QuoteWerks

QuoteWerks and QuoteValet are the platforms that our Sales and Accounting Departments use on a daily basis. It is used to prepare/deliver quotes, email quotes to customers/prospects, and to process orders without having to transcribe everything into QuickBooks. We also have it integrated with Sage CRM.

• Able to create quotes quickly and get them sent to a customer/prospect
• Easily convert quotes to orders and import them into QuickBooks without having to manually create an invoice
• Easily look at the History of a quote using the Properties option on the File menu

QwikQuote

Sage CRM, Google Drive, Microsoft Office 2016 (discontinued)

We use QuoteWerks mainly for quoting out bids to our clients. It is an easy tool and when needing to also use the financing option it is nice to provide that to our clients as well. QuoteWerks addresses multiple business problems as it helps in gaining that prospect client when sending them a professional looking quote for hardware or any services we provide in a timely manner. QuoteWerks makes it easy to do that.

• Huge impact
• Positive increase on profit margins
• Helps in all areas of our company

ConnectWise Automate, Microsoft 365, Adobe Acrobat

We saw the need to acquire QuoteWerks because our quoting system was very manual. Now with this software, we streamline the entire process. The start-up was done very quickly because it had a customer service that accompanied us at all times, and until the entire installation was ready, they did not leave us, and that made us very happy because we knew that if at any time we needed their help, we called them and they helped us right away.

• QuoteWerks is a necessary software to create quotes and proposals. It will help you throughout the process. It is automated and does not require much prior knowledge. In addition, it is not expensive to acquire, which makes it a software very capable of achieving the objectives that are required.

Acronis Cyber Backup, Asana, Zoho Books

QuoteWerks is a robust tool that demonstrates with tangible results what can be in charge of sales management in conjunction with our CRM, we have noticed that we can create a robust system that can improve work management and without a doubt also improves the customer experience. The sales department is satisfied with the results obtained to date, these results range from simple electronic signatures that speed up the direct relationship with the client and to a complex system such as integration with our CRM. It has the feature of sending notifications of the quotes that we have sent to our clients, this helps to know in detail if the client has read our quote and thus we can send offers according to the characteristics of each client.

• The electronic signature has improved the workflow and therefore has generated a positive ROI.
• The reduction of errors is also another decisive aspect to improve ROI.

QuoteWerks was used for a client to streamline the process of quoting a project, placing the order, and keeping track of dialogue between the people involved. When you have a service that involves several departments in your company, getting everyone coordinated to provide information to complete a sale can be difficult, so Quoteworks helps connect the dots.

• Secures clients quicker.
• Data analytics use.
• Allows personnel to have more free time to gain additional clients.

Conga CPQ (formerly Apttus CPQ)

Conga CPQ (formerly Apttus CPQ), PROS Smart CPQ, KBMax, from Epicor