more competitive than PandaDoc: 4.4 vs 4.3
Quotewerks is better at value for money than Hubspot sales hub: 4.4 vs 4.2
